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.

Marks & Spencer’s Revival Strategy Gains Momentum, Says Shore Capital

Marks & Spencer’s turnaround gains momentum as Shore Capital highlights operational progress, strong food sales, and online fashion growth...

Sintana Energy Strengthens Position with ExxonMobil Settlement, Eyes Growth in 2026 – Auctus Advisors LLP

Sintana Energy secures ExxonMobil settlement, boosts balance sheet and eyes major drilling activity in 2026, says Auctus Advisors...

Titon Holdings Shows Medium-Term Promise in Latest Shore Capital Note

Titon Holdings posts improved FY25A results with strong growth in ventilation and rising margins, says Shore Capital in new report...

Naked Wines Broker Tips Over 120% Price Upside on Profitable Growth – Panmure Liberum

Naked Wines delivers disciplined strategy and profit-focused execution, says Panmure Liberum in latest research note reaffirming BUY rating...

Alkemy Capital Gains Momentum with Major 5 Year Glencore Deal and Project Financing – Zeus

Alkemy Capital signs major Glencore deal and progresses financing for Tees Valley Lithium refinery, says Zeus in new research...

Time Finance Delivers Positive Interim Results, Signals Confidence for Future Growth – Cavendish

Time Finance reports strong H1 2026 results with record lending growth and profit rise, according to the latest Cavendish research note...

Record plc Reports Strong Momentum and Record AUM – Panmure Liberum

Record plc reports strong Q4 with AUME at $116bn, notes Panmure Liberum, highlighting robust net flows and performance fees...

The Artisanal Spirits Company Sees Stabilisation and Growth Potential, Says Panmure Liberum

Artisanal Spirits Company shows signs of stabilisation and growth, with Panmure Liberum reaffirming its Buy rating in the latest research...

Record Reports Strong Q3 Growth Driven by Net Flows and Asset Gains – Edison Investment Research

Record plc reports strong Q3 growth with AUM reaching $115.9bn, driven by $3.3bn net flows, according to Edison Investment Research...

Differentiated portfolio positioning among UK investment trusts: New Research 

New research from Kepler Trust Intelligence examines Fidelity Asian Values, highlighting how its valuation-led approach has resulted in a highly differentiated portfolio positioning...

Verici Dx landmark deal unlocks potential $300 million Tutivia market – Singer research ICYMI

Verici Dx unlocks access to $300 million Tutivia market with Prime Health Services PPO deal, says Singer Capital Markets...

Cora Gold Poised for Growth as Sanankoro Nears Construction – H&P Research

Cora Gold Limited nears construction at Sanankoro gold project, with H&P Research seeing 119% share price upside potential...

How FCSS is harnessing China’s innovation – Kepler Research

China’s advances in electric aviation, batteries, and R&D are accelerating its innovation leadership. With a flexible mandate, Fidelity China Special Situations is positioned to capture opportunities across eVTOL, technology, and emerging growth sectors...

JPMorgan European Discovery Trust (JEDT) Latest Research, January 2026

Since taking over in March 2024, JEDT’s new management team has strengthened performance while positioning the portfolio for volatile market conditions...

Pharos Energy Strengthens Position in Egypt and Vietnam, Says Cavendish

Pharos Energy receives $20m payment in Egypt and advances Vietnam drilling, highlights Cavendish in its latest research note...

Pharos Energy Positioned for Growth with Increased Drilling Momentum – Progressive Equity Research

Pharos Energy ramps up drilling in Vietnam and Egypt with strong financials, says Progressive Equity Research in latest analyst note...

Elemental Royalty Poised for Growth in the Mid-Tier Precious Metals Sector, Says Cantor Fitzgerald

Elemental Royalty Corp. receives Buy rating from Cantor Fitzgerald, citing strong growth outlook and robust royalty cash flows...

Sintana Energy Set to Unlock South Atlantic Potential, Says Auctus Advisors

Sintana Energy Inc poised for growth as Auctus Advisors highlights undervalued portfolio across Namibia, Uruguay, and Angola exploration plays...

RM Plc Strengthens Transformation Strategy with Equity Raise – Singer Capital Markets

RM Plc raises equity to fund RM Ava and strategic transformation, enabling divestments and digital assessment growth, says Singer Capital Markets...

NB Private Equity Partners 2025 CMD: good returns from low-risk PE model

NB Private Equity Partners reports continued strength across its portfolio, supported by solid operating performance in its larger positions and a maturing set of holdings that are increasingly ready for exit...

AJ Bell Breaks £100bn Platform Assets Barrier, Highlights Singer Capital Markets

AJ Bell surpasses £100bn in platform assets, driven by strong inflows and customer growth, says Singer Capital Markets analyst Andrew Watson...

Real Estate Credit Investments (RECI): Investor Day: opportunities aplenty

RECI continues to show resilience during weaker market periods, supported by a sizeable pipeline that reflects the manager’s ability to access less competitive areas of real estate lending...

Panmure Liberum Highlights Cerillion’s Expanding Pipeline and Strengthening Growth Outlook

Cerillion’s record telecom systems pipeline and solid FY25 results underpin Panmure Liberum’s positive growth outlook for the UK software group...