Research from Hardman & Co, Hardman & Co

Hardman & Co

Research from Hardman & Co

Investment research on quoted companies and funds

Hardman & Co is a multi-disciplinary financial consultancy and investment research firm, employing highly experienced analysts and professionals with a broad range of capital markets expertise. Our clients are public and private businesses as well as fund managers, ranging from start-ups to £1 billion+ market capitalisations. Hardman & Co offers corporate research & consultancy, serving the needs of both public and private companies. We produce gold-standard research with a global reach for trading and investment companies, as well as providing market commentary and analysis. In addition, we carry out a number of bespoke investment-related assignments, including due diligence on bond listings, assessments of private company valuations and other corporate advisory services. We engage with the market through traditional and digital media, offering illuminating video content on corporate management strategy, results communication, interviews and in-house sector discussion.

Equity Bottom-Up

<ul><li>Chesnara has announced its 1H’24 results.</li><li>The main features were positive equity market returns, offset to some extent by further adverse lapse experience.</li><li>Economic Value profit of £20.2m was behind the 1H’23 result of £32.6m (excl. acquisitions).</li></ul>

Chesnara has announced its 1H’24 results.The main features were positive equity market returns, offset to some extent by further adverse lapse experience.Economic Value profit of £20.2m was behind the 1H’23 result of £32.6m (excl. acquisitions).

<ul><li>Chesnara has announced its 2023 results.</li><li>Positive returns from equity markets and gains from acquisitions in the first half were somewhat offset by adverse changes to operating assumptions in the second.</li><li>Economic Value profit of £59.1m marked a good turnaround from a loss of £85.1m in 2022.</li></ul>

Chesnara has announced its 2023 results.Positive returns from equity markets and gains from acquisitions in the first half were somewhat offset by adverse changes to operating assumptions in the second.Economic Value profit of £59.1m marked a good turnaround from a loss of £85.1m in 2022.

Chesnara (CSN): Good 2023 results set platform for future progress

Thematic (Sector/Industry)

<ul>
<li><span style="font-size: var(--content-font-size);">Budgets are always important for investors.</span></li>
<li>The imminent Budget, at the end of October, will be doubly so, because it is the first from the new Labour government, and it has already signalled the need to fill an alleged £22bn black hole, while ruling out changes to more than half the tax base.</li>
<li>That implies a lot of the pain will be felt by investors.</li>
</ul>


Budgets are always important for investors.
The imminent Budget, at the end of October, will be doubly so, because it is the first from the new Labour government, and it has already signalled the need to fill an alleged £22bn black hole, while ruling out changes to more than half the tax base.
That implies a lot of the pain will be felt by investors.


<ul>
<li>Feature article: Is silver the cheapest asset on the planet?</li>
<li>Silver is a precious metal, a monetary metal and an industrial metal with a surprisingly wide range of uses.</li>
<li>It’s not that well understood by investors and tends to get overshadowed by gold – but, perhaps, not for much longer.</li>
</ul>


Feature article: Is silver the cheapest asset on the planet?
Silver is a precious metal, a monetary metal and an industrial metal with a surprisingly wide range of uses.
It’s not that well understood by investors and tends to get overshadowed by gold – but, perhaps, not for much longer.


United Kingdom

Chesnara PLC services its life insurance business.  The Company services a book of primarily non-linked term insurance or unit-linked endowment policies and does not issue new policies.  One or more of Chesnara's subsidiaries issues new insurance policies.

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Chesnara PLC (CSN LN)

Chesnara Plc (CSN): Steady as she goes!

Chesnara has announced its 1H’24 results. The main features were positive equity market returns, offset to some extent by further adverse lapse...

Hardman & Co

Chesnara (CSN): Good 2023 results set platform for future progress

Chesnara has announced its 2023 results. Positive returns from equity markets and gains from acquisitions in the first half were somewhat offset...

Hardman & Co

Hardman & Co Monthly: October 2024

This paper considers the impact of increases in rates for those taxes that affect investors, and the withdrawal of tax concessions and reliefs.

Hardman & Co

The Hardman & Co Monthly: May 2024

Is silver the cheapest asset on the planet? Silver is a precious metal, a monetary metal and an industrial metal with a surprisingly wide range of...

Hardman & Co

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