Arden Partners Equity Research & Stock Reports
- Professional research and all the latest forecasts, valuation opinions and multiples from Arden Partners's expert analysts.
- Real-time updates from analysts following company announcements and other events.
- Near-live share prices, user-friendly dashboard, charting and company content.
New UK Property Fund Mandate
16 Jan 17
In December 2016 First Property (Fprop) announced that, following recent purchases, the £170m Shipbuilding Industries Pension Scheme was 95% invested. Fprop also reported that “opportunities to invest well in the commercial property market have increased since the referendum” and that it hopes to announce additional fund mandates “very soon”.
Building a platform for growth
09 Jan 17
Zotefoams has three distinct businesses at different stages of development, all of which offer excellent, long-term growth prospects. Profits are being held back by investments in growth initiatives but the benefits of these should start to come through from 2017. As a major exporter, there should be strong profit tailwinds from FX in 2017, which could boost forecasts. We remain enthusiastic about the long term growth prospects.
Cleared for action
06 Jan 17
Mercantile is an Indian port and logistics development company. It is currently developing the Karanja project in the industrialised region of Navi Mumbai. The project is now well advanced after several years of development work, and due for completion and first revenues in Q4 2017. In the lead up to this important event for the stock, we expect newsflow from construction updates and, crucially, signing of contracts with offtakers.
06 Jan 17
We believe Park Group’s shares are poised for a sustained period of outperformance. Improving lead indicators – the Christmas 2017 marketing campaign, new customer wins, firming interest rates, etc. – are not reflected in the rating providing for a compelling valuation argument at these levels. We, therefore, revisit the investment case, highlighting an established model aligned to consumer demand for value driven by significant investment in technologies to build revenue growth into an evolving corporate landscape.
Gold top potential
05 Jan 17
Jersey Oil and Gas (“JOG”) is a UK E&P company focused on the North Sea. It holds 18% in the P2170 licence where it is participating in a Statoil funded and operated exploration well in summer 2017. The company is also planning to build a 10mbbl/d production portfolio via acquisitions as the supermajors trim their portfolios and debt-laden peers are forced into asset sales. We believe these two themes should create catalysts over the next 12 months and beyond: Buy.
Arden Partners Research and Daily Commentaries
Research Tree offers Arden Partners research, providing ongoing coverage of 61 shares. We offer 346 reports from Arden Partners on Research Tree.
Research reports provided by Arden Partners
Companies covered by Arden Partners
Sectors covered by Arden Partners