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.
|21Apr17 16:31||RNS||Holding(s) in Company|
|21Apr17 09:08||RNS||Holding(s) in Company|
|20Apr17 17:18||RNS||Holding(s) in Company|
|20Apr17 11:22||RNS||Holding(s) in Company|
|20Apr17 07:00||RNS||Holding(s) in Company|
|19Apr17 09:31||RNS||Holding(s) in Company|
|18Apr17 13:21||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.
N+1 Singer - Uncovered Gems - Speed Dating Lunch - A Famous Five for the future?
12 Apr 17
On Friday we hosted our third “speed dating” lunch with the management of five very interesting and contrasting companies not under our formal coverage: Be Heard, Byotrol, Gfinity, Oxehealth and Plant Impact. Each company gave a concise and punchy overview of its business and investment case to a group of fund managers, before rapid fire Q&A. Below we summarise our thoughts on each company with more details inside the note, plus some relevant slides. We believe that all five companies are well-managed and well worth a closer look - we intend to repeat this efficient and popular format for engaging with management teams.
Non Life Insurance - Growing impact of hacks on share prices
18 Apr 17
Our November 2016 Cyber report flagged the growing impact of cyber attacks on quoted companies, noting that Yahoo’s breach would inevitably negatively impact Verizon’s offer price, which it did. A report by CGI and Oxford Economics has found that, to date,severe hacks on UK companies permanently reduced their share price by 1.8% - or approximately a £120m hit to MCap for a FTSE 100 firm. With GDPR coming into effect next year, we expect more headlines. That has got to be good for cyber insurers and cyber security firms.
UK Housebuilding Sector: Q1 2017
10 Apr 17
Baron King of Lothbury, also known as Mervyn King former Governor of the Bank of England, is married to Barbara, a Finnish lady. She was his girlfriend in 1970 but distance and steam-driven telecoms conspired to keep them apart. Barbara went on to marry someone else and divorce - before being reunited with King in the late 1990s. They married in 2007 and King, who had never had children, was presented with two step-children and four grandchildren; and, in a Sunday Times interview, he quoted the Finnish apothegm “Grandchildren are the dessert of life”.
N+1 Singer - Small-cap quantitative research - Growth style screen revamp and 10 focus stocks
06 Apr 17
We have reviewed the performance of our consistent growth screen since the previous refresh on 27 September 2016 and revamped the selection parameters to focus more on forecast sales and EPS growth going forward. In the period under review the consistent growth style screen outperformed the small-cap benchmark by c. 6% and underperformed the microcap index by a similar amount. Interestingly, although growth doesn’t always seem to be defensive as might be expected, however it appears right to buy growth on dips caused by or coincident with wider market volatility. In the new forecast growth screen we take a close look at 10 focus stocks. We will monitor performance and refresh it in three to four months time.
03 Apr 17
After much heralding, MIFID II is finally beginning to have an impact on the business of investment research, though its true ramifications might take years to be seen. The role of analyst research is widely misunderstood. It is not all about the conclusion: the rating and price target. The real content of research is about what is discounted in the current share price and what assumptions would produce different outcomes.