DOCSLIB.ORG

Better Best Ideas Extra Information About the Popularity of Stocks Although It Does Improve the Chances

Total Page：16

File Type：pdf, Size：1020Kb

Download full-text PDF Read full-text
Better Best Ideas Extra Information About the Popularity of Stocks Although It Does Improve the Chances TIPS IDEAS FARM As with all the data on these pages, the guarantee of securing good share price gains – Better best ideas extra information about the popularity of stocks although it does improve the chances. But such should not be regarded as providing any defini- is the nature of investing and the job of trying to ALGY HALL tive pointers. It is easy for normal market move- make decisions under conditions of uncertainty. ne of the plans when we launched the Ideas ments over the course of a couple of months to A number of the other shares in this week’s OFarm was to keep improving these pages. cause a stock to slip in and out of a fund’s top tips section have also recently appeared on our Readers who have found it useful to know the few positions. This means we can expect a lot of best ideas lists: US drug firmMerck (US:MRK) top positions of the best-performing funds in the changes to simply represent noise. However, (page 32) and defence group QinetiQ (QQ.) given sectors may notice one such improvement hopefully it is of interest to have a clear signpost (page 31). With coronavirus still very much a this week. As well as listing how many of the as to when a new name has appeared on the list. live issue – as we’ve been reminded by recent funds we monitor have a large position in each One such case this week is XPS Pensions infection spikes in parts of the US and UK – both company on the list, there is now also detail of (XPS), which appears as a UK smaller compa- stocks offer some welcome defensive attributes. any changes to the number of best-ideas backers, nies best idea for the first time and is also one There have been some noteworthy increases and whether a share is new to the list. Best ideas of this week’s tips (page 33). It operates in a in shorts over the past week. These movements are considered to be the shares funds have put relatively stable area of financial services and are not a conclusive indicator on their own, but their biggest bets on. This is measured either by the shares look as though they are good value at are arguably of more interest than movements total position size, as is the case with this week’s the current price. The fact that Gresham House in the number of funds showing conviction in screen, or by position size relative to the index. UK Micro Cap is also keen – or at least was at the same idea. Changes in short positions are While the time frame over which the change the time of its last portfolio disclosure at the the product of someone’s conscious decision in number of best-ideas backers is monitored end of April – offers some reassurance that our rather than possibly only being the result of will in future be based on the time since the list considered view may have validity. Naturally, price movements. Among the most attention- was last published, this first round of weekly this does not mean that either our conviction or grabbing short increases (all changes repre- updates will not exactly match this. But this that of the Gresham House fund will necessar- senting over 1 per cent of the shares) during