Consumer equity investment research & insights

Consumer Insights

Market cap

Date (published)

thematic

Consumer

30.10.23

ConsumerWatch – Falling into the fall

thematic

Consumer

23.02.24

ConsumerWatch – At least someone loves me

Consumer

thematic

30.05.24

ConsumerWatch – Give me a reason to love you

Latest

Consumer | Initiation

02.07.24

The London Tunnels — Hidden reserves

Consumer | Flash note

01.07.24

musicMagpie — Strategically positioning for profitability

Consumer | QuickView

27.06.24

Société des Bains de Mer — Sharing the love

Consumer | QuickView

24.06.24

Telecom Plus — Unique proposition drives customer growth

insight

Consumer

21.11.23

MGI – Media and Games Invest: EKF 2023 QuickView

insight

Consumer

21.11.23

bet-at-home: EKF 2023 QuickView

insight

Consumer

21.11.23

ForFarmers: EKF 2023 QuickView

insight

Consumer

06.10.23

The Meta Quest 3

insight

Consumer

17.03.23

Else Nutrition: What’s the investment case?

insight

Consumer

16.11.22

Deutsches Eigenkapitalforum (EKF) 2022 CMT

Equities

Region

Market cap

bet-at-home (ACXX)

Latest price

EUR2.89

▾ 0.09 (3.21)

As at 02/07/2024

Market capitalisation: EUR19m

View equity

Update

Consumer

12.12.22

bet-at-home — FY22 GGR guidance raised

Update

Consumer

15.11.22

bet-at-home — Navigating challenges in 2022

Outlook

Consumer

16.05.22

bet-at-home — A year of consolidation

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bet-at-home

Borussia Dortmund (BVB)

Latest price

EUR3.60

▾ 0.08 (2.13)

As at 02/07/2024

Market capitalisation: EUR390m

View equity

Update

Consumer

21.05.24

Borussia Dortmund — London calling

Update

Consumer

22.04.24

Borussia Dortmund — Helping itself

Update

Consumer

18.03.24

Borussia Dortmund — Progressing nicely

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Borussia Dortmund

Card Factory (CARD)

Latest price

GBP0.94

▾ 0.60 (0.65)

As at 02/07/2024

Market capitalisation: GBP324m

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Initiation

Consumer

18.06.24

Card Factory — Look inside the card

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Card Factory

Games Workshop Group (GAW)

Latest price

GBP104.40

▾ −230.00 (−2.16)

As at 02/07/2024

Market capitalisation: GBP3,540m

View equity

Update

Consumer

21.06.24

Games Workshop Group — FY24 profit estimates beaten

Flash note

Consumer

22.03.24

Games Workshop Group — Steady as she goes

Update

Consumer

17.01.24

Games Workshop Group — Core growth in H124

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Games Workshop Group

Good Life Plus (GDLF)

Latest price

GBP0.02

▾ 0.40 (22.86)

As at 02/07/2024

Market capitalisation: GBP12m

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Initiation

Consumer

29.02.24

Good Life Plus — Welcome to the Goodlife!

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Good Life Plus

Greggs (GRG)

Latest price

GBP27.60

▾ −12.00 (−0.43)

As at 02/07/2024

Market capitalisation: GBP2,829m

View equity

Update

Consumer

14.05.24

Greggs — Encouraging start to FY24

Outlook

Consumer

02.04.24

Greggs — Showing us how it's done

Update

Consumer

11.01.24

Greggs — A strong finish to FY23

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Greggs

Intralot (INLOT)

Latest price

EUR1.17

▾ −0.01 (−0.85)

As at 02/07/2024

Market capitalisation: EUR698m

View equity

Update

Consumer

20.06.24

Intralot Integrated Lottery Systems and Services — Underlying progress in Q124

Update

Consumer

24.04.24

Intralot Integrated Lottery Systems and Services — Focus on business development in FY24

Initiation

Consumer

08.02.24

Intralot Integrated Lottery Systems and Services — In it to win it

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Intralot

MoneyHero (MNY)

Latest price

USD1.85

▾ −0.04 (−2.12)

As at 02/07/2024

Market capitalisation: USD78m

View equity

Update

TMT

28.06.24

MoneyHero — Encouraging start to FY24

Initiation

TMT

13.05.24

MoneyHero — Money saver in South-East Asia

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MoneyHero

musicMagpie (MMAG)

Latest price

GBP0.07

▾ 0.25 (4.00)

As at 02/07/2024

Market capitalisation: GBP8m

View equity

Flash note

Consumer

01.07.24

musicMagpie — Strategically positioning for profitability

Flash note

Consumer

15.03.24

musicMagpie — Focus on profits and cash in FY23

Flash note

Consumer

15.12.23

musicMagpie — Record Black Friday and improving profitability

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musicMagpie

OPAP (OPAP)

Latest price

EUR14.74

▾ 0.10 (0.68)

As at 02/07/2024

Market capitalisation: EUR5,514m

View equity

Update

Consumer

04.06.24

OPAP — Steady progress towards FY24 guidance

Update

Consumer

19.03.24

OPAP — A good end to FY23

Update

Consumer

24.11.23

OPAP — Short-term challenges in Q323

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OPAP

Portobello SpA (POR)

Latest price

EUR5.54

▾ −0.26 (−4.48)

