In addition to Hardman’s monthly analysis of client stocks, the thorny issue of market disruption – a popular theme currently - is also addressed. In a wide-ranging article, Hardman’s utilities analyst, Nigel Hawkins, assesses the impact that market disruption has already made. In some sectors, notably telecoms and aviation, market disruption has been apparent for many years, as the rise of Vodafone, Ryanair and easyJet demonstrates. However, in some sectors, such as oil and housebuilding, structural changes have been modest – the dominance of the big players endures. For investors, there is real interest in those sectors where changes are underway. The UK groceries market, which may shortly become a duopoly, is a case in point. And, intriguingly, who knows if there is a company currently languishing in AIM, which will attain a £50bn market valuation within the next decade?
06 Nov 2018
THE MONTHLY November 2018
Time Finance plc (TIME:LON), 39.5 | Advanced Oncotherapy Plc (AVO:LON), 1.9 | Allergy Therapeutics plc (AGY:LON), 3.0 | Alliance Pharma plc (APH:LON), 39.6 | Arbuthnot Banking Group PLC (ARBB:LON), 1,080 | Avacta Group PLC (AVCT:LON), 49.8 | Amala Foods Plc (DISH:LON), 0.1 | Burford Capital Limited (BUR:LON), 1,254 | Chamberlin plc (CMH:LON), 1.6 | City of London Investment Group PLC (CLIG:LON), 315 | DP Poland PLC (DPP:LON), 11.5 | Gateley (Holdings) Plc (GTLY:LON), 126 | Genedrive Plc (GDR:LON), 3.4 | Haydale Graphene Industries Plc (HAYD:LON), 0.5 | Koovs (KOOV:LON), 0 | Murgitroyd Group (MUR:LON), 0 | Oxford BioMedica plc (OXB:LON), 201 | Primary Health Properties PLC (PHP:LON), 93.9 | R.E.A. Holdings plc (RE:LON), 66.2 | Redx Pharma Plc (REDX:LON), 18.5 | Surface Transforms PLC (SCE:LON), 9.2 | 600 Group PLC (SIXH:LON), 2.6 | Titon Holdings Plc (TON:LON), 77.5 | Volta Finance Limited (VTA:LON), 490 | Warpaint London PLC (W7L:LON), 412 | ValiRx PLC (VAL:LON), 3.6
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THE MONTHLY November 2018
Time Finance plc (TIME:LON), 39.5 | Advanced Oncotherapy Plc (AVO:LON), 1.9 | Allergy Therapeutics plc (AGY:LON), 3.0 | Alliance Pharma plc (APH:LON), 39.6 | Arbuthnot Banking Group PLC (ARBB:LON), 1,080 | Avacta Group PLC (AVCT:LON), 49.8 | Amala Foods Plc (DISH:LON), 0.1 | Burford Capital Limited (BUR:LON), 1,254 | Chamberlin plc (CMH:LON), 1.6 | City of London Investment Group PLC (CLIG:LON), 315 | DP Poland PLC (DPP:LON), 11.5 | Gateley (Holdings) Plc (GTLY:LON), 126 | Genedrive Plc (GDR:LON), 3.4 | Haydale Graphene Industries Plc (HAYD:LON), 0.5 | Koovs (KOOV:LON), 0 | Murgitroyd Group (MUR:LON), 0 | Oxford BioMedica plc (OXB:LON), 201 | Primary Health Properties PLC (PHP:LON), 93.9 | R.E.A. Holdings plc (RE:LON), 66.2 | Redx Pharma Plc (REDX:LON), 18.5 | Surface Transforms PLC (SCE:LON), 9.2 | 600 Group PLC (SIXH:LON), 2.6 | Titon Holdings Plc (TON:LON), 77.5 | Volta Finance Limited (VTA:LON), 490 | Warpaint London PLC (W7L:LON), 412 | ValiRx PLC (VAL:LON), 3.6
- Published:
06 Nov 2018 -
Author:
Hardman & Co Research Team -
Pages:
44
In addition to Hardman’s monthly analysis of client stocks, the thorny issue of market disruption – a popular theme currently - is also addressed. In a wide-ranging article, Hardman’s utilities analyst, Nigel Hawkins, assesses the impact that market disruption has already made. In some sectors, notably telecoms and aviation, market disruption has been apparent for many years, as the rise of Vodafone, Ryanair and easyJet demonstrates. However, in some sectors, such as oil and housebuilding, structural changes have been modest – the dominance of the big players endures. For investors, there is real interest in those sectors where changes are underway. The UK groceries market, which may shortly become a duopoly, is a case in point. And, intriguingly, who knows if there is a company currently languishing in AIM, which will attain a £50bn market valuation within the next decade?