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Research Tree provides access to ongoing research coverage, media content and regulatory news on Pacific Insight Electronics. We currently have 0 research reports from 0 professional analysts.

Open
10.1
Volume
0.0m
Range
10.1/10.2
Market Cap
68,589,570m
52 Week
6.50/15.5

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    Pacific Insight Electronics

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    Pacific Insight Electronics

  • 22 Aug 17

The results season rolls on, gathering pace

As the nation’s youth await the outcome of their studious efforts, investors also hang on the delivery of results. We are in that quiet spell, ahead of the welter of interim results due in September. So far, the majority have been in line with expectations, though some share prices have given back prior gains. As the table shows, most major markets have slipped back in the last fortnight, largely reflecting macro uncertainties. As the results season gathers pace, this will set near term direction. In Share News & Views, we comment on recent results/news from Clarkson, Hill & Smith, H&T Group and Headlam.

Companies: BMS CRPR ECSC EUSP FDM GETB PPIX SNX SPRP SQS TCN W7L

  • 12 Jul 17

AIM – End of summer term report

We update this table which we first published in early January and highlight the continued progress of the biggest AIM companies so far this year and activity in general. The latest AIM Statistics show that there are 963 companies currently, with 28 new issues year to date raising £441m. What’s more, this momentum has been maintained since June. This demonstrates that despite, the uncertainty surrounding the UK economy, generally investors continue to be active in the AIM market. In Share News & Views we comment on Cohort, ECSC*, Porvair, Quarto*, SQS* and Xafinity.

Companies: BMS CRPR ECSC EUSP FDM PCF PPIX QRT SNX SPRP SQS TCN W7L

  • 21 Aug 17

Frontier announces Jurassic World as third franchise

Frontier has revealed that the title of its third franchise will be Jurassic World Evolution and will launch in summer 2018 on PC, Xbox and PS4. Its release will coincide with the next chapter of the hugely successful film Jurassic World, which was the fourth most lucrative box-office film of all time. The combination of Jurassic Park’s global appeal, the likely level of publicity ahead of Jurassic World: Fallen Kingdom, and Frontier’s proven expertise suggest that Frontier’s third self-published franchise will be its most successful to date. No change to forecasts, but TP increased to 968p.

Companies: Frontier Developments
  • 09 Aug 17

Summertime, and the livin’ is easy?

In the middle of the holiday season, when in theory the livin’ is easy, far from taking a breather, markets have continued to rise. All major indices are close to all-time highs. Although the Brexit picture is no clearer, share prices continue to make headway. Both M&A and new issue activity remains to the fore. In contrast, the latest snapshot of the economy shows increasing signs of a slowdown. The reporting season continues apace which will set the near term direction. In Share News & Views, we comment on recent results/news from AdEPT, Clipper Logistics, FDM*, GetBusy*, Quarto* Sprue* and Staffline.

Companies: BMS CRPR ECSC EUSP FDM PCF PPIX SNX SPRP SQS TCN W7L

  • 21 Aug 17

Strong first half underpins outlook for FY17

Today’s interim results follow the recent trading update (July 18th) and confirms that the first six months of the year has been positive for Headlam. Revenue of £341.9m (HY16: £238.7m) was up 4% yoy with Gross Profit increasing 7.6% to £106.m (HY16: £98.7m) on margins 103bps higher at 31.1%. The improvement in margin reflects the on-going efficiency gains made within the business. The operational leverage from revenue growth and improved margins drives an 11.6% improvement in operating profit, as margins increase 30bps yoy, leading to a similar increase in PBT. The interim dividend increases 12.7%, in line with the increase in earnings, to 7.6p. We leave FY forecasts unchanged for now except for a minor increase in EPS on a lower tax charge. The performance in H117 shows Headlam’s continued outperformance against the majority of UK RMI, building product focused businesses. That it has been able to grow both volume and price over the last 18 months is testament to Headlam’s market position and low average value per transaction resulting in good pricing power. In addition, efficiencies offer the potential for continued operational gearing. At last night’s close the shares trade on 13.9x earnings and yield 4.2% with the potential for further special dividends.

Companies: Headlam Group
  • 21 Aug 17

Interims show Headlam remains “on message”

Headlam, the leading UK and Continental European flooring distributor, has issued a strong set of interim results, providing extra detail on the positive pre-close update (issued 18th July). Revenues were +4.0% to £342m, with growth driven by expansion in the UK and Continental Europe. Greater collaboration between the business units and the new management style being introduced has resulted in a 103-basis point expansion in the gross margin. Overall Headlam is trading in-line, no change to forecasts. We re-iterate our BUY recommendation (TP 700p).

