Broker notes, analysis and comments
In Analysts’ corner, DirectorsTalk brings you exclusive professional opinions from five of the leading equity research analysts on five companies listed on the London Stock Exchange. Symphony Environmental Technologies plc (LON:SYM)..
Phunware Inc (NASDAQ:PHUN) is a high-growth business selling technologies to enterprises to enhance their engagement with customers over mobile platforms. Its vision is far greater, revolving around a cryptocurrency-based ecosystem..
¨ Financial performance: Boohoo Group plc (LON:BOO) revenue of £1,982.8m is +13.6% YOY and +41.3% versus FY20, representing significant market share gains versus global apparel markets that remain below pre-pandemic..
Ferro-Alloy Resources (LON:FAR) is the topic of conversation when DirectorsTalk MD, Darren Turgel, caught up with Yuen Low, Equity Research Analyst, at Liberum. Q1. What are the key highlights from..
Union Jack Oil plc (LON:UJO) is the topic of conversation when DirectorsTalk MD Darren Turgel caught up with Dan Slater, Arden Partners Head of Energy. Union Jack has released a..
Inchcape plc (LON:INCH) Q1 trading update last week showed a strong start to the year, with revenue up 13% organically vs. Q1 2021. We upgrade our FY22 underlying PBT forecast..
Goodbody Health Inc. is the topic of conversation when DirectorsTalk Interviews Managing Director Darren Turgel caught up with Colin Smith, Director of Equity Research at Arden & Partners. What has..
Cerillion plc (LON:CER) is the topic of conversation when Darren Turgel MD at DirectorsTalk caught up with Ciaran Donnelly Technology & Media Analyst at Liberum Equity Research. What stood out..
Chris Tennant, co-portfolio manager of Fidelity Emerging Markets (LON:FEML), tells Edison how Fidelity manages its portfolio in a geopolitically disturbed environment, and what opportunities and challenges the team is discovering...
City of London Investment Group plc (LON:CLIG) has announced its trading update for 3Q’22. It has been a tough quarter, with the Russia/Ukraine conflict leading to weakness in markets, albeit..
Inchcape plc (LON:INCH) has delivered a strong start to the year, showing 13% Q1 organic revenue growth, a recent Distribution acquisition in Chile as well as the sale of the..
Fidelity Emerging Markets Limited (LON:FEML) is the topic of conversation when Edison Group’s Investment Director Victoria Chernykh caught up with DirectorsTalk for an exclusive interview. Q1: How does Fidelity Emerging..
Surface Transforms plc (LON:SCE) has hosted a Capital Markets Day and site visit to its Knowsley, Merseyside, factory. We last visited about a year ago and the transformation is significant...
On 24 March, Surface Transforms PLC (LON:SCE) announced a further major multi-year contract from OEM 8. This contract is its largest to date, and brings an additional ca.£70m lifetime sales..
SpaceandPeople plc (LON:SAL) secures, sells, and manages flexible space for brand experiences, short term promotions and retailing in high footfall venues for its customers, including in shopping centres and travel..
CentralNic Group plc (LON:CNIC) released a very strong Q1 trading update, which drove the board to materially upgrade full year outlook even at this early stage of the year. The..
Safestyle UK plc (LON:SFE) FY21 results are in line with Zeus’ upgraded forecasts showing a very strong performance in challenging circumstances. Revenue increased 26.6% yoy (FY20: £113.2m) and 13.5% against..
Tatton Asset Management plc (LON:TAM) has issued a positive trading update for the year to 31 March 2022 “strong organic growth in line with expectations” and an agreement to acquire..
Tissue Regenix Group plc (LON:TRX) is focused on the development and commercialisation of two proprietary processing technologies for the repair of soft tissue (dCELL) and bone (BioRinse). It has a..
CyanConnode Holdings plc (LON:CYAN) is awaiting news with respect to the first large tranche of smart meter contracts in India, for which it is an established supplier of intelligent communications..
