16 April 2019
The Peel Hunt Travel & Leisure analysts believe the key to investing in Leisure is finding the cost mitigation, LFL sales potential (through market positioning, pricing power, scope to innovate or refurbish) and acquisition firepower to offset rising labour costs. The best sub-sectors can grow and embrace technology without attracting over-supply.
9 April 2019
Given the dramatic swings in valuations, government policy and global economic outlook, there is a heightened level of uncertainty among technology executives and investors. Last year, we started our annual sector book by saying that: “we find it harder to recommend a significant overweight position for technology in the coming 12 months”. This year, we take a step back from forecasting the near term to frame the longer-term by looking at key tech themes.
28 March 2019
Sir Roger Carr was crowned the 2019 Lifetime Achievement Award winner at the Non-Executive Director Awards hosted by Peel Hunt. In his acceptance speech, made on the 27th March at Claridges in London he listed the top 5 qualities which make a good non-executive director.
5 February 2019
The QCA/ Peel Hunt Mid and Small-Cap Investor Survey brings together the views of 102 UK-based find managers and 105 small and midsized quoted companies.
24 January 2019
It is the week after the overwhelming rejection of Theresa May’s first Brexit proposal. Looking ahead into 2019, there is a beguiling form of uncertainty. Two years of negotiations have been rejected and a modern version Mr Micawber’s policy of “something will turn up” seems to offer a level of comfort to investors – a solution will be found because the worst surely cannot be allowed to happen.
9 October 2018
With subscription models expanding, outside of the world of video/music, the benefits are clear: lower up-front cost for the subscriber leads to easier customer acquisition and stronger retention, alongside a predictable and guaranteed inflow for cash to support product innovation.
9 July 2018
7758 Ah∅(1-Sw)/Boi. This is the equation used to calculate the volume of oil initially in place in a reservoir, also known as Stock Tank Oil Initially In Place, or STOIIP. This is NOT the same as the volume of oil that can be recovered from a reservoir.
6 June 2018
After the major shakeup of the broking community following the implementation of MiFID II in January 2018, Peel Hunt has retained its title as the UK’s top research house focused on UK Small & Mid Caps in the latest industry rankings from Extel.
8 May 2018
Most of us assume that, even with the help of modern computers, we never will be able to solve many of the problems that are taxing humanity, from degenerative diseases to sustainable energy. The classical binary architecture (1s and 0s) of the computers we use today, no matter how big we make them, negates that possibility. In order to solve problems such as protein folding (eg to find cures for Alzheimer’s) and superconducting efficiency (eg to improve storage and distribution of energy), we must emulate the way Nature itself does those calculations. This is essentially what Quantum Computers are.
23 April 2018
Over the past 15 years, income has accounted for around three quarters of real estate’s total return. Even over the past five years, when capital values have been rising steadily, income has still accounted for half of the return enjoyed.
23 April 2018
MiFID II is, without doubt, the most significant regulatory change to impact the financial markets since the ‘Big Bang’ in 1986. However, despite long running preparations ahead of its implementation in January 2018, nobody quite knew the effect that MiFID II would have on the City of London and the companies and investors it serves, or just how far reaching its implications might be.
19 April 2018
The February/March results season did little to change our bullish view on the UK new housing market (see forecast changes on the left). It also did little to shake our more cautious view on transactions in the second-hand housing market.
27 September 2017
In short, the new build housing market has remained in decent shape over the last 3-6 months, while the second-hand market has remained subdued. Sector share prices have largely followed this pattern, with the housebuilders up 5% in the last three months and estates agents down 2%.
24 August 2017
In this Telecommunications sector note, Peel Hunt discuss the major themes at play in the industry such as our growing hunger for data, the inevitable tipping point for fibre optic technologies, the shifting sands of UK regulation, and Cloud-based services.
7 June 2017
Ahead of the implementation of MiFID II, which is set to transform the sell side research industry from January 2018, Peel Hunt, is delighted to announce that it has been named top research house in the official Extel rankings of brokerage firms focused on UK Small & Mid Caps.
10 April 2017
Peel Hunt is delighted to announce its charity partner for 2017- 2018 is Rays of Sunshine, www.raysofsunshine.org.uk, a children’s charity that grants wishes for seriously ill children aged 3 to 18 across the UK.
5 January 2017
Growth at a reasonable price. The growth companies are chosen by our analysts on a bottom-up basis rather than attempting to create a portfolio or play a particular theme. As such, we see these companies as well positioned to deliver growth in their respective markets.