Research, Charts & Company Announcements
Research Tree provides access to ongoing research coverage, media content and regulatory news on ESURE GROUP PLC. We currently have 3 research reports from 1 professional analysts.
|29Dec16 07:00||RNS||Director/PDMR Shareholding|
|02Dec16 01:31||RNS||Holding(s) in Company|
|01Dec16 07:00||RNS||Total Voting Rights|
|11Nov16 02:10||RNS||Director/PDMR Shareholding|
|11Nov16 10:38||RNS||Holding(s) in Company|
|09Nov16 07:00||RNS||2016 Q3 Trading Update|
|07Nov16 04:03||RNS||Notice of 2016 Q3 Trading Update|
Frequency of research reports
Research reports on
ESURE GROUP PLC
ESURE GROUP PLC
14 Sep 16
"Bumpier seas are being anticipated for international equity markets between now and the year end. Two months of absolute calm, with daily moves of less than 1%, looks likely to be replaced by a period of increased volatility as doubts begin to rise over the sustainability of the highly accommodative policies of both the ECB and BoJ, together with increasing concerns regarding a lack of policy consensus within the FOMC. The net result of which will likely be a reduction in portfolio leverage by asset risk management committees, resulting a larger market swings while adjustments are made. Today, the President of the European Commission, Claude Juncker, will deliver his annual State of the European Union address which could shed some light on likely policy and vision, particularly in the light of Brexit, along with the proposed Italian Referendum, imminent elections in Spain and the US followed next year by Germany and France. While loud calls for a further rate cut are not expected, focus will move rapidly onto Japan, whose two-day central bank policy meeting starting on 20th September will also review the unfavourable effects of negative interest rates. With Fed Funds indicating just a 15% chance of a rate cut taking place this month, US equities were sold off again overnight amid polls showing rising support for Republican presidential contender, Donald Trump. Asian equities largely followed this lead, with the Shanghai Composite the main casualty despite its economic planning committee approving almost RMB200bn in investment projects as Beijing seeks to spur growth through domestic investment. The UK is due to release unemployment figures this morning, while Eurozone Industrial Output data is also expected. No major UK corporates are due to provide earning figures this morning, although smaller companies like Alliance Pharma (APH.L), Chariot Oil & Gas (CHAR.L), Dunelm (DNLM.L), Galliford Try (GFRD.L), Modern Water (MWG.L), Rockhopper Exploration (RKH.L) and Wilmington (WIL.L) are anticipated. Markets will also remain sensitive to further news reports from Iran, regarding its threat to shoot down US surveillance planes flying over its territory and the restarting of exports by the Libyan State Oil Company following recapture of its domestic terminals. The FTSE-100 is seen rising some 20 points in early morning trade. " - Barry Gibb, Research Analyst
08 Aug 16
"Although the overnight markets were firmer across the board, London equities are seen opening very modestly better this morning, with the FTSE-100 seen up just 5 to 10 points in early trade. Friday's strong US jobs data was released during Europe's afternoon trade session at the end of last week, leaving equities today instead to reflect on China's export data that was published on Saturday morning. July exports for the country slid 4.4% from a year earlier, following a decline of 4.8% in June while, in US$ terms, the outcome was below that seen in the same month last year. Being below the consensus expectation of a 3.6% decline, it remains clear that global demand for goods from the world's second largest economy continues to struggle. Countering this, opinions from Board Members regarding last week's BoJ monetary easing appear less critical than the media initially suggested. The country's June's trade surplus, however, expanded by a dramatic 80.1% to Y974.4bn, although this still remained below a number top-end forecasts polled by the Wall Street Journal. It was, nevertheless, enough to spur the Nikkei sharply higher and to drag the regions other principal indices up behind it. Meanwhile, celebrating its jobs data, US confidence rose sufficiently to see both the S&P 500 and the NASDAQ push into new record territory, as investors globally continued their move further into riskier assets. The UK is not expected to release any major macro-economic data today, nor are any large corporates scheduled to report." - Barry Gibb, Research Analyst
08 Jun 16
"Equities in London appear set to open down this morning, with the FTSE-100 losing around 14 points in early trade. Sterling and UK equities appear to have been somewhat spooked by recent opinion polls suggesting the Brexit „leave‟ campaigners are now winning more of the wavering vote as June 23rd approaches. This, together with caution ahead of today‟s industrial production data, which is not expected to show any cause for optimism, leaves investors in a sombre mood. The overnight mood in the US was somewhat better, with the S&P 500 and the Dow industrials squeezing-out modest gains and taking indexes close to fresh highs driven primarily by a rally in the energy sector. By comparison, this morning‟s Asian trade left the main territories down, with China leading the way on poor trade data showing exports declining 4.1% year-onyear, sharply below market consensus. As well as release of the UK industrial production and manufacturing output data, investors should watch for RICS residential house prices this morning; later this afternoon, the US weekly petroleum status report is also due. Among the corporates,J Sainsbury is due to release a trading statement on the market open." - Barry Gibb, Research Analyst
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.
What a year it was!
16 Jan 17
2016 got off to a rocky start. Not long into January, after just a few trading days, global equity markets lost more than US$4tn of value due to investor sentiment towards China’s economic slowdown and depreciating currency. This was immediately followed by a slump in the oil price. By the third week of January, Brent Crude hit its year low at $27.10 a barrel causing an immediate sell off in the energy sector. Once the Q1 dust had settled, attention turned to the UK’s vote on whether to remain a member of the EU. The Brexit vote result proved to be a genuine shock for markets, with many investors having believed that the UK would stay within the European Union. Attention soon turned to the equally ill-tempered US Presidential elections and all the political and economic unknowns that Trump’s victory has spawned. As a result, AIM, has seen a roller-coaster of a year in 2016.