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  • 11 Apr 19
Quarterly Research Outlook

We’re just over three months in to 2019 and we’ve seen a 10% UK market rally, retracing much of the Q4 decline, such is the nature of fickle market sentiment. That said, many of the issues we wrote about three months ago that were impacting markets remain: notably Brexit, trade wars, geopolitics and global monetary policy. The 2019 rally thus far feels somewhat fragile, with competing forces of optimism on a potential trade deal which could underpin the rally, against the deterioration in underl

Companies: ARS CYAN HYR LIT SOM ABBY AMS AMER ANX ATYM AVON BLVN PIER BUR CGS CAML CALL CSRT TIDE JET2 DEMG EMR FPO FST GTLY GENL INCE GRI GEEC HDY HMI HAYD HEAD HILS HTG HUR IBPO INDI JHD JOG KEYS KCT KGH LAM LOK MACF CRDL MANO MOD MKLW OXIG PCA PANR APP PXC PHC HBR RBW RMM RSW RNO RKH RBGP ROR SUS SCPA SHG SOLG TRAK TRI VNET VTC ZOO ZTF REDD

  • 12 Feb 19
H1 19 Interim Results

Key Points. Mucklow’s interims show a steady performance with rental income up 4.2% driven by lease renewals, rent reviews, and a noteworthy fall in the vacancy rate to another record low of 2.4% (Jun 18: 2.8%). As a result, underlying PBT increased 6.3% YoY with growth of c.5% at the EPS level. Of significance, EPRA NAV grew by 2.3% (ahead of our expectations) to 572p (Jun 18: 559p) driven by a £8.7m revaluation gain (H1 18: £14.1m) demonstrating ongoing demand for industrial property in the Mi

Companies: A&J Mucklow Group
  • 01 Feb 19
Most popular equity research this week | 28 Jan - 1 Feb

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Companies: MODWJAARSATYM21WALHVSAVONCSRTCGSTIDEELMFPOHEADHILSHTGAMSMACFMKLWOXIGAPPSCPARSWRNOSUSKCTTRIVTCIQEZTFDEMGEMRBLVNGRIRMMHDYSHGRKHJHDTRAKSOLGVNETJET2LAMZOOHBRCALLHURCAMLANXIOGPCARBGPKGHTWDPIERHAYDFLO7DIGSPERORGTLYW7LJOGPRSMKEYSINDIIBPORBWABBYGENLFSTGEEC
  • 31 Jan 19
Quarterly Research Outlook

The market has not faced quite so many conflicting challenges for a number of years, whether related to global geopolitics, trade wars, ongoing Eurozone issues or the “will they, won’t they” saga of Brexit. In our Best Ideas, we sought to highlight stocks that present investors with interesting opportunities following recent market moves. Those stocks, we believe, warrant investor attention, in many cases for uncorrelated or stockspecific reasons, regardless of the near-to-medium term market dir

Companies: 7DIG ABBY AMS ANX ARS ATYM AVON BLVN PIER CGS CAML CALL CSRT TIDE JET2 DEMG ELM EMR FPO FST GTLY GENL GRI GEEC HDY HMI HAYD HEAD HILS HTG HUR IBPO IOG INDI JHD JOG KEYS KCT KGH LAM MACF MOD MKLW OXIG PCA APP HBR RBW RMM RSW RNO RKH RBGP ROR SUS SCPA SHG SOLG TWD TRAK TRI VNET VTC ZTF REDD

  • 13 Nov 18
AGM Trading Statement

Mucklow has released its AGM trading statement for the period from 1 July 2018 to 12 November 2018. Of note, the group has been able to maintain its record low vacancy rate of 2.8% that was reported at the finals in September, reflecting the continuing strong demand for regional industrial property, and the company’s active approach towards managing its portfolio.

Companies: A&J Mucklow Group
  • 06 Nov 18
Board Changes

Mucklow has announced that Justin Parker, Managing Director will be stepping down from the Board, and will leave the company on 31st December 2018 “to pursue new challenges in the property industry.”

Companies: A&J Mucklow Group
  • 03 Nov 18
Most popular equity research this week | 22 Oct - 2 Nov

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Companies: HMIARSATYM21WAVONCSRTCGSTIDEELMFPOHEADHILSHTGAMSMACFMKLWOXIGAPPSCPARSWRNOSUSTRIVTCZTFDISWMHAMERFPMDEMGEMRBLVNGRIRMMHDYCKTSHGSXXRKHJHDTRAKSOLGPHDVNETJET2LAMPDGCALLHURCAMLAREANXIOGPCARBGPKGHTWDPIERHAYDCAKENAH7DIGRORGTLYW7LJOGCRDLKEYSGYGINDIIBPORBWABBYFLTRENTGENLSFEFSTGEEC
  • 23 Oct 18
Quarterly Research Outlook

The June IPO of Knights Group Holdings, a Top-100 regional law firm, marked the fifth entrant to the burgeoning UK-listed legal sector. Following recent expansion of our coverage across all five listed legal firms, complemented by coverage of three broader support services peers with exposure to the sector, we revisit and build upon our views on this rapidly evolving sector.

