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Revenue Momentum Remains Strong
YouGov’s FY22 results (July year-end) show 20% underlying revenue growth, boosted to 31% by currency. Progress was good in all three...

Adam Strydom
Jun 30, 20231 min read
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Consumer Watch
Consumer sectors continue to face the twin headwinds of low consumer confidence/likely lower demand and inflationary cost pressures. The...

Adam Strydom
Jun 30, 20231 min read
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Extracting Value from the New Issue Slump
A toxic cocktail of slowing growth, rising inflation and belatedly hawkish central banks has resulted in the current dire performance of...

Adam Strydom
Jun 30, 20231 min read
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A 'Relative Winner'
Greggs’ impressive sales performance in Q322 enabled it to maintain its FY22 PBT guidance, despite the increasing pressures on consumer...

Adam Strydom
Jun 30, 20231 min read
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At the Forefront of Food Innovation
The Future Food-Tech Summit held in London showcased a plethora of new technologies, with a specific focus on building more sustainable...

Adam Strydom
Jun 30, 20231 min read
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Increasing Asset Base to Attract Higher Yields
HELIOS UNDERWRITING PLC’s financial assets grew 21% from FY21 and could reach £235m by year-end, benefiting from the 111% increase in...

Adam Strydom
Jun 30, 20231 min read
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Edison Insight September 2022 Edition
This month's edition opens with a strategy piece by Alastair George, who believes that the prospect of a prolonged period of tighter US...

Adam Strydom
Jun 30, 20231 min read
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Releasing the Potential
Melrose Plc’s demerger of the automotive businesses and the listing of separate entities (NewCo and Melrose with Aerospace) will provide...

Adam Strydom
Jun 30, 20231 min read
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Wider Payments Reach Drives Underlying Growth
Boku reported H122 revenue and adjusted EBITDA in line with its July trading update. During H122, payments made via local payment methods...

Adam Strydom
Jun 30, 20231 min read
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Access to Vietnam's Dynamic Growth, at a Discount
Vietnam Enterprise Investments (VEIL) is the largest and oldest Vietnamese equities closed-end fund listed on the London Stock Exchange....

Adam Strydom
Jun 30, 20231 min read
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