magazine archive


magazine archive

Great Ideas

Why this Japanese trust has gained 15% in a month

Thursday 23 Sep 2021

JPMorgan Japanese ( JFJ ) 723p Gain to date: 32% Original entry point: Buy at 547.92p, 2 July 2020 After a patchy start to 2021, this Japanese-focused investment trust is now comfortably in the money as Tokyo shares received a boost from prime minister Yoshihide Suga announcing plans to step down...

Close to 50% gain from Equals since April, more to come?

Thursday 23 Sep 2021

Equals ( EQLS:AIM ) 63.99p Gain to date: 48.8% Original entry point: Buy at 43p, 29 April 2021 Payments group Equals ( EQLS:AIM ) reported half year numbers that were ahead of analysts’ expectations. Group revenue increased by 23% to £16.9 million. Adjusted EBITDA (earnings before interest, tax,...

Want Asia exposure but worried about China? Try Vietnam

Thursday 23 Sep 2021

As Chinese markets continues their collapse, driven initially by the heavy-handed treatment of technology stocks by the authorities and more recently by a collapse in over-leveraged property stocks, investors seeking for better alternatives in Asia should look at Vietnam. VinaCapital Vietnam...

A brighter outlook for property makes this 5% yielding trust a bargain

Thursday 23 Sep 2021

The outlook for UK commercial property has improved in the wake of the roll-out of vaccines and as workers return to the office. However, this brighter picture and a strong historic track record is not reflected in the current discounted valuation at Standard Life Investments Property Income ( SLI...

Time to buy FRP Advisory as insolvency curbs are withdrawn

Thursday 16 Sep 2021

Insolvency and business advisory firm FRP Advisory ( FRP:AIM ) should be a beneficiary of a rise in insolvencies and administrations as the Government brings to an end pandemic-linked insolvency restrictions. Firms in financial distress thanks to Covid have been protected from action by creditors...

Defence group Chemring looking smart after trading update

Thursday 16 Sep 2021

Chemring ( CHG ) 328p Gain to date: 4.5% Original entry point: Buy at 314p, 5 August 2021 Our positive call on defence business Chemring ( CHG ) is off to steady start. On 14 September the company said its order book had risen in value, providing visibility for the rest of the year and instilling...

Slide in Avon Protection continues despite US Army win

Thursday 16 Sep 2021

Avon Protection ( AVON ) £17.86 Loss to date: 33.7% Original entry point: Buy at £26.94, 29 July 2021 Investors in defence firm Avon Protection ( AVON ) , nursing the wounds from a 13 August profit warning, might have hoped news of a contract win on 8 September would restore some momentum to the...

Biffa up 43% in six months as performance continues to impress

Thursday 16 Sep 2021

Biffa ( BIFF ) 385p Gain to date: 42.9% Original entry point: Buy on 11 March 2021 at 269.5p The underlying business at refuse specialist Biffa ( BIFF ) has performed well since we highlighted the shares in March and bounced back from the pandemic at a faster pace than management or analysts...

The market-beating fund that invests in a world of change

Thursday 16 Sep 2021

Sometimes we assume technology and innovation are interchangeable terms and amount to the same thing. They don’t. After all, a budget tablet computer is a piece of technology, but that doesn’t necessarily mean you would want to invest in the company which has manufactured it. Shares has spotted a...

Revolution Beauty provides portfolio glitz, glamour and global growth

Thursday 09 Sep 2021

Investors seeking to add glitz, glamour and growth to their portfolios should buy shares in Revolution Beauty ( REVB:AIM ) . This fast-growing make-up, skincare and haircare brand will capitalise on a buoyant mass beauty market once Covid-19 restrictions around the world are fully removed, the...

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