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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.

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    Pacific Insight Electronics

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    Pacific Insight Electronics

  • 12 Feb 19

Share & share alike

Roses are red – markets are blue! The rally since the start of the year resumed this week, after a pull-back last week. The FTSE 100 has risen due to the weakness of sterling and the impact on its dollar-earning constituents. More domestically-oriented indices have also risen but lagged more recently. The latest Brexit twist is due later with a statement to Parliament on the negotiations. Company news continue to dominate the morning headlines and amendment votes the evening ones. In Share News & Views we comment on DCC, EU Supply* FireAngel*, Location Sciences*, Northbridge* and NWF.

Companies: AOR APC BONH BMS CTG CRPR DMTR ESC EUSP FDM FA/ LSAI NKTN PCF SNX TCN VRE W7L

  • 13 Feb 19

Small Cap Feast

United Oil & Gas (UOG.L) an oil and gas exploration and development company brought to the Official List (Standard Segment) in July 2017 by way of a reverse takeover of Senterra Energy plc. No capital to be raised, expected market cap of £17m and expected 28 Feb Techniplas –global producer and support services company providing highly engineered and technically complex components, making the supply chain to original equipment manufacturers more efficient. FYDec17 rev $515m.

Companies: NMRP PGD KDR CER CLIN NBB MLVN RENX BAGR D4T4

  • 14 Feb 19

LIBERUM: MJ Gleeson* - Very confident for H2

Gleeson has reported PBT up 63%, 11% better than expected, with Gleeson Homes delivering 14% growth, as expected, and Strategic Land increasing profit from £2m to £9m, driving all of the beat. Management expects full year profits at least in line with expectations and we leave PBT estimates unchanged.

Companies: MJ Gleeson
  • 19 Feb 19

Morning Comment

Walker Greenbank is a higher end interior furnishings business with well-established global brand names and manufacturing facilities in the UK. The Group has this morning provided a year-end update confirming that results for the year to 31 January 2019 are anticipated to be in line with the Board’s revised expectations; these benefitting from significantly higher licensing income, including from a major contract with H&M. Underlying core trading, most notably in the UK, has continued to be challenging, a trend that in the near term shows little sign of abating. Reflecting these trends, whilst assuming that licensing income reverts to more normalised levels in the current financial year, leads us to reduce our FY 2020E earnings expectations by 25% this morning. Today’s update again illustrates the current market uncertainty and whilst this will take time to improve, we do believe that the Group remains strategically well positioned in its markets and should benefit from its overseas presence, further licensing opportunities and other initiatives in time.

Companies: Walker Greenbank
  • 31 Jan 19

Quarterly Research Outlook

The market has not faced quite so many conflicting challenges for a number of years, whether related to global geopolitics, trade wars, ongoing Eurozone issues or the “will they, won’t they” saga of Brexit. In our Best Ideas, we sought to highlight stocks that present investors with interesting opportunities following recent market moves. Those stocks, we believe, warrant investor attention, in many cases for uncorrelated or stockspecific reasons, regardless of the near-to-medium term market direction. These stocks, in general, represent attractive and well-managed businesses or assets, with share price catalysts and where valuations or recent stock performance provide investors with a good entry point.

Companies: 7DIG ABBY AMS ANX ARS ATYM AVON BLVN PIER CGS CAML CALL CSRT TIDE DTG DEMG ELM EMR FPO FST GTLY GENL GRI GEEC HDY HMI HAYD HEAD HILS HTG HUR IBPO IOG INDI JHD JOG KEYS KCT KGH LAM MACF MOD MKLW OXIG PCA PARK PMO RBW RMM REDD RSW RNO RKH RBGP ROR SUS SCPA SHG SOLG TWD TRAK TRI VNET VTC ZTF

  • 14 Jan 19

Opportunity knocks

We are introducing our Best Ideas for 2019 and also review the performance of last year’s picks. We suggest ten solidly financed stocks with good business dynamics that ought to be considered for core portfolio holdings and six UK domestically focused stocks that our analysts believe should perform strongly in the event that uncertainties unwind. We also introduce a new style of research from N+1 Singer which presents a Company’s dynamics and metrics in a clear and concise manner and concentrates on the pivotal issues affecting that Company and an investment decision.

Companies: BCA CLIN CLG CBP DNLM EAH FDL FCRM FUTR GTLY INS GLE NICL SDL SPR TRI

  • 05 Feb 19

THE MONTHLY February 2019

This Investment Research Paper addresses the issue of renewable power generation in the UK and in mainland Europe, which – after the deep-seated financial crisis of 2008/09 and the ensuing recession – now has better prospects of achieving critical mass. It also considers investment perspectives.

