Research Tree Research Tree Logo

  • Try our Investor Tool
  • Login
  • Sign Up

Research Tree Logo

  • Login
  • Sign Up
  • Features
  • Pricing
  • Reg.News
  • Contact
  • Try our Investor Tool
  • Login
  • Sign Up
  • Providers
  • Companies
⨯
LIVE

Event in Progress:

Join Here ×
  • Providers
  • Companies
⨯
  • Features
  • Pricing
  • Event Hub
  • Reg.News
  • Short Interest
  • Contact
Blogs >
Research Tree >
Most popular equity research this week | 30 Apr - 4 May
  • 04 May 18
title

Most popular equity research this week | 30 Apr - 4 May

  • 522 views
Rob Mundy

Helping investors and companies

 
Plus500
Strap line

See what's trending this week...

Companies: SIXH, BAG, ABDP, ABZA, ACRL, AVO, AGY, APH, ARBB, AVCT, AVON, BNO, BOO, BUR, CMH, CKT, CHH, CLIG, COS, CVSG, DNL, DPZ, EVG, GTLY, GDR, GOAL, GYM, INL, KOOV, MARS, MMX, MCL, MPAC, MUR, NICL, NSF, OXB, PLUS, PHP, RE/, REDX, RTN, SCLP, SCE, TIME, TRX, TON, VAL, YGEN


Body

Plus500 (PLUS)

Incredible quarter | Liberum, 1 May

Paid Access


"Q1’18 was outstanding. Revenue of $297.3m was +284% YoY and EBITDA of $237.3m was +418% YoY. New customers of 72,960 were +228% and Active customers +204% to 218,187..."



Minds + Machines Group (MMX)

Strong results and acquisition | finnCap, 4 May

Paid Access


"FY 2017 was a year of consolidation after transformation in FY 2016, establishing the profitability and driving higher margins from the new scale. The results beat expectations of both revenue and earnings on the back of strong demand for .vip premium inventory; attaining $3.1m adj. PBT and a $2.1m exceptional gain on gTLD auctions. FY 2018 sees another impressive step forward with a $40m acquisition of ICM, a profitable and cash-generative niche ‘adult’ TLD registry..."



Accrol Group (ACRL)

Update | Zeus Capital, 1 May

Paid Access


"Accrol has announced it has had constructive discussions with its lender, and continues to make progress in restructuring the Group. Operationally, the new management team has made progress in simplifying the business model and the restructuring remains on schedule. We are maintaining our forecasts at this juncture, but believe management continue to make good progress in what remains a difficult trading environment. We will review our trading assumptions in full detail on full year results in July 2018..."



The Monthly

by Hardman & Co, 2 May

Free Access

1pm | Abzena | Advanced Oncotherapy | Allergy Therapeutics | Alliance Pharma | Arbuthnot Banking | Avacta | Bionomics | Burford Capital | Chamberlin | City Of London Investment Group | Collagen Solutions | Diurnal | Evgen Pharma | Gateley | Genedrive | Inland Homes | Koovs | Morses Club | Murgitroyd | Non-Standard Finance | Oxford Biomedica | Premaitha Health | Primary Health Properties | R.E.A | Redx Pharma | Scancell | Surface Transforms | 600 Group | Tissue Regenix | Titon | ValiRx

"Prior to the financial crisis of 2008/09, it was widely believed in the stock market that certain sectors – most notably utilities, pharmaceuticals, food retailing and tobacco – were far less vulnerable to market downturns..."


Boohoo (BOO)

Leading e-commerce fashion brands undervalued | N+1 Singer, 2 May

Paid Access


"Results for Feb18 smashed expectations and guidance was universally positive, leading to upgrades of >10% as we hoped. While the shares have responded (+23%, 4 weeks), the valuation does not yet adequately capture the high growth and profit dynamics in BOO’s brands. Our detailed analysis of mix, scale economies, and automation savings supports a c10% blended EBITDA margin medium term, albeit not assumed in upgraded forecasts..."



AB Dynamics (ABDP)

Growth Underpinned by Excellent Long Term Drivers | Progressive Equity, 30 Apr

Free Access


"Interims saw AB Dynamic’s (ABD) revenue growth accelerate to 39%, comfortably beating our forecast. While the benefit to profits was offset by higher than expected opex in 1H, most of the cost overrun was due to fx and relocation expenses. Consequently, we lift our FY18E and FY19E profit forecasts by 5% and 7% respectively. With the company also “hopeful” of signing its first aVDS customer, and growth underpinned by carmakers’ rising R&D investment into autonomous driving, long term prospects look excellent..."



