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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

  • 06 Nov 19

LIBERUM: Frontier Developments* - Planet Zoo: a roaring success

Frontier launched their 4th game franchise Planet Zoo yesterday. The impressively high scores and positive comments from both game reviewers and players not only helps to underpin the commercial outlook for the game, but again underline Management's track record of delivering high quality games, with long-term revenue potential.

Companies: Frontier Developments
  • 08 Nov 19

Games Workshop Group - Strong five-month trading update

Games Workshop (GAW) has published a trading statement for the first five months of FY20, highlighting an acceleration in revenue growth to c 12% (versus our previous forecast for the year of c 4%), strong margin growth and encouraging signs with respect to its ability to leverage its intellectual property through royalty income. Our PBT estimates increase by c 9% for FY20 and FY21, and our DCF-based valuation increases by 10% to 5,176p.

Companies: Games Workshop Group
  • 04 Nov 19

THE MONTHLY November 2019

The trade-off in the risk/reward for gold and gold mining equities is improving, as central banks push the current iteration of the post-World War II Bretton Woods financial order towards its limits.

Companies: AVO AJB AGY ARBB BUR CLIG DNL DPP FLTA GTLY GDR MCL MUR NSF PCA PIN SRE PHP RE/ RECI RMDL STX SCE TON SHED VTA W7L

  • 05 Nov 19

How to have your cake and eat it

Often investors are faced with the difficult decision of having to choose between growth and value. Rarely is it possible to get the best of both worlds, but we think Watkin Jones is one such stock. Not only do the shares trade on a FY20 adjusted PER (ex cash) of 12.0x and pay a 3.6% dividend yield. But also the firm is benefiting from long term tailwinds in its 2 key markets of Build to Rent (BtR) & student accommodation (PBSA). In turn, offering opportunities much larger than we’d previously thought.

Companies: Watkin Jones
  • 06 Nov 19

Official release of 4th Franchise – Planet Zoo

Frontier Development confirmed the successful release of Planet Zoo on PC yesterday as planned. The game debuted at number one on the global bestseller Steam chart following its 12pm (GMT) release. The release marks the group’s 4th franchise and is expected to help offset the expected decline in sales from JWE as it moves into its second year of sales. We’ve forecasted Planet Zoo sales to account for 33.9% of total sales in FY20. Whilst this accounts for less than the 42.1% we forecast for JWE sales in FY20, the group is expected to benefit from an uptick in gross margin from 60.9% to 65.4% in FY20, as a result of Planet Zoo being own-IP.

Companies: Frontier Developments
  • 12 Nov 19

Strategic initiatives powering up the gross margin

Interims provide concrete evidence that strategic actions undertaken to boost gross margins and improve profitability are producing results. EBITDA doubled and EBITDA margin leapt 110bps. The gross margin potential exceeds the gain in H1 though so, alongside cost efficiencies, top line guidance has reduced to +10% (vs +23%) whilst being confident about meeting FY profit forecasts. Even at this early stage, any incremental growth should drop through at a high level, underlining the investment case as growth re-accelerates again next year. We estimate fair value at 300p.

Companies: Gear4music
  • 06 Nov 19

LIBERUM: Crest Nicholson* - Resetting to reposition

We put our recommendation, target price and estimates under review on Crest Nicholson’s update last week. Having had time to reflect, we re-establish coverage with a target price of 379p, which gives 10% TSR upside, making the shares a Buy on our rating system.

Companies: Crest Nicholson
  • 13 Nov 19

Capital Markets Event

We attended the Frontier Development capital markets day for institutional investors and analysts at the group’s offices in Cambridge yesterday. Whilst there was no new material information provided at the event, various senior managers provided valuable insight into the high-level detail of planning and execution which goes into making a game. The current managerial set-up and capacity the group has in Cambridge, validates the recent move into third-party publishing which we highly favour.

