reports
Material World. “Experience has made me rich”
Summary - The UK Building Materials Sector is vital but ignored; and in terms of definition and analysis, really only exists here. - It comprises 18 companies with total revenue of £2.6 billion, net assets of £1.3 billion and more than 15,500 employees. - The London Stock Exchange value is £3.62 billion as of 5th June 2015.In the latest fiscal year it has grown revenue by 9.4% and gross profit by 12.3%. - Gross margins are a tidy 29.5%. - EBITDA has done even better with 21% annual growt...
Future Harvest. 21st Century Jatropha
The US Federal Reserve, in furtherance of its programme of Quantitative Easing, is thought to have bought US bonds worth some $3.7tn since November 2008. Over much the same period Hardman estimates that the research into the crop Jatropha, detailed in this report, has been made possible with circa $150m of funding. It may not sound much in relation to US QE, but in the context of a new agricultural species not widely known, it is a very significant investment. Jatropha is not yet an important c...
Giant On A Pinhead. A Profile of the Cocoa Sector
Some of the most valuable brands in commerce have secured the loyalty of their customers by exploiting a commodity first popular with the ancient cultures of Mesoamerica. Archaeological evidence from various sites across Central and South America reveals that regional cultures were using cocoa for making beverages as early as 1900 BC. Today derivatives of the cocoa bean are found in confectionery with a global sales value that is expected to be in the order of $120bn in 2014.
A stock pickersÂ’ paradise. Services Handbook
Key trends Valuations 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, suc...
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