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Keywords Studios: 1 director
A director at Keywords Studios bought 3,200 shares at 1,495p and the significance rating of the trade was 70/100. 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 ...
- Liberum Research Team
- Liberum Research Team
- Liberum Research Team
- Andrew Ripper
- Ciaran Donnelly
- William Larwood
LIBERUM: Keywords - Notes from generative AI fireside chat
Keywords held a fireside chat yesterday discussing the topic of generative AI and its likely implications for the business. The key take was that management believes it is a net positive for Keywords due to increased, and more complex, content creation. It believes that barriers to AI adoption (IP, legal & data issues), alongside the group’s relationships with the largest publishers and investment in tech/AI, should provide defensibility. KWS reiterated that it is only 6% of the outsourcing mark...
- Liberum Research Team
- Liberum Research Team
- Liberum Research Team
- Liberum Research Team
- Liberum Research Team
- Liberum Research Team
- Andrew Ripper
- Ciaran Donnelly
- William Larwood
LIBERUM: Keywords - Share price weakness offers opportunity
Keywords shares are down 8% since its FY22 results on comments around the outlook and broader market weakness. This is despite reiterating its FY23E guidance and trading year to date being in line with expectations. While there is likely to be some short term volatility, the long term investment case remains firmly intact. With the shares trading on a CY23 P/E of 25x, a 33% discount to its 5 year average, we believe the current share price offers good value.
Hybridan Small Cap Feast - 15 Mar 23
15 March 2023 @HybridanLLP Status of this Note and Disclaimer This document has been issued to you by Hybridan LLP for information purposes only and should not be construed in any circumstances as an offer to sell or solicitation of any offer to buy any security or other financial instrument, nor shall it, or the fact of its distribution, form the basis of, or be relied upon in connection with, any contract relating to such action. This document has no regard for the specific investment objectiv...
Hybridan Small Cap Feast - 01 Feb 23
01 February 2023 @HybridanLLP Status of this Note and Disclaimer This document has been issued to you by Hybridan LLP for information purposes only and should not be construed in any circumstances as an offer to sell or solicitation of any offer to buy any security or other financial instrument, nor shall it, or the fact of its distribution, form the basis of, or be relied upon in connection with, any contract relating to such action. This document has no regard for the specific investment objec...
- Liberum Research Team
- Liberum Research Team
- Liberum Research Team
- Liberum Research Team
- Ciaran Donnelly
- William Larwood
LIBERUM: Keywords - Confidence in FY23
H2 organic growth of 22% is very strong and highlights strong momentum and that KWS continues to gain market share. The key takeaway is around the outlook, in which KWS reiterates its confidence in FY23. We share KWS’ optimism and outline why guidance should be met this year. Despite the 10% FY23 PBT upgrade in November, the shares are c.10% lower. Though some may find the 24x CY23 multiple too rich, it is a 25% discount to historical averages. We see KWS as an excellent way to play the structur...
- Liberum Research Team
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