Research, Charts & Company Announcements
Research Tree provides access to ongoing research coverage, media content and regulatory news on ZOOPLA PROPERTY GROUP PLC. We currently have 13 research reports from 2 professional analysts.
|11Jan17 11:43||RNS||Director/PDMR Shareholding|
|04Jan17 04:34||RNS||Listing Rule 9.6.14|
|03Jan17 05:39||RNS||Director/PDMR Shareholding|
|14Dec16 04:00||RNS||Annual Report and Notice of AGM|
|09Dec16 12:27||RNS||Director/PDMR Shareholding|
|08Dec16 10:25||RNS||Director/PDMR Shareholding|
|30Nov16 07:00||RNS||Full Year Results|
Frequency of research reports
Research reports on
ZOOPLA PROPERTY GROUP PLC
ZOOPLA PROPERTY GROUP PLC
01 Dec 16
"Global oil prices continued to rise during Asian trade early Thursday morning. Having gained 9% on the New York Mercantile Exchange during the US session, light, sweet crude for January delivery was priced at US$49.50/bbl, while Brent traded in London's futures exchange at US$51.90 for the following month. Having come to an agreement to cut production for the first time since the financial crisis to 32.5m barrels a day, in which Saudi takes a big hit and Russia participates for the first time since 2001, enforcement remains the key issue. OPEC has no authority to force compliance of its members which, given their past records of cheating, raises concern; it will, however, hold talks with non-member producers on 9th December in order to discuss the issue of policing amongst other issues. Meanwhile, this spike in crude prices will likely already be prompting US shale operators to take advantage by pulling spigots out of their presently dormant capacity, suggesting the overnight gains will be tricky to sustain. US equities ended mixed on the news, with the Dow closing the highly eventful month with a fractional gain driven by its oil majors, while the S&P-500 and NASDAQ fell deeper into the red, as the US$ hit a 9-month high against the Yen and some traders fretted over the loss of international competitivity now being faced. Asian equities, by comparison, were strong across the board, with the Nikkei riding high on the OPEC news and weakening currency, before giving back half of its gains by market close. Chinese equities were also firm, helped additionally by the release of official manufacturing PMI data showing November rising to 51.7, up from 51.2 in the previous month and beating consensus expectation. Amongst all this the loser, of course, has been the US government bond, which capped its worst month in seven years, taking a further post-election hit yesterday as investors continue to speculate on the ending of the long-run bull market in Treasuries. European traders meanwhile are keeping a nervous eye on the Euro as polls for Sunday's constitutional referendum in Italy continue to predict a narrow victory for the 'No' vote while, in the UK they will be awaiting today's Manufacturing PMI release and the Nationwide House Price Index figures. UK corporates due to provide earnings or trading updates include APC Technology (APC.L), Clipper Logistics (CLG.L), Daily Mail & General (DMGT.L), Market Tech Holdings (MKT.L) and PHSC (PHSC.L). Index funds will also be balancing their holdings in Travis Perkins (TPK.L) and Polymetal (POLY.L) which were squeezed out of the FTSE-100 in yesterday's index reshuffle. London equities are seen opening slightly weaker, with the FTSE-100 seen down around 10 points in early trade." - Barry Gibb, Research Analyst
09 Sep 16
"Overnight markets ended mostly weaker in relatively quiet trading. The principal drivers were yesterday's decision by the ECB to leave its €1.7 trillion stimulus package unchanged and a continuing sell off of technology stocks, following Apple's launch of its rather less than inspiring iPhone 7 and Hewlett Packard Enterprise's plan to spin off and merge most of its software operations with the UK's Micro Focus international (MCRO.L). As a result, the NASDAQ took the biggest hit amongst the main US equity indices, while elsewhere energy stocks took confidence from the largest one-day gain in the benchmark Nymex contract for almost six months after the US Energy Information Administration data revealed the steepest fall in crude stockpiles since 1999. Interesting also, the Fed Funds futures appear to finally be forming a consensus regarding rate expectations, with bets now indicating the chance of a September rise has fallen to just 24%, while expectation of one in December is now put at 60%. The Hang Seng was the only winner amongst Asia's major equity markets, celebrating news that the Chinese regulator had finally confirmed it will allow domestic insurers to invest in Hong Kong-quoted shares through a trading link with Shanghai. This further opening follows last month's go-ahead for the Shenzhen-Hong Kong Stock Connect, which is due to open by the end of this year and create a second portal for foreign investors looking to access China's US$6.5tn equity market. This news was tempered on the Composite index, however, as CPI data released for August showed prices slowing for the fourth month in a row and remaining firmly below Government target. The UK this morning is expected to provide Trade Construction figures, while EU finance ministers will meet in Bratislava to discuss, amongst other things, the ECB's continuing policy inaction. The Fed's Eric Rosengren is scheduled to make a speech this afternoon which could further help traders firm expectations regarding the FOMC meeting now due in less than two weeks. Corporates due to release earning figures this morning include Comptoir Group (COM.L), Richoux Group (RIC.L) and JD Weatherspoon (JDW.L). Investors will also remain sensitive to further disclosures regarding North Korea's reported fifth nuclear test this morning and the planned meeting between Saudi, Algerian oil ministers and OPEC's general secretary. The FTSE-100 is seen modestly weaker, losing perhaps 10 points in opening trade." - Barry Gibb, Research Analyst
14 Jul 16
Post-Brexit we have moved Zoopla from Buy to Sell, and now add it to our Conviction List. The shares have already been rocked by the Brexit vote, but we think they have further to fall. Its estate agent customers, already under pressure from slowing transaction volumes and new online competitors, now face a prolonged period of market uncertainty and lower volumes. OnTheMarket’s continuing presence constrains Zoopla’s ability to respond to a downturn. uSwitch offers some offset, but is likely to be flat in the near term. Our estimates are 15-25% below consensus, reflecting our expectation of significant consolidation in the UK estate agency sector post-Brexit.
