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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 Jun 19

LIBERUM: Frontier Developments* - Launch of publishing partnership strategy

Frontier yesterday announced their first publishing partnership as part of the outlined strategy to accelerate the game release cycle and substantially grow the repeating revenue base. These deals add strategic, and in the medium-term financial upside, with the indication being there are more to come.

Companies: Frontier Developments
  • 12 Jun 19

A successful and Impact-ful year

Design Group has delivered another record year of revenue and profits, beating our forecasts, aided by the strategically transformative acquisition of Impact Innovations Inc in the US. Group revenues advanced 37% including very strong underlying organic growth of 9.8%. Adjusted operating profit rose 41% to £32.6m, ahead of our forecast, with a 20bps increase in adjusted operating margin to 7.3%. With adjusted EPS rising 33% to 29.3p, the 50% increase in final dividend, ahead of our forecast 33% rise, delivers a full year dividend increase of 42% to 8.5p. With its well-defined strategy and clear route map to deliver its shareholder commitments, Design Group is well positioned to increase market share and mitigate external challenges.

Companies: IG Design Group
  • 11 Jun 19

LIBERUM: Ted Baker* - A reset amidst difficult trading backdrop

A mixture of market conditions and internal issues has led to a c.30% cut to our PBT forecasts. We believe the short-term and identifiable issues around product are being addressed swiftly but the unpredictable trading backdrop across all markets appears to have less end in sight.

Companies: Ted Baker
  • 11 Jun 19

LIBERUM: Crest Nicholson* - Strategy delivering

Crest Nicholson is starting to see the fruits of its revised strategy more quickly than we or management originally expected. By broadening the offer of houses to private rent and social intermediate sale it has achieved a 7% increase in H1 revenues and reduced debt year-on-year.

Companies: Crest Nicholson
  • 07 Jun 19

Games Workshop Group - FY19 in line with our recently upgraded forecasts

Games Workshop has issued a closing update confirming FY19 revenue of c £254m and pre-tax profits of not less than £80m, in line with our recently upgraded forecasts. Consistent with company policy to distribute surplus cash, dividends totalling 1.55p per share have been paid during the year. The company continues to focus on international multi-channel expansion, customer engagement and product innovation, alongside its openness to exploring ways in which to leverage its rich intellectual property to generate royalty income.

Companies: Games Workshop Group
  • 11 Apr 19

Quarterly Research Outlook

We’re just over three months in to 2019 and we’ve seen a 10% UK market rally, retracing much of the Q4 decline, such is the nature of fickle market sentiment. That said, many of the issues we wrote about three months ago that were impacting markets remain: notably Brexit, trade wars, geopolitics and global monetary policy. The 2019 rally thus far feels somewhat fragile, with competing forces of optimism on a potential trade deal which could underpin the rally, against the deterioration in underlying economic data that could ultimately undermine the recent market gains. In this context, we look at what the lead indicators and the market are telling us about the industrial cycle and the stocks most exposed to various industrial trends. The Q4 derating in short cycle industrials and autos had been vicious and while these sectors have seen a more solid footing in 2019, with earnings downgrades being priced in, it will likely take a trough in lead indicators before short cycle stocks can start to perform again and re-rate relative to the market.

Companies: ARS CYAN HYR LIT SOM ABBY AMS AMER ANX ATYM AVON BLVN PIER BUR CGS CAML CALL CSRT TIDE DTG DEMG EMR FPO FST GTLY GENL GOR GRI GEEC HDY HMI HAYD HEAD HILS HTG HUR IBPO INDI JHD JOG KEYS KCT KGH LAM LOK MACF MNO MANO MOD MKLW OXIG PCA PANR PARK PGM PHC PMO RBW RMM REDD RSW RNO RKH RBGP ROR SUS SCPA SHG SOLG TRAK TRI VNET VTC ZOO ZTF

  • 04 Jun 19

THE MONTHLY June 2019


Companies: AZN AVO AJB AGY ARBB CLIG DNL DPP FLTA GTLY GDR HAYD KOOV MCL MUR PCA PHP RE/ REDX STX SIXH TON SHED VAL VTA W7L

  • 10 Jun 19

LIBERUM: Codemasters* - Time to accelerate

FY19 financials are ahead of our IPO projections, partly reflecting Management's deal execution and the value of the group’s leading racing IP, at a time of unprecedented demand for gaming content. Our conversations with both public and private UK gaming companies suggest there is a step-change in the commercial outlook across the sector.

Companies: Codemasters
  • 15 Apr 19

Wrapping Up a Strong Year

By leveraging its innovation and efficiency in manufacturing and sourcing, maintaining strong customer relationships, successfully integrating acquisitions and continuing strong financial management, Design Group is expecting to deliver 9.8% organic sales growth with a 37% annual increase in sales. Margin expansion is expected to continue and impressive cash conversion has driven average gearing below 1.3x EBITDA.

Companies: IG Design Group
  • 14 Jun 19

First profit warning for quite a while

Nokian Renkaat sells all passenger car tyres to the replacement market in Russia, Scandinavia, Central Europe and parts of North America. As the replacement market was believed to be clearly less cyclical than the OEM market, we had not expected a surprise like this.

Companies: Nokian Tyres
  • 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

  • 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

  • 18 Apr 19

Walker Greenbank - Tough FY19, dividends rebased

A new CEO appointment follows other board changes; with tough UK conditions set to persist, operational improvements, international growth and brand development are all firmly on the agenda and a refreshed strategic update will come from the new team later in the year. With a broadly maintained payout ratio in FY19, lower earnings drove a similar reduction in dividends. With lower earnings anticipated in FY20, the company is trading on a prospective 3.8% dividend yield and a 7.8x P/E.

Companies: Walker Greenbank
  • 29 Apr 19

Recent weakness creates compelling entry point

G4M is a fast growing online retailer with significant future expansion potential in highly fragmented markets. Supported by its own proprietary web platform it has become an agile, low cost, operator with increasing competitive advantage. UK market share gains have got bigger in each of the last 3 years, and growth is accelerating in European markets (c6x larger). Margin and capacity set-backs in H2 are being addressed and increasing EBITDA margin is a management priority. Even assuming only modest recovery our 12-month fair value estimate is 300p, representing 60% upside after recent weakness. This rises to 230% (620p) in our bull case scenario. This represents a compelling opportunity.

Companies: Gear4music
  • 10 Jun 19

Trading update

Accrol has announced a reassuring pre-close trading update, which confirms it should hit our forecasts at the adjusted EBITDA level, with net debt also likely to be below our forecasts. We are maintaining our 2020E and 2021E forecasts for now, but believe the Group is through the worst and is on track to delivering a well-executed recovery. It should still be noted that this remains one of the most challenging business turnarounds we have seen, and challenges remain from here.

Companies: Accrol Group