Insights for September 2016

Post an insight

Kingfisher Plc is a ‘hold’ at the current levels as the company has come up with solid financial half yearly results lately. The company announced its half yearly results on September 20th.

The company’s CEO commented on the results, ““It has been a productive first half. We have delivered a good 'business as usual' result with both sales and profit growth. Performance has been driven by Poland and the UK, especially Screwfix, and a stable profit performance in France. This has been achieved alongside managing the start of our ambitious transformation plan, based on creating a unified company where customer needs come first. In the UK, the EU referendum has created uncertainty for the economic outlook, even though there has been no clear evidence of an impact on demand so far on our businesses. In France we remain cautious on the short term outlook. Looking longer term, we are starting to build solid foundations to enable us to deliver our five year transformation, which is our key growth driver. We are making good progress on our strategic milestones for this first year and we are on track. The level of transformation activity will increase significantly, however given the expertise and energy of our colleagues we continue to feel confident about the challenges ahead.” (Read more)

Topics: Analysis
Other Insights on Related Shares: KGF.L
Related Shares: Kingfisher Share Price

WM Morrison Supermarkets is a ‘Hold’ at the current levels as the stock has shown a spectacular rally in the last few trading sessions. The company announced its half yearly 2016 results a few days back on 15th September, and the investors cheered the results on the street as the stock rallied by over 4% the same day and is still rising.

The company’s chief executive, Mr. David potts commented on the results, ‘’ We are pleased with positive like-for-like sales and 11% underlying profit growth in the first half. Our priorities are unchanged. We have made improvements to the shopping trip for customers and we plan to do more.  “I would like to thank the entire Morrisons team of food makers and shopkeepers who are working very hard to Fix, Rebuild and Grow Morrisons. This turnaround opportunity is in our own hands and I am confident we will succeed’’ (Read more)

Topics: Analysis
Other Insights on Related Shares: MRW.L
Posted by MaxMarioni on 18 September 2016, 9:00 PM

BAE Systems Targeting Growth in Cyber Security

Defence is one of the sectors of the economy which never goes out of fashion, and actually is set to profit in times of global uncertainty and insecurity as governments maintain or increase defence and security-related spending. BAE Systems (BA.L) has managed to build itself an enviable reputation in the defence and aerospace sector as well as a truly global sector brand, on a par with Lockheed marting and Boeing, for example. Its vision is to be the number one international defence, aerospace and security company. (Read more)

Other Insights on Related Shares: BA..L
Related Shares: Bae Systems Share Price

Cambian group plc:

Cambian Group Plc chart indicates bullishness in stock in short term. The stock finished trading on London stock exchange at 94.25 p on Thursday, 15th September. The stock has been trading above its 20 DMA, 50 DMA and 100 DMA of 81.5p, 69.8p and 65.4p respectively. In the last trading sessions, the stock was trading in the channel of 75p-89p but yesterday it has broken the channel as well and closed at 94.25p, which was 2.5% up compared to last closing. Therefore, we maintain a bullish view on the stock and would advise investors or traders to ‘Hold’ or even ‘Buy’ the stock at the current levels. Day before yesterday, the stock formed a bullish pattern called ‘Marubozu’ and yesterday it even breached its high further confirming the rise of stock in the coming sessions. Hence, Cambian Group is a Buy at cmp 94, 0 p with a target of 108p and stop loss of 89p. The immediate support and resistance for the stock is at 89.0 p and 108.0 p respectively. (Read more)

Topics: Analysis
Other Insights on Related Shares: CMBN.L, HGM.L

Glaxosmith kline Plc is a hold at the current price levels as we see an upside of up to 6% from the current levels. The company announced its half yearly 2016 results on 27th July 2016 and the impact of the results on stock was also neutral. However, the stock has been correcting since the last few sessions and has come down from 1714p to 1612p lately.  We see this dip in the stock as an opportunity to buy the stock as considering the fundamentals and financial matrix of the company, Glaxosmith kline Plc is surely a value buy. 

The CEO of the company, Sir Andrew Witty commented on the first half results: “This second quarter’s performance reflects further strong execution of the Group’s strategy and our ability to allocate capital effectively across our three businesses to improve returns.  Momentum across the Group is being driven by growth in new product sales, continued cost control and delivery of restructuring and transaction benefits.  We have also made good progress in research and development, and in the second half of 2016, expect to complete key regulatory filings for Shingrix, Closed Triple, Benlysta SC and sirukumab.”   (Read more)

Topics: Analysis
Other Insights on Related Shares: GSK.L

4D Pharma Plc:

4D pharma plc (4D), formerly Schosween 18 Limited, is a United Kingdom-based pharmaceutical company focusing on developing various projects targeting new therapeutic areas. The principal activity of the Company is research and development of pharmaceutical products in new live biotherapeutic areas. The Company has developed its research to build MicroRx, which is a discovery methodology that is able to rationally select those bacteria that have a precise and evolved therapeutic effect. Its MicroRx methodology offers a pipeline of approximately 10 therapeutic programs covering autoimmune diseases, central nervous system (CNS) disorders and cancer. The Company uses MicroRx to develop its programs into the clinic and has approximately two programs in patient trials. The Company focuses on immune conditions, such as pediatric Crohn's, pediatric colitis and irritable bowel syndrome. (Read more)

Topics: Analysis
Other Insights on Related Shares: DDDD.L, HUR.L

Hikma pharmaceuticals (HIK:LN) was the best performing stock at the end of last week, experiencing a rise of 4.19% on Friday. This means the stock is now valued at 2,165p. The stock, which debuted on the FTSE 100 only last year, rose on the back of its earnings announcement for the first half of 2016. The healthcare company reported that its revenue rose by 24% to $882 million, or 28% in constant currency terms. (Read more)

Rightmove Plc is a “Buy” for a value and a long term investor as lately the stock has shown a spectacular rally. Although, for the last 2 or 3 trading sessions the stock has started correcting a bit but we see this correction as a value buy for a long term investor or it can even be termed as a long term lucrative investment considering the strong fundamentals of the company. The company announced its half yearly results a month back; investors cheered the sold half yearly results of the company as the stock continued rallying post its half yearly financial results.

The company’s CEO commented on the first half results, “Rightmove was visited over 750 million times in the first half of 2016, up 15% on last year, as consumers continue to turn to us first to search and research on the only place you can see virtually the whole of the UK property market. With the recent launch of our new search technology we are now delivering an even faster and richer experience for consumers to ‘find their happy’ from the 1.1 million UK residential properties advertised on Rightmove. We are focused on helping our customers succeed by delivering the most significant and effective exposure for their properties and brand and being the largest source of high quality leads. In addition to the advertising efficiencies we deliver, we have continued to help our customers drive operational efficiencies through the software, tools and support we provide which draw on our unique data and insight across the UK property market.  Whilst the economic outlook is more uncertain due to the result of the EU referendum, the visibility provided by our subscription model coupled with the value provided by our products and the strength of the Rightmove brand and traffic gives us confidence in delivering expectations for the current year.”   (Read more)

Topics: Analysis