reports
About You Holding Se: 1 director
A director at About You Holding Se sold 37,391 shares at 6.530EUR and the significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years cle...
Yougov: 1 director
A director at Yougov bought 6,500 shares at 530p and the significance rating of the trade was 69/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Clos...
Hybridan Small Cap Feast - 6 August 2024
6th August 2024 * A corporate client of Hybridan LLP ** Arranged by type of listing and date of announcement *** Alphabetically arranged **** Potential means Intention to Float (ITF) has been announced, or it is a rumour Dish of the day Admissions: Delistings: What’s baking in the oven? ** Our daily digest of news from UK Small Caps If you would like to unsubscribe, please email with “unsubscribe me”. Hybridan Chefs Banquet Buffet*** AIREA 25p £9.6m (AIEA.L) The flooring company, supplying b...
Hybridan Small Cap Feast - 20 June 2024
20th June 2024 * A corporate client of Hybridan LLP ** Arranged by type of listing and date of announcement *** Alphabetically arranged **** Potential means Intention to Float (ITF) has been announced, or it is a rumour Dish of the day Admissions: Delistings: Polar Capital Global Healthcare Trust ZDP (PGHZ.L) has left the Standard segment of the Main market. What’s baking in the oven? ** Potential**** Initial Public Offerings: ITF announced: 19 June 2024: IntelliAM, an artificial intelligence co...
- Liberum Research Team
- Liberum Research Team
MAB MITCHELLS & BUTLERS PLC
MARS MARSTON'S PLC
BOO BOOHOO GROUP PLC
ITM ITM POWER PLC
BLND BRITISH LAND COMPANY PLC
YOU YOUGOV PLC
KLR KELLER GROUP PLC
CHAR CHARIOT OIL & GAS
WKP WORKSPACE GROUP PLC
CARD CARD FACTORY
CWR CERES POWER HOLDINGS PLC
CPH2 CLEAN POWER HYDROGEN PLC
JE00BLR94N79 INVINITY ENERGY
GB00B11SZ269 VELOCYS
- Liberum Research Team
- Liberum Research Team
- Liberum Research Team
- Liberum Research Team
- Andrew Ripper
- Ciaran Donnelly
- William Larwood
LIBERUM: YouGov - EPS upgrades but keeping strategic powder dry ahead ...
YouGov is an online market research business with a long growth runway which is gaining share as it rolls out internationally and grows its customer base and share of wallet. The 1H results demonstrated that it continues to deliver good, albeit decelerating, revenue growth and provided some re-assurance on the outlook. We upgrade EPS by 14% in FY23E and 4% in FY24E, ex SBP. The shares are reasonably priced relative to growth, trading on 22x PE, 11x EV/EBITDA and 5% FCF yield for 16% EBITDA and 2...
- Liberum Research Team
- Liberum Research Team
- Fiona Orford-Williams
YouGov - Resilience in a more difficult macro environment
YouGov’s trading update covering the six months to end January confirms that the group is on track to meet the full year market revenue consensus of £264m, 19% ahead of the prior year. This is a little ahead of our modelling (£255m), so we have adjusted accordingly. Our operating profit forecast is unchanged, reflecting a slight shift in mix towards Custom Research, which runs with structurally lower operating margins than Data Products. The search for a new CEO is ongoing, with current CEO Step...
- Fiona Orford-Williams
YouGov - Revenue momentum remains strong
YouGov’s FY22 results (July year-end) show 20% underlying revenue growth, boosted to 31% by currency. Progress was good in all three segments, with a particularly encouraging performance in Custom Research, which is increasingly about connected data rather than one-off projects. FY23 is the last year of YouGov’s FYP3 strategic plan, with some elements of the ambitious built-in targets easier to achieve than others. A new FY24–26 plan is being drawn up, overseen by CEO Stephan Shakespeare, who tr...
- Fiona Orford-Williams
YouGov - Cautiously optimistic for FY23
YouGov’s year-end trading update (to end-July) indicates results in line with management expectations, with underlying growth across all segments and a ‘modest’ step up in operating margin. Our FY22 forecasts are therefore unchanged, as are those for FY23. We now also publish our first thoughts on FY24, showing continuing progress on revenue and margin as the increased productisation drives efficiencies. YouGov’s share price performance year-to-date has been affected by the rotation away from an...
- Fiona Orford-Williams
YouGov - Sustained momentum
YouGov’s H122 results show impressive underlying revenue growth of 25%, led by strong progress in Data Products and Custom Research, with the United States and Europe the best-performing regions. Sales momentum has continued in H222 and FY22 results are expected to be slightly ahead of earlier guidance. We increase our revenue forecasts by £5m for FY22 and FY23, keeping our operating margin assumptions unchanged (raise in gross margin offset by higher costs). As with other high-growth stocks, th...
- Fiona Orford-Williams
YouGov - Custom tracking driving growth
YouGov’s trading update for H122 describes continuing good growth, notably in custom tracking and data products, indicating full-year results ‘slightly’ ahead of management expectations. Our revenue forecasts were at the low end of the range and, also adjusting for December’s acquisition of LINK, we lift our FY22e number by 14% while moderating our margin assumption from 17.9% to 17.0% to reflect additional investment to drive future growth. We expect a good uplift in revenue to £250m for FY23, ...
- Fiona Orford-Williams
YouGov - Custom tracking driving growth
YouGov’s trading update for H122 describes continuing good growth, notably in custom tracking and data products, indicating full-year results ‘slightly’ ahead of management expectations. Our revenue forecasts were at the low end of the range and, also adjusting for December’s acquisition of LINK, we lift our FY22e number by 14% while moderating our margin assumption from 17.9% to 17.0% to reflect additional investment to drive future growth. We expect a good uplift in revenue to £250m for FY23, ...
- Fiona Orford-Williams
YouGov - Trading update and acquisition
YouGov has issued a detailed trading update ahead of its full year results, now set for publication on 19 October, post a slight delay on finalising the tax position. Revenues of £169m are up 18% on an underlying basis, with an improvement in adjusted operating margin from 14.3%% to 15.1%, broadly as expected. YouGov also announced the acquisition of UK adtech company Rezonence (price undisclosed), which should facilitate data acquisition from a wider range of participants beyond panel, at lower...
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