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
Anexo Group Plc (ANX:LON), 66.0 | Avon Technologies PLC (AVON:LON), 1,993 | Castings Public Limited Company (CGS:LON), 286 | Frontier Developments Plc (FDEV:LON), 332 | Genel Energy PLC (GENL:LON), 65.6 | Gooch & Housego PLC (GHH:LON), 615 | Headlam Group plc (HEAD:LON), 88.4 | Hunting PLC (HTG:LON), 302 | James Halstead plc (JHD:LON), 160 | Jersey Oil & Gas PLC (JOG:LON), 132 | Litigation Capital Management Ltd (LIT:LON), 24.9 | Pantheon Resources plc (PANR:LON), 24.6 | Harbour Energy Plc (HBR:LON), 200

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Quarterly Research Outlook Autumn 2019
Anexo Group Plc (ANX:LON), 66.0 | Avon Technologies PLC (AVON:LON), 1,993 | Castings Public Limited Company (CGS:LON), 286 | Frontier Developments Plc (FDEV:LON), 332 | Genel Energy PLC (GENL:LON), 65.6 | Gooch & Housego PLC (GHH:LON), 615 | Headlam Group plc (HEAD:LON), 88.4 | Hunting PLC (HTG:LON), 302 | James Halstead plc (JHD:LON), 160 | Jersey Oil & Gas PLC (JOG:LON), 132 | Litigation Capital Management Ltd (LIT:LON), 24.9 | Pantheon Resources plc (PANR:LON), 24.6 | Harbour Energy Plc (HBR:LON), 200
- Published:
21 Oct 2019 -
Author:
Daniel Slater, CFA -
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.