Equity Research, Broker Reports, and media content on Pacific Insight Electronics

  • Access the latest forecasts, broker valuations, multiples, and video content from the city about Pacific Insight Electronics
  • See live updates from analysts, company announcements, and other news in a personalised/single dashboard
Login

Research, Charts & Company Announcements

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
N/A
Volume
N/A
Range Today
N/A
52 Week
650/2250c
Market Cap
128.5m
Enterprise Value
n/am
Pension Liability
# Shares
0m
Latest PE (hist)
Div Yield

Latest News/RNS

(more news)
Date Source Announcement
Get free RNS email alerts

  • Frequency of research reports

     

  • Research reports on

    Pacific Insight Electronics

  • Providers covering

    Pacific Insight Electronics

  • 16 Oct 18

Cenkos: IG Design Group Plc - Value: Fundamentals vs Market Sentiment

IG Design has announced a trading update for H1/19E, guiding to performance being in-line with strong market expectations. The group is expected to deliver record H1 revenues, with all regions contributing to the growth performance. Highlights for the period include numerous strategic actions by management, with the acquisition of Impact Innovations in the US being significant in transforming the group's growth profile. Management guides to good visibility in the order book, with strong momentum going into H2/19E. IG Design's fundamentals remain fully intact, and given the recent retracement in share price along with the broader market, we assess the current price levels (FY20E EV/Adj EBITDA of c7.8x) to be a great buying opportunity for investors. Buy.

Companies: IG Design Group
  • 16 Oct 18

Interims justify FY2019 profit expectations

Gear4music’s interim results were released this morning and reconfirmed both underlying sales growth for the business and a view that full year profits will meet expectations. The company’s second half includes the all-important Christmas period. Moreover, international sales appear set to nudge ahead of UK in the six months. Clearly, sales trends remain strongly positive, which should benefit both future profit growth and valuation.

Companies: Gear4music
  • 16 Oct 18

Telford Homes - Making progress, laying down markers

A 10 October update put down some clear markers for open-market sales to attain £50m+ group PBT in FY19 and for build-to-rent (BTR) sector expectations during H219. Some market risk remains evident at higher open-market price points and, with increasingly risk-averse UK equity market sentiment, Telford’s trading update was not well received. However, short-term market conditions are not distracting management from the development of an attractive pipeline of future project opportunities.

Companies: Telford Homes
  • 16 Oct 18

Trading Update

Ahead of a more detailed update next month, IG Design Group have issued a trading statement covering the six months to 30 September. The Group announced a positive performance across all geographies and business segments with advances in both revenue growth and margin expansion. There is good forward visibility in the order book and the Group expects the strong performance in H1 to be carried forward into the remainder of 2019E. The recently acquired Impact Innovations is also performing well, with integration already having begun and progressing in line with targets. Management expects all regions to achieve year on year revenue and margin growth for the full year. We have left our forecasts for 2019E and 2020E unchanged, although there is potential upside from earlier than expected delivery of acquisition synergies at Impact.

Companies: IG Design Group
  • 18 Oct 18

Walker Greenbank - H1 dividend and full year guidance unchanged

Following H119 results, our full-year earnings estimates look attainable and are unchanged. Group strategy has been clearly stated, although a change in management may give rise to some shift of emphasis within Brands. Walker Greenbank’s share price is up from September lows, but has not really shown any appreciable recovery in a longer-term context and currently sits c 20% below our projected year-end NAV. The prospective dividend yield – heavily weighted towards final DPS – is now 5%.

Companies: Walker Greenbank
  • 18 Oct 18

Q3: pricing and volumes accelerate

As promised, Unilever delivered a pick-up in both pricing and volumes. The company also managed to recover sales in Brazil after the truckers’ strikes in Q2. After the turmoil linked to dropping the idea of moving its HQ, the solid Q3 results provide some stability to the stock.

Companies: Unilever
  • 04 Oct 18

THE MONTHLY October 2018

We are in the midst of the Conference season for political parties and trade unions in Britain. We all have a lot on our minds, with generational constitutional issues to the fore, but these have come to the fore after many years of concerns building up about citizens’ ‘place in the world’.