Key takeaways from the Consumer reporting season

by N+1 Singer, 30 Apr

Paid Access

Domino's | A.G. Barr | Nichols | Churchill China | Goals Soccer Centres | Restaurant Group | Gym Group | Marston's | CVS Group


"With a busy reporting season behind us we use this note to take stock. Stepping back we pull out the key themes which emerged across the sub-sectors we actively follow in the consumer space. On balance there was more cause for optimism. This is supportive of our top-down view that there is scope for a better H2 for consumer related stocks as cost headwinds ease and pressure on disposable income moderates..."



Avon Rubber (AVON)

Momentum builds behind new strategy | Edison, 2 May

Free Access


"Avon Rubber’s H118 report demonstrates the strength of the group’s new strategy in action. Success is evident in the enhanced product portfolio and order progression is building visibility and supporting medium-term growth. Given the group’s exposure to the US, the FX headwind was visible in H118. Management maintained its guidance for FY18 underpinned by end market opportunities and new product deliveries..."



Elektron Technology (EKT)

Hidden value | N+1 Singer, 3 May

Paid Access


"Elektron Technology consists of three businesses. Bulgin is a highly profitable and cash generative industrial connectors business which currently accounts for all of group profit. Cash generated from Bulgin is being reinvested to drive profit growth, and to develop two small loss-making, potentially high growth businesses: an ophthalmic equipment business, Elektron Eye Technology (EET); and a nascent realtime operations management and monitoring SaaS business, Checkit..."



Molins (MPAC)

Nothing untoward as GFD decides to step down | Equity Development, 4 May

Free Access


"Last night after the bell, MPAC announced that Group Finance Director, Jim Haughey, had resigned as a board member for “personal reasons”. Having spoken to the company, we understand there is nothing untoward for shareholders to worry about, since this is absolutely Jim’s decision. Indeed, he has willingly agreed to work his 6 month notice period until a suitable replacement is found..."




Body Two

Body Three

Body Four

Body Five

The information contained within this post is based on personal experience and opinion and should not be considered as a recommendation to trade nor financial advice.

More Content

More Content

Hybridan Small Cap Feast - 19 Sep 23

Companies: SUN IQE SAL TIME BARK WATR

Hybridan

ValiRx PLC - Operational Update

Companies: ValiRx PLC

BRR Media

Hot Off The Wires - The Day Ahead

Companies: Avacta Group PLC (AVCT:LON)Trustpilot Group Plc (TRST:LON)

Capital Access Group

Top Picks Playlist for 2023

Companies: GHHSCEBGOTPTASTOINCHDWFEQLSNXR

Zeus Capital

Scancell CEO hails "exciting" high response rate to melanoma treatment

Companies: Scancell Holdings Plc

Proactive
next
 

Useful Links

  • Features
  • Pricing
  • RNS/Newswires Feeds
  • Providers Hub
  • Company Hub

Account

  • Login
  • Free Trial - Join Now
  • Contact
Follow us on Linkedin Follow us on Twitter

Share:

Copyright © 2023 Research Tree | All Rights Reserved. | Terms of Service and Privacy Policy and Statement on Cookies

Research Tree will never share your details with third parties for marketing purposes. Research Tree distributes research documents that have been produced and approved by Financial Conduct Authority (FCA) Authorised & Regulated firms as well as relevant content from non-authorised sources, who are not regulated but the information is in the public domain. For the avoidance of doubt Research Tree is not giving advice, nor has Research Tree validated any of the information.

Research Tree is an Appointed Representative of Sturgeon Ventures which is Authorised and Regulated by the Financial Conduct Authority.

