Research, Charts & Company Announcements
Research Tree provides access to ongoing research coverage, media content and regulatory news on SCHRODERS PLC. We currently have 5 research reports from 1 professional analysts.
|23Mar17 10:11||RNS||Holding(s) in Company|
|23Mar17 07:26||RNS||TR-1: NOTIFICATION OF MAJOR INTEREST IN SHARES|
|22Mar17 17:26||RNS||Transaction in Own Shares|
|22Mar17 15:21||RNS||Form 8.3 - [e2v Technologies plc]|
|22Mar17 15:15||RNS||Form 8.3 - [Deutsche Boerse AG]|
|22Mar17 15:00||RNS||Form 8.3 - [Deutsche Boerse AG]|
|22Mar17 10:30||RNS||Holding(s) in Company|
Frequency of research reports
Research reports on
Panmure Morning Note 28-07-2016
28 Jul 16
Flows positive over the first half of the year, but all business units reported outflows in the second quarter. Institutional demand was the most resilient, but with a larger proportion of assets in institutional mandates the net operating revenue margin in asset management has fallen to 47bps.
Strong flows, but ignoring fund manager corporate governance “best practice”
03 Mar 16
The company is experiencing outflows in intermediary and inflows in institutional, which is the same as both Jupiter and Man are experiencing resulting in revenue margin pressure in the industry. The strong flows however, justify a modest premium to the sector valuation. Hold.
Panmure Morning Note 30-07-15
30 Jul 15
Interim PBT of £305.7m was marginally ahead of expectations. Group total AUM fell to £309.9bn hit by FX and markets. Net inflows in the half was in line at £8.8bn. While the growth outlook appears favourable overall the group's sheer size now makes it increasingly difficult to move the needle. The shares have had a very good run based on a re-rating which can be justified by its quality and diversified business. But at 16x current year earnings we see them as fully and retain our hold and 2900p target.
Another positive verdict
20 Mar 17
Burford’s results for 2016 produced another outstanding set of figures. Revenue grew by 60% to $163.4m with strong growth in the litigation finance business and an additional boost from a secondary sale in the Petersen case. On an underlying basis net income grew to $114m, a 75% increase despite the investment in growing capacity which increased costs. A combination of ongoing investment and gains and increases on valuation saw the fair value of the litigation assets increase 67% to $559m, underpinned by a growth in invested capital to $394m. With the results statement there was an announcement of a further sale of 9% of the Petersen case at a valuation of 20 times the cost of investment.
N+1 Singer - Morning Song 22-03-2017
22 Mar 17
Carador Income Fund (CIFU LN) Premium rating restored, high levels of refinancing activity | Cello Group (CLL LN) Outlook getting brighter – watch Pulsar | Eckoh (ECK LN) Largest ever US secure payments win | eg solutions (EGS LN) Full year results in line | Futura Medical (FUM LN) Licensing deal for CSD500 in Portugal | Verona Pharma (VRP LN) Global agreement with QuintilesIMS to support development of RPL554 | Xaar (XAR LN) 2016 results slightly ahead, reduced visibility in 2017
Small Cap Breakfast
23 Mar 17
K3 Capital Group—Schedule 1 from the Group of business and company sales specialists across business transfer, business brokerage and corporate finance. Admission date and fundraise details TBC. Integumen— Schedule 1 from the personal health company developing and commercialising technology and products for the human integumentary system. Raising £2.16m at 5p. Expected market cap £8.16m. Admission expected 5 April. Sentinel—Investment company expecting NEX admission/introduction on 24 March. £636k raised pre-IPO. BioPharma Credit—Expected Gross Initial Acquisition Proceeds now c.$338m. Gross Cash Proceeds capped at $423m with placing and open offer. Results expected 23 March with admission now due 30 march.