Broker Research / Notes

Growth Opportunities and Market Insights

Explore a selection of investment-focused articles that highlight companies poised for growth. These insights showcase strategic initiatives, market trends, and financial performance to help investors identify promising opportunities. Whether you’re exploring recovery stories, innovative solutions, or emerging market leaders, this section provides clear, factual, and accessible content to support informed investment decisions.

Strix cash increase and Consumer Goods momentum put the spotlight on the next strategic update – Zeus Capital

Zeus Capital says Strix Groups FY26 results were broadly in line, but the standout was a sharp improvement in cash, a stronger Consumer...

Arbuthnot Banking Group Plc 1H’26: accelerating franchise growth

Arbuthnot Banking Group delivered broad-based growth across deposits, specialist lending and wealth management in 1H’26, achieving its £10bn client balances target two years early. Despite pressure from lower interest rates,..

Real Estate Credit Investments maintains dividend as credit remains resilient

Mark Thomas reviews RECI’s FY26 performance, highlighting its 12p annual dividend, conservative leverage, 92% performing portfolio and options for improving earnings and dividend coverage...

Record plc Starts the New Financial Year with Strong Inflows and Rising Assets, Panmure Liberum

Record plc reports strong quarterly inflows, rising assets and growing momentum across its core and higher-margin services...

Norcros Delivers Solid First-Quarter Growth as Market Share Gains Continue, Shore Capital

Norcros delivers organic growth, stronger margins and continued market share gains despite challenging conditions across its core markets...

Fidelity Emerging Markets outperforms as technology exposure rises highlighted in latest research (LON:FEML)

Kepler highlights how Fidelity Emerging Markets is increasing exposure to technology, materials and Brazil while using an active toolkit to manage valuation, geopolitical and company-specific risks...

Hardide Plc FY26 EPS Forecast Raised 33% as Cavendish Lifts Target Price

Cavendish raises Hardide’s target price after stronger trading, higher margins and a 33% EPS upgrade...

Pharos Energy reports high production, strong cash position and further Vietnam drilling progress, Auctus Advisors

Discover how Auctus Advisors’ latest research on Pharos Energy highlights a strong first-half production, robust cash generation and further Vietnam drilling progress...

Avingtrans Raises £21 Million to Expand Its US Nuclear Opportunity, Cavendish

Avingtrans secures £21 million to expand US nuclear capacity, supporting forecast growth, stronger margins and Cavendish’s increased target price outlook...

Real Estate Credit Investments (RECI) FY’26 results: High yield, clear path to dividend cover

Real Estate Credit Investments maintained its 3p quarterly dividend, offering a 10.3% yield, while outlining routes to restore dividend cover. Credit performance remains strong, leverage is conservative and the shares..

Valeura Energy Builds Cash Position as Bussabong Catalyst Approaches, Auctus Advisors

Valeura Energy enters the second half of 2026 with strong cash generation and Bussabong development plans advancing steadily in Thailand...

Sintana Energy’s Atlantic Margin activity pipeline remains firmly in focus, says Cavendish

Sintana Energy’s latest Cavendish note highlights Namibia drilling catalysts, Uruguay upside and an unchanged Buy rating...

Verici Dx FY25 results in line as Tutivia outlook strengthens, says Singer Capital Markets

Verici Dx’s latest Singer Capital Markets note highlights FY25 results, Tutivia growth, nationwide coverage and a positive FY26 revenue outlook...

Ilika Plc capital raise supports Stereax launch and Goliath progress, says Cavendish

Ilika’s latest Cavendish note highlights fresh funding to support Stereax commercialisation and Goliath development across medical, defence and e-bike markets...

CMC Markets upgraded to Buy as FY2027 outlook steps higher, Panmure Liberum

CMC Markets receives a Buy upgrade from Panmure Liberum after a major FY2027 guidance uplift and stronger B2B momentum...

Cavendish plc: Solid performance in still tough markets

Cavendish delivered FY26 revenue growth of 2.3% to £56.9m and doubled reported PBT to £1.5m, with results in line with expectations. Despite continued pressure on UK smaller companies, the group..

Time Finance continues profitable growth highlighted in latest research note from Cavendish

Time Finance delivers record lending book growth and improved profitability, according to Cavendish’s latest research note on FY26E momentum...

Likewise AGM Statement Shows Revenue Momentum Continuing Into H2, says Zeus

Likewise Group (LON:LIKE) has delivered a strong AGM statement, with the latest research note from Zeus highlighting continued revenue momentum as the flooring distributor moves towards the second half of..

Cavendish plc delivers solid performance in tough markets

Cavendish plc delivered steady FY26 results, with higher revenue, strong securities growth and a debt-free balance sheet, says Hardman & Co...

XP Factory’s Escape Hunt Pivot Sets a Firmer Base, Edison

XP Factory’s Escape Hunt focus, cost savings and improving EBITDA outlook are highlighted in Edison’s latest research note on the group...

Finsbury Growth & Income Trust: Board action puts shareholder value in focus

Strong shareholder backing and board-led policy action give Finsbury Growth & Income Trust a clearer platform to rebuild investor confidence...

Norcros plc Strengthens European Growth Plans as Equity Development Retains 400p Fair Value

A latest research note from Equity Development presents a positive view of Norcros plc (LON:NXR), with the broker retaining a fair value estimate of 400p per share. At the time..

ICG Enterprise Trust FY’26 results: look to future realisations

ICG Enterprise Trust’s end-January 2026 results reflected the benefits of its defensive growth strategy, with strong operating company performance, conservative NAV valuations and a 32% discount that appears anomalous against..

Cora Gold Sanankoro Drilling Programme Highlights Resource Growth Potential, Cavendish

Cora Gold (LON:CORA) is moving into an important phase at its flagship Sanankoro gold project in Southern Mali, with the latest research note from Cavendish highlighting a substantial 2026 exploration..