Research, Charts & Company Announcements
Research Tree provides access to ongoing research coverage, media content and regulatory news on IDEX ASA. We currently have 4 research reports from 1 professional analysts.
|23Dec16 09:38||GNW||IDEX to Showcase Leading Fingerprint Sensor Solutions at CES 2017|
|30Nov16 07:00||GNW||IDEX fingerprint sensor in flagship model launched from Taiwanese OEM|
|23Nov16 07:07||GNW||IDEX to showcase its flexible card touch sensor at Trustech Conference in Cannes|
|23Nov16 07:06||GNW||Share capital increase in IDEX registered|
|17Nov16 07:00||GNW||IDEX ASA - Mandatory notification of trades|
|10Nov16 07:55||GNW||IDEX ASA - Presentation of third quarter 2016 results|
|10Nov16 07:01||GNW||IDEX ASA - Interim report for the third quarter 2016|
Frequency of research reports
Research reports on
Commercialising in 2016
29 Feb 16
IDEX reported its FY 2015 results last Friday. The operating milestones achieved during the year show the significant strides made to transform a development company that has industry-leading intellectual property and know-how into a commercial enterprise. The milestones delivered particularly in the last 2-3 quarters point to an exciting year ahead of commercialisation with volume shipments across different product lines underscoring the group’s progress across the three mass markets of mobile devices, ID & smart cards and the Internet of Things. It has a very strong balance sheet ($87m of cash, no debt) that can support its expanding organisation to address customer demand across its markets. We believe prospects remain very exciting given the limited number of players that can truly exploit the global opportunity in each of its addressable markets.
Significant step in unlocking smartcards market
29 Jun 15
In our research published 11 Feb 2015 (“2015: A Pivotal Year), we highlighted that IDEX is one of a small number of independent vendors with core IP to address the emerging significant opportunity for fingerprint sensors in the consumer market. This includes the non-Apple mobile market, the ID and Smartcards market, and the Internet of Things. Today’s announcement of a strategic partnership with an undisclosed global payments company for the development of a worldwide biometric payment card programme is a strong validation of IDEX’s technology and is an important milestone in opening up one of the key mass markets for its technology.
The Slide Rule
12 Jan 17
What is The Slide Rule? The Slide Rule has been designed to dramatically simplify the identification of the best companies in the UK small/mid-cap sector by making a quantitative assessment of the relative potential of each company. At its core, The Slide Rule aims to identify those companies that create genuine shareholder value through strong returns on capital and solid growth, but also present a value opportunity with the potential tailwind of earnings momentum. Companies are assessed within a Quality, Value, Growth and Momentum (QVGM) framework.
N+1 Singer - Small-cap quantitative research - Momentum screen refresh + 10 focus stocks
12 Jan 17
We have refreshed our momentum style screen for the first time since inception on 26 July 2016. As before, the screen selects the 25 stocks exhibiting the most extreme momentum characteristics, according to our measurement method. From these we have selected 10 to focus on. Since inception the screen has underperformed both the main small-cap and micro-cap indices against a background of generally rising momentum. We have noted a subset of the basket, where decelerating momentum at the time of measurement appears correlated with significant share price falls since selection. We shall monitor this factor with the new screen, albeit there are only two such stocks showing this pattern, namely Lamprell (not rated) and Gear4music (not rated).
N+1 Singer - Morning Song 12-01-2017
12 Jan 17
As anticipated, the second half has again been stronger than H1 and results will be broadly in line with expectations. In line with this, the order book has continued to grow and is at record levels. This confirms that significant progress has been made in the Group’s shift towards its Technology Products division which, as targeted, contributed c.60% of group revenue in FY16. The small acquisition of Cable Power also gives a complementary boost to the product range. It is also worth noting the significant reduction in net debt, £1.0m ahead of our forecast. We remain supportive of the Group’s strategy and continue to see a bright future as this transition towards a design led technology solutions business continues. We look forward to more detail in March at the final results.
N+1 Singer - Best Ideas 2017 - Top picks
04 Jan 17
Today we publish our Best Ideas for 2017 - 12 stocks that we believe have excellent prospects in the current year together with a detailed discussion of what we see as the key sector and market themes for 2017. Our top picks are Cineworld, Elementis, Herald Investment Trust, Hill & Smith, IQE, MySale, Redde, ReNeuron, RhythmOne, SDL, Servelec and Severfield.