Industrials equity investment research

Industrials Insights

Market cap

Date (published)

Concept of energy storage unit consisting of multiple conected containers with batteries. 3d rednering.

thematic

Industrials

01.02.23

The long and winding road

Latest

Industrials | Outlook

18.09.23

Jersey Electricity — Managing transition well

Industrials | Flash note

13.09.23

Dowlais Group — Margin and EV journey accelerating

Industrials | Flash note

12.09.23

Melrose Industries — Clarity on GTF helpful for investors

Industrials | Update

08.09.23

AAC Clyde Space — Strong trading progress in H123

insight

Industrials

13.02.23

Provaris Energy: Norway as first mover in green hydrogen partnership

insight

Industrials

02.12.22

Loop Energy: Equalising hydrogen-diesel fuel costs

insight

Industrials

16.11.22

Deutsches Eigenkapitalforum (EKF) 2022 industrials

insight

Industrials

20.10.22

European momentum boosts Provaris Energy

insight

Industrials

23.09.22

Loop Energy: Propelling hydrogen fuel cell growth

insight

Industrials

31.08.22

Seven things every investor needs to know about Applied Graphene Materials

Analyst of the week

Natalya Davies

Associate Analyst

ndavies@edisongroup.com 020 3077 5700

Read latest

Equities

Region

Market cap

AAC Clyde Space (AAC)

Latest price

SEK0.62

▾ 0.01 (1.64)

As at 22/09/2023

Market capitalisation: SEK175m

View equity

Update

Industrials

08.09.23

AAC Clyde Space — Strong trading progress in H123

Update

Industrials

31.07.23

AAC Clyde Space — xSPANCION commitment confirmed

Update

Industrials

21.06.23

AAC Clyde Space — Capital raise to support growth

Accsys Technologies (AXS)

Latest price

GBP0.74

▾ 2.40 (3.37)

As at 22/09/2023

Market capitalisation: GBP157m

View equity

Update

Industrials

08.09.23

Accsys Technologies — Warning of lower demand

Update

Industrials

13.07.23

Accsys Technologies — FY23 results better than expected

Update

Industrials

10.05.23

Accsys Technologies — Stronger than expected volume growth in Q4

ADS-TEC Energy (ADSE)

Latest price

USD7.70

▾ −0.02 (−0.26)

As at 22/09/2023

Market capitalisation: USD377m

View equity

Amoeba (ALMIB)

Latest price

EUR0.46

▾ −0.06 (−11.13)

As at 22/09/2023

Market capitalisation: EUR26m

View equity

Update

Industrials

22.05.23

Amoeba — Scaling up for commercialisation

Update

Industrials

03.04.23

Amoeba — Building on an exceptional year

Initiation

Industrials

13.03.23

Amoeba — Fighting pathogens, respecting nature

ArborGen Holdings (ARB)

Latest price

NZD0.18

▾ −0.01 (−5.26)

As at 22/09/2023

Market capitalisation: NZD96m

View equity

Outlook

Industrials

24.07.23

ArborGen Holdings — Green shoots appear in the spring

Update

Industrials

07.12.22

ArborGen Holdings — Seedling supplier’s long-term future looks green

Update

Industrials

30.06.22

ArborGen Holdings — Shifting focus to US South and Brazil

Arcadis (ARCAD)

Latest price

EUR43.14

▾ −0.06 (−0.14)

As at 22/09/2023

Market capitalisation: EUR3,864m

View equity

Arctic Paper (ARP)

Latest price

PLN23.55

— 0.00 (0.00)

As at 22/09/2023

Market capitalisation: PLN1,632m

View equity

Update

Industrials

15.08.23

Arctic Paper — Strategy on track despite cyclical weakness

Initiation

Industrials

12.06.23

Arctic Paper — Resilience from a transitioning strategy

QuickView

Industrials

10.05.23

Arctic Paper — Resilient in a challenging market

AVAX (AVAX)

Latest price

EUR1.34

▾ 0.01 (0.75)

As at 22/09/2023

Market capitalisation: EUR195m

View equity

Flash note

Industrials

09.08.23

AVAX — Completed divestment from energy sector

Flash note

Industrials

31.05.23

AVAX — Significant international project secured

Initiation

Industrials

16.05.23

AVAX — Building on strong foundations

Braemar (BMS)

Latest price

GBP2.33

— 0.00 (0.00)

As at 22/09/2023

Market capitalisation: GBP77m

View equity

Update

Industrials

04.04.23

Braemar — Year-end strength drives upgrades

Update

Industrials

24.11.22

Braemar — Evidence of strategic success should drive value

Update

Industrials

30.08.22

Braemar Shipping Services — Steaming purposefully into clear waters

Carr’s Group (CARR)

Latest price

GBP1.20

▾ −5.50 (−4.38)

As at 22/09/2023

Market capitalisation: GBP113m

View equity

Update

Industrials

07.08.23

Carr's Group — Weaker agriculture markets affect expectations

Update

Industrials

02.05.23

Carr's Group — Weather affects H123 performance

Update

Industrials

27.03.23

Carr's Group — Details of FY22 performance

Creotech Instruments (CRI)

