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.

  • 23 Oct 18

Quarterly Research Outlook

The June IPO of Knights Group Holdings, a Top-100 regional law firm, marked the fifth entrant to the burgeoning UK-listed legal sector. Following recent expansion of our coverage across all five listed legal firms, complemented by coverage of three broader support services peers with exposure to the sector, we revisit and build upon our views on this rapidly evolving sector.

Companies: ARS GTLY GENL KEYS KGH MNO RBGP TWD 7DIG ABBY AMS AMER ANX ARS ATYM AVON BLVN PIER CGS CAML CALL CSRT TIDE DTG DEMG ELM EMR FPM FPO FST GTLY GENL GRI GEEC HDY HMI HAYD HEAD HILS HTG HUR IBPO IOG INDI JHD JOG KEYS KGH LAM MACF MNO MKLW NAH OXIG PCA PKG CAKE PDG RBW RMM REDD RSW RNO RKH RBGP ROR SUS SCPA SHG SOLG TWD TRAK TRI VNET VTC ZTF

  • 06 Nov 18

Feeling good about FY2019

After an unquestionably challenging year, UPGS delivered FY2018 preliminary earnings results in line with consensus as underlying EPS was 5.4p. Sales revenue of £88m and £6.5m adjusted EBITDA reconfirmed an earlier announcement. UPGS’s international business continued to gain ground as a portion of sales due to a strong H2. Moreover, FY2019 appears to have started well and we raise our EBITDA estimate from £6.9m to £7.1m, largely due to better than expected sales revenue: the future feels good.

Companies: Up Global Sourcing
  • 31 Oct 18

Another cracking year

After nearly a decade of ‘bull market’ gains, investors suffered an abrupt wake-up call in October due to fears of rising US interest rates, tightening monetary policy, trade tariffs, slower global growth, valuations and Italian nationalism. However despite these worries, spreads on US corporate BBB (at 1.5%) & junk (3.7%) bonds vs Treasuries have remained relatively stable, indicating to us that the turbulence is probably little more than a ‘healthy correction’

Companies: Watkin Jones
  • 18 Jul 16

Machinations

Could Brexit be a positive for the UK Industrials sector? While the EU and UK are important to each other in terms of trade, the level of that importance is asymmetric: 44% of UK exports go to the EU and a further 10% go to countries with free trade agreements with the EU; only 15% of EU exports go to the UK. As a result, we feel that UK bargaining power is relatively weak and we need to accept the possibility that the UK drops out of the single market and trades under WTO terms with Europe. The extent to which this is a positive or negative for UK Industrials depends entirely on the value of Sterling versus the Euro or US Dollar. We analyse this and conclude that with a 7% (or greater) depreciation of Sterling (versus pre-Brexit levels), all the costs associated with WTO trade are more than compensated for. Big exporters become strategic winners and big foreign FX earners become financial winners. Largely domestic players are at risk. Export or die!

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  • 24 Nov 16

Chill for agents, spring in housing volumes

Yesterday’s Autumn Statement appears to be: good for 'alternative' housing providers, UK-focused contractors and materials producers; potentially problematic for mainstream housebuilders; and bad news especially for lettings-dominated agents. Chancellor Philip Hammond’s key spending measures included an additional £3.7bn funding to boost new housing volumes and £1.1bn for roads. Shares in estate agents, however, have fallen in response to the threat to ban them from charging fees to tenants.

Companies: GFRD KIE FORT CWD FOXT WINK COST

  • 02 Jul 18

H1 Review

Best Ideas - 2018 H1 Review

Companies: SAA VP/ GLE AMO IOM HSP CVSG EKF PGIT VRP RLM AVG SOG DNLM SFR YU/ CBP

  • 26 Sep 18

Turnaround gathering pace

Accrol has delivered final results this morning that reflect the challenging trading conditions the company has faced through 2018. The turnaround plan appears to be progressing well and management has made progress on a number of fronts. We remain comfortable with our longer-term assumptions and leave our headline forecasts unchanged.

Companies: Accrol Group
  • 02 Oct 18

£180m forward sale of 4 student sites

As further evidence of the health of the £4bn pa UK Purpose Built Student Accommodation (PBSA) market, Watkin Jones said yesterday morning that it had forward sold 4 schemes for £180m - covering 2,163 beds across Glasgow, Coventry & London (2x) – to a joint venture (JV) between KKR & Round Hill Capital. On top, a 5th in Bristol has been provisionally exchanged, subject to planning consent, for which additional consideration would be received.

Companies: Watkin Jones
  • 05 Oct 18

UK Housebuilding Sector in 3Q 2018…

“It’s like the cow that every single day during 10 years sees the train crossing in front of it at the same time. And if you ask the cow what time is the train going to come, it’s not going to have the right answer. In football it’s the same”.

Companies: ABBY TEF CSP TW/ BWY PSN RDW BDEV MCS BKG GLE SPR

  • 10 Oct 18

Telford Homes - Trading Update

telford-homes-trading-update-10-10-2018
  • 29 Nov 17

Telford Homes - Interim Results 2017

telford-homes-interim-results-2017-29-11-2017
  • 18 Apr 18

Telford Homes - Trading Update

telford-homes-trading-update-18-04-2018
  • 31 May 17

Telford Homes - Final Results

telford-homes-final-results-31-05-2017
  • 04 Jul 17

Executive interview - IG Design Group

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

Telford Homes - Trading update

telford-homes-trading-update-05-04-2017
  • 30 May 18

Telford Homes - Full Year Results

telford-homes-full-year-results-30-05-2018
  • 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
  • 11 Jun 18

