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Equity proposition
BB Biotech – equity proposition | 20/12/2024
BB Biotech is managed by Bellevue Asset Management, a Swiss-based asset manager specialising in healthcare investments. BB Biotech offers investors…
Strengthened balance sheet for new opportunities
Deutsche Beteiligungs | 18/12/2024
Deutsche Beteiligungs (DBAG) reported an 8.5% NAV total return (TR) in FY24 (to end-September 2024), supported by positive movements in valuation multiples,…
Taking on the world
Borussia Dortmund | 16/12/2024
Borussia Dortmund is one of the leading football clubs in Europe, with a strong track record in its domestic league, which has enabled it to feature regularly…
Executive interview: ESG
Borussia Dortmund – executive interview: ESG | 16/12/2024
In our final interview, Thomas provides an overview of Borussia Dortmund’s ESG initiatives.
Executive interview: Squad development
Borussia Dortmund – executive interview: Squad development | 16/12/2024
In the fifth interview, we discuss Borussia Dortmund’s playing squad. The club has a strong reputation in identifying emerging talent and financial…
Executive interview: Match operations
Borussia Dortmund – executive interview: Match operations | 16/12/2024
In the fourth interview, we focus on the company’s match operations revenue, namely the income from fans attending matches. Although it is Borussia…
Executive interview: Advertising
Borussia Dortmund – executive interview: Advertising | 16/12/2024
In the third interview, Borussia Dortmund’s advertising revenue is the focus. Advertising, or sponsorship income, is the second most important revenue…
Executive interview: TV marketing deal
Borussia Dortmund – executive interview: TV marketing deal | 16/12/2024
In the second interview, we discuss Borussia Dortmund’s TV marketing revenue. TV marketing is the company’s most important revenue stream,…
Executive interview: Corporate and general
Borussia Dortmund – executive interview: Corporate and general | 16/12/2024
In the first interview, we focus on the position of the company and the team in the football landscape. We discuss the attractive growth dynamics of football,…
Resilience and margin expansion
Nabaltec | 25/11/2024
Nabaltec recorded revenue growth across the group of 1.5% y-o-y to €158.2m at 9M24, with sales volumes increasing 7.9% y-o-y despite selling prices…
On track to reach high-end FY24 sales guidance
JDC Group | 18/11/2024
After two quarters of >20% y-o-y revenue growth, JDC Group (JDC) has benefited from strong tailwinds in Q324 as well. Revenue growth of 36% in the quarter…
Focus remains on profitability and cash
CLIQ Digital | 13/11/2024
CLIQ’s Q3 results show the continuing revenue impact of the shift in credit card providers’ policies on transaction cancellations. Revenues…
Making the ordinary, extraordinary: Next generation T cell receptors for precision immunotherapies
Making the ordinary, extraordinary: Next generation T cell receptors for precision immunotherapies | 29/10/2024
Medigene is a publicly listed, Germany-based, immuno-oncology platform company focused on the development of T cell receptor (TCR)-guided therapies with…
A key milestone with significance for the sector
BB Biotech | 21/10/2024
BB Biotech (BION) invests in innovative, rapidly expanding biotech companies. BION’s portfolio company Wave Life Sciences (Wave) recently announced…
Executive interview
BB Biotech – executive interview (14 October 2024) | 14/10/2024
In this interview, we speak to Dr Christian Koch, deputy head of investment management at BB Biotech (BION), the Switzerland-based investment company listed…
Executive interview
HBM Healthcare Investments – executive interview (9 October 2024) | 09/10/2024
HBM Healthcare Investments (SIX: HBMN) is a Swiss investment company focused on the global healthcare sector, with a particular focus on private equity…
Executive interview
Medigene – executive interview (30 September 2024) | 30/09/2024
Medigene (FSE: MDG1) is a publicly listed, Germany-based, immuno-oncology platform company focused on the development of T cell receptor (TCR)-guided therapies…
Increasing profitability and margins
Nabaltec | 02/09/2024
Nabaltec recorded 2.2% y-o-y growth in its H124 revenue (€108.4m). The company’s strong performance in its functional filler segment was the…
Gaining a firm foothold in commercial insurers
JDC Group | 19/08/2024
JDC Group’s (JDC’s) H124 results were strong, with organic revenue growth close to 20% and an EBITDA margin of 6.5% (H123: 6%). Management…
Lower rates and news flow to support recovery
BB Biotech | 14/08/2024
BB Biotech (BION) offers investors exposure to the innovative, rapidly expanding biotech sector. It is the largest biotech investor among its investment…
Doubling down on investment opportunities
Deutsche Beteiligungs | 14/08/2024
Deutsche Beteiligungs (DBAG) reported a c 4% NAV total return in 9M24, supported primarily by higher valuation multiples on the back of more benign public…
Sales decline decelerating in Q224
CLIQ Digital | 13/08/2024
CLIQ Digital’s H124 results were as expected following the July trading update, at which point the company lowered its guidance. The change in the…
FY24 outlook weakened
CLIQ Digital | 31/07/2024
CLIQ Digital has lowered its financial outlook for FY24 due to the transition to new sales channels in H124. This was coupled with elevated churn following…
High-tech white powders
Nabaltec | 31/07/2024
Nabaltec is a leading global producer of functional fillers and specialty alumina, serving a wide range of growing end-uses including halogen-free flame…
Executive interview
JDC Group – executive interview (9 July 2024) | 09/07/2024
JDC Group is Germany’s leading insurtech company, offering a platform on which clients can manage insurance portfolios from hundreds of German insurance…