Panmure Morning Note 12-07-2016
12 Jul 16
Our Conviction List returned -3.2% over the last 12 months; this was set against the DS Small Companies index that returned -15.5% over the same period. Since its inception in 2010, the Conviction List has outperformed the market in 13 of 17 periods and a reinvested Conviction List would have returned 235% since its inception against a reinvested DS Small Companies index that would have returned just 22%. Our Q3 portfolio reflects our outlook for a slowdown in UK growth during the second half of 2016. Downside risks to domestic growth stem from the uncertainty of the EU Referendum result, but cyclical growth was already slowing as a rebound in energy costs and ongoing austerity was set to weigh on growth. A bright spot for equities is the increasingly dovish Federal Reserve, now expected to leave US rates unchanged throughout 2016. The relentless drive lower in corporate and non-corporate fixed income yields continues to provide a valuation underpin for global equities.
Conviction List Q3 2016
11 Jul 16
Our Conviction List returned -3.2% over the last 12 months; this was set against the DS Small Companies index that returned -15.5% over the same period. Since its inception in 2010, the Conviction List has outperformed the market in 13 of 17 periods and a reinvested Conviction List would have returned 235% since its inception against a reinvested DS Small Companies index that would have returned just 22%.
N+1 Singer - Morning Song 19-01-2017
19 Jan 17
Actual Experience (ACT LN) 2017 – a milestone year for revenue | Bagir Group (BAGR LN) Independent NED appointment to strengthen Board composition | Bioquell (BQE LN) Reassuring pre-close statement | Carador Income Fund (CIFU LN) Q4 dividend increased to 2.75c, 0.5c higher than forecast | FreeAgent (FREE LN) Contract with Royal Bank of Scotland | Halfords Group (HFD LN) Excellent Q3 update, special divi and confidence in FX mitigations | N Brown Group (BWNG LN) Robust peak trading with reversal of drag from older titles | NCC Group (NCC LN) Interims confirm underlying business sound | St Ives (SIV LN) Downgrade | Summit Therapeutics (SUMM LN) Dr David Roblin appointed Chief Operating Officer and R&D President | Wilmington Group (WIL LN) Acquisition – Further scaling of Healthcare
18 Jan 17
Pearson has produced a surprisingly weak update, capitulating on long-standing market concerns regarding North American higher education courseware, accelerating its restructuring programme and rebasing profit and dividend guidance from FY17E onwards. We move from Buy to Hold, with an initial view is that the shares could fall towards the 600-700p level. Call 0830.
Staying on the front foot
19 Jan 17
The mission’s year-end trading update indicates that the group continued its good performance in its traditionally stronger second half, albeit at a lower premium than first half progress. FY16 revenue and headline profit were up 8.0%, higher than GroupM’s estimate of UK ad spend growth at 7.2% and the 6.3% average top-line growth of the quoted smaller agency sector. Collaboration between the mission’s networked agencies continues to extend, with the strong (and loyal) client roster giving a deep pool in which to win a greater share of spend. The valuation discount to the sector has reduced, but remains unjustifiably large.
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.
19 Jan 17
Aggregated Micro Power* (AMPH): Funding for first peaking power plant project (CORP) | The Mission Marketing Group* (TMMG): Positive trading update (CORP) | Cello (CLL): Increasingly backed by, and leveraging, technology (BUY) | 4imprint (FOUR): Growth backed by strong cash flow continues (BUY) | Allergy Therapeutics (AGY): Positive trading update and market share gains drive upgrades (BUY) | Shanta Gold (SHG): Q4 operating results (BUY) | Sound Energy (SOU): Tendrara extended well test result (BUY) | Revolution Bars (RBG): Price target increase (BUY)
Small Cap Breakfast
19 Jan 17
SuperAwesome — The London based specialist in e-compliance is considering an IPO in its home town according to City A.M. 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