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|18/10/2016 18:14:35||London Stock Exchange||Final Results - Replacement|
|18/10/2016 07:00:11||London Stock Exchange||Proposed Final Dividend|
|18/10/2016 07:00:08||London Stock Exchange||Final Results|
|15/09/2016 08:30:02||London Stock Exchange||Notice of Preliminary Results|
|20/07/2016 07:00:08||London Stock Exchange||Board Changes|
|15/07/2016 07:00:05||London Stock Exchange||Trading Update|
|17/06/2016 15:30:02||London Stock Exchange||Holding(s) in Company|
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17 Oct 16
Avacta* (AVCT): Act now (CORP) | Tristel* (TSTL): A strong FY 2016 (CORP) | Bioventix* (BVXP): FY 2016 results (CORP) | Elecosoft* (ELCO): SaaS model strengthened through acquisition (CORP) | Lok’nStore* (LOK): NAV up 28% (CORP) | Omega Diagnostics* (ODX): Mid year trading update (CORP) | Mortice* (MORT): Positive trading update (CORP)
N+1 Singer - IQE - Site visit confirms large growth opportunity
19 Oct 16
We visited IQE in Cardiff yesterday. The visit focused on the fast growing Photonics division as well as potential applications for the recently acquired cREO technology. We have come away further convinced of the large and diverse, near term opportunity for IP rich Photonics wafers, and believe IQE is uniquely placed to service this market. The group is also exposed to multiple potentially game-changing medium term opportunities, which the cREO technology will help address. We expect the higher value Photonics division to continue its rapid growth (+45% growth y-o-y reported in H1’16), underpinning our positive stance and Buy recommendation.
N+1 Singer - NCC Group - Strong revenue but margins weaker in H1
20 Oct 16
NCC’s trading update for the four months to September shows continued strong revenue growth, but margin pressures in the first half mean that profit for the year will be more second half weighted than usual. Group revenue increased 36% in the period (+21% organic) with Assurance and Escrow both growing well (+25% and +4% respectively). The Assurance division has seen three unrelated large contract cancellations however, as well as some difficulties with some managed services renewals. We are not making any changes to our forecasts at this stage but now expect a significant second half weighting to profits. We remain supportive of the story but with the shares priced for perfection, we downgrade to Hold, with a target price of 353p (from 384p).
Fleet has 100,000 units under trial
06 Oct 16
FY 2016 saw a small loss despite the big licence sale to CAT. Revenues came in slightly above our expectation (A$33.6m v A$33.0m), margins were higher and the loss, lower (A$1.4m v A$6.0m). LY comparatives were restated for the sale of the 55% stake in the Chilean JV, taking A$6.1m from the FY 2015 revenue and adding A$1.9m to the operating loss. On a LFL basis against restated comparatives, FY 2016 revenues jumped 161% to A$33.6m, driven by the A$21.8m licensing of the off-road business to CAT in H1. Given that was ‘pure profit’, gross margin virtually doubled from 44.5% to 81.3% in the year with gross profit of A$27.3m. Overheads increased (rising 42.8% YoY to A$30.1m) as the company invested in infrastructure, marketing and R&D in its new markets, particularly Fleet and OEM automotive. Those overheads include a first half A$5.2m impairment of inventory for early fleet devices that needed upgrading. We had expected some of the OEM development spending to be taken into a separately funded spin-out however that has been delayed, now expected in FY 2017. This left an A$2.8m operating loss, halved to A$1.4m by interest on the cash. Following a major investment from VSI Berhad, net cash rose to A$17.1m.
SaaS model strengthened through acquisition
17 Oct 16
Elecosoft has acquired Integrated Computing & Office Networking Ltd (ICON) for a total of £2.4m in cash and shares. ICON is a leading SaaS provider of building information management and storage systems, principally to the UK retail sector and its purchase is thus consistent with Elecosoft’s strategy of investing in SaaS technology to grow its customer reach and strengthen its position as an international provider of innovative, market-leading visual software applications.
N+1 Singer - Morning Song 20-10-2016
20 Oct 16
A highly disappointing update from Senior reports a number of issues adding up to the Group being behind expectations. Following the Flexonics issues over the past 12 months, there are now issues on the Aerospace side which are affecting the outlook. In a period when some stability was required, this is disappointing. We have downgraded FY16 EPS by 6.8% and, whilst we see Senior remaining a US takeover target, we move from Buy to Hold (target price down from 262p to 196p) until more clarity is available on the direction of the Group.