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    UBS ETF MSCI PACIFIC SRI

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    UBS ETF MSCI PACIFIC SRI

  • 18 Nov 19

Allenby Capital TMT Update - 18.11.19 (MIRA.L, TERN.L, CCT.L)

Mirada plc* (MIRA.L, 160p/£14.2m) | Tern plc* (TERN.L, 9.25p/£21.9m) | Character Group (The) plc* (CCT.L, 360p/£77m)

Companies: MIRA TERN CCT

  • 11 Nov 19

LIBERUM: AFH Financial Group* - Organically growing and improved FCF

AFH continues to grow at an impressive rate compared to peers in a tough market environment. It has delivered 8% organic net flows and new business written is up 46% yoy.

Companies: AFH Financial Group
  • 19 Nov 19

H1 20 interims – on track to meet FY20 earnings; good progress at Hudson Quarter

Palace’s H1 20 interims reported net rental income of £7.9m (broadly flat y/y vs. our FY20e estimate of £15.2m; implied H1/H2 split of 52%/48%). Adj. PBT (excl. surrender premium, share-based payments and revaluation/impairments/other exceptionals) of £3.9m was down ~9% y/y due to lower management fees, higher property costs and admin expenses, but compares to our FY20e estimate of £7.8m (which we leave unchanged, implied H1/H2 split of 50%/50%). Adj. EPS of 8.5p was up 6.8% y/y due to favourable tax movements. The company has also declared an interim dividend of 9.5p (4.75 per quarter), in line with expectations. EPRA NAV fell to 391p from 407p (Mar 19) which we understand reflects a more conservative stance taken by the valuers on Palace’s refurbishment & development activity. Net debt as at Sept 19 amounted to £94m (34% LTV, unchanged since Mar 19). We make no significant changes to our core earnings, but adjust our CAPEX and EPRA NAV assumptions (detailed below). We lower our PT to 390p (from 415p) to reflect these changes, but maintain our Buy rec, seeing 37% upside at current levels.

Companies: Palace Capital
  • 20 Nov 19

All tied in with the UK Life division

Aviva presented its strategy for 2019-22. The insurer will continue to simplify its structure, reduce costs (£300m by 2022) and debts (£1.5bn) and pay a progressively increasing dividend. The insurer aims to generate operating cash of £7.5bn over 2019-22 with remitted cash to the group by different business units of £8.5-9bn, of which 50% by the UK Life division. FY 19 will benefit from lower longevity reserves with a positive impact within the range £300-400m. No convincing strategy.

Companies: Aviva
  • 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

  • 13 Nov 19

End of the litany of Q3 19 bad news

British Land closed the British earnings season with no major surprises. The good news was the stable Offices segment. The bad news was the 10% negative revaluation in the Retail business. Once again: wait for the Brexit consequences.

Companies: British Land Company
  • 07 Oct 19

LIBERUM: Ramsdens Holdings* - Positive trading update and an exceptional profit

Trading has been in line with the board's expectations, despite what is referred to as a challenging retail environment. The stores recently acquired from The Money Shop are said to be trading well, and acquisitions are still being appraised.

Companies: Ramsdens
  • 14 Nov 19

Active management drives +5% EPRA NAV growth

Urban Logistics REIT (“ULR”) has reported in line interim results. Rental growth continues, which in turn drives valuations and the underlying EPRA NAV: +5% in H1 to 145.2p. ULR’s brand of active asset management continues to yield results, with logical capital recycling into higher yield assets and +£0.6m rent uplifts achieved on reviews. We do not make material changes to our forecasts. We believe that the valuation remains attractive – 6%+ prospective dividend yield, trading at a 10% discount to NAV – in light of sustained value creation, clear quality of income (6.1yr WAULT) and further opportunity from a space in structural growth with strong demand.

Companies: Urban Logistics REIT
  • 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

  • 07 Nov 19

Cenkos Securities - Resilient broker with a substantial track record

Cenkos has a record of successful fund-raising for clients and maintaining annual profitability since its inception in 2005. This reflects its focus on client outcomes, a well-established network of business relationships and flexibility in its cost base. Its client relationships should stand it in good stead when market conditions become more favourable. In the meantime, the company’s strong balance sheet, with substantial capital headroom, provides reassurance and Cenkos would not need to attain earlier levels of return on equity to warrant a materially higher valuation.

