A stock pickersÂ’ paradise. Services Handbook
Key trendsValuations for a number of stocks indicate that investors are looking for earnings upgrades in the coming months. However, given the low/no growth macro environment we anticipate investors will need to look at stock specific factors to achieve outperformance. The staffing segment provides one of the most pronounced examples of this, with the three largest UK quoted recruitment agencies trading on 17.5-25.4x (CY13 PER). By comparison there are interesting small cap staffing firms, such as Empresaria and Matchtech,
which are enjoying positive earnings momentum but are trading on significant PER discounts to their larger peers (71% and 36% respectively).
We are a rapidly growing, innovative corporate research & consultancy business, based in London, serving the needs of both public and private companies.
Our expert team of sector analysts and market professionals collectively have over 400 years of experience. This depth of knowledge and a reputation for integrity have built trust with investors. With effective communication and precision distribution, we help companies disseminate their investment message to interested investors, as well as advise them on strategy.
Our smaller, boutique structure allows us to provide first-class customer service and to deliver a wide range of ad-hoc services for multiple clients with different needs.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.