Companies: OPM AGY ARBB AVCT DISH BNO BUR CMH CLIG DNL DPP GTLY GDR HAYD KOOV MCL MUR NSF OXB PHP RE/ REDX SCE SIXH TRX TON VAL VTA W7L

  • 21 Jun 18

LIBERUM: Crest Nicholson Initiation - Long term attractions undervalued

The shares’ de-rating, after some margin erosion in 2018, has been overdone. We expect profit growth to resume as margins stabilise and geographic expansion drives output growth.

Companies: Crest Nicholson
  • 05 Jul 18

No surprises

SDY has reported Underlying PBT and 2018/19 guidance in line with its preclose update issued on 10th May. Additionally it has announced a 25p special dividend and an 11.4% increase in its ordinary dividend. Accompanying commentary suggests further emphasis shift to capital light distribution but commitment to the physical estate despite current difficult trading.

Companies: Superdry
  • 05 Jul 18

Analyst Meeting Feedback

Mixed signal but some re-assurance on most recent patterns Further range extension and availability enhancements in prospect Marketing spend to accelerate as brand grows.

Companies: Superdry
  • 20 Sep 18

AIM MARKET UPDATE June, July, August 2018

AIM showed no signs of a summer slowdown with three strong months with regards to total funds raised (new and further issues). June, July and August averaged over £700m per month, boosted by a particularly strong June which delivered 14 IPOs (historically AIM has 5-6 new joiners per month). Through the end of August 2018, the total amount raised (new and further issues) of £4.80bn is +15% on the same period in 2017 which itself was the best year since 2007.

Companies: CDM LOOP YEW BLOE AQX SAE ANX TGP INX CBOX MIND KGH RAI TGL YCA IMMO DGOC NUC OVB TWD CNIC

  • 19 Sep 18

FY 2018 results – Boots to range Skinny Tan

Full-year results were in broadly line with the 19 June trading statement, with revenues rising 21% to £10.7m (£0.3m shortfall attributed to timing and despatch of June sales into July), resulting in a pre-tax profit of £0.7m and year-end cash of £1.9m. Confirmation that Boots is to range Skinny Tan online and in 1,250 (50%) of its UK stores from February/March 2019 significantly expands the retail footprint to more than 2,000 stores (2.7x), whilst Roots should benefit from a 4x expansion to more than 1,600 stores by year-end. We retain a 220p target price, which implies a calendar-adjusted 2019 P/E, EV/EBIT and EV/Sales of 24x, 14.0x and 1.8x, respectively. Strong growth expectations justify these premia.

Companies: Innovaderma
  • 02 Oct 18

£180m forward sale of 4 student sites

As further evidence of the health of the £4bn pa UK Purpose Built Student Accommodation (PBSA) market, Watkin Jones said yesterday morning that it had forward sold 4 schemes for £180m - covering 2,163 beds across Glasgow, Coventry & London (2x) – to a joint venture (JV) between KKR & Round Hill Capital. On top, a 5th in Bristol has been provisionally exchanged, subject to planning consent, for which additional consideration would be received.

Companies: Watkin Jones
  • 12 Oct 18

Negative volume trend in September

Worldwide deliveries fell by 0.8% to 238k in the last month which brought the 9M number to 1.83m, an increase of 1.3%. To reach our full-year number of 2.50m, delivery growth has to be in the vicinity of +2.0% in Q4 which seems to be ambitious in view of last year’s quite strong final quarter and the current WLTP problem. The group’s delivery numbers were down once we exclude those supplied by the Chinese BBA joint-venture (-5% to 194k in the last month and -1.6% to less than 1.51m ytd). At a glance, deliveries were reasonably good in China in both of these periods but, concentrating on the vehicles supplied from abroad, the respective numbers were down by 11% to 16k and 16% to 131k. The only region with marginally positive growth was the Americas (+2.2% to 39k and +2.9% to 335k). Demand was rather weak in Europe (-5% to 114k and unchanged at 815k). In fact September deliveries collapsed in Italy (-22% to 6,941), France (-9.2% to 7,781), and the UK (-8.6% to 38k). It was the Mini brand that suffered falling delivery numbers in all regions, resulting in a total decrease of 9.2% to less than 37k in September and a fall of 2% to 266k ytd. The BMW brand achieved very marginal positive growth, but that was because of BBA’s deliveries. Excluding these, this brand’s number was down by 4.4% to 157k in September and 1.6% to 1.24m through to September.

Companies: Bayerische Motoren Werke
  • 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 PKG CAKE PDG RBW REDD RSW RNO RKH ROR SUS SCPA SHG SIV TRAK TRI VTC ZTF