View 
FILTERS (0)
* Not connected to ResearchPool

MORE FILTERS

  
reports

Primary Health Properties: 1 director

A director at Primary Health Properties bought 150,000 shares at 91p and the significance rating of the trade was 66/100. 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 ...

Martyn King
  • Martyn King

Primary Health Properties - Stability with income growth

The key feature of Primary Health Properties’ (PHP’s) 2023 results was the further acceleration in rental uplifts, rising at the fastest pace for 15 years. This is driving organic earnings growth to fully cover progressive dividends, which are now in the 28th year of unbroken increase.

Martin Hall
  • Martin Hall

Hardman & Co Healthcare Index: 2023 – Capital demands dent performance

The Hardman & Co Healthcare Index (HHI) has been running since 2009. Its main function is to highlight the attractions of life sciences investments over the long term. For the second year running, apart from global economic influences affecting world markets, performance in 2023 was dented by the capital-intensive nature of the sector. The HHI fell 3.7%, to 483.8, underperforming the main London markets – FTSE 100 (+3.8%) and FTSE All-Share (3.8%) but outperforming the FTSE AIM All-Share Index (...

Martyn King
  • Martyn King

Primary Health Properties - Strategic and accretive Irish expansion

Primary Health Properties (PHP) has agreed to acquire Ireland’s first Enhanced Community Care (ECC) facility for a total consideration of €30m. With its interim results, PHP highlighted its continued plans for strategic expansion in Ireland, where higher yields support accretive investment in an expanding market. Alongside low-risk, value-creating asset management schemes and accelerating organic rental growth, this represents a key opportunity for continuing growth in income. Our forecasts are ...

Martyn King
  • Martyn King

Primary Health Properties - Sustaining dividend growth

Interim results showed Primary Health Properties (PHP) to be well on track to meet its fully covered 6.7p DPS target, the 27th consecutive year of growth. Organic rent growth continues to increase, borrowing costs are nearly all fixed/hedged and the cost ratio is among the lowest in the sector. Despite this, the prospective dividend yield is now c 7%.

Liberum Research Team
  • Liberum Research Team

LIBERUM: UK Small & Mid Cap Dispatches

Research Reel: Inspired - Initiation, Fireside Chat - CFO of Drax, Initiation - ECO Animal Health, National Express, PayPoint, PensionBee, SMID Market Highlights

Liberum Research Team
  • Liberum Research Team

LIBERUM: Morning Comment

Research Reel: Inspired - Initiation, Fireside Chat - CFO of Drax, Initiation - ECO Animal Health, National Express, PayPoint, PensionBee, Market Highlights

Shonil Chande
  • Shonil Chande

LIBERUM: Alternatives Daily: PHP | BPCR

Primary Health Properties - Strong rental growthBioPharma Credit - Up to $180m senior secured loan at 3-month SOFR+700bps.

Manos Halicioglu
  • Manos Halicioglu

Further progress

Primary Health Properties PLC (“PHP”), the FTSE 250 healthcare real estate investment company, is a leading investor in modern, flexible primary care accommodation across the UK and Ireland, has made two noteworthy announcements since we last reported on the company (on 14th December 2022).Firstly,

Liberum Research Team
  • Liberum Research Team

LIBERUM: UK Small & Mid Cap Dispatches

GB Group, Shanta Gold, SMID Market Highlights

Liberum Research Team
  • Liberum Research Team

LIBERUM: Morning Comment

GB Group, Shanta Gold, Market Highlights

Martyn King
  • Martyn King

Primary Health Properties - Termination of coverage

Edison Investment Research is terminating coverage on Vivesto (VIVE), Diurnal Group (DNL), Palace Capital (PCA), Primary Health Properties (PHP), Silver One Resources (SVE), Induction Healthcare (INHC) and Axiom European Financial Debt (AXI). Please note you should no longer rely on any previous research or estimates for this company. All forecasts should now be considered redundant. Previously published reports can still be accessed via our website.

