Research, Charts & Company Announcements
Research Tree offers ADTHINK MEDIA research coverage from 0 professional analysts, and we have 0 reports on our platform.
Our simple but effective charting function allows for a quick scan of ADTHINK MEDIA's performance over multiple time horizons.
Frequency of research reports
Research reports on ADTHINK MEDIA
Providers covering ADTHINK MEDIA
Research on related companies
View the latest research on other companies in the sector, published by expert analysts across the city, at some of the best quality Banks, Brokers, and Independent Providers in the market.
AT&T/Time Warner: cranking up the convergence dial
24 Oct 16
The proposed acquisition of Time Warner by AT&T highlights what we see as the irresistible gravitational pull of communications markets towards converged services. We argue that Sky, BT and Vodafone/Liberty will all need to invest further in owned content – and that ITV looks strategically attractive in this regard (both for its content and broadcasting operations). We accept, though, that timing on this could be some way off yet, and in the meantime ITV needs to knuckle through what is likely to be an extended period of weakness for advertising revenues.
A pathway to refinancing
26 Oct 16
Following renewed pressure on trading in H1, and a recent agreed waiver of the banking covenant, the stock is trading close to its low. The market cap of £13m reflects option value only on the chances of a successful bond refinancing, in our view. We highlight a potential pathway to a successful refinancing, if the company is able to deliver across several fronts. Our central case on this basis is 60p (4.8x the current share price) with a range of outcomes up to 225p.
Smart, connected data
21 Oct 16
YouGov’s FY16 results show the continuing benefits of its strategy to build on its Data Products and Services, delivering revenue and profit growth well in excess of the market. There was also some benefit from currency movements. The group’s transition from market researcher to global data and analytics business should drive continuing growth well ahead of industry rates, with the roll-out of scalable products and services internationally supporting margin and cash generation. The shares have performed strongly as this strategy has started to reap financial rewards, with the current price well supported.
N+1 Singer - Morning Song 26-10-2016
26 Oct 16
Verona Pharma has been awarded its second Venture and Innovation Award from the UK Cystic Fibrosis Trust for the development of RPL554 in Cystic Fibrosis (CF). The award signals the significant potential for RPL554 to be developed as a novel treatment for Cystic Fibrosis. Preliminary data supports the molecule’s potential utility in this indication, demonstrating RPL554’S ability to activate an ion channel known to be dysfunctional in CF. The award will support a Phase IIa clinical trial expected to commence in H1 2017. Preparations have also started for Phase IIb trials of RPL554 as a nebulised treatment for COPD with clinical dosing expected to commence in Q2 2017. We remain extremely encouraged by the expanding opportunity of RPL554 and Verona Pharma’s future prospects.
Continued exemplary execution
27 Oct 16
Another strong update from the now-metronomic Relx, maintaining its increased top line pace at the 9 month stage (+4% organic) helped by a particularly strong Q3 for transactional revenues in the Risk division. All underlying FY guidance remains intact, and we expect estimates to rise c5% catching up with current FX rates. Valuation remains the biggest risk, but does not look too stretched at c17x 17E EPS (FCF yield 5.3%, dividend 2.4%). Having moved back from Buy to Hold at around the £12 level, we are loath to upgrade again at current levels: but Relx remains a core holding in the sector.
29 Sep 16
Cambridge Cognition Holdings* (COG.L) | Edenville Energy (EDL.L) | Avingtrans (AVG.L) | Gaming Realms (GMR.L) | Redstone Connect (REDS.L) | Concurrent Technologies (CNC.L) | Porta Communications (PTCM.L) | Galantas Gold (GAL.L) | Range Resources (RRL.L) | Plutus Power Gen (PPG.L)