Household Goods & DIY equity research

Explore the most viewed and latest equity research and media content for companies within the Household Goods & DIY sector. Stocks in this sector include those who specialise in: decoration, furnishing, durable & non-durable home products, and DIY.

Household Goods & DIY equity research

Explore the most viewed and latest equity research and media content for companies within the Household Goods & DIY sector. Stocks in this sector include those who specialise in: decoration, furnishing, durable & non-durable home products, and DIY.

  • 22 May 18

Onwards and upwards

“Success breeds success” is a crucial, yet under-appreciated, concept when it comes to investing. You see, great companies devote substantial amounts of time/resource nurturing and maintaining high-performance cultures. Management obviously plays an enormous part – walking the talk, motivating employees, recruiting the right people and challenging the status quo.

Companies: Watkin Jones
  • 09 Apr 18

UK Housebuilding Sector

This ominous-sounding term originated from the work of famed Swedish meteorologist, Tor Bergeron (1897-1977), but it only entered popular vernacular this year – and there have been ample opportunities in 2018 to use it.

Companies: ABBY BDEV BWY BKG BVS CRN CSP CRST GLE INL MCS PSN RDW SPR TW/ TEF WJG

  • 30 Apr 18

Key takeaways from the Consumer reporting season

With a busy reporting season behind us we use this note to take stock. Stepping back we pull out the key themes which emerged across the sub-sectors we actively follow in the consumer space. On balance there was more cause for optimism. This is supportive of our top-down view that there is scope for a better H2 for consumer related stocks as cost headwinds ease and pressure on disposable income moderates. We also take a close look at 7 stocks we actively research and which reported over March and April. For each we use charts to depict the key takeaways from an investment case perspective.

Companies: DOM BAG NICL CHH GOAL RTN GYM MARS CVSG

  • 26 Jan 18

The year of the Great Exhibition

2018 is the year of the Great Exhibition of the North. This summer, Newcastle and Gateshead will play host to a government-sponsored, 80-day marathon of events. Billed as the largest event in England this year, the Great Exhibition will showcase the best of the North East’s art, culture, design and innovation and we expect it to highlight the region’s ongoing success in high-end engineering, technology and life sciences. It may also reflect on the success of the North East’s plcs, the most striking example of which is Sage’s transition from 1980’s start-up to £9bn FTSE100 stalwart. We remain on the look out for the next Sage and expect the region to continue to produce attractive IPO candidates following Ramsdens’ success last year. Overall 2017 was a positive year for the region’s listed companies, one highlight of which was the takeover of Quantum Pharma, an N+1 Singer client, by Clinigen for £150m. We are confident that 2018 will be another successful year. Our top regional picks this year are Hargreaves Services, Zytronic and Applied Graphene Materials.

Companies: AGM BWY GRI GRG HSP IDH KMK NTG RFX UTW VNET ZYT

  • 12 Jul 16

‘Billions’ - UK Housebuilding Sector - Q2: Summer 2016

The pilot episode of the much-hyped new TV series ‘Billions’ raked up almost three million viewers on debut in January of this year, which was a new record for Showtime. It is a sort of ‘Wall Street’ for a post Global Financial Crisis (GFC) audience. Damian Lewis heads the cast together with Paul Giamatti - and, the often parsimonious, IMDb has awarded the programme a premium 8.4 score. Lewis’s character Bobby Axelrod is an ambitious hedge fund manager and the sole survivor of the part-eponymous, Axe Capital, during the 9/11 attacks. Bobby is clever, charismatic and charitable (but not whiter than white). He is also very rich, lives in a nice house and knows what ‘billions’ is/are - and has a few himself; albeit these billions tend to slip in and out of his grasp, as is their wont. The UK Housebuilding Sector is also ambitious and survived the collapse of Lehman Brothers and the ensuing Global Financial Crisis. Similarly, it is smarter and wealthier than it has ever been; and, yes, charitable but not atramentous. It is also in award- winning form, which is a good job as it acts out another palpable crisis - the Brexit vote - and a £9 billion loss of value in six trading days. But do not despair.

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  • 19 Mar 18

Some signs of light?

As previously announced in January 2018, recent business performance has been adversely impacted by increases in input costs which remains tough. Adverse foreign exchange contracts should expire over the coming months and ease some pressure. However, a new development is significant internal cost escalation which is higher than previously anticipated. We now expect a loss of £5.0m at the adjusted EBITDA level for 2018E (vs. £0.8m previously). Forecasts for 2019E are unchanged as we expect the benefits from management’s efforts to mitigate these risk factors while new work from existing clients recently secured should also help, driving a higher 2020E outturn in our forecasts. It is still early days in the turnaround process and while near term uncertainty persists, we continue to believe management will create a more focused business with better earnings quality going forward.

