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Client research

different companies, similar needs, bespoke solutions

 

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SThree Plc - Q2 2021 Trading Update

June 2021

SThree has maintained its strong recovery momentum through H1 2021. The unscheduled trading update confirmed short term term trading is ahead of expectations across the majority of the group portfolio.

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Ocean Outdoor Limited - FY20 Final Results - Update

May 2021

Ocean is the leading digital player in European Out of Home media. The portfolio spans multiple European markets and is centred on a UK core and management team, both with a proven track record of delivering growth and innovation

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Ocean Outdoor Limited - Initiation of Coverage

April 2021

Good Boat, Rising Tide

Ocean is the leading digital player in European Out of Home media. The portfolio spans multiple European markets and is centred on a UK core and management team, both with a proven track record of delivering growth and innovation. 

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Next Fifteen Communications Group PLC - FY21 final results

April 2021

Given the strength of the H2 trading commentary and ensuing earnings upgrades, it is not surprising that NFC shares have been very strong performers year to date (+52% versus FTSE All Share +9%). 

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SThree Plc - Q1 2021 Trading Update

March 2021

Historically, SThree’s quarterly updates focus on net fees. However, it is clear that net fee stabilisation, coupled with the return to growth of the contractor order book and the full effects of 2020 cost actions will feed into stronger margins. We upgrade our FY’21 PBT by 11% and see further tailwinds behind margins if current trends are maintained. 

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Wilmington PLC - H1 Results

February 2021

Given the extremes faced over the last 12 months; these results underline the fundamental strengths of the Wilmington business. The financial headlines revolve around non event related stability and the margin benefits of lower cost to deliver digital event and training formats. The speed at which Wilmington has been able to secure cost savings and react to client demand are the features that stand out from our perspective.

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Next Fifteen Communications Group PLC - Q4 Trading Update

February 2021

Despite the strong run in the share price since the start of the year (+19%), with the shares now trading at / near record highs, Next Fifteen still trades at a material discount to its peer group.

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SThree PLC - FY’20 Final Results

January 2021

The Q4 trading update had already flagged a better than expected net fee and profitability performance and these results have put more meat on the bone. Beyond the resilience SThree has shown in what has been an extraordinary year; the key questions looking forward are going to revolve around the maintenance / acceleration of Q4 productivity improvements and the pace of any recovery in net fees

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BioIndustry Association - 2020 Year in Review

January 2021

2020 has been an extraordinary year across the market but there is no doubt that the UK listed biotech sector has been in the front line in more ways than one.

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SThree Plc - Q4 Trading Update

December 2020

Today’s scheduled Q4 trading update provides a fuller net fee performance picture, following the November update that prompted material upgrades to consensus forecasts for FY’20.

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