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Sector research
| Date | Report details | Download |
|---|---|---|
| Jun 01 2009 |
Technology sector report: Sailing turbulent seas Title: Semiconductors are used in a wide variety of electronic applications from washing machines to sophisticated communication satellites. While wave upon wave of negative news has affected the entire sector, we draw investors’ attention to a number of technology adoption cycles that should see double-digit growth rates in 2009 and that can drive long-term returns. We highlight ARM Holdings, CSR and IQE as companies that are strongly poised to capitalise on these cycles and increase shareholder value. |
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|
| Mar 02 2009 |
Alternative Energy - How to play a complex sector Title: Within the UK’s incentive regime, it is only wind power that has both the financial returns and scalability to create value for investors in operational assets. For other types of energy, investing in cost-reducing new technologies is the higher-risk, higher-reward strategy. We examine the technologies, costs and potential returns of investing in the sector and recommend sweet-spots in the value chains. |
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|
| Nov 17 2008 |
Platinum prospects - Juniors making the grade Title: A change in South African mining legislation has seen the emergence of a junior platinum sector, which can explore and produce platinum at lower costs than the majors. Although the decline in the platinum price has affected the entire sector, the juniors’ low-cost projects remain attractive. We draw investors’ attention to cash generative companies, Eastern Platinum and Sylvania Resources, and those about to start producing, Platinum Australia, Platmin and Ridge Mining. |
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|
| May 27 2008 |
Software as a Service sector report - Smoothware Title: The provision of Software as a Service has been around for over a decade. However, it is only in the past few years that high-speed networks and the investment in scalable architectures have enabled the emergence of a number of well positioned UK business models. In our view valuations largely reflect the negative short-term impact of SaaS delivery on revenue recognition and therefore earnings. However, importantly, these businesses have the opportunity to take market share, have high visibility of future cash flows and should significantly outperform the IT sector over the next three years. |
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|
| May 15 2008 |
Obesity sector report - Fat Chance Title: Over the past few years obesity has been labelled a global ‘epidemic’ responsible for rising healthcare costs, but current treatments have been beset with side effects or have shown insufficient efficacy. With several new treatments now in late-stage development, the obesity sector is likely to see significant interest from big pharma over the coming 18 months and could offer significant rewards for discriminating investors. |
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|
| Oct 23 2007 |
Junior Oil and Gas - Golden Barrels Title: We believe that the current oil price environment has restricted the ability of investors to garner material upside from companies with assets weighted towards production or late-stage development as these assets are near fully priced. Instead we draw investor attention to 10 companies that have a compelling mixture of exploration geared upside with operational qualities that optimise the risk/reward balance. Using Expected Monetary Value (EMV) analysis to build a portfolio of these companies further reduces investor risk, allowing exposure to the potential of high returns from exploration. |
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|
| Jul 02 2007 |
UK Junior Mining Sector Focus - Pay dirt Title: Companies going into production deserve a rerating in the market given the positive near-term outlook for commodities and the de-risking of the investment proposition. We draw investor attention to 10 companies on the cusp of production; highlighting especially Mercator Gold, Medusa Mining and Serabi Mining as three gold miners with production online now and deserving of a rerating in the short term. |
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|
| Nov 01 2006 |
Sector Report - UK Smaller Telecoms Title: Within the broad UK telecoms sector, the smaller independent communications services resellers are well placed to grow revenues and profits by driving consolidation within the huge and fragmented SME market. Entities such as Alternative Networks and AT Communications are structured to serve this market and are ready for the rollout of new converged technologies. Demand for traditional voice and data services from UK SMEs remains huge and this sector offers an interesting consolidation play. |
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| Mar 10 2006 |
Vehicle distribution sector - The action has started Title: The vehicle distribution segment of the retail sector has performed strongly over the past six months, with the share prices of the three leading independent dealership groups averaging a 51.1% advance since the beginning of October compared with just 7.6% for the FT All Share index and 17.1% for general retailers. The much vaunted momentum of industry consolidation has started to accelerate, while the City is also reassessing the quality of earnings in a segment where profits continue to rise despite falling new car registrations. |
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| Feb 23 2005 |
Gambling Sector Review Title: A New Way to Win Online gambling is already a significant new industry with 2004 revenues (amounts lost by gamblers) worldwide exceeding $8bn or 37% higher than in 2003. However, they still represent little more than 2% of the total world market. There is enormous scope for continued growth as existing gamblers are tempted to play online and as new users are attracted to the medium. |
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