the timing detail should not make too much differ- ily prove ‘correct’. Indeed, even if the premise past week are Royal Mail (RMG), Cineworld ence to the substance of what the tables tell us. for optimism about XPS proves right, it is no (CINE) and Domino’s Pizza (DOM). UK small cap best ideas New 52-week highs Based on top 5 holdings Name TIDM Price % from high 30/06/2020 No of funds Liontrust Asset Management 2 JPMorgan Japanese Invt JFJ 546p 0.0% Future 8 (-2) Mattioli Woods 2 (+1) Pacific Horizon Invt Tr PHI 485p 0.0% Games Workshop 6 (+2) S4 Capital 2 Octopus Renewables Infra ORIT 112p 0.4% Clinigen 4 (+2) SDL 2 (+1) Tritax EuroBox EBOX 99p 0.6% Gamma Communications 4 (+1) Team17 2 Fidelity China Special FCSS 275p 1.1% Alliance Pharma 3 (+1) Treatt 2 (NEW) Scottish Mortgage Invt Tr SMT 812p 1.1% Onesavings Bank 3 (+1) AB Dynamics 1 Monks Investment Trust MNKS 1,054p 1.3% YouGov 3 Amazon.com 1 (NEW) Capital Gearing Trust CGT 4,430p 1.3% 4imprint 2 Augean 1 (NEW) Reckitt Benckiser RB 7,270p 1.4% Breedon 2 (+1) Avon Rubber 1 Edinburgh Worldwide Invt EWI 262p 1.5% CLS Holdings 2 Blue Prism 1 Baillie Gifford Shin BGS 194p 1.5% Codemasters 2 Boohoo 1 Aberdeen Japan Invt Trust AJIT 640p 1.5% Cranswick 2 (NEW) Centamin 1 (NEW) Personal Assets Trust PNL 44,250p 1.7% CVS 2 (+1) Ceres Power 1 (NEW) IG Group IGG 820p 1.7% Diversified Gas & Oil 2 (+1) Cerillion 1 Kape Technologies KAPE 215p 1.7% dotDigital 2 Chemring 1 Croda International CRDA 5,224p 1.7% EKF Diagnostics 2 Costain 1 (NEW) Sterling Energy SEY 11p 1.8% Worldwide Healthcare Trust WWH 3,625p 1.8% Fevertree Drinks 2 (NEW) Dewhurst PLC Class A Non Voting 1 Spirax-Sarco Engineering SPX 10,020p 1.9% IMImobile 2 (+1) Diploma 1 (-1) International Public INPP 169p 1.9% Impax Asset Management 2 discoverIE 1 Biotech Growth Trust BIOG 1,284p 2.0% IntegraFin 2 (+1) Dunelm 1 (NEW) Hipgnosis Songs SONG 115p 2.1% JTC PLC Ordinary Shares 2 (+1) Eckoh 1 Polar Capital Tech PCT 2,040p 2.1% Knights Group 2 Source: Morningstar Fulcrum Utility Services FCRM 33p 2.2% Witan Pacific Invt Trust WPC 348p 2.3% Bunzl BNZL 2,145p 2.5% New 52-week lows JTC JTC 469p 2.5% BH Macro BHMG 3,470p 2.5% Name TIDM Price % from low Smithson Investment Trust SSON 1,458p 2.5% DWF DWF 56p 1.8% Allianz Technology Trust ATT 2,250p 2.6% Impellam IPEL 229p 2.1% Civitas Social CSH 109p 2.7% Pittards PTD 40p 2.5% Ruffer Investment RICA 243p 2.8% HSBC HSBA 380p 2.9% Naked Wines WINE 427p 2.9% TOC Property Backed Lndng PBLT 86p 2.9% Numis NUM 311p 3.0% Source: FactSet, as at 1 July Source: FactSet, as at 1 July 36 INVESTORS CHRONICLE 3 JUL - 9 JUL 2020 TIPS IDEAS FARM Strategy: 3 months to 30 June 2020 (%) 1-month EPS upgrades (top 25) 25 29 June 2020 FWD EPS CHG Name TIDM 1mth 3mth 1yr 20 Best of the Best AIM:BOTB 148.4% 148.4% 267% 15 Gear4music AIM:G4M 102.5% 102.4% 74% Luceco LSE:LUCE 75.8% -44.2% -38% 10 Antofagasta LSE:ANTO 63.2% -6.4% -64% Performance (%) 5 4imprint LSE:FOUR 62.1% -63.5% -72% Jadestone Energy AIM:JSE 61.7% 76.7% -86% 0 ValueQuality GrowthMomentum FTSE All-Share CMC Markets LSE:CMCX 48.1% 69.7% 142% Source: S&P CapitalIQ Calisen LSE:CLSN 44.7% 37.7% - McCarthy & Stone LSE:MCS 43.9% -84.7% - ASOS AIM:ASC 40.4% - - Shorts BATM Advanced Communications LSE:BVC 40.0% 40.0% 24% Short No of 1-week change Saga LSE:SAGA 38.7% -61.8% -68% Company interest shorters in short interest Kingfisher LSE:KGF 