We’re just over three months in to 2019 and we’ve seen a 10% UK market rally, retracing much of the Q4 decline, such is the nature of fickle market sentiment. That said, many of the issues we wrote about three months ago that were impacting markets remain: notably Brexit, trade wars, geopolitics and global monetary policy. The 2019 rally thus far feels somewhat fragile, with competing forces of optimism on a potential trade deal which could underpin the rally, against the deterioration in underl ....

11 Apr 2019
Quarterly Research Outlook
Asiamet Resources Limited (ARS:LON), 1.4 | CyanConnode Holdings plc (CYAN:LON), 21.8 | Litigation Capital Management Ltd (LIT:LON), 67.9 | Somero Enterprises, Inc. (SOM:LON), 428 | Advanced Medical Solutions Group plc (AMS:LON), 267 | Amerisur Resources (AMER:LON), 0 | Anexo Group Plc (ANX:LON), 111 | Atalaya Mining Plc (ATYM:LON), 378 | Avon Protection PLC (AVON:LON), 990 | Bowleven plc (BLVN:LON), 1.4 | Brighton Pier Group Plc (PIER:LON), 65.7 | Burford Capital Limited (BUR:LON), 692 | Castings PLC (CGS:LON), 373 | Central Asia Metals Plc (CAML:LON), 288 | Consort Medical (CSRT:LON), 0 | Crimson Tide Plc (TIDE:LON), 2.8 | Jet2 PLC (JET2:LON), 1,254 | Deltex Medical Group plc (DEMG:LON), 1.2 | Empresaria Group plc (EMR:LON), 64.5 | First Property Group plc (FPO:LON), 26.0 | Frontier Smart Technologies Group (FST:LON), 0 | Gateley (Holdings) Plc (GTLY:LON), 188 | Genel Energy PLC (GENL:LON), 125 | The Ince Group PLC (INCE:LON), 0 | Grainger plc (GRI:LON), 257 | Great Eastern Energy Corporation Limited Sponsored GDR RegS (GEEC:LON), 18.0 | Hardy Oil & Gas (HDY:LON), 0 | Harvest Minerals Limited (HMI:LON), 8.6 | Haydale Graphene Industries Plc (HAYD:LON), 1.6 | Headlam Group plc (HEAD:LON), 340 | Hill & Smith PLC (HILS:LON), 1,364 | Hunting PLC (HTG:LON), 326 | Hurricane Energy Plc (HUR:LON), 7.1 | iEnergizer Limited (IBPO:LON), 406 | Indus Gas Limited (INDI:LON), 254 | James Halstead plc (JHD:LON), 204 | Jersey Oil & Gas PLC (JOG:LON), 204 | Keystone Law Group Plc (KEYS:LON), 430 | Kin and Carta Plc (KCT:LON), 208 | Knights Group Holdings Plc (KGH:LON), 88.9 | Lamprell plc (LAM:LON), 0 | Lok'nStore Group plc (LOK:LON), 945 | Macfarlane Group PLC (MACF:LON), 116 | Cordel Group PLC (CRDL:LON), 6.4 | Manolete Partners Plc (MANO:LON), 270 | MOD Resources (MOD:LON), 0 | A&J Mucklow Group (MKLW:LON), 0 | Oxford Instruments plc (OXIG:LON), 2,380 | Palace Capital plc (PCA:LON), 206 | Pantheon Resources plc (PANR:LON), 52.0 | Appreciate Group plc (APP:LON), 41.8 | Phoenix Copper Ltd. (United Kingdom) (PXC:LON), 43.0 | Plant Health Care PLC (PHC:LON), 11.6 | Harbour Energy Plc (HBR:LON), 300 | Rainbow Rare Earths Ltd. (RBW:LON), 12.8 | Rambler Metals & Mining Plc (RMM:LON), 0 | Renishaw plc (RSW:LON), 3,997 | Renold plc (RNO:LON), 24.6 | Rockhopper Exploration plc (RKH:LON), 9.3 | RBG Holdings Plc (RBGP:LON), 52.0 | Rotork plc (ROR:LON), 331 | S&U plc (SUS:LON), 2,110 | Shanta Gold Limited (SHG:LON), 10.8 | SolGold Plc (SOLG:LON), 15.7 | Trakm8 Holdings PLC (TRAK:LON), 17.0 | Trifast plc (TRI:LON), 79.0 | Vianet Group plc (VNET:LON), 78.0 | Videndum PLC (VID:LON), 1,061 | ZOO Digital Group plc (ZOO:LON), 168 | Zotefoams plc (ZTF:LON), 400 | Redde Northgate PLC (21W:FRA), 0
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Arden Partners Research Team