Companies: Accrol Group
  • 20 Apr 18

Q4 Trading Update

IG Design Group continues to provide the desirable combination of top-line growth, margin expansion and cash generation. It pursues new categories and distribution channels and tightly controls costs in order to generate maximum returns. The Q4 trading statement confirms that the business is progressing in line with current management expectations and delivering on prior commitments in terms of investment, integration synergies from M&A, reduction in average gearing and organisational improvements.

Companies: IG Design Group
  • 01 May 18

Update

Accrol has announced it has had constructive discussions with its lender, and continues to make progress in restructuring the Group. Operationally, the new management team has made progress in simplifying the business model and the restructuring remains on schedule. We are maintaining our forecasts at this juncture, but believe management continue to make good progress in what remains a difficult trading environment. We will review our trading assumptions in full detail on full year results in July 2018.

Companies: Accrol Group
  • 17 May 18

Revisiting the investment case

We see Churchill as a highly attractive long-term growth story. Its international dimension, NPD credentials and multi-channel customer strategy should continue to give it greater avenues for growth and investment. In this note we lay out the case for investing in this reliable small-cap stock. The company has today released a positive AGM update, highlighting a good start to the year and further progress against strategic objectives. It is too early in the year to be adjusting numbers but we feel the risk remains on the upside. We see short-term intrinsic value towards 1200p.

Companies: Churchill China
  • 18 Apr 18

Telford Homes - Trading Update

telford-homes-trading-update-18-04-2018
  • 20 Dec 17

Telford Homes - Acquisition of prominent site in Walthamstow

telford-homes-acquisition-of-prominent-site-in-walthamstow-20-12-2017
  • 29 Nov 17

Telford Homes - Interim Results 2017

telford-homes-interim-results-2017-29-11-2017
  • 27 Jun 17

IG Design Group (IGR) Preliminary results for the year ended 31 March 2017

ig-design-group-igr-preliminary-results-for-the-year-ended-31-march-2017-27-06-2017
  • 04 Jul 17

Executive interview - IG Design Group

executive-interview-ig-design-group-04-07-2017
  • 05 Jun 17

Telford Homes - Significant build to rent development in partnership with Greystar

telford-homes-significant-build-to-rent-development-in-partnership-with-greystar-05-06-2017
  • 29 Mar 17

Telford Homes Plc - Fourth Build to Rent sale for £53.7m

telford-homes-plc-fourth-build-to-rent-sale-for-53-7m-29-03-2017
  • 02 Feb 17

Telford Homes Plc - Acquisition of Cambridge Heath Road for £30.2m

telford-homes-plc-acquisition-of-cambridge-heath-road-for-30-2m-02-02-2017
  • 13 Apr 16

Telford Homes - Trading Update

telford-homes-trading-update-13-04-2016
  • 30 Nov 16

Telford Homes - Interim results 2016

telford-homes-interim-results-2016-30-11-2016
  • 28 Nov 17

IG Design Group (IGR) H1 results November 2017

ig-design-group-igr-h1-results-november-2017-28-11-2017
  • 07 Oct 16

finnCap - Victoria, Initiation of coverage

Premium

finncap-victoria-initiation-of-coverage-07-10-2016
  • 11 Oct 17

Telford Homes - Trading update

telford-homes-trading-update-11-10-2017
  • 13 Jul 16

Watkin Jones at Mello 13.7.16

watkin-jones-at-mello-13-7-16-13-07-2016
  • 05 Apr 17

Telford Homes - Trading update

telford-homes-trading-update-05-04-2017

Latest Content

Watkin Jones

Onwards and upwards

“Success breeds success” is a crucial, yet under-appreciated, concept when it comes to investing. You see, great companies devote substantial amounts of time/resource nurturing and maintaining high-performance cultures. Management obviously plays an enormous part – walking the talk, motivating employees, recruiting the right people and challenging the status quo.

