LIBERUM: Morning Comment

New Energy Outlook, Compass Group, Balfour Beatty, JD Wetherspoon, THG Holdings, FirstGroup, CMO Group, Market Highlights

LIBERUM: UK Small & Mid Cap Dispatches

New Energy Outlook, Balfour Beatty, JD Wetherspoon, THG Holdings, FirstGroup, CMO Group, SMID Market Highlights

LIBERUM: Best of the Week

The week's most insightful research and ideas  

LIBERUM: Morning Comment: Leisure - Quality Test, SAS Sentiment & Scre...

Leisure - Quality Test, SAS Sentiment & Screens, Commodity snapSHOT, Restocking Indicator, Rightmove, Clarkson, 1Spatial, Market Highlights

LIBERUM: UK Small & Mid Cap Dispatches: Leisure - Quality Test, SAS Se...

Leisure - Quality Test, SAS Sentiment & Screens, Commodity snapSHOT, Restocking Indicator, Clarkson, 1Spatial, SMID Market Highlights

LIBERUM: Clarkson* - Record FY results, demand/supply balance remains ...

Record results came in 3% ahead of our forecasts at the PBT level. The 20th consecutive annual dividend increase was also higher than forecast. Shipping market conditions were supportive, but the strength of the results also reflects the group’s market leadership and strategic positioning. The medium-term demand/supply outlook remains supportive, underpinned by shipbuilding constraints and decarbonisation initiatives. We make minimal changes to our estimates. We raise our DCF-based TP to 5000p f...

Clarkson: 1 director

A director at Clarkson bought 4,000 shares at 2,691p 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 clearly showing ...

Due to a more favourable environment, CLARKSON PLC. slightly increases...

CLARKSON PLC. (GB), a company active in the Marine Transportation industry, slightly increases its general evaluation. The independent financial analyst theScreener just confirmed the stock market behaviour of the title as moderately risky. At the fundamental level, theScreener confirms the rating of 1 out of 4 stars; given the more favourable environment, the title's overall rating is upgraded to Neutral even if it remains under pressure. As of the analysis date February 1, 2022, the closing pr...

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...

Institutional Comment: Daily comment

QuickView: Proposed major acquisition

The planned £281.2m acquisition of Platou by Clarkson follows two mergers already this year in the shipbroking sector. This reinforces the view that the benefits of size and breadth of coverage in shipping services will become more evident over the medium term. Clarkson’s global market leadership position will be enhanced by this deal, suggesting it will be a prime beneficiary from any further market uncertainty.