Vietnam Enterprise Investments is a closed-end fund managed by Dragon Capital Management Limited. The investment objective of Co. is to seek medium to long term capital appreciation of its assets by investing directly or indirectly in publicly or privately issued securities of companies, projects and enterprises issued by Vietnamese entities, whether inside or outside Vietnam.
Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.
A director at Vietnam Enterprise Investments maiden bought 36,423 shares at 482p and the significance rating of the trade was 71/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. ...
Deutsche Beteiligungs (DBAG) is a well-established private equity company investing primarily in mid-sized German companies. It also manages €2.1bn of third-party capital, which generates stable recurring fee income. DBAG invests in buyouts alongside its managed funds, with long-term investments made from its own balance sheet. This year, the company launched its new buyout fund (DBAG Fund VIII, with €1.1bn in commitments), which will translate into higher management fees.
Stratec SE is a highly regarded German company that designs, develops and supplies about 8,000 fully automated diagnostics systems and modules annually. Clients include major companies like Hologic, DiaSorin and Siemens Healthineers. Typical 12–15-year product life cycles give underlying stability. Stratec is benefiting from COVID-19 driven diagnostic demand. H120 sales were €119.4m, up 9.9% y-o-y, with a 15.4% adjusted EBIT margin. The company guides to FY20 revenue growth of 14–18% with a 15.5–16.5% adjusted EBIT margin.
RedHill’s COVID-19 programme is progressing well with two clinical trials ongoing, a Phase II study (n=40) in the US and an international Phase II/III study (n=270). If results are promising, RedHill plans to apply for emergency use authorisation as soon as possible. The commercial highlight this year was the acquisition of Movantik (for opioid-induced constipation) from AstraZeneca on 1 April 2020. Q220 was the first full quarter of RedHill promoting Movantik with booked sales of $20.9m (AstraZeneca’s reported sales of $96m in FY19). RedHill is also ramping up the promotion of its other GI dr...
(GSS) was launched in July 1989 and was one of the first emerging markets funds to be listed in the UK. It aims to deliver long-term capital growth through investing in emerging and frontier market equities following an in-depth fundamental approach. The fundâ€™s benchmark is the MSCI Emerging Markets index. However, the manager is not constrained by the benchmark and focuses on investing in high-quality companies with above average sustainable long-term growth. The portfolio reflects the managerâ€™s highest conviction stocks and is typically meaningfully different from the benchmark. In this...
Genesis Emerging Markets Fund (GSS) was launched in 1989 and was one of the first emerging markets funds to be listed in the UK. It aims to deliver long-term capital growth through investing in emerging and frontier markets. The investment approach is bottom-up and patient, involving proprietary and bespoke research to build in-depth knowledge of companies, sectors and countries. Unconstrained by benchmark considerations, the diversified portfolio is meaningfully differentiated from the index and consists of the managerâ€™s highest-conviction stocks.
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