Top
  • Home
  • Features
  • Pricing
  • Event Hub
  • Reg.News
  • Short Interest Tracker
  • Blogs
    • Academy
    • Insights
    • News
    • Research Tree
    • The Naked Fund Manager
  • Ideas & Picks
    • Ideas Hub
    • Stock Pick League
  • Explore Content
    • Regions
      • UK
      • Rest of EMEA
      • N America
      • APAC
      • LatAm
    • Exchanges
      • Aquis Apex
      • Australian Securities Exchange
      • Canadian Securities Exchange
      • Euronext Paris
      • London Stock Exchange (domestic)
      • SIX Swiss Exchange
    • Sectors
      • Automobile Industry
      • Banks
      • Building & Construction
      • Chemicals
      • Discretionary Personal Goods
      • Discretionary Retail
      • Energy
      • ETFs
      • Financial Services
      • Food & Drink
      • Food Production
      • Health
      • Household Goods & DIY
      • Industrial Equipment, Goods & Services
      • Insurance & Reinsurance
      • Investment Trusts
      • Leisure, Tourism & Travel
      • Media
      • Open-ended Funds
      • Other
      • Real Estate
      • Resources
      • Staple Retail
      • Technology
      • Telecoms
      • Utilities
    • AIC Sectors
      • Asia Pacific
      • Asia Pacific Equity Income
      • Asia Pacific Smaller Companies
      • Biotechnology & Healthcare
      • China / Greater China
      • Commodities & Natural Resources
      • Country Specialist
      • Debt - Direct Lending
      • Debt - Loans & Bonds
      • Debt - Structured Finance
      • Environmental
      • Europe
      • European Smaller Companies
      • Farmland & Forestry
      • Financials
      • Flexible Investment
      • Global
      • Global Emerging Markets
      • Global Equity Income
      • Global Smaller Companies
      • Growth Capital
      • Hedge Funds
      • India
      • Infrastructure
      • Infrastructure Securities
      • Insurance & Reinsurance Strategies
      • Japan
      • Japanese Smaller Companies
      • Latin America
      • Leasing
      • Liquidity Funds
      • North America
      • North American Smaller Companies
      • Private Equity
      • Property - Debt
      • Property - Europe
      • Property - Rest of World
      • Property - UK Commercial
      • Property - UK Logistics
      • Property - UK Residential
      • Property Securities
      • Renewable Energy Infrastructure
      • Technology & Media
      • UK All Companies
      • UK Equity & Bond Income
      • UK Equity Income
      • UK Smaller Companies
      • VCT AIM Quoted
      • VCT Generalist
      • VCT Generalist Pre Qualifying
      • VCT Specialist: Environmental
      • VCT Specialist: Environmental Pre Qualifying
      • VCT Specialist: Healthcare & Biotechnology
    • Trust Managers
      • 3i Group
      • 3i Investments
      • Aberforth Partners
      • abrdn
      • AEW UK Investment Management
      • Albion Capital
      • Allianz Global Investors
      • Alpha Real Capital
      • Amati Global Investors
      • Amedeo Air Four Plus
      • Apax Guernsey Managers
      • Aquila Capital Investment
      • Artemis Investment Management
      • Asset Value Investors
      • Athelney Trust
      • Atrato Partners Limited
      • Augmentum Capital
      • Axiom Alternative Investments
      • Baillie Gifford
      • Baker Steel Capital
      • Beringea
      • BlackRock Investment Management (UK)
      • Boussard & Gavaudan Asset Management
      • Brevan Howard Capital Management
      • Chelverton Asset Management
      • Columbia Threadneedle
      • CVC Credit Partners
      • Doric Partners
      • Ecofin
      • Fidelity
      • Foresight Group
      • Frostrow Capital
      • Fundsmith
      • Gravis Capital Management
      • Greencoat Capital
      • Gresham House
      • Hansa Capital Partners
      • Harwood Capital
      • ICM
      • InfraRed Capital Partners
      • Invesco Asset Management
      • J.P. Morgan Asset Management
      • Janus Henderson Investors
      • Jupiter Unit Trust Managers
      • KKV Investment Management
      • Liontrust Asset Management
      • Markel CATCo Investment Management
      • Maven Capital Partners
      • MD Barnard and Co
      • Mercia Asset Management
      • Montanaro Investment Managers
      • Neuberger Berman Europe
      • New City Investment Managers
      • Octopus Investments
      • Pantheon Ventures
      • Phoenix Asset Management
      • Polar Capital Holdings
      • Premier Miton
      • Puma Investments
      • Quaero Capital
      • Rampart Capital
      • Ravenscroft
      • Riverstone International
      • Schroder Investment Management
      • Schroder Real Estate Management
      • Seneca Investment Managers
      • Triple Point Investment Management
      • Tritax Management
      • Troy Asset Management
      • TwentyFour Asset Management
      • White Oak Capital Partners
      • Willis Towers Watson
      • YFM Private Equity
    • Small / Large Cap
      • UK100
      • UK250
      • UK Smallcap
      • UK Other Main Markets
      • Other
    • Private/EIS
      • EIS Single Company
      • EIS/SEIS Funds
      • IHT Products
      • SEIS Single Company
      • VCT Funds
  • Providers
    • Free/Commissioned
      • ACF Equity Research
      • Align Research
      • BRR Media
      • Calvine Partners
      • Capital Access Group
      • Checkpoint Partners
      • Clear Capital Markets
      • Couloir Capital
