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.
|17Jan17 06:01||RNS||Holding(s) in Company|
|16Jan17 04:29||RNS||Holding(s) in Company|
|16Jan17 12:36||RNS||Form 8.3 - [Deutsche Boerse AG]|
|13Jan17 08:10||RNS||Holding(s) in Company|
|12Jan17 04:51||RNS||Holding(s) in Company|
|12Jan17 03:35||RNS||Director/PDMR Shareholding|
|12Jan17 02:54||RNS||Form 8.3 - Deutsche Boerse AG|
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.
Making Mobiles Better
17 Jan 17
Mobile phones are increasingly the key connection for the modern world. This means that the performance of mobile phones, and their networks, is going to become more critical for all the apps and businesses that rely on them. New technologies such as VR, AR, and AV will need better, more reliable connections to really move into the mainstream. In this thematic piece we attempt to identify some of the most important issues facing mobile phone networks and their users, and start to identify solutions and enablers that will solve these problems and create value by doing so.
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.
The Monthly January 2017
09 Jan 17
Despite all the hullaballoo of the Brexit vote and the subsequent election of Donald Trump as the next US President, the UK stock market prospered last year, especially in the latter few months of 2016. The combination of a depreciating currency – making $ earnings more valuable in relative terms - and the Trump emphasis on infrastructure expenditure drove the stock market higher
Small Cap Breakfast
17 Jan 17
Global Energy Development (GED.L) — To be renamed Nautilus Marine Services. Schedule 1 from developer and seller of hydrocarbons and related products. Reverse takeover. Raising $10.5m via a convertible. Expected 9 Feb. Eco (Atlantic) Oil & Gas—TSX-V listed oil and gas exploration has announced its intention to float on AIM. Assets in Guyana and Namibia. Proposed £2m-£3m fundraise. Diversified Gas & Oil—According to LSE website first day of trading on AIM now expected for 30 January.
N+1 Singer - Morning Song 16-01-2017
16 Jan 17
As the birthplace of Stephenson, Armstrong and Swan, the North East of England has a proud history of industrial and technological innovation. Despite local economic challenges, the region’s industrial heritage lives on through continuing success in high end engineering and technology. The recent takeovers of private equity backed SMD (subsea robotics) and Nomad Digital (wi-fi on the railways) are testament to this. The North East has also emerged as a leader in genetics and genomics with an enviable life sciences and healthcare infrastructure. Against this backdrop, we expect the region to continue to throw up attractive IPO candidates to build on the six new listings in the past three years. We expect 2017 to be far kinder to the existing portfolio of North East plcs than 2016 (a year to forget) with recent management changes one important theme for the new year. Our top picks are Hargreaves Services, Quantum Pharma and Zytronic (all N+1 Singer Corporate clients) and we are Buyers of Northgate and Grainger.