38.4% -5.7% -36% Hammerson 12.6% 9 0.7% Polar Capital AIM:POLR 35.9% 6.7% -16% Royal Mail 9.4% 7 1.2% Frasers LSE:FRAS 35.5% -25.7% -26% Premier Oil 8.7% 3 0.0% Hummingbird Resources AIM:HUM 31.3% 50.6% 116% Tullow Oil 7.8% 6 -0.2% Orchard Funding AIM:ORCH 29.7% 29.7% -24% Pearson 6.9% 7 0.1% Hunting LSE:HTG 28.8% -68.1% -90% Pets At Home 5.4% 3 0.6% Bloomsbury Publishing LSE:BMY 28.0% -34.4% -35% Cineworld 5.4% 7 1.2% Venture Life AIM:VLG 27.6% 56.4% 85% Babcock Intl 5.2% 4 -1.0% Gw Pharmaceuticals 5.2% 4 0.0% Atalaya Mining AIM:ATYM 24.4% - - Petropavlovsk 5.2% 1 0.0% 888 Holdings LSE:888 23.1% 14.0% -13% Domino’s Pizza 4.9% 7 1.3% Urban&Civic LSE:UANC 22.2% -2.5% -36% Petrofac 4.8% 4 0.6% B&M European Value Retail S.A. LSE:BME 21.4% 12.4% 2% IqQE 4.8% 3 0.0% Games Workshop LSE:GAW 20.8% 11.3% 1% Future 4.6% 3 0.1% Source: S&P Capital IQ Croda International 4.5% 5 0.0% Wm Morrison Supermarkets 4.4% 4 -0.2% Dignity 4.2% 3 -0.2% 1-month EPS downgrades (top 25) Smith (David S) 4.1% 6 0.6% 29 June 2020 FWD EPS CHG Tui Ag 4.0% 4 0.0% Name TIDM 1mth 3mth 1yr Ascential 4.0% 5 0.0% Cineworld Group plc LSE:CINE -98.3% -99.2% -100% Blue Prism 3.9% 4 0.0% MJ Hudson Group plc AIM:MJH -95.5% -99.3% - Vodafone 3.9% 4 0.0% Renewi plc LSE:RWI -87.4% -89.9% -93% Wood Group (John) 3.9% 6 0.0% C&C Group plc LSE:CCR -87.3% -92.3% - AG Barr 3.8% 3 0.6% Renold plc AIM:RNO -76.9% -84.7% -86% Sainsbury (J) 3.7% 2 0.0% WH Smith PLC LSE:SMWH -74.7% - - Intu Properties 3.6% 1 -1.9% Biffa plc LSE:BIFF -67.5% -78.1% -79% Weir Group Plc/The 3.6% 4 0.0% Amigo Holdings PLC LSE:AMGO -60.1% -62.2% - Keywords Studios 3.5% 4 0.0% Steppe Cement Ltd.
Load more

Recommended publications
  • View Annual Report
    Costain Group PLC PLC Costain Group Costain House Nicholsons Walk Being Number One Maidenhead Costain Group PLC Berkshire SL6 1LN Annual Report 2005 Telephone 01628 842444 www.costain.com Annual Report 2005 Costain is an international Financial calendar engineering and construction Half year results – Announced 31 August 2005 Full year results – Announced 15 March 2006 company, seen as an Report & Accounts – Sent to shareholders 28 March 2006 Annual General Meeting – To be held 27 April 2006 Half year results 2005 – To be announced 30 August 2006 automatic choice for projects Analysis of Shareholders Shares requiring innovation, initiative, Accounts (millions) % Institutions, companies, individuals and nominees: Shareholdings 100,000 and over 156 321.92 90.39 teamwork and high levels of Shareholdings 50,000 – 99,999 93 6.37 1.69 Shareholdings 25,000 – 49,999 186 6.01 1.79 Shareholdings 5,000 – 24,999 1,390 13.78 3.87 technical and managerial skills. Shareholdings 1 – 4,999 12,848 8.06 2.26 14,673 356.14 100.00 Secretary and Registered Office Secretary Registrar and Transfer Office Clive L Franks Lloyds TSB Registrars The Causeway Registered Office Worthing Costain Group PLC West Sussex Costain House BN99 6DA Nicholsons Walk Telephone 0870 600 3984 Maidenhead Berkshire SL6 1LN Telephone 01628 842444 www.costain.com [email protected] Company Number 1393773 Shareholder information The Company’s Registrar is Lloyds TSB Registrars, The Causeway, Worthing, West Sussex BN99 6DA. For enquiries regarding your shareholding, please telephone 0870 600 3984. You can also view up-to-date information abourt your holdings by visiting the shareholder web site at www.shareview.co.uk.
