Key contacts

Klaus Schinkel

Klaus Schinkel
Director, Head of Germany

Regional office - Europe
Schumannstrasse 34b
60325, Frankfurt
Germany
Tel: +49 (0)69 78 8076 960
kschinkel@edisongroup.com

European listed companies

Biotie Therapies Corp Vivalis
NorDiag Thales
Orexo AB Science
Hutchison China MediTech EADS
Global Bioenergies Stallergenes
Core Laboratories Plaza Centers
Outotec Stentys
Albioma Erytech Pharma
Store Electronic Systems SinnerSchrader
Airbus Eurotunnel
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Companies with HQs in europe

Stobart Group GB Group
Vertu Motors Ixico
Lookers IQE
Cohort Ebiquity
Trifast Vernalis
Share Park Group
Walker Greenbank Mondo TV
Aberdeen New Thai Investment Trust Touchstone Innovations
Amur Minerals Rockhopper Exploration
Skyepharma Oxford BioMedica
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Latest research

mic

Clean-up continues

Update | Financials | 20/10/2017

The latest filings show an improved H117 and a strengthened balance sheet. Liquid funds of €175k in late September stand against target monthly fixed costs of €35k due to be reached in November 2017. The key driver for the share price will be the outcome of refinancing talks, described as being at an advanced stage. Given the scale of the difficulties mic encountered, we see potential for large-scale dilution of existing holders’ interests.

SDX Energy

Solid well results kick off the campaign

Update | Oil & Gas | 19/10/2017

SDX Energy has announced two successful well results in recent weeks, with additional oil discovered in Egypt and more net pay found in its first Moroccan gas well than expected. The next six months are busy ones for SDX, with eight more wells to be drilled in Morocco to supply a high value gas market. Two wells will be drilled in Egypt to delineate its existing South Disouq discovery and two exploration wells will target prospects that could materially increase the gas resources. In addition, programmes…

Hutchison China MediTech

WCLC highlights savolitinib combination potential

ADR Update | Pharmaceutical & healthcare | 19/10/2017

Data presented at the World Conference on Lung Cancer (WCLC) on combination approaches to treat resistant EGFR-driven non-small cell lung cancer (NSCLC) highlight a widening of the patient population that could be eligible to receive savolitinib in combination with either Tagrisso or Iressa. Partner AZN now has the data set to make a decision on global Phase III trials and evaluate breakthrough therapy designation (BTD) potential in both 2L and 3L EGFR-resistant NSCLC; in our view, data to date supports…

Deutsche Beteiligungs

FY17 confirmed as an exceptional year

Update | Investment Companies | 19/10/2017

Deutsche Beteiligungs (DBAG) reported a 22.1% NAV return for the first nine months of FY17, and management guidance is for a further uplift in the final quarter, making it an exceptional year in terms of performance as well as portfolio activity. DBAG’s share price returns have significantly outperformed NAV returns over the last year, and the shares are currently trading at a substantial premium to NAV. In our view, this implies that the market is discounting strong future returns, arguably…

Thin Film Electronics

Suspension of forecasts

Flash note | Technology | 19/10/2017

We are withdrawing our estimates on Thinfilm. Our previous estimates are now out-of-date and should not be relied upon.

About

Edison first opened its German office in Berlin in 2011. Now based in Frankfurt, we continue to provide research services to companies listed on mainland European stock exchanges. Companies of all sizes benefit from our research service, which provides the highest standards of equity research and unrivalled distribution of our reports on a global and unrestricted basis.

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