IG Design Group (IGR) Full year results 2018

ig-design-group-igr-full-year-results-2018-11-06-2018
  • 30 Nov 16

Telford Homes - Interim results 2016

telford-homes-interim-results-2016-30-11-2016
  • 13 Jul 16

Watkin Jones at Mello 13.7.16

watkin-jones-at-mello-13-7-16-13-07-2016
  • 12 Oct 16

Telford Homes - Trading Update

telford-homes-trading-update-12-10-2016
  • 18 Apr 18

IG Design Group (IGR) Investor presentation April 2018

ig-design-group-igr-investor-presentation-april-2018-18-04-2018
  • 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

Latest Content

Up Global Sourcing

Feeling good about FY2019

After an unquestionably challenging year, UPGS delivered FY2018 preliminary earnings results in line with consensus as underlying EPS was 5.4p. Sales revenue of £88m and £6.5m adjusted EBITDA reconfirmed an earlier announcement. UPGS’s international business continued to gain ground as a portion of sales due to a strong H2. Moreover, FY2019 appears to have started well and we raise our EBITDA estimate from £6.9m to £7.1m, largely due to better than expected sales revenue: the future feels good.

 View

  • 06 Nov 18
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Most popular equity research this week | 22 Oct - 2 Nov

See what's trending this week...

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  • 03 Nov 18
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Reckitt Benckiser

Production disruption in baby formula negatively impacts Q3

Manufacturing disruption in the infant nutrition business (IFCN/Mead Johnson;-6%) business lacerated 2pp (£70m) from Reckitt Benckiser’s Q3 numbers, which fell short of market expectations. Lfl sales growth came in at 2%, which was further clobbered by a negative FX impact of 4%. In effect, reported sales declined by 2% to £3.12bn. All top-line growth numbers in lfl, unless specified otherwise. The rest of the health business proved resilient at +4%, fully offsetting the weakness in the IFCN business – the overall health business came in flat, reaching £1.89bn. Hygiene also held steady at 4% growth to £1.23bn during the quarter. Guidance for the year – lfl revenue growth at the upper end of 2%-3% – has been maintained (9M lfl growth came in at 2%).

 View

  • 31 Oct 18
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MTFB THR SRES PSL

Northland Capital Partners Limited Morning Report

MOTIF BIO (MTFB.L) | THOR MINING (THR.L) | SUNRISE RESOURCES (SRES.L) | PHOTONSTAR LED GROUP (PSL.L)

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  • 31 Oct 18
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Watkin Jones

Another cracking year

After nearly a decade of ‘bull market’ gains, investors suffered an abrupt wake-up call in October due to fears of rising US interest rates, tightening monetary policy, trade tariffs, slower global growth, valuations and Italian nationalism. However despite these worries, spreads on US corporate BBB (at 1.5%) & junk (3.7%) bonds vs Treasuries have remained relatively stable, indicating to us that the turbulence is probably little more than a ‘healthy correction’

 View

  • 31 Oct 18
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FDP HSP GLE PHD RTN SDL

Morning Song

First Derivatives (FDP LN) Another significant OEM deal | Hargreaves Services (HSP LN) AGM statement, trading in line with expectations | MJ Gleeson (GLE LN) Help to Buy extension to 2023 provides further visibility for Gleeson | PROACTIS Holdings (PHD LN) Full year as expected, current trading in line | Restaurant Group (RTN LN) Mixed views on the proposed Wagamama acquisition | SDL (SDL LN) Trading in line, significant cost savings identified

 View

  • 30 Oct 18
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Electrolux

Impacted by volume, raw material prices, currency fluctuations.

Q3 18 was characterized by low organic sales growth (+0.8%) reflecting price increases and a better product mix in all divisions but lower volume in a large scope that was partly due to price increases. The favourable price/mix effect was not enough to compensate for higher raw materials= costs and negative currency effects.

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  • 29 Oct 18
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Societe B I C

Strong Q3, but can this momentum continue?

The Q3 results were surprisingly strong, with all divisions clocking healthy organic growth. E-commerce and strong back-to-school gains in Stationery, all segments performing well in Mexico and some gains in North American shavers supported Bic’s operations. Moreover, full-year guidance was maintained. Nonetheless, given the macro developments, especially in emerging markets, we remain wary of the sustainability of the recent improvements.

 View

  • 29 Oct 18
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SEB

Raw materials, commercial terms, currencies

Strong organic sales growth does not weaken quarter after quarter. It was +7.8% in Q3 18 thanks to the contracts signed by WMF in the Professional segment and the continuing strong development of Supor in China. Conversely, Seb had to deal with adverse items that impacted the operating margin of the activity, i.e. raw material price increases, tougher commercial terms with retailers and some negative currency effects, all due to put on pressure until the end of FY2018.

 View

  • 26 Oct 18
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ARS GTLY GENL KEYS KGH MNO RBGP TWD 7DIG ABBY AMS AMER ANX ARS ATYM AVON BLVN PIER CGS CAML CALL CSRT TIDE DTG DEMG ELM EMR FPM FPO FST GTLY GENL GRI GEEC HDY HMI HAYD HEAD HILS HTG HUR IBPO IOG INDI JHD JOG KEYS KGH LAM MACF MNO MKLW NAH OXIG PCA PKG CAKE PDG RBW RMM REDD RSW RNO RKH RBGP ROR SUS SCPA SHG SOLG TWD TRAK TRI VNET VTC ZTF

Quarterly Research Outlook

The June IPO of Knights Group Holdings, a Top-100 regional law firm, marked the fifth entrant to the burgeoning UK-listed legal sector. Following recent expansion of our coverage across all five listed legal firms, complemented by coverage of three broader support services peers with exposure to the sector, we revisit and build upon our views on this rapidly evolving sector.

 View

  • 23 Oct 18
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