    [Show full text]
  • COVID-19 Proxy Governance Update
    COVID-19 Proxy Governance Update 2020 AGM mid-season review FROM EQUINITI 01 Looking back and planning ahead It is incredible to note that it has been over 12 weeks since the official announcement on 23 March of the UK Government’s Stay at Home Measures, and nearly seven months since the severity of the pandemic became apparent in China. Over the said period, PLC boards, company secretaries and investor relations officers have kept their corporate calendars going thanks to rapid adoption of modified regulatory guidelines and inventive modes of engagement with investors. With annual general meetings being an obvious highlight in the corporate calendar, we take stock of the progress made so far over the 2020 AGM season, as well as using what we learned to plan ahead. Now that we are over the first ‘hump’ with the busy period of May AGMs out of the way, we are readying for the second ‘peak’ of June and July AGMs, and then an ‘easing’ until the second ‘mini’ season in the early autumn. As such, in this update, we look at: • 2020 AGM season statistics…so far • Proxy adviser engagement and ISS recommendations review • High-level assumptions for Q3 and Q4 • Relevant updates from the regulators, industry bodies and proxy advisers • Communications in the COVID-19 world – special commentary by leading financial PR firm,Camarco • How has COVID-19 impacted activism – special commentary by international law firm,White & Case 02 2020 AGM Season Statistics…so far Scope of data To assess progress and forecast what is to come, we look at the key statistics for the UK AGM season 2020 thus far.
    [Show full text]
  • Xtrackers Etfs
    Xtrackers*/** Société d’investissement à capital variable R.C.S. Luxembourg N° B-119.899 Unaudited Semi-Annual Report For the period from 1 January 2018 to 30 June 2018 No subscription can be accepted on the basis of the financial reports. Subscriptions are only valid if they are made on the basis of the latest published prospectus of Xtrackers accompanied by the latest annual report and the most recent semi-annual report, if published thereafter. * Effective 16 February 2018, db x-trackers changed name to Xtrackers. **This includes synthetic ETFs. Xtrackers** Table of contents Page Organisation 4 Information for Hong Kong Residents 6 Statistics 7 Statement of Net Assets as at 30 June 2018 28 Statement of Investments as at 30 June 2018 50 Xtrackers MSCI WORLD SWAP UCITS ETF* 50 Xtrackers MSCI EUROPE UCITS ETF 56 Xtrackers MSCI JAPAN UCITS ETF 68 Xtrackers