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Quarterly Research Outlook
Asiamet Resources Limited (ARS:LON), 1.4 | CyanConnode Holdings plc (CYAN:LON), 21.8 | Litigation Capital Management Ltd (LIT:LON), 67.9 | Somero Enterprises, Inc. (SOM:LON), 428 | Advanced Medical Solutions Group plc (AMS:LON), 267 | Amerisur Resources (AMER:LON), 0 | Anexo Group Plc (ANX:LON), 111 | Atalaya Mining Plc (ATYM:LON), 378 | Avon Protection PLC (AVON:LON), 990 | Bowleven plc (BLVN:LON), 1.4 | Brighton Pier Group Plc (PIER:LON), 65.7 | Burford Capital Limited (BUR:LON), 692 | Castings PLC (CGS:LON), 373 | Central Asia Metals Plc (CAML:LON), 288 | Consort Medical (CSRT:LON), 0 | Crimson Tide Plc (TIDE:LON), 2.8 | Jet2 PLC (JET2:LON), 1,254 | Deltex Medical Group plc (DEMG:LON), 1.2 | Empresaria Group plc (EMR:LON), 64.5 | First Property Group plc (FPO:LON), 26.0 | Frontier Smart Technologies Group (FST:LON), 0 | Gateley (Holdings) Plc (GTLY:LON), 188 | Genel Energy PLC (GENL:LON), 125 | The Ince Group PLC (INCE:LON), 0 | Grainger plc (GRI:LON), 257 | Great Eastern Energy Corporation Limited Sponsored GDR RegS (GEEC:LON), 18.0 | Hardy Oil & Gas (HDY:LON), 0 | Harvest Minerals Limited (HMI:LON), 8.6 | Haydale Graphene Industries Plc (HAYD:LON), 1.6 | Headlam Group plc (HEAD:LON), 340 | Hill & Smith PLC (HILS:LON), 1,364 | Hunting PLC (HTG:LON), 326 | Hurricane Energy Plc (HUR:LON), 7.1 | iEnergizer Limited (IBPO:LON), 406 | Indus Gas Limited (INDI:LON), 254 | James Halstead plc (JHD:LON), 204 | Jersey Oil & Gas PLC (JOG:LON), 204 | Keystone Law Group Plc (KEYS:LON), 430 | Kin and Carta Plc (KCT:LON), 208 | Knights Group Holdings Plc (KGH:LON), 88.9 | Lamprell plc (LAM:LON), 0 | Lok'nStore Group plc (LOK:LON), 945 | Macfarlane Group PLC (MACF:LON), 116 | Cordel Group PLC (CRDL:LON), 6.4 | Manolete Partners Plc (MANO:LON), 270 | MOD Resources (MOD:LON), 0 | A&J Mucklow Group (MKLW:LON), 0 | Oxford Instruments plc (OXIG:LON), 2,380 | Palace Capital plc (PCA:LON), 206 | Pantheon Resources plc (PANR:LON), 52.0 | Appreciate Group plc (APP:LON), 41.8 | Phoenix Copper Ltd. (United Kingdom) (PXC:LON), 43.0 | Plant Health Care PLC (PHC:LON), 11.6 | Harbour Energy Plc (HBR:LON), 300 | Rainbow Rare Earths Ltd. (RBW:LON), 12.8 | Rambler Metals & Mining Plc (RMM:LON), 0 | Renishaw plc (RSW:LON), 3,997 | Renold plc (RNO:LON), 24.6 | Rockhopper Exploration plc (RKH:LON), 9.3 | RBG Holdings Plc (RBGP:LON), 52.0 | Rotork plc (ROR:LON), 331 | S&U plc (SUS:LON), 2,110 | Shanta Gold Limited (SHG:LON), 10.8 | SolGold Plc (SOLG:LON), 15.7 | Trakm8 Holdings PLC (TRAK:LON), 17.0 | Trifast plc (TRI:LON), 79.0 | Vianet Group plc (VNET:LON), 78.0 | Videndum PLC (VID:LON), 1,061 | ZOO Digital Group plc (ZOO:LON), 168 | Zotefoams plc (ZTF:LON), 400 | Redde Northgate PLC (21W:FRA), 0
- Published:
11 Apr 2019 -
Author:
Arden Partners Research Team -
Pages:
150 -
We’re just over three months in to 2019 and we’ve seen a 10% UK market rally, retracing much of the Q4 decline, such is the nature of fickle market sentiment. That said, many of the issues we wrote about three months ago that were impacting markets remain: notably Brexit, trade wars, geopolitics and global monetary policy. The 2019 rally thus far feels somewhat fragile, with competing forces of optimism on a potential trade deal which could underpin the rally, against the deterioration in underl ....