Companies: ARS GTLY GENL KEYS KGH CRDL RBGP TWD 7DIG ABBY AMS AMER ANX ATYM AVON BLVN PIER CGS CAML CALL CSRT TIDE JET2 DEMG ELM EMR FPM FPO FST GRI GEEC HDY HMI HAYD HEAD HILS HTG HUR IBPO IOG INDI JHD JOG LAM MACF MKLW NAH OXIG PCA APP CAKE PDG RBW RMM RSW RNO RKH ROR SUS SCPA SHG SOLG TRAK TRI VNET VTC ZTF REDD

  • 04 Sep 18
Prelims FY18 – Valuation Growth with Record Low Voids

Finals showed a solid performance from Mucklow with EPRA NAV ahead of expectations, up 18.7% to 559p (Arden: 510p) driven by a revaluation gain of £49.7m (FY17: £13.0m) reflecting the continued investor appetite towards industrial property in the Midlands. Adjusted PBT (excluding these gains, and other exceptionals) decreased slightly to £15.7m (FY17 & Arden: £15.9m) driven by a one-off increase in property costs owing to the refurbishment of vacant properties.

Companies: A&J Mucklow Group
  • 20 Jul 18
Most popular equity research this week | 16 - 20 July

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  • 18 Jul 18
Quarterly Research Outlook

In Q2, UK equities regained some of their poise after the draw down in Q1, although uncertainty around Brexit continued to grab the headlines. On the back of this, investor concern about the UK economy has been understandable in recent months given a number of negative data points. However, we see reasons for optimism for UK Plc with wage growth supporting an improving outlook for the consumer and business investment holding up. That said, continuing UK political disruption clearly remains a ris

Companies: AMER EMR HMI JOG PDG ABBY AMS AVON BLVN PIER CGS CALL CSRT TIDE JET2 DEMG ELM FPM FPO GTLY GENL INCE GEEC HDY HAYD HEAD HILS HTG HUR IBPO IOG INDI JHD LAM MACF MKLW NAH OXIG PCA APP CAKE RBW RSW RNO RKH ROR SUS SCPA SHG KCT TRAK TRI VTC ZTF REDD

  • 13 Feb 18
Interims

Mucklow’s interim results reflect a stable performance with adjusted PBT increasing 1.3% YoY to £8.0m driven by gross rental income growth of 1.7% (to £12.0m), in line with our expectations, and EPRA EPS increasing by 2.7% to 12.88p. The company highlights consistent strong investor demand for industrial property in the Midlands as a key driver and, regarding the outlook, the company believes that market conditions will continue to be favourable for the rest of the year. As such we make no chang

Companies: A&J Mucklow Group
  • 14 Nov 17
AGM Update – Market conditions remain favourable

Mucklow’s AGM update reports that the portfolio has continued to benefit from steady occupier demand enabling the company to maintain the solid financial performance seen last year.

Companies: A&J Mucklow Group
  • 29 Sep 17
High quality assets, attractive yield

Mucklow has been one of the best performing UK REITs over the last 10 years, driven by the conservative long-term strategy and the astute reading of the property cycle. Looking forward we believe that the company’s Midlands industrial focus leaves it well-placed to benefit from structural and cyclical trends that should drive good growth in rents, dividends and capital values.

Companies: A&J Mucklow Group
  • 19 May 17
Leading UK fund manager, Gervais Williams, discusses investing and his outlook on markets

Gervais discusses 2 stocks he's excited about plus the impact of receding Globalisation

Companies: A&J Mucklow GroupEsken Limited

A&J Mucklow Group

Company Profile

  • Personnel
  • Rupert J Mucklow, Chairman

Research, Charts & Company Announcements

Research Tree provides access to ongoing research coverage, media content and regulatory news on A&J Mucklow Group. We currently have 17 research reports from 1 professional analysts.

Latest News/RNS

(more news)
Date Source Announcement
27Jun19 16:06 RNS Scheme of Arrangement becomes Effective
27Jun19 14:43 RNS Court Sanction of Scheme of Arrangement
27Jun19 07:00 RNS Statement re. Suspension
20Jun19 13:50 RNS Results of the Court Meeting & General Meeting
19Jun19 15:43 RNS Holding(s) in Company
18Jun19 12:12 RNS Holding(s) in Company
07Jun19 16:25 RNS Holding(s) in Company
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  • 21 Apr 22
LIBERUM: Emmerson* - Initiation - Best-in-class independent potash play


Companies: Emmerson Plc
  • 18 May 22
Continued capital redistribution story to offset weak profitability?

Aviva’s Q1 22 trading update was slightly above our expectations although this remains very much tied to the top-line and profitability could be impacted as of H1. Do the operations really mean that much for the share price with high dividends as a back-up? The latter are expected to continue as the firm has stated that it will release capital above its 180% solvency ratio.