 View

  • 22 May 18
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ACT CHH FDP FUTR GRI HILS IND RENE

Morning Song

Actual Experience (ACT LN) Strong progress both operationally and strategically | Churchill China (CHH LN) Revisiting the investment case | First Derivatives (FDP LN) New database technology release increases market potential | Future (FUTR LN) Revenues, profits and cash ahead (again) | Grainger (GRI LN) In line, pipeline continues to develop toward £850m 2020 target | Hill & Smith Holdings (HILS LN) Slow start in UK; full year expectations unchanged | IndigoVision Group (IND LN) Trading in line; encouraging signs of stability | Listed Law Conference Many models, more IPOs, probably | ReNeuron Group (RENE LN) Capital Markets Event on Exosomes

 View

  • 17 May 18
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Churchill China

Revisiting the investment case

We see Churchill as a highly attractive long-term growth story. Its international dimension, NPD credentials and multi-channel customer strategy should continue to give it greater avenues for growth and investment. In this note we lay out the case for investing in this reliable small-cap stock. The company has today released a positive AGM update, highlighting a good start to the year and further progress against strategic objectives. It is too early in the year to be adjusting numbers but we feel the risk remains on the upside. We see short-term intrinsic value towards 1200p.

 View

  • 17 May 18
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ZOL ARIX LOOP ELCO CALL STAF PMP KAPE MED ESG

Small Cap Brunch

Codemasters Group— video game developer and publisher, specialising in high quality racing games. Offer TBA. Seeking £15m in primary. Due 1 June. Strongbow Exploration (TSX:SBW) intends to dual list on AIM. Holds rights to the South Crofty underground tin mine ("South Crofty"), a former producing tin mine located in the towns of Pool and Camborne, Cornwall . The project is estimated to require the Company to raise £25 million over the next 18 months to progress to a production decision. Offer TBS. Due June. Maestrano Group, a software company with operations in Australia (main country of operation), the UK, US and the UAE, is looking to join AIM. Offer TBC, expected late May. Yew Grove REIT—newly formed Company will pursue its investment objective by investing in a diversified portfolio of Irish commercial property. Offer TBA. Due Late May Team17 Group -video games label and creative partner for independent developers. Since 2014, delivered a revenue CAGR of 69% (31 December 2015 to 31 December 2017), with revenues of £29.6m and Adjusted EBITDA of £12.9m. Offer TBA Serinus Energy -international upstream oil and gas exploration and production company. Its principal assets are located in Romania (development phase) and Tunisia (production phase). Raising c.£10m at 15p. Due 18 May. Mkt cap £32.6m

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  • 17 May 18
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BNOAVONCMHCHHRE/SCEMPACNICLOXBARBBSIXHTONAPHMURAGYGOALEKTRTNCLIGMARSINLGDRCVSGTRXSCLPBAGCOSABDPOPMAVODNLKOOVNIPTABZANSFREDXEVGVALGTLYPHPAVCTMCLACRLGYMBURPLUSBOODPZMMX

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  • 04 May 18
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MTFB SAV EVG PSL

Northland Capital Partners Limited Morning Report

MOTIF BIO (MTFB.L) | SAVANNAH RESOURCES (SAV.L) | EVGEN PHARMA (EVG.L) | PHOTONSTAR (PSL.L)

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  • 02 May 18
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Accrol Group

Update

Accrol has announced it has had constructive discussions with its lender, and continues to make progress in restructuring the Group. Operationally, the new management team has made progress in simplifying the business model and the restructuring remains on schedule. We are maintaining our forecasts at this juncture, but believe management continue to make good progress in what remains a difficult trading environment. We will review our trading assumptions in full detail on full year results in July 2018.

 View

  • 01 May 18
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DOM BAG NICL CHH GOAL RTN GYM MARS CVSG

Key takeaways from the Consumer reporting season

With a busy reporting season behind us we use this note to take stock. Stepping back we pull out the key themes which emerged across the sub-sectors we actively follow in the consumer space. On balance there was more cause for optimism. This is supportive of our top-down view that there is scope for a better H2 for consumer related stocks as cost headwinds ease and pressure on disposable income moderates. We also take a close look at 7 stocks we actively research and which reported over March and April. For each we use charts to depict the key takeaways from an investment case perspective.

 View

  • 30 Apr 18
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Electrolux

More pressure on Electrolux

Struggling Major Appliances North America (31% of group sales), which is involved in restructuring, masked the impressive performance of Major Appliances EMEA (35% of group sales). In addition, the upwards revision of the increase in raw material costs and negative currency impact put more pressure on Electrolux which will have to find further cost efficiencies.

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  • 27 Apr 18
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SEB

China at the top, WMF at the bottom

Seb enjoyed strong organic sales growth in Q1 18 (+7.4%) boosted by high double-digit growth in China (+24.1%) as usual. Conversely, the picture was mitigated at WMF. However, it should turn more favourable in Q2 18 considering the signature of new large contracts in the Professional business (coffee machines, hotel equipment) in the US and China.

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  • 27 Apr 18
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