Companies: Headlam Group
  • 27 Jun 17

Machinations

We recently hosted our annual Industrial Technology dinner with 14 companies, many of which are active in the materials science arena; having focused previously on composite materials in the aerospace sector, in this edition of Machinations we focus on graphene, with its unique and potentially game-changing qualities and potential applications. Investments in this area remain fairly early stage, but could potentially reap huge rewards. Graphene is well represented in the UK small-cap market by several players.

Companies: SIXH ACL AXS AMPH ALU AEP AVG CAPD CAR FENR FLO RAD GHH HDD HAYT IOF MPE RE/ RED RNO RBN SOM SCE TRT TRI VANL ZAM

  • 21 Aug 17

Small Cap Breakfast

Kosmos Energy (KOS.L)—Secondary listing (Standard), currently on NYSE. Oil and gas exploration and production company focused on frontier and emerging areas along the Atlantic Margins. During the first half of 2017, gross sales volumes from Ghana averaged approximately 132,000 barrels of oil per day (net: 26,900 bopd). No offer. NYSE:KOS. Mkt Cap £2.54bn. | Pembridge Resources (PERE.L) - the natural resource exploration and development company has today moved from AIM to the Standard List of the Main Market.

Companies: PHE EAH SPSY FDEV SSY MERC AVN MUBL ITM DCTA

  • 03 Aug 17

Panmure Morning Note 03-08-2017

Interim numbers are in line with our expectations and our full year target. More importantly, successive set of results continue to highlight the success of diversification strategy, both in product and geographies, in managing pressures in major markets like the US and South Korea. Revenues in the RoW more than doubled. Cash generation in H1/17 was also impressive given the seasonal working capital needs in the first half of the year, leaving the balance sheet with just £1.6m of net debt (end-Dec-2016: £2.3m). The shares continue to sit at a 20% discount to its main UK peer. We reiterate our buy recommendation on the stock.P

Companies: Portmeirion Group
  • 27 Jul 17

Morning Note

InnovaDerma* (IDP): Sun’s out (CORP) | Savannah Resources* (SAV): Portuguese lithium exploration update (CORP) | Keywords Studios (KWS): Pedal to the metal (BUY) | Lombard Risk Management* (LRM): A Smart move by Lombard Risk (CORP)

Companies: IDP SAV KWS LRM

  • 21 Aug 17

Morning Note

Savannah Resources* (SAV): Mozambique update (CORP) | Frontier Developments* (FDEV): Frontier announces Jurassic World as third franchise (CORP)

Companies: Savannah Resources Frontier Developments

  • 24 Nov 16

Chill for agents, spring in housing volumes

Yesterday’s Autumn Statement appears to be: good for 'alternative' housing providers, UK-focused contractors and materials producers; potentially problematic for mainstream housebuilders; and bad news especially for lettings-dominated agents. Chancellor Philip Hammond’s key spending measures included an additional £3.7bn funding to boost new housing volumes and £1.1bn for roads. Shares in estate agents, however, have fallen in response to the threat to ban them from charging fees to tenants.

Companies: GFRD KIE FORT CWD FOXT WINK COST

  • 03 Oct 16

AIM Breakfast

AFH Financial (AFHP.L) | Spectra Systems (SPSY.L) | Corero Network Security (CNS.L) | Victoria (VCP.L) | Amerisur Resources (AMER.L) | Cyan Holdings (CYAN.L) | Kodal Minerals (KOD.L) | Arria NLG (NLG.L) | Personal Group (PGH.L) | Renew Holdings (RNWH.L)

Companies: AFHP SPSY CNS AMER CYAN NLG PGH RNWH KOD VCP

  • 14 Aug 17

Small Cap Breakfast

OnTheMarket—Intention to float on AIM to raise c. £50m which will be used to fund the growth of the OnTheMarket.com portal, already the third biggest UK residential property portal provider. Expected valuation £200m to £250m. Wilmcote Holdings plc—Sch1 from the Company established with the objective of creating value for its investors through the acquisition and subsequent development of target businesses in the downstream and specialty chemicals sector. Offer raising £15m at 120p with market cap of £25m. Expected 17 August 2017 Hipgnosis Songs Fund investment Company offering pure-play exposure to Songs and associated musical intellectual property rights. Offer raising £200m at 100p. The Company has decided to extend the closing date for the Placing, Offer for Subscription and Intermediaries Offer to 1 August 2017. The Company may bring forward this closing date at any time. Admission 15 September 2017

Companies: DCD EAH GGP GTC FISH AAZ WJG SAV FTC LWRF

  • 23 Aug 17

Breakfast Today

Prairie Mining (PDZ.L) | Persimmon (PSN.L) | Provident Financial (PFG.L)

Companies: PDZ PSN PFG