magazine archive

magazine archive

Under The Bonnet

Reappraising John Menzies now it is a pureplay aviation services group

Thursday 14 Mar 2019

For a business which ranks number two in the world for its industry, John Menzies ( MNZS ) has an image problem. Folk memories of its high street origins mean that few people realise it is now a global support services firm. Nor do they appreciate that it has a long growth runway ahead of it...

Why Merlin is looking to China and the US for future growth

Thursday 07 Mar 2019

China and the US could become more vital for growth for theme park operator Merlin Entertainments ( MERL ) as it aims to generate approximately 33% of sales each from the Asia Pacific, Europe and the UK, and the US over the long term. Merlin currently generates over 50% of sales from Europe and the...

Frontier Developments’ shares have halved: is it now time to buy?

Thursday 28 Feb 2019

Shares in Frontier Developments ( FDEV:AIM ) have fallen from June 2018’s £18.25 peak to 849.4p amid a broader de-rating of the global gaming sector and as the hype dies down over its Jurassic World: Evolution game despite it being a monster hit. Perhaps investors want to see a broader roster of...

RPS outlines plan to win back investors’ interest

Thursday 14 Feb 2019

For a professional services firm operating in 125 countries across the world and turning over £600m in annual revenue, RPS ( RPS ) flies under most investors’ radar. Chief executive John Douglas aims to change that, starting with a brand overhaul and the appointment of a new group director of...

Is Blue Prism the best growth stock on the UK market?

Thursday 07 Feb 2019

This is one of the most ‘marmite’ equity stories on the UK stock market right now. Sceptics argue that Blue Prism ( PRSM:AIM ) has unproven technology, a business model that is yet to make a profit, and the shares trade on an eye-watering valuation. Fans believe the Warrington-based business is...

Three reasons why you shouldn’t invest in HSBC

Thursday 31 Jan 2019

Avoiding bad stocks is equally as important as picking good ones. Investing must always involve a detailed research process rather than random selection as prospects which may seem enticing at first glance aren’t always up to scratch when you dig deeper. In the case of HSBC ( HSBA ) , many...

Why you should not be blinded by Vodafone’s 9.5% yield

Thursday 24 Jan 2019

The dividend yield on the FTSE 100 for 2019 is estimated at 5%, according to the latest forecast data from Link Asset Services’ Dividend Monitor . By contrast Vodafone’s ( VOD ) forward 12 months income yield stands at around 9.5%, adjusting for its 31 March year end, according to Numis’...

Will AO World ever make a profit?

Thursday 20 Dec 2018

Shares in online electrical retailer AO World ( AO. ) have fallen by 56% in value since joining the stock market in 2014. The compelling investment case outlined nearly five years ago was that AO World would disrupt the UK white goods market, yet according to brokerage Shore Capital, AO World is ‘...

Grainger boosts private rented exposure after breakthrough acquisition

Thursday 06 Dec 2018

The £396m acquisition by professional residential landlord Grainger ( GRI ) of a portfolio of homes in London and the South East will accelerate its transition from an historic focus on regulated tenancies to the private rented sector. It also brings forward the company’s likely conversion to real...

Sensyne Health marries healthcare with AI

Thursday 29 Nov 2018

Small cap Sensyne Health ( SENS:AIM ) operates in the fast-growing specialist area combining healthcare and artificial intelligence. It is also a story with an ethical bent as the model should help deliver income to the NHS. Sensyne Health, which joined AIM in August 2018 raising £60m, analyses...