Following continued delays of a Brexit agreement, few sectors within the UK market have remained attractive to investors despite low valuations. One sector which has continued to outperform despite the political drama has been the UK video gaming sector (henceforth UK gaming), which we are fans of. We believe a combination of sector-leading growth, strong cash conversion and timely cyclical positioning support our positive view on the UK video gaming sector.
21 Oct 2019
Quarterly Research Outlook Autumn 2019
Abbey Plc (ABBY:LON), 1,600 | Advanced Medical Solutions Group plc (AMS:LON), 227 | Anexo Group Plc (ANX:LON), 133 | Asiamet Resources Limited (ARS:LON), 2.2 | Atalaya Mining Plc (ATYM:LON), 270 | Avon Rubber p.l.c. (AVON:LON), 3,130 | Bowleven plc (BLVN:LON), 4.8 | Brighton Pier Group Plc (PIER:LON), 28.5 | Burford Capital Limited (BUR:LON), 606 | Castings PLC (CGS:LON), 370 | Central Asia Metals Plc (CAML:LON), 221 | Codemasters Group Holdings Plc (CDM:LON), 601 | Consort Medical (CSRT:LON), 0 | Crimson Tide Plc (TIDE:LON), 3.4 | CyanConnode Holdings plc (CYAN:LON), 6.9 | Jet2 PLC (JET2:LON), 1,258 | Deltex Medical Group plc (DEMG:LON), 1.8 | Elementis plc (ELM:LON), 110 | Empresaria Group plc (EMR:LON), 47.5 | First Property Group plc (FPO:LON), 33.0 | Frontier Developments Plc (FDEV:LON), 3,252 | Gateley (Holdings) Plc (GTLY:LON), 173 | Genel Energy PLC (GENL:LON), 148 | Gooch & Housego PLC (GHH:LON), 1,362 | Grainger plc (GRI:LON), 272 | Great Eastern Energy Corporation Limited Sponsored GDR RegS (GEEC:LON), 9.0 | Gulf Keystone Petroleum Limited (GKP:LON), 134 | Harvest Minerals Limited (HMI:LON), 2.5 | Haydale Graphene Industries Plc (HAYD:LON), 5.9 | Headlam Group plc (HEAD:LON), 402 | Hill & Smith Holdings PLC (HILS:LON), 1,370 | Hunting PLC (HTG:LON), 205 | Hurricane Energy Plc (HUR:LON), 2.4 | iEnergizer Limited (IBPO:LON), 334 | Independent Oil & Gas Plc (IOG:LON), 15.8 | Indus Gas Limited (INDI:LON), 190 | James Halstead plc (JHD:LON), 504 | Jersey Oil & Gas PLC (JOG:LON), 158 | Kape Technologies Plc (KAPE:LON), 196 | Keystone Law Group Plc (KEYS:LON), 575 | Keywords Studios plc (KWS:LON), 2,693 | Kin and Carta Plc (KCT:LON), 143 | Knights Group Holdings Plc (KGH:LON), 412 | Lamprell plc (LAM:LON), 65.8 | Litigation Capital Management Ltd (LIT:LON), 69.9 | Lok'nStore Group plc (LOK:LON), 685 | Macfarlane Group PLC (MACF:LON), 89.2 | Manolete Partners Plc (MANO:LON), 202 | MOD Resources (MOD:LON), 0 | Oxford Instruments plc (OXIG:LON), 1,990 | Palace Capital plc (PCA:LON), 192 | Pantheon Resources plc (PANR:LON), 34.0 | Appreciate Group plc (APP:LON), 44.7 | Sirius Real Estate Limited (SRE:LON), 93.0 | Plant Health Care PLC (PHC:LON), 15.4 | Premier Oil plc (PMO:LON), 18.1 | Rainbow Rare Earths Ltd. (RBW:LON), 13.2 | Rambler Metals & Mining Plc (RMM:LON), 0.3 | RBG Holdings Plc (RBGP:LON), 63.0 | Renishaw plc (RSW:LON), 5,948 | Renold plc (RNO:LON), 14.2 | Rotork plc (ROR:LON), 329 | S&U plc (SUS:LON), 2,145 | Scapa Group Plc (SCPA:LON), 221 | SERINUS ENERGY (SEN:TSE), 0 | Shanta Gold Limited (SHG:LON), 16.2 | SolGold Plc (SOLG:LON), 29.7 | Somero Enterprises, Inc. (SOM:LON), 378 | Sumo Group Plc (SUMO:LON), 353 | Team17 Group PLC (TM17:LON), 815 | Ince Group plc (INCE:LON), 43.5 | Trackwise Designs Plc (TWD:LON), 300 | Trakm8 Holdings PLC (TRAK:LON), 16.0 | Trifast plc (TRI:LON), 144 | Vianet Group plc (VNET:LON), 63.0 | Vitec Group PLC (VTC:LON), 968 | ZOO Digital Group plc (ZOO:LON), 102 | Zotefoams plc (ZTF:LON), 406
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Andrew Simms
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149 pages