Companies: Cenkos Securities
  • 11 Nov 19

Interims show strong growth

What’s new: Tatton Asset Management’s results for the six months to 30 September revealed strong growth in divisional revenue and profits: ▪ 15% rise in Group Revenue to £9.73m (1H18: £8.45m) - AuM based revenues rose 19% to £7.10m (1H18: £5.99m), with Tatton Investment revenue rising 35% and wrap income declining; - Paradigm revenues rose 7% to £2.60m (1H18: £2.43m); ▪ 23% rise in Group adjusted operating profit to £4.13m (1H18: £3.35m) - 23% rise in AuM based profit to £4.27m (1H18: £3.48m) which is 42% rise in Tatton Investment profits (as previously reported); - 11% rise in Paradigm profits to £0.91m (1H18: £0.82m) and - 11% rise in central costs to £1.1m (1H18: £0.96m) ▪ Adj FD EPS rose 18% to 5.4p (1H18: 4.6p); ▪ Interim DPS was increased 14% to 3.2p (1H18: 2.8p); ▪ Net cash was £9.17m after paying £3.1m final dividend and £2.0m for Sinfonia, with operating cash conversion at over 100%. The Group trading update on 17 October had already announced: ▪ 14.8% rise in Group AuM to £7.0 billion (30/9/18: £5.7 billion: 23% rise YoY; 31/3/19: £6.1 billion: 14.8% rise in the 6 months period): - 1H organic net inflows of £441m increased AuM by 7.2%; - the Sinfonia acquisition added £135m, increasing Group AuM by 2.2%. Outlook: Paul Hogarth, Founder and CEO, notes: “monthly net flows continuing to perform well from both existing and new IFAs despite an uncertain and volatile market” and the reorganisation of the group’s “IFA support services businesses under the existing Paradigm brand but with one simplified operational and management structure …[should enable] improved efficiencies and opportunities”.

Companies: Tatton Asset Management
  • 13 Nov 19

Gamesys Group - Growth across the enlarged group

Gamesys’ pro forma Q319 revenues increased by 20% to £144.3m due to 57% growth in Vera&John (international markets), strong momentum in the acquired Gamesys business and, encouragingly, a return to growth in the Jackpotjoy UK brand. The EBITDA margin declined 680bp to 26.7% as a result of higher taxes and marketing spend. We are raising our FY19 revenues estimate by 2.3% but keeping our EBITDA forecasts unchanged. We continue to forecast net cash flow of £105m in FY20 and our net debt/EBITDA falls from 3.0x currently to 2.0x at end FY20. The stock trades at 6.0x P/E and 7.1x EV/EBITDA, with a 13.8% FCF yield for FY20e.

Companies: Gamesys Group
  • 20 Nov 19

MediaMonks merger with WhiteBalance

S4 Capital has announced that MediaMonks has conditionally agreed a merger with WhiteBalance, a content creation and production company based in Delhi. Founded in 2010, WhiteBalance combines a state of the art content studio with in-house film, 3D and post-production capabilities for feature films, commercials, documentaries and high-end digital content. The group's Shoot showreel indicates an extensive blue chip client list including Netflix, KIA, Honda, UBER, IKEA, Pepsi and Adidas. Following the opening of an office in Bangalore and appointment of Poran Malani as Director for India, this further strengthens S4 Capital's capabilities in a region that is a key strategic priority for the group. No financial details on the transaction were disclosed. The group released a robust Q3 update earlier this month which stated that LFL growth in Gross Profit had accelerated from +40% in H1 to +44% in Q3 taking the 9M growth rate to +42%. Following the £40m over raise at the time of the Firewood merger, S4 Capital retains significant firepower to fund its continued development.

Companies: S4 Capital
  • 20 Nov 19

Cenkos: The Property Franchise Group -- Tenant fee ban fully mitigated by June 2020

TPFG has issued a trading update, confirming the financial effects of the tenant fee ban are expected to be overcome six months earlier than previous expectations, now by June 2020. We consider this an impressive achievement given the tenant fee ban's high margin nature, whilst it also evidences the value that TPFG franchisees are bringing to landlords, such that they are willing to absorb higher charges to retain their services.

Companies: Property Franchise Group
  • 08 Aug 19

Asian presence under review

Aviva posted figures in line with estimates. Operating EPS grew by 2% to 27.3p and the interim dividend was increased by 3% to 9.5p/share. Cash remittance to the Group remained high at £1,582m, benefiting from the timing of dividend payments from a number of business units. The insurer announced that it is reviewing its strategy in Asia. A possible sale of its operations is not excluded. No major changes are expected in our model.

Companies: Aviva