Companies: Frontier Developments
  • 21 Oct 19

Quarterly Research Outlook Autumn 2019

Following continued delays of a Brexit agreement, few sectors within the UK market have remained attractive to investors despite low valuations. One sector which has continued to outperform despite the political drama has been the UK video gaming sector (henceforth UK gaming), which we are fans of. We believe a combination of sector-leading growth, strong cash conversion and timely cyclical positioning support our positive view on the UK video gaming sector.

Companies: ABBY AMS ANX ARS ATYM AVON BLVN PIER BUR CGS CAML CDM CSRT TIDE CYAN DTG DEMG ELM EMR FPO FDEV GTLY GENL GHH GRI GEEC GKP HMI HAYD HEAD HILS HTG HUR IBPO IOG INDI JHD JOG KAPE KEYS KWS KCT KGH LAM LIT LOK MACF MANO MOD OXIG PCA PANR APP SRE PHC PMO RBW RMM RBGP REDD RSW RNO ROR SUS SCPA SEN SHG SOLG SOM SUMO TM17 INCE TWD TRAK TRI VNET VTC ZOO ZTF

  • 06 Nov 19

AGM – strong start to the year

InnovaDerma provided a trading update for the first four months of the year with revenues up 38% over the comparable period, benefiting from a full contribution of Skinny Tan in Boots stores, which was launched in March 2019. This is in line with our expectations for full-year revenues of £15.8m, an increase of 23%. We are not making any changes to forecasts, although point to the upcoming (Q1 2020) launches of a new product category into Superdrug stores and Growlase in the US during FY 2020 that have not yet been included. We reiterate our 200p price target, acknowledging also the value that a new product category has in reducing the current portfolio concentration and de-risking revenue growth.

Companies: Innovaderma
  • 12 Nov 19

Profitability Takes Centre Stage

Gear4music is clearly in a far better position than at the start of the current calendar year. Interim results indicate that ahead of peak trading G4M is not only enjoying volume growth, but is also better placed to execute. Focus in H2 will be on margin restoration at some expense of sales. We adjust numbers accordingly. In our view, investors should focus on profit growth rather than sales. Moreover, we note the company’s arguably undemanding valuation.

Companies: Gear4music
  • 07 Oct 19

UK Housebuilding Sector in 3Q 2019: ‘And then there were 17’

Dame Agatha Christie (née Miller) published more than 80 books and plays; and the Guinness Book of World Records lists her as the best-selling novelist of all time with roughly two billion copies sold. ‘And then there were none’ was originally published in 1939, with an un-politically correct title; and it is still the world’s best-selling mystery (with more than 100 million sold). It is also number six on the list of best-selling books of all-time.

Companies: ABBY CSP WJG TW/ BWY PSN GLV BDEV RDW BKG BVS GFRD CRN GLE SPR

  • 05 Nov 19

Execution strength fuels growth

Excellent execution underpinned a strong recovery year for UPGS in FY2019, which augurs well for future growth. Headline results confirm the company’s 9 th September trading statement. Detailed sales data reflect the company’s ability to enhance core domestic growth with strong progress in both international and online. In our view, growth should remain positive in FY2020.

Companies: Up Global Sourcing
  • 02 Aug 19

Games Workshop Group - Third consecutive year of record results

Games Workshop (GAW), the global leader for tabletop miniature gaming, has bucked wider consumer trends and delivered a third consecutive year of record sales and earnings growth in FY19. The company is proactively exploring new ways, such as the development of digital content, in which to leverage its rich intellectual property and introduce the Warhammer hobby to new audiences globally. Our modest forecast assumptions, which have not materially changed, drive a DCF valuation of 4,703p.

Companies: Games Workshop Group
  • 05 Mar 19

Labskin secures £400k digital laboratory equipment in Cellulac - Integumen deferred loan

The vertically integrated skin-testing and products Company has agreed an asset purchase from Cellulac, a Company in which Integumen holds a minority stake (9.35%). The equipment comprises a Gas Chromatography-Mass Spectrometry and High-Performance Liquid Chromatography units and ancillary equipment to be deployed at Integumen’s recently expanded laboratory.

Companies: Integumen