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Quarterly Research Outlook Autumn 2019
Abbey Plc (ABBY:LON), 1,600 | Advanced Medical Solutions Group plc (AMS:LON), 227 | Anexo Group Plc (ANX:LON), 133 | Asiamet Resources Limited (ARS:LON), 2.2 | Atalaya Mining Plc (ATYM:LON), 270 | Avon Rubber p.l.c. (AVON:LON), 3,130 | Bowleven plc (BLVN:LON), 4.8 | Brighton Pier Group Plc (PIER:LON), 28.5 | Burford Capital Limited (BUR:LON), 606 | Castings PLC (CGS:LON), 370 | Central Asia Metals Plc (CAML:LON), 221 | Codemasters Group Holdings Plc (CDM:LON), 601 | Consort Medical (CSRT:LON), 0 | Crimson Tide Plc (TIDE:LON), 3.4 | CyanConnode Holdings plc (CYAN:LON), 6.9 | Jet2 PLC (JET2:LON), 1,258 | Deltex Medical Group plc (DEMG:LON), 1.8 | Elementis plc (ELM:LON), 110 | Empresaria Group plc (EMR:LON), 47.5 | First Property Group plc (FPO:LON), 33.0 | Frontier Developments Plc (FDEV:LON), 3,252 | Gateley (Holdings) Plc (GTLY:LON), 173 | Genel Energy PLC (GENL:LON), 148 | Gooch & Housego PLC (GHH:LON), 1,362 | Grainger plc (GRI:LON), 272 | Great Eastern Energy Corporation Limited Sponsored GDR RegS (GEEC:LON), 9.0 | Gulf Keystone Petroleum Limited (GKP:LON), 134 | Harvest Minerals Limited (HMI:LON), 2.5 | Haydale Graphene Industries Plc (HAYD:LON), 5.9 | Headlam Group plc (HEAD:LON), 402 | Hill & Smith Holdings PLC (HILS:LON), 1,370 | Hunting PLC (HTG:LON), 205 | Hurricane Energy Plc (HUR:LON), 2.4 | iEnergizer Limited (IBPO:LON), 334 | Independent Oil & Gas Plc (IOG:LON), 15.8 | Indus Gas Limited (INDI:LON), 190 | James Halstead plc (JHD:LON), 504 | Jersey Oil & Gas PLC (JOG:LON), 158 | Kape Technologies Plc (KAPE:LON), 196 | Keystone Law Group Plc (KEYS:LON), 575 | Keywords Studios plc (KWS:LON), 2,693 | Kin and Carta Plc (KCT:LON), 143 | Knights Group Holdings Plc (KGH:LON), 412 | Lamprell plc (LAM:LON), 65.8 | Litigation Capital Management Ltd (LIT:LON), 69.9 | Lok'nStore Group plc (LOK:LON), 685 | Macfarlane Group PLC (MACF:LON), 89.2 | Manolete Partners Plc (MANO:LON), 202 | MOD Resources (MOD:LON), 0 | Oxford Instruments plc (OXIG:LON), 1,990 | Palace Capital plc (PCA:LON), 192 | Pantheon Resources plc (PANR:LON), 34.0 | Appreciate Group plc (APP:LON), 44.7 | Sirius Real Estate Limited (SRE:LON), 93.0 | Plant Health Care PLC (PHC:LON), 15.4 | Premier Oil plc (PMO:LON), 18.1 | Rainbow Rare Earths Ltd. (RBW:LON), 13.2 | Rambler Metals & Mining Plc (RMM:LON), 0.3 | RBG Holdings Plc (RBGP:LON), 63.0 | Renishaw plc (RSW:LON), 5,948 | Renold plc (RNO:LON), 14.2 | Rotork plc (ROR:LON), 329 | S&U plc (SUS:LON), 2,145 | Scapa Group Plc (SCPA:LON), 221 | SERINUS ENERGY (SEN:TSE), 0 | Shanta Gold Limited (SHG:LON), 16.2 | SolGold Plc (SOLG:LON), 29.7 | Somero Enterprises, Inc. (SOM:LON), 378 | Sumo Group Plc (SUMO:LON), 353 | Team17 Group PLC (TM17:LON), 815 | Ince Group plc (INCE:LON), 43.5 | Trackwise Designs Plc (TWD:LON), 300 | Trakm8 Holdings PLC (TRAK:LON), 16.0 | Trifast plc (TRI:LON), 144 | Vianet Group plc (VNET:LON), 63.0 | Vitec Group PLC (VTC:LON), 968 | ZOO Digital Group plc (ZOO:LON), 102 | Zotefoams plc (ZTF:LON), 406
- Published:
21 Oct 2019 -
Author:
Andrew Simms -
Pages:
149 -
Following continued delays of a Brexit agreement, few sectors within the UK market have remained attractive to investors despite low valuations. One sector which has continued to outperform despite the political drama has been the UK video gaming sector (henceforth UK gaming), which we are fans of. We believe a combination of sector-leading growth, strong cash conversion and timely cyclical positioning support our positive view on the UK video gaming sector.