Key Market Indicator:
Stock market news: In short news style a la Twitter/X. Everything that is relevant - at a glance. The entry page for the informed investor. Compact, worth knowing and always up to date. Directly from the IR departments of the companies.
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Fri, 01.11.2024
Hardman & Co Research
Hardman & Co analyst interview | Diversified Financial Services
Q&A on Real Estate Credit Investments (RECI) | Understanding the discount, its rise, and future prospects
Real Estate Credit Investments (RECI) Plc is the topic of conversation when Hardman & Co analyst Mark Thomas joins DirectorsTalk Interviews.
In this interview, Mark [ … ]
Tue, 15.10.2024
Hardman & Co Research
Hardman & Co Research on Real Estate Credit Investments (RECI):
Why the discount has been closing and its outlook
RECI’s discount has halved over the past six months. We believe this is due to both actions taken by the trust (with an active buyback programme, changing asset mix and enhanced disclosure of highest-risk positions) and more f [ … ]
Mon, 05.08.2024
Hardman & Co Research
Hardman & Co analyst interview | Investment Companies
Q&A on Real Estate Credit Investments (RECI) | Strategy and resilience
Real Estate Credit Investments (RECI) is the topic of conversation when Hardman & Co analyst Mike Foster joins DirectorsTalk Interviews.
In this interview, Mike shares his insights on RECI. The discussion cove [ … ]
Thu, 25.07.2024
Hardman & Co Research
Hardman & Co Research on Real Estate Credit Investments (RECI):
Capital Markets Day
RECI benefits from deep expertise, not only in selecting assets but in having the capability to protect assets where positions need attention. As part of the larger Cheyne debt investor specialist – with over $11bn assets under management – RECI has top-ti [ … ]
Thu, 14.03.2024
Hardman & Co Research
Hardman & Co analyst interview | Investment Companies
Q&A on Real Estate Credit Investments | Conservative accounting at play
Real Estate Credit Investments (LON:RECI) is the topic of conversation when Mark Thomas, analyst at Hardman & Co, joins DirectorsTalk Interviews.
In this interview, Mark gives an overview of his latest report [ … ]
Tue, 27.02.2024
Hardman & Co Research
Hardman & Co Research on Real Estate Credit Investments (RECI):
French and German exposures in perspective
We last reviewed RECI’s operations in France, 25% of the latest portfolio, in our note, Vive la difference, published 15 February 2022. The core approach is unchanged, but, following the December 2023 factsheet report of an unrealise [ … ]