Shonil Chande
  • Shonil Chande

LIBERUM: Alternatives Daily: UKW | JLEN | USF | BGLF | MPLF | PHP

Greencoat UK Wind - 31% YoY NAV TR as power price assumptions revisedJLEN Environmental Assets - c.1% decline to NAV at Q3 updateUS Solar Fund - Mount Signal 2 sale option exercisedBlackstone Loan Financing and Marble Point Loan Financing - December NAV updatesPrimary Health Properties - Axis Technical Services acquisition

Richard Williams
  • Richard Williams

QuotedData’s Real Estate Monthly Roundup – January 2023

Performance - 2022 ended with another difficult month for property companies as the sector continues to get to grips with the impact of higher interest rates. There were several funds that performed well during December, however, with secondary shopping centre landlord Capital & Regional top of the pile. For a second month on the trot Home REIT saw its share price tank after it came under attack from a short seller in November. Valuation moves - It was a mixed bag for valuations, with six-month...

Richard Williams
  • Richard Williams

QuotedData’s Real Estate Monthly Roundup – January 2023

Performance - 2022 ended with another difficult month for property companies as the sector continues to get to grips with the impact of higher interest rates. There were several funds that performed well during December, however, with secondary shopping centre landlord Capital & Regional top of the pile. For a second month on the trot Home REIT saw its share price tank after it came under attack from a short seller in November. Valuation moves - It was a mixed bag for valuations, with six-month...

 PRESS RELEASE

EQS-News: Proactive Research Analyst Manos Halicioglu looks at Primary...

EQS-News: Primary Health Properties PLC Proactive Research Analyst Manos Halicioglu looks at Primary Health Properties 15.12.2022 / 10:55 CET/CEST The issuer is solely responsible for the content of this announcement. Contact DetailsProactiveProactive UK Ltd 3News Source: News Direct 15.12.2022 CET/CEST Dissemination of a Corporate News, transmitted by EQS News - a service of EQS Group AG.The issuer is solely responsible for the content of this announcement.The EQS Distribution Services include Regulatory Announcements, Financial/Corporate News and Press Release...

Manos Halicioglu
  • Manos Halicioglu

Primary Health Properties: Succession planning

Primary Health Properties, the FTSE 250 healthcare real estate investment company, has announced that Harry Hyman will officially step down as the company's chief executive officer (CEO) at the company's 2024 annual general meeting (AGM), which we estimate will take place between 1st April 2024 and

Oliver Juggins
  • Oliver Juggins

Inflation & Investment Trusts - Sep 2022

Inflation has now persisted beyond most people's 2021 expectations for a “short term blip” following the COVID crisis, and investors are increasingly under pressure to generate positive real returns in the first highly inflationary (i.e., >5%) environment since 1991. We expect a degree of asset price volatility to continue across all asset classes for quite some time. In this note we look at the factors behind the current inflationary environment, evaluate which ones are likely to persist and ...

Martyn King
  • Martyn King

Primary Health Properties - Rental growth further accelerates

As expected, Primary Health Properties (PHP) reported a strong financial and operational performance in H122 and is well into its 26th year of unbroken DPS growth. The company is ‘encouraged’ by strengthening rental growth and continues to selectively source accretive investment opportunities. With 95% of borrowings fixed rate or hedged, we expect further growth.

Richard Jeans
  • Richard Jeans

Strong first half 2022 results from PHP

Primary Health Properties PLC (LON:PHP) produced a strong set of interim results, supported by an improving rental growth outlook. The total adjusted net tangible assets (NTA) return for the six-month period was 6.3%, up from 5% in the corresponding period in 2021. This reflected a solid 4.3% total

Loading...
New interest

Save your current filters as a new Interest

Please enter a name for this interest

Email alerts

Would you like to receive real-time email alerts when a new report is published under this interest?

Save This Search

These search results will show up under 'Saved searches' in the left panel

Please enter a name for this saved search

ResearchPool Subscriptions

Get the most out of your insights

Get in touch