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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

  • 01 Aug 18

The Monthly

Hardman & Co’s analysts have direct experience of uncovering accounting frauds. In this article, Steve Clapham outlines why we might see a surge in them over the next few years. He is engaged by institutions to teach their fund managers and analysts how to identify risks brought about by such frauds. Hardman & Co is pleased to offer this service to private investors.

Companies: OPM AVO AGY APH ARBB AVCT BUR CMH CLIG COS DNL EVG GDR INL KOOV MCL MUR NSF OXB PHP RE/ REDX SCLP SCE SIXH TRX TON VAL W7L

  • 13 Aug 18

Recent news-flow reinvigorates the investment case

InnovaDerma (LON:IDP) specialises in the development, manufacture and marketing of clinically proven products in life sciences, beauty, and personal care. The company operates a portfolio of strong innovative brands, with the UK & Ireland and Australia currently its biggest markets.

Companies: Innovaderma
  • 14 Aug 18

Acquisition of The Chinese Room

Sumo has acquired The Chinese Room, an award winning independent games development studio based in Brighton, for a net consideration of £0.6m from its founders. The acquisition brings new IP in the form of two revenue generating games, as well as accelerating Sumo’s own-IP pipeline with the addition of two original concept games, one of which is at prototype demo stage. The founder, Dan Pinchbeck, has a strong creative reputation within the industry and joins Sumo Group as Creative Director of The Chinese Room. The acquisition is payable in shares and Dan will be issued with options, demonstrating Sumo’s use of its listing to attract high quality vendors. The acquisition also provides the opportunity to invest and develop a new studio location in the south of England with access to a new creative talent pool.

Companies: Sumo Group
  • 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

  • 07 Aug 18

Markets still range bound

Last week, the MPC increased the Bank Rate by 0.25% to 0.75% only the second increase since financial crisis. The market reaction was muted. Sentiment continues to be impacted by continuing tariff and trade war concerns, combined with ongoing Brexit uncertainty. As Table 1 shows, the major indices have fallen over the last fortnight. Markets continue to be range bound, partly due to the holiday period. In Share News & Views, we comment on APC Technology*, Braemar*, Burford, Clipper, FireAngel Safety* GetBusy* Goodwin*, Hargreaves, Live Company*, NWF, Vitesse Media* and Warpaint*

Companies: AOR APC BMS CRPR DMTR ECSC ESC EUSP FDM GETB LSAI PCF SNX TCN VIS W7L

  • 20 Aug 18

Mead ignites a solid performance as corporate signals turn positive

Q2 ended on a good note for RB. The biggest relief was the Mead Johnson business demonstrating a turnaround. Also, management is actively investing in the right places, including on re-scripting (partly) the Scholl failures. The infant formula nutrition business is registering a solid growth and we expect it to be a potential catalyst not only for China but the US as well. At the same time, however, we believe that management needs to show that it is able to maintain this momentum.

Companies: Reckitt Benckiser
  • 04 Apr 18

The Monthly

This month’s feature article is the first publication of the 2017 global pharmaceutical industry statistics from which the global and US rankings of the top 15 drug companies are derived. Comparisons are made with historical data to show how different company strategies have evolved. In addition, an analysis of the evolution of biopharmaceuical drugs has been made, together with a key sub-set, namely drugs derived from antibody technology, which now represent 12% of the entire market. Two more drugs joined the $100bn club in 2017.

Companies: OPM ABZA AVO AGY APH ARBB AVCT BNO BUR CMH CLIG COS DNL EVG GTLY GDR INL KOOV MCL MUR NSF OBT OXB NIPT PHP RE/ REDX SCLP SCE SIXH TRX TON VAL

  • 02 Jul 18

H1 Review

Best Ideas - 2018 H1 Review

Companies: SAA VP/ GLE AMO IOM HSP CVSG EKF PGIT VRP RLM AVG SOG DNLM SFR YU/ CBP

  • 03 Jul 18

LIBERUM: Frontier Developments* - Strong start to JWE digital downloads / profit upgrades

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.

Companies: Frontier Developments
  • 11 Jul 18

Strong growth in Brands mitigates Manufacturing

The full year update indicates SWL has traded broadly in line with expectations. Owned Brands performed strongly, surpassing expectations via gross margin gains and lower costs. Interest and central costs (share-based payments) were lower too. However, this has been offset by challenges in Manufacturing, namely 1) delays onboarding 3 large new customers (timing issue only) and 2) margin erosion from raw material inflation, the magnitude and speed of which management had underestimated. But for the margin loss, which initiatives are now underway to recover, EPS forecasts would be rising. Instead they edge back 4-5%. The balance of earnings is positive for valuation though, and our fair value estimate increases 3% to 400p.

Companies: Swallowfield
  • 27 Jul 18

AGM Update – Growth on Cue

Gear4music plc, the largest UK based retailer of musical instruments and music equipment, issued a brief update this morning ahead of its AGM, which is scheduled today for 3pm. Despite what is considered to be a competitive retail environment, revenue growth continues to be strong. Moreover, the projects to relocate the Swedish distribution centre and upgrade UK distribution are on track. The company reaffirmed guidance.

Companies: Gear4music
  • 20 Aug 18

FCA apparently favours higher US car import duties

Michael Manley, FCA’s new CEO, was recently invited by the US President to a dinner at the President’s golf club in New Jersey. Before he was asked to present himself, the President said that Manley is desperate to see import duties on cars rising strongly, right? Manley’s answer apparently was ‘absolutely’. FCA is the second largest exporter of cars from Mexico and it is also importing cars from Europe into the USA. Assuming the above is correct, the new CEO has clearly agreed to a substantial profit fall for FCA. A statement like the one above should not be made behind closed doors but made public as this changes the profit guidance management had released earlier. Up to now it is unclear whether higher import duties will come, but management should have given a first idea as to how sizeable the impact will be on the group’s accounts.

Companies: Fiat Chrysler Automobiles
  • 14 Dec 15

Premium rating

Mulberry remains a relatively small brand, albeit a powerful one in its affordable luxury market segment. Its balance sheet remains strong. Early signs from the new CEO’s tenure are promising. However, even taken together, these elements cannot support current valuation metrics. One needs to take a very long view to justify current multiples.

Companies: Mulberry Group
  • 09 Nov 17

N+1 Singer - Swallowfield - Continuing progress underpins share price rebound since Sept

At the time of an encouraging set of full year results being announced 8 weeks ago, the share price had slipped back to 280p. Since then, and helped by some positive write-ups in financial press, the shares have gained 40%. This was especially noteworthy against a backdrop of negative newsflow regarding domestic consumption. Today’s positive AGM update covers the important first 4 months of the new financial year and provides strong underpinning for this recent share price rally. Of particular note is the continuing positive momentum in owned brands, and good sell through at retail of its latest Xmas ranges which bodes well for orders next year. We also note positive rhetoric in Manufacturing regarding new contract wins and product launches which have the potential to move this segment back to growth in H2, versus a small decline in H1 against tough prior year comps. We make no changes to our forecasts but the combination of in-line trading to date and positive forward indicators should be well received.

Companies: Swallowfield
  • 09 Nov 17

AIM Journal


Companies: RWS G4M SRC PIM GAN ARTA