      • Doceo
      • Edison
      • Equity Development
      • eResearch
      • Fidante Partners
      • Five Minute Pitch TV
      • goetzpartners securities Limited
      • Hardman & Co
      • Inbound Capital
      • Independent Investment Research
      • InterAxS Global
      • Kepler | Trust Intelligence
      • London Stock Exchange
      • Magnitogorsk Iron and steel works
      • Mello Events
      • Mining Network
      • piworld.co.uk
      • Proactive
      • Progressive Equity Research
      • Quantum Research Group
      • QuotedData
      • RaaS - Research as a Service
      • Radnor Capital Partners
      • Research Tree
      • SEAL Advisors Ltd
      • ShareSoc
      • The AIC
      • Trinity Delta
      • UK Investor Group
      • Vox Markets
      • Yellowstone Advisory
    • High Net Worth Offering
      • Fox-Davies Capital
      • ACF Equity Research
      • Allenby Capital
      • AlphaValue
      • Alternative Resource Capital
      • Arctic Securities
      • Arden Partners
      • Auctus Advisors
      • Baptista Research
      • BNP Paribas Exane - Sponsored Research
      • Canaccord Genuity
      • Cavendish
      • Couloir Capital
      • Dowgate Capital
      • First Berlin
      • First Sentinel
      • Hannam & Partners
      • Hybridan
      • Kemeny Capital
      • Liberum
      • Longspur Clean Energy
      • Louis Capital
      • Magnitogorsk Iron and steel works
      • Medley Global Advisors
      • Northland Capital Partners
      • QuotedData Professional
      • Shard Capital
      • ShareSoc
      • Shore Capital
      • Singer Capital Markets
      • SP Angel
      • Stanford Capital Partners
      • Stifel FirstEnergy
      • Stockdale Securities
      • Tamesis Partners
      • The Life Sciences Division
      • VSA Capital
      • WHIreland
      • Whitman Howard
      • Yellowstone Advisory
      • Zeus Capital
    • Institutional Offering
      • Fox-Davies Capital
      • ACF Equity Research
      • Actio Advisors
      • Align Research
      • Allenby Capital
      • AlphaValue
      • Alternative Resource Capital
      • Arctic Securities
      • Arden Partners
      • Atrium Research
      • Auctus Advisors
      • Baptista Research
      • BlytheRay
      • BNP Paribas Exane
      • BNP Paribas Exane - Sponsored Research
      • BRR Media
      • Bryan, Garnier & Co
      • Calderwood Capital
      • Calvine Partners
      • Canaccord Genuity
      • Capital Access Group
      • Capital Markets Brokers
      • Cavendish
      • Checkpoint Partners
      • Clear Capital Markets
      • Couloir Capital
      • Degroof Petercam
      • Doceo
      • Dowgate Capital
      • Edison
      • Equity Development
      • eResearch
      • Fidante Partners
      • First Berlin
      • First Sentinel
      • Five Minute Pitch TV
      • Fundamental Research Corp
      • goetzpartners securities Limited
      • Hannam & Partners
      • Hardman & Co
      • Holland Advisors
      • Hybridan
      • Hypothesis Research
      • Inbound Capital
      • Independent Investment Research
      • InterAxS Global
      • Investec Bank
      • Kemeny Capital
      • Kepler | Absolute Hedge
      • Kepler | Trust Intelligence
      • Liberum
      • London Stock Exchange
      • Longspur Clean Energy
      • Magnitogorsk Iron and steel works
      • Mello Events
      • Mining Network
      • Northland Capital Partners
      • Numis
      • NuWays
      • Panmure Gordon
      • Paul Scott
      • Peel Hunt
      • piworld.co.uk
      • Proactive
      • Progressive Equity Research
      • Quantum Research Group
      • QuotedData
      • RaaS - Research as a Service
      • Radnor Capital Partners
      • Research Tree
      • Resolve Research
      • SEAL Advisors Ltd
      • Shard Capital
      • ShareSoc
      • Shore Capital
      • SI Capital
      • Singer Capital Markets
      • SP Angel
      • Stanford Capital Partners
      • Stifel
      • Stifel FirstEnergy
      • StockBox Media
      • Stockdale Securities
      • Tamesis Partners
      • The AIC
      • The Life Sciences Division
      • Trinity Delta
      • UK Investor Group
      • Velocity Trade
      • Vox Markets
      • VSA Capital
      • WHIreland
      • Whitman Howard
      • Winterflood Securities
      • Yellowstone Advisory
      • Zeus Capital
    • Video/Audio Interviews
      • BRR Media
      • Capital Access Group
      • Couloir Capital
      • Doceo
      • Edison
      • Equity Development
      • Five Minute Pitch TV
      • Kepler | Trust Intelligence
      • Mining Network
      • piworld.co.uk
      • Proactive
      • QuotedData
      • RaaS - Research as a Service
      • Research Tree
      • UK Investor Group
      • Vox Markets
      • Yellowstone Advisory
    • Event Providers
      • Capital Access Group
      • Cavendish
      • Couloir Capital
      • Edison
      • Equity Development
      • Five Minute Pitch TV
      • Fundamental Research Corp
      • Hardman & Co
      • InterAxS Global
      • Kepler | Trust Intelligence
      • Liberum
      • London Stock Exchange
      • Mello Events
      • piworld.co.uk
      • Proactive
      • QuotedData
      • Research Tree
      • ShareSoc
      • Shore Capital
      • StockBox Media
      • The AIC
      • UK Investor Group
      • VSA Capital
      • WHIreland
      • Yellowstone Advisory
      • Zeus Capital
  • Contact
  • Sign Up
  • Sign In