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LATEST COMPANY RESEARCH
Beazley
Excellent results
First Lloyd's results in reporting season very impressive despite Chilean earthquake and Deepwater Horizon
Shares still trade below NAV and 5.1 PER is below 6.1% yield
Fair value per share seen at 147p versus current 123p mark
Shares still trade below NAV and 5.1 PER is below 6.1% yield
Fair value per share seen at 147p versus current 123p mark
Publication Date:
July 27 2010
Eredene Capital
Next phase
Investment company specialising primarily in Indian infrastructure; a region still showing robust GDP growth
Recent successful win of concession for Ennore port is a 'company changing' event
Results show NAV rising from 21.9p / share to 23.0p with further scope for growth
Recent successful win of concession for Ennore port is a 'company changing' event
Results show NAV rising from 21.9p / share to 23.0p with further scope for growth
Publication Date:
July 23 2010
Acta SpA
Commercial progress
Further developments underpin coming years’ forecasts
June saw a Framework Agreement for 10.6 MW
Today’s contract with Girelli Bruni is significant as it combines solar power with Acta’s hydrogen products
Despite excellent share performance our 93p / share fair value is still well above current levels
June saw a Framework Agreement for 10.6 MW
Today’s contract with Girelli Bruni is significant as it combines solar power with Acta’s hydrogen products
Despite excellent share performance our 93p / share fair value is still well above current levels
Publication Date:
July 20 2010
Synchronica
Deal and listing news
Tender offer for Canadian listed iseemedia which would deliver complimentary technology, new customers, and patents
All share transaction with associated placing; end result will be dual UK and Canadian listing
Earnings adjust downwards in short term, but attractive future means 2.8p fair value / share well above current levels
All share transaction with associated placing; end result will be dual UK and Canadian listing
Earnings adjust downwards in short term, but attractive future means 2.8p fair value / share well above current levels
Publication Date:
July 20 2010
Market Update
Two Sovereign Crises and a World Cup
Sovereign debt and the proposals to tackle it have raised again the spectre of the double dip. The resulting lousy second quarter for equities wiped out most of the gains in 2010 and pushed valuations further into oversold territory against resurgent bonds. Now the IMF has modestly raised forecasts for global growth and we see opportunities for some recovery in equity prices.
But that should not be mistaken for the onset of the next bull market – that requires banks to get lending.
Implications are covered in this report:
But that should not be mistaken for the onset of the next bull market – that requires banks to get lending.
Implications are covered in this report:
Publication Date:
July 13 2010