Research, Charts & Company Announcements
Research Tree provides access to ongoing research coverage, media content and regulatory news on TRITAX BIG BOX REIT PLC. We currently have 2 research reports from 2 professional analysts.
|19Jan17 07:00||RNS||Trading Statement|
|23Dec16 07:00||RNS||FORWARD FUNDED INVESTMENT|
|20Dec16 10:26||RNS||Result of Extraordinary General Meeting|
|19Dec16 07:00||RNS||ADDITIONAL £50 MILLION SECURED DEBT FACILITY|
|12Dec16 06:26||RNS||Director/PDMR Shareholding|
|12Dec16 01:06||RNS||Director/PDMR Shareholding|
|08Dec16 07:00||RNS||Forward funded investment|
Frequency of research reports
Research reports on
TRITAX BIG BOX REIT PLC
TRITAX BIG BOX REIT PLC
Listed Real Estate
20 May 16
There are suggestions that the sector has peaked, but we feel this relates more to Central London than the rest of the country: the EU referendum has certainly provided an excuse to ‘wait and see’, compounding the effect of any uncertainty. Activity levels have suffered and the growth momentum slowed, and this is now showing up clearly in market data. However, the impact is not universal and is concentrated on the more exposed investment areas of Central London, leaving bright spots across the sector for investors to exploit.
Debt & renewables dominate
09 Jan 14
A total of £3.1bn was raised in the funds sector in the fourth quarter of 2013, exceeding total funds raised for the whole of 2012 (£2.7bn). The alternative asset and income theme continued to dominate, with most successful vehicles offering yields in excess of 5%.
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.
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
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.
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.
Dodging the bullets
17 Jan 17
FY2016 will be mixed with higher than first forecast PBT at Beazley, Hiscox and Helios but lower PBT at JLT, Lancashire and Novae. Lancashire’s Q3 special dividend (its key driver for now) beat consensus. Losses picked up but didn’t deliver the knockout blow needed. FX boosted returns, especially for the sterling reporters. 2017 will be more challenging and we remain cautious on a 12M view given the likely pressures from soft pricing, rising claims activity, unrealised bond losses etc. However, it does feel as if we are getting close to the bottom. Quality over quantity is key. Add JLT, Novae; Buy Helios.