Companies: Aviva plc
  • 16 May 22
LIBERUM: Plus500* - Strong trading leads to FY22 upgrades


Companies: Plus500 Ltd.
  • 11 May 22
Cenkos: Duke Royalty Ltd -- Majestic Royalty Expansion

Duke has raised £20m in new equity capital, subject to shareholder approval, to fund their continued expansion. The new capital will also support the company's target of increasing their debt facility by a further £25m, and therefore providing a total of £45m of new capital to invest. The increasing scale and diversification of the portfolio is forecast to eventually increase free cash flow per share once full deployment has taken place and will allow Duke to seek a reduction in its debt facilit

Companies: Duke Royalty Limited
  • 20 May 22
Cenkos: Healthcare Sector - Ward Round

Weekly round-up of AIM-listed healthcare news. Venture Life Group, GENinCode, Kromek, Alliance Pharma, Polarean Imaging, Benchmark Holdings, Ondine Biomedical, Verici Dx, Faron Pharmaceuticals, Avacta Group, Abingdon Health, Open Orphan, Belluscura, Hutchmed (China), Oxford Biodynamics

Companies: ANIC RUA CREO GENI HEIQ IHC IXI IUG OPTI SBTX VAL VLG

  • 10 May 22
Hybridan Small Cap Feast 10/05/22

Dish of the day Joiners: No Joiners Today. Leavers: No leavers Today. What’s cooking in the IPO kitchen? EnSilica, intends to join AIM. EnSilica is a designer and supplier of mixed signal Application Specific Integrated Circuits (ASICs). ASICs are integrated circuits or semiconductor chips developed for a particular use or product rather than for general purpose usage. ASICs help differentiate products through optimised hardware thereby making products smaller, faster, lower power and more

Companies: XTR XLM VRS SUP ROCK SLE SEMP OHG HDD FIH

  • 16 May 22
Hybridan Small Cap Feast 16/05/22

Dish of the day Joiners: No Joiners Today. Leavers: No Leavers Today. What’s cooking in the IPO kitchen? Lekoil, the oil and gas exploration and production Company with a focus on Nigeria and West Africa intends to join the AQSE Growth Market. The Company was previously listed on AIM (LEK.L), however, Ordinary Shares have been suspended from trading on AIM since October 2021. Due 18th May 2022. EnSilica, intends to join AIM. EnSilica is a designer and supplier of mixed signal Application Specifi

Companies: EEE FARN FCAP HZM JLP NSCI SRE

  • 11 May 22
LIBERUM: CLS Holdings* - New dividend policy and proposed tender offer


Companies: CLS Holdings plc
  • 11 May 22
LIBERUM: Civitas Social Housing* - New lease clause to increase risk-sharing with housing associations


Companies: Civitas Social Housing Plc
  • 09 May 22
SHORE CAPITAL - Downing Strategic Micro-Cap Investment Trust + (DSM) - House Stock at 70p


Companies: Downing Strategic Micro-Cap Investment Trust PLC GBP
  • 29 Apr 22
Auctus on Friday - 29/04/2022

AUCTUS PUBLICATIONS ________________________________________ ADX Energy (ADX AU)C; Target price of A$0.060 per share: Flow rate at the top end of expectations at important appraisal well - The Anshof-3 well flowed ~75 bbl/d of light oil (and no water) on test from the Eocene reservoir. This has positive implications for production, reserves and the upside case. The flow rate was at the upper end of expectations (40-80 bbl/d). The well has not been acidized yet which could boost production rate b

Companies: TAL SNM XOM XOM TTE SEPL SHEL REP REP PAT OMV OMV HUR FAR ENI ENI EME EDR DELT DEC CEG AKRBP AKERBP ADX CE1 PEN PEN TETY TETY EGY VLE

  • 12 May 22
SHORE CAPITAL - H&T Group+ (HAT, House Stock, 364p)


Companies: H&T Group plc
  • 03 May 22
The Hardman & Co Monthly: May 2022

Feature article: Latest ONS survey: steady as she goes…and ignore retail investors at your peril The ONS (Office for National Statistics) has been charting the beneficial ownership of UK-quoted companies periodically since the early 1960s. The latest paper was published in March 2022, and considers the data for December 2020. At December 2020, “Rest of the World” investors owned 56.3% of the market, a further growth since the last survey, while UK institutions’ ownership edged up to 31.6%.

Companies: VTA TRX SCE STX AVO ARBB PANR RECI PCA OCI IBT ICGT FAS FCSS FEV FJV FSV DNL CLIG BBGI

  • 16 May 22
HgCapital Trust - The King of ‘Dulltech’

HgCapital Trust’s (HGT’s) sector expertise has allowed it to consistently deliver strong performance, with a 10-year NAV total return (TR) at 17.6% per year (with 30.9% over the last 12 months), materially above the FTSE All-Share of 7.2% per year and LPX Europe NAV Index of 11.5% per year. Importantly, this has largely been driven by top-line and earnings growth (90% of returns on HGT’s software and services holdings exited in 2001–2022 ytd) rather than multiple expansion, with five-year EBITDA

Companies: HGCapital Trust PLC
  • 17 May 22
Asset rotation on track

Landsec intends to shift a third of its portfolio from low-yielding mature assets to profitable new developments. Now, all leans on being abe to execute disposals quickly.

Companies: Land Securities Group PLC