Research, Charts & Company Announcements
Research Tree provides access to ongoing research coverage, media content and regulatory news on ROYAL MAIL PLC. We currently have 6 research reports from 2 professional analysts.
|16Jan17 10:00||RNS||Director/PDMR Shareholding|
|05Jan17 08:15||RNS||Royal Mail Pension Plan Consultation|
|20Dec16 12:00||RNS||Directorate Change|
|29Nov16 09:02||RNS||Directorate Change|
|17Nov16 07:00||RNS||Half-year Report|
|07Oct16 05:33||RNS||Director/PDMR Shareholding - replacement|
|07Oct16 02:34||RNS||Director/PDMR Shareholding|
Frequency of research reports
Research reports on
ROYAL MAIL PLC
ROYAL MAIL PLC
18 Nov 16
"Fed Chair Janet Yellen yesterday gave her strongest comments to date in favour for a policy tightening in December, telling Congress an increase could be "appropriate relatively soon." She also warned that there would be an eventual price to pay for Donald Trump's 'big government spending', in the form of inflation and a spiralling national debt. The immediate result, however, was for the Dollar to extend its rally during the Asian session, pushing it beyond the Y110 mark for the first time in five months, as yesterday's housing, jobless and inflation data also demonstrated the US to be in its best health for a decade. Another result of this was for the gap between US and German government-bond yields to widen to a 27-year high, as investors placed their bets on Trump's administration sparking an extended phase of expansion, against Europe's political risks, highlighted by Italy's forthcoming Referendum and next years' elections in Germany and France which, some believe, could potentially foster sufficient national tensions to threaten the very existence of the EU. This all blew warm winds over the US equities, with all three principal indices rising once again, as financials and technology stocks celebrated the overnight news. Asia was less convinced, with only Japan putting in a strong performance, sending the Nikkei to a 10-month high in early morning trade as the export-led territory welcomed the weakening Yen. By comparison, the Shanghai Composite closed weaker and other local markets made just fractional movements, as traders considered tomorrow's start of the APEC economic leaders conference in Peru which will discuss cooperation programmes in the Asia Pacific, Trump's proposals for protectionist tariffs and Xi Jinping's vision of the FTAAP following the anticipated collapse of TTIP. Providing no strong direction for London's opening, the FTSE-100 is seen gaining 10 or so points in early trade. There are no significant UK data releases scheduled for today, although a speech by the Bank of England's Ben Broadbent will be studied for any hints regarding of Phillip Hammond's forthcoming Autumn Statement while, later this afternoon the Fed's John Williams may reflect on Janet Yellen's Testimony. UK corporates due to report earnings or trading updates include Electrocomponents (ECM.L), Fuller, Smith & Turner (FSTA.L) and Jimmy Choo (CHOO.L)." - Barry Gibb, Research Analyst
20 Jul 16
"A quiet opening across Europe this morning is expected to see the FTSE rise around 25 points early trading. US sentiment is likely to be the principal driver, with the post-meeting statement from policy makers at the Federal Reserve suggesting they now see the economy having stronger foundations than was apparent back in June. While the central bank is still expected to leave rates unchanged at next week’s meeting while it collects more economic data, expectations for its first move since December 2015 now appear to have risen sharply, with the hot money now pointing at September. Brexit meanwhile appears to have cast a shadow over the proposed far reaching EU:US trade deal, the Transatlantic Trade and Investment Partnership or ‘TTIP’, that has been in negotiation since 2013. With the UK set to leave the table, more protectionist countries now appear to have picked up the negotiating mantel, which potentially threatens hopes of getting the deal signed before the end of Obama’s presidency. As a result, US shares closed mixed with the Dow Jones to chalking up its eighth consecutive albeit modest rise, keeping it firmly in record territory while the other principal indices gave back some of their recent gains on profit taking in technology stocks. Asian shares traded similarly this morning, as overnight US$ strength sapped Japanese investor’s confidence in the overall scope of BoJ’s much anticipated stimulus measures, leaving the Nikkei the region’s biggest loser as the Shanghai Composite and Hang Seng went in opposite directions. One of London’s main talking points today will be the meeting between Theresa May and Angela Merkel that is due to take place in Berlin. The UK is also due to release unemployment figures this morning, while corporates includingSevern Trent, Johnson Matthey, Anglo American, Fresnillo and Talk Talk are due to release results or trading updates." - Barry Gibb, Research Analyst
Panmure Morning Note 21-01-16
21 Jan 16
UKPIL volume and revenue trends for parcels and letters remained broadly in line with the first six months of the financial year. GLS performed stronger than expected and the company no longer expects margins to decline for the full year. The outlook for parcel and letters remains unchanged, as does our Hold recommendation.
Panmure Morning Note 21-07-15
21 Jul 15
Group revenues were flat in Q1 2015/16 (UKPIL revenues were down but underlying GLS revenues were up 8%). With underlying operating costs expected to remain flat before transformation costs, the company expects full year results to be in line with expectations. We retain our Hold recommendation.
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.