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Friday's market sell off saw some violent downward moves in many stocks with little initial differentiation between sectors or the key drivers of businesses, creating significant share price drops in a number of higher quality or uncorrelated names. We take a look at some stocks we believe have either seen an unwarranted sell-off, have seen weakness go under the radar or where there is now a more attractive opportunity.
Companies: ANX IBPO CYAN SOM EQT AFM
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Public Policy Holding Company, to join AIM. PPHC, through its wholly-owned companies, operates a portfolio of independent firms that offer public affairs, crisis management, lobbying and advocacy services on behalf of corporate, trade association and non-profit client organisations. Mkt Cap and Capital to be raised TBC. Expected admission date Mid Dec.
Libertine to join AIM. Libertine has developed a technolog
Companies: TRAK GAMA AAZ FNTL DPP
1H22 results are as flagged in the October update; COVID continued to delay revenues from the systems business in the half (both revenue milestones in the Philippines and revenue from the signing of new systems contracts) leaving Transceiver sales which again saw double-digit growth yoy. For the first time this was augmented by material systems satellite data revenue. This is an encouraging indication of the scale of high-margin revenue to come from that source, much of it likely to become recur
Companies: SRT Marine Systems plc
BBB’s FY21 trading update highlights excellent progress at the group’s continuing operations. FY21 revenue of c£27m is +1% ahead of our previous estimate of £26.8m, FY21 EBITDA of c£4.5m is +8% ahead, and FY21 net cash of c£5m is over £3m ahead of our previous estimate of £1.7m. The group’s strong performance has been driven by Australasia, delivering c+30% organic growth in FY21, as it has grown to c51k subscribers through +4k net adds, and increased ARPUs from the higher speed Sky Muster Plus
Companies: Bigblu Broadband plc
CloudCoCo Group plc* (CLCO.L, 1.95p/£13.8m) Acquisitions: Transformational acquisitions fit 'get bigger' strategy (20.10.21) | Blackbird plc* (BIRD.L, 32.5p/£109.6m) Product launch: 'Powered by Blackbird' licensing solution (21.10.21) | Starcom plc* (STAR.L, 1.225p/£4.7m) Update: Signs of revival and additional funding (22.10.21)
Companies: CLCO BIRD TRAC
A correct Q2 for Orange but the poor EBITDA outlook for 2021 has been confirmed and the dividend proposed for 2021 will be stable at €0.7. So nothing to wake up the stock.
The group is not expensive compared to its peers, and it offers an enticing c.7.5% dividend yield. Although not for this year, the group could surprise the market by a higher dividend increase than expected in the coming years. We stick to our Strong Buy.
Companies: Orange (ORA:EPA)Orange SA (ORA:PAR)
Nokia has already warned the market that the results would be better than previously guided, and we were not disappointed! The results came in above consensus and guidance has been re-adjusted positively.
Companies: Nokia Oyj
Gamma’s Capital Markets Day (CMD) on 9 November focused on its European operations. The proceedings started with a restatement of the opportunity and plan in Europe, before presentations by the CEOs of Gamma’s businesses in Germany, the Netherlands and Spain. The full slide deck, video and script are available on Gamma’s website. In addition to providing insight into the company’s operations in Europe, the presentations provided reassurance that the level of professionalism and expertise investo
Companies: Gamma Communications PLC
Cisco Systems started the fiscal year with a strong quarterly performance. The management highlighted their unique portfolio of products, well-positioned in highly appealing markets (particularly UCaaS). While the company’s growth story has tapered down over the years, its ability to power the modern secure infrastructure is a key reason why we believe that Cisco should command a much higher valuation. The company had its fourth consecutive quarter of accelerating order growth in their enterpris
Companies: CISCO SYSTEMS (CSCO:NYSE)Cisco Systems, Inc. (CSCO:NAS)