See what's trending this week...
Companies: ABBY, AFRN, AVG, BWY, BKG, CSP, CRST, CBP, CVSG, DNLM, EKF, FDEV, HSP, INL, IOM, KMK, SAA, MCS, GLE, PTEC, PLUS, PMGR, RLM, SEE, SFR, SOG, TEF, TRAK, VRNA, WJG, YU/, ZOO
Best Ideas - 2018 H1 Portfolio Review
by N+1 Singer, 2 July
Paid Access
M&C Saatchi | VP | MJ Gleeson | Amino Technologies | Iomart | Hargreaves Services | CVS | EKF Diagnostics | Premier Global Infrastructure | Verona Pharma | Realm Therapeutics | Avingtrans | Statpro | Dunelm | Severfield | Yu | Curtis Banks
Seeing Machines (SEE)
New US Fleet (Guardian) Contract | Cenkos, 5th July
Paid Access
"Seeing Machines, the advanced computer vision technology company that designs AI-powered operator monitoring systems to improve transport safety, has signed a five-year contract with US based John Christner Trucking to install Guardian across its fleet of 850 trucks. John Christner Trucking is a family owned business based in Sapulpa, Oklahoma and one of the leading refrigeration carriers across North America..."
Plus500 (PLUS)
Positive HY trading update, higher rating justified | Liberum, 2 July
Paid Access
"Plus500 has announced in its half year trading update that the Board has again materially increased its expectations for the Group’s financial performance for the year ending 31 December 2018. We increase our TP to 2491p from 1994p giving 54% upside and an ETR of 62%..."
Trakm8 (TRAK)
FY18 prelim solid; ramping-up investment in FY19E | Arden, 2 July
Paid Access
"Trakm8’s solid FY18A results (YE March 2018) support our conviction on the stock. With its transformation complete, the group now looks to increase its focus on international markets and make investments to boost efficiency and capacity. The company remains on track to meet FY19E expectations, albeit with delivery weighted to H2, as the phase-out of CEM occurs earlier in the year while significant new business in the Insurance sector is only due to impact from H2..."
Kromek Group (KMK)
Scaling up production | Cenkos, 2 July
Paid Access
"Production capability is being scaled up in a new US manufacturing facility. This is a necessary precursor for delivering material volumes of SPECT equipment. The homeland security opportunity is expanding beyond the core US market into other developed nations. We are forecasting positive free cash flow generation next year and see incremental purchase orders as sources of future upgrades..."
Frontier Developments (FDEV)
Strong start to JWE digital downloads / profit upgrades | Liberum, 3 July
Paid Access
"Frontier have confirmed this morning that JWE has had a strong start in the first few weeks since the game was launched. This drives an upgrade to our profit and cash forecasts and supports our updated Target Price of £18..."
Playtech (PTEC)
B2B Asia remains difficult | Whitman Howard, 2 July
Paid Access
"Average daily revenue YTD in B2B Gaming (ex Asia) are +7%, which implies a slight improvement to the time of the full year results in February and the AGM statement in May 18. Average daily revenue in Asia impacted by increasing competition. As a result management expect a significant impact on revenue throughout the rest of the year and the current run rate in Asia is materially below both the average 2H17 and the expected average for 2H18..."
Zoo Digital Group (ZOO)
Positive dynamics expected to continue | Progressive Equity, 2 July
Free Access
"ZOO Digital released robust FY2018 results today delivering $28.6m of revenue in FY2018, 2% ahead of our forecast, and representing a 73% Y/Y increase. FY2018 saw the Group solidify its reputation as a significant player in the localisation market with the launch of innovative technologies such as ZOOdubs..."
Zoo Digital Group (ZOO)
Hooray for Hollywood | finnCap, 2 July
Paid Access
"After upgrades during the year, ZOO has delivered EBITDA of $2.4m ($2.3mE) from revenue of $28.6m ($28.0mE), demonstrating impressive growth rates of 35% and 73% respectively, including 149% growth in Localisation revenue (subtitling and dubbing). Localisation services, elements of the suite of ZOO’s broader cloud-based platform, deliver the ability for content providers to commercialise their content in more languages and territories at a pace and cost which outperform any alternatives..."
UK Housebuilding Sector
by Hardman & Co, 4 July
Free Access
Countryside Properties | Watkin Jones | Telford Homes | Abbey | Inland Homes | Crest Nicholson | Bellway | Mccarthy & Stone | Berkeley Group
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