Companies: OPM AVO AJB AGY ARBB AVCT DISH BUR CLIG CSH DNL DPP GTLY GDR HAYD KOOV MCL MUR NSF OXB PCA RE/ REDX STX SCE SIXH TRX TON VAL VTA W7L

  • 06 Feb 19

LIBERUM: Frontier Developments* - Record revenues and profits

Frontier Developments strategy is to grow a portfolio of game franchises by launching, and then supporting, each game. Interims show a record set of results on the back of the very successful JWE launch and encouraging player engagement from the other two franchises.

Companies: Frontier Developments
  • 06 Feb 19

FY 2019 earnings and cash already in the bank

H1 sales have come in slightly ahead of last month’s upbeat trading update, driven by the success of the third franchise game, Jurassic World Evolution (JWE). That success has seen H1 2019 revenue jump to £64.7m, up 240% YoY. Riding on the back of the Universal film release, as well as excellent reviews from players and gaming magazines, sales of JWE exceeded 2m units just 7 months after launch. We lifted forecasts with the update, but today we again nudge forward expected FY 2019 sales from £81.5m to £83.0m, although at this stage we leave earnings expectations largely unchanged. H1 delivered 97% of our FY 2019 EPS forecast and all of the cash inflow so H2 will see investment in the fourth franchise, which remains on track for a launch this calendar year. The stock price suffered in the market correction last year and a P/E of just 22x FY 2019 offers excellent value for a high quality growth business with such a strong IP base.

Companies: Frontier Developments
  • 14 Feb 19

Excellent H1 results, firmly on track for full year

Gleeson has reported another excellent set of interims, confirming strong growth and robust demand in both divisions. The Board is confident of delivering full year results at least in line with expectations, which will represent another step towards the ambitious 2,000 home medium term target.

Companies: MJ Gleeson
  • 29 Jan 19

2018 trading update

In Warpaint’s trading update for FY2018, management expects to report adj. PBT of £8.25m on sales of £48.5m. The adj. PBT is marginally below the £8.5m10.0m range, while the revenue range was £48.0m-52.0m. We have updated our FY2018 forecasts to reflect these numbers but with no further details given at this stage, we have made no changes to our future forecasts ahead of the final results, scheduled for April 2019. Similarly, we have retained our DCFderived 250p TP and view the share price weakness as a buying opportunity.

Companies: Warpaint London
  • 08 Feb 19

LIBERUM: CEO Video: David Braben, Frontier Developments

In these five short videos Frontier Developments CEO, David Braben discusses the record interim results, the continued success of Jurassic World Evolution, the importance of the Chinese market, future Frontier franchises and the big industry themes in 2019.

Companies: Frontier Developments
  • 04 Feb 19

LIBERUM: Crest Nicholson* - Short-term safety, medium-term potential

The short term outlook has been de-risked as management focuses on cash flow to pay a high dividend and generate a surplus. In the medium term, we expect restored profit momentum, driven by repositioning (by price-point and tenure), lower land and build costs, and incremental profits from JVs.

Companies: Crest Nicholson
  • 19 Feb 19

Good finish to 2018

RB reported strong Q4/FY 18 numbers, trumping ours as well as street estimates. Q4 revenue grew by 4% lfl to £3.34bn. IFCN (baby food) was the standout, rebounding strongly from production disruptions in Q3. FY 18 revenue was up by 3% lfl to £12.6bn while operating income grew by 12% to £3.36bn. Full year dividend was raised by 4% to 170.7p per share. Management expects FY 19 growth of +3-4% and adjusted operating margin to remain similar to FY 18.

Companies: Reckitt Benckiser
  • 18 Jul 18

Quarterly Research Outlook

In Q2, UK equities regained some of their poise after the draw down in Q1, although uncertainty around Brexit continued to grab the headlines. On the back of this, investor concern about the UK economy has been understandable in recent months given a number of negative data points. However, we see reasons for optimism for UK Plc with wage growth supporting an improving outlook for the consumer and business investment holding up. That said, continuing UK political disruption clearly remains a risk going forward.

Companies: AMER EMR HMI JOG PDG ABBY AMS AVON BLVN PIER CGS CALL CSRT TIDE DTG DEMG ELM EMR FPM FPO GTLY GENL GOR GEEC HDY HMI HAYD HEAD HILS HTG HUR IBPO IOG INDI JHD JOG LAM MACF MKLW NAH OXIG PCA PARK CAKE PDG RBW REDD RSW RNO RKH ROR SUS SCPA SHG KCT TRAK TRI VTC ZTF