As at 02/07/2024

Market capitalisation: EUR35m

View equity

Woman shopping vegetables at the supermarket

Flash note

Consumer

24.04.24

Portobello SpA — Focus back on the operations

Update

Consumer

30.10.23

Portobello SpA — Focusing on cash generation

Outlook

Consumer

20.06.23

Portobello SpA — Value appeal

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Portobello SpA

SynBiotic (SBX)

Latest price

9.10

▾ 0.26 (2.94)

As at 02/07/2024

Market capitalisation: 42m

View equity

Outlook

Consumer

09.05.23

SynBiotic — Building the platform

Update

Consumer

09.08.22

SynBiotic — Management update – on track

Update

Consumer

06.12.21

SynBiotic — Further acquisitions

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SynBiotic

Tertre Rouge Assets (TRA)

Latest price

—

— 0.00 (0.00)

As at 02/07/2024

Market capitalisation: —

View equity

Update

Consumer

11.01.24

Tertre Rouge Assets — Revving up

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Tertre Rouge Assets

The London Tunnels (TLT)

Latest price

GBP2.24

▾ 8.00 (3.70)

As at 02/07/2024

Market capitalisation: GBP147m

View equity

Initiation

Consumer

02.07.24

The London Tunnels — Hidden reserves

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The London Tunnels

The Platform Group (TPG)

Latest price

EUR8.38

▾ 0.12 (1.45)

As at 02/07/2024

Market capitalisation: EUR144m

View equity

QuickView

Consumer

25.10.21

Fashionette — Looking forward to a robust Q421

Update

Consumer

13.09.21

Fashionette — Strong re-acceleration required in Q421

Update

Consumer

11.05.21

Fashionette — Growth accelerated through FY20

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The Platform Group

Topps Tiles (TPT)

Latest price

GBP0.41

▾ −0.50 (−1.22)

As at 02/07/2024

Market capitalisation: GBP82m

View equity

Flash note

Consumer

21.05.24

Topps Tiles — Looking to the future

Update

Consumer

03.04.24

Topps Tiles — Market tough through H124

Flash note

Consumer

04.01.24

Topps Tiles — Outperforming weak market in Q124

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Topps Tiles

Curated by Edison

singularityhub.com

The World’s Biggest Cultured Meat Factory Is Under Construction in the US

Consumer

With a production capacity of 10,000 metric tons, Believer says the facility will be the biggest of its type in the world.

Read article

www.bloomberg.com

As Global Economy Slips, Luxury Is Doing Just Fine

Consumer

Here’s why the boom in luxury goods is here to stay.

Read article

Thematics

thematic

Consumer

30.05.24

ConsumerWatch – Give me a reason to love you

thematic

Consumer

23.02.24

ConsumerWatch – At least someone loves me

thematic

Consumer

21.11.23

Deutsches Eigenkapitalforum (EKF) 2023 consumer and media

thematic

Consumer

30.10.23

ConsumerWatch – Falling into the fall

thematic

Consumer

26.07.23

ConsumerWatch – Making the most of the summer

thematic

Consumer

21.04.23

ConsumerWatch – A Spring in the step

thematic

Consumer

23.01.23

ConsumerWatch – January sales

thematic

Consumer

13.10.22

ConsumerWatch – Bargains galore

Equities

Equities by Sector

Sectors

Investment Strategy

Latest

Equity strategy and market outlook – April 2024

Equity strategy and market outlook – March 2024

Equity strategy and market outlook – February 2024

Thematics

Latest

Emerging markets – Worthy of consideration

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Fund manager interview with Laurence Hulse of Dowgate

About Edison

About Edison

Careers

Consumer

Good Life Plus

22.86%

Consumer Insights

ConsumerWatch – Falling into the fall

ConsumerWatch – At least someone loves me

ConsumerWatch – Give me a reason to love you

Latest

The London Tunnels — Hidden reserves

musicMagpie — Strategically positioning for profitability

Société des Bains de Mer — Sharing the love

Telecom Plus — Unique proposition drives customer growth

MGI – Media and Games Invest: EKF 2023 QuickView

bet-at-home: EKF 2023 QuickView

ForFarmers: EKF 2023 QuickView

The Meta Quest 3

Else Nutrition: What’s the investment case?

Deutsches Eigenkapitalforum (EKF) 2022 CMT

Equities

bet-at-home (ACXX)

EUR2.89

bet-at-home — FY22 GGR guidance raised

bet-at-home — Navigating challenges in 2022

bet-at-home — A year of consolidation

See morecontent on

Borussia Dortmund (BVB)

EUR3.60

Borussia Dortmund — London calling

Borussia Dortmund — Helping itself

Borussia Dortmund — Progressing nicely

See morecontent on

Card Factory (CARD)

GBP0.94

Card Factory — Look inside the card

See morecontent on

Games Workshop Group (GAW)

GBP104.40

Games Workshop Group — FY24 profit estimates beaten

Games Workshop Group — Steady as she goes

Games Workshop Group — Core growth in H124

See morecontent on

Good Life Plus (GDLF)

GBP0.02

Good Life Plus — Welcome to the Goodlife!

See morecontent on

Greggs (GRG)

GBP27.60

Greggs — Encouraging start to FY24

Greggs — Showing us how it's done

Greggs — A strong finish to FY23

See morecontent on

Intralot (INLOT)

EUR1.17

Intralot Integrated Lottery Systems and Services — Underlying progress in Q124

Intralot Integrated Lottery Systems and Services — Focus on business development in FY24

Intralot Integrated Lottery Systems and Services — In it to win it

See morecontent on

MoneyHero (MNY)

USD1.85

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