Latest price

PLN221.00

▾ −6.00 (−2.64)

As at 22/09/2023

Market capitalisation: PLN460m

View equity

Flash note

Industrials

30.06.23

Creotech Instruments — Positive progress in Q123

Initiation

Industrials

14.04.23

Creotech Instruments — A leader in EEC spacetech and quantum

Dowlais Group (DWL)

Latest price

GBP1.16

▾ 0.45 (0.39)

As at 22/09/2023

Market capitalisation: GBP1,608m

View equity

Flash note

Industrials

13.09.23

Dowlais Group — Margin and EV journey accelerating

Update

Industrials

19.06.23

Dowlais Group — Vigo: The benefits of restructuring and investment

Flash note

Industrials

23.05.23

Dowlais Group — Positive start to the year

Epwin Group (EPWN)

Latest price

GBP0.69

▾ −0.50 (−0.72)

As at 22/09/2023

Market capitalisation: GBP102m

View equity

Update

Industrials

05.05.23

Epwin Group — Solid results highlight management action

Update

Industrials

22.11.22

Epwin Group — On course to hit full-year expectations

Update

Industrials

19.04.22

Epwin Group — Raised estimates and margin upside potential

ICL Group (ICL)

Latest price

NIS21.75

▾ −0.50 (−2.25)

As at 22/09/2023

Market capitalisation: NIS28,187m

View equity

Information Services Corporation (ISV)

Latest price

CAD23.16

▾ −0.59 (−2.48)

As at 22/09/2023

Market capitalisation: CAD428m

View equity

Itaconix (ITX)

Latest price

GBP0.04

▾ −0.10 (−2.41)

As at 22/09/2023

Market capitalisation: GBP28m

View equity

Curated by Edison

www.afr.com

Provaris Energy featured in the Australian Financial Review

Industrials

'There is also one other Australian company – one that rarely makes the news – plotting a different way to get green hydrogen exports happening. Provaris, known as Global Energy Ventures until last May, steers clear of the mainstream options of ammonia (NH3) and liquefaction (LH2), which often involves keeping the hydrogen at punishingly low temperatures, in favour of shipping it as a compressed gas (CH2).'

Read article

Thematics

thematic

Industrials

04.09.23

The long and winding road

thematic

Industrials

13.04.23

Quantum computing: A booming industry

thematic

Industrials

27.02.23

UK housebuilders

thematic

Industrials

01.02.23

Battery energy storage

thematic

Consumer

05.10.22

IPO apocalypse

thematic

TMT

10.08.22

ESG, moving beyond the box tick

thematic

Industrials

22.06.22

A new paradigm for space

thematic

Industrials

25.05.22

The emergence of mega-constellations

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Equity strategy and market outlook – July 2023

Equity strategy and market outlook – June 2023

Thematics

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The long and winding road

MediaWatch – July 2023

ConsumerWatch – July 2023

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Industrials

Accsys Technologies

3.37%

Industrials Insights

Battery energy storage

UK housebuilders

The long and winding road

Latest

Jersey Electricity — Managing transition well

Dowlais Group — Margin and EV journey accelerating

Melrose Industries — Clarity on GTF helpful for investors

AAC Clyde Space — Strong trading progress in H123

Provaris Energy: Norway as first mover in green hydrogen partnership

Loop Energy: Equalising hydrogen-diesel fuel costs

Deutsches Eigenkapitalforum (EKF) 2022 industrials

European momentum boosts Provaris Energy

Loop Energy: Propelling hydrogen fuel cell growth

Seven things every investor needs to know about Applied Graphene Materials

Analyst of the week

Equities

AAC Clyde Space (AAC)

SEK0.62

AAC Clyde Space — Strong trading progress in H123

AAC Clyde Space — xSPANCION commitment confirmed

AAC Clyde Space — Capital raise to support growth

See morecontent on

Accsys Technologies (AXS)

GBP0.74

Accsys Technologies — Warning of lower demand

Accsys Technologies — FY23 results better than expected

Accsys Technologies — Stronger than expected volume growth in Q4

See morecontent on

ADS-TEC Energy (ADSE)

USD7.70

Amoeba (ALMIB)

EUR0.46

Amoeba — Scaling up for commercialisation

Amoeba — Building on an exceptional year

Amoeba — Fighting pathogens, respecting nature

See morecontent on

ArborGen Holdings (ARB)

NZD0.18

ArborGen Holdings — Green shoots appear in the spring

ArborGen Holdings — Seedling supplier’s long-term future looks green

ArborGen Holdings — Shifting focus to US South and Brazil

See morecontent on

Arcadis (ARCAD)

EUR43.14

Arctic Paper (ARP)

PLN23.55

Arctic Paper — Strategy on track despite cyclical weakness

Arctic Paper — Resilience from a transitioning strategy

Arctic Paper — Resilient in a challenging market

See morecontent on

AVAX (AVAX)

EUR1.34

AVAX — Completed divestment from energy sector

AVAX — Significant international project secured

AVAX — Building on strong foundations

See morecontent on

Braemar (BMS)

GBP2.33

Braemar — Year-end strength drives upgrades

Braemar — Evidence of strategic success should drive value

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