MSCI USA SWAP UCITS ETF* 75 Xtrackers EURO STOXX 50 UCITS ETF 80 Xtrackers DAX UCITS ETF 82 Xtrackers FTSE MIB UCITS ETF 83 Xtrackers SWITZERLAND UCITS ETF 85 Xtrackers FTSE 100 INCOME UCITS ETF 86 Xtrackers FTSE 250 UCITS ETF 89 Xtrackers FTSE ALL-SHARE UCITS ETF 96 Xtrackers MSCI EMERGING MARKETS SWAP UCITS ETF* 111 Xtrackers MSCI EM ASIA SWAP UCITS ETF* 115 Xtrackers MSCI EM LATIN AMERICA SWAP UCITS ETF* 117 Xtrackers MSCI EM EUROPE, MIDDLE EAST & AFRICA SWAP UCITS ETF* 118 Xtrackers MSCI TAIWAN UCITS ETF 120 Xtrackers MSCI BRAZIL UCITS ETF 123 Xtrackers NIFTY 50 SWAP UCITS ETF* 125 Xtrackers MSCI KOREA UCITS ETF 127 Xtrackers FTSE CHINA 50 UCITS ETF 130 Xtrackers EURO STOXX QUALITY
    [Show full text]
  • Description Iresscode Exchange Current Margin New Margin 3I
    Description IRESSCode Exchange Current Margin New Margin 3I INFRASTRUCTURE PLC 3IN LSE 20 20 888 HOLDINGS PLC 888 LSE 20 20 ASSOCIATED BRITISH ABF LSE 10 10 ADMIRAL GROUP PLC ADM LSE 10 10 AGGREKO PLC AGK LSE 20 20 ASHTEAD GROUP PLC AHT LSE 10 10 ANTOFAGASTA PLC ANTO LSE 15 10 ASOS PLC ASC LSE 20 20 ASHMORE GROUP PLC ASHM LSE 20 20 ABERFORTH SMALLER COM ASL LSE 20 20 AVEVA GROUP PLC AVV LSE 20 20 AVIVA PLC AV LSE 10 10 ASTRAZENECA PLC AZN LSE 10 10 BABCOCK INTERNATIONAL BAB LSE 20 20 BARR PLC BAG LSE 25 20 BARCLAYS PLC BARC LSE 10 10 BRITISH AMERICAN TOBA BATS LSE 10 10 BAE SYSTEMS PLC BA LSE 10 10 BALFOUR BEATTY PLC BBY LSE 20 20 BARRATT DEVELOPMENTS BDEV LSE 10 10 BARING EMERGING EUROP BEE LSE 50 100 BEAZLEY PLC BEZ LSE 20 20 BH GLOBAL LIMITED BHGG LSE 30 100 BOWLEVEN PLC BLVN LSE 60 50 BANKERS INVESTMENT BNKR LSE 20 20 BUNZL PLC BNZL LSE 10 10 BODYCOTE PLC BOY LSE 20 20 BP PLC BP LSE 10 10 BURBERRY GROUP PLC BRBY LSE 10 10 BLACKROCK WORLD MININ BRWM LSE 20 65 BT GROUP PLC BT-A LSE 10 10 BRITVIC PLC BVIC LSE 20 20 BOVIS HOMES GROUP PLC BVS LSE 20 20 BROWN GROUP PLC BWNG LSE 25 20 BELLWAY PLC BWY LSE 20 20 BIG YELLOW GROUP PLC BYG LSE 20 20 CENTRAL ASIA METALS PLC CAML LSE 40 30 CLOSE BROTHERS GROUP CBG LSE 20 20 CARNIVAL PLC CCL LSE 10 10 CENTAMIN PLC CEY LSE 20 20 CHARIOT OIL & GAS LTD CHAR LSE 100 100 CHEMRING GROUP PLC CHG LSE 25 20 CONYGAR INVESTMENT CIC LSE 50 40 CALEDONIA INVESTMENTS CLDN LSE 25 20 CARILLION PLC CLLN LSE 100 100 COMMUNISIS PLC CMS LSE 50 100 CENTRICA PLC CNA LSE 10 10 CAIRN ENERGY PLC CNE LSE 30 30 COBHAM PLC
    [Show full text]
  • Costain Group PLC Scrip Dividend Scheme
    THIS DOCUMENT IS IMPORTANT AND REQUIRES YOUR IMMEDIATE ATTENTION. If you are in any doubt as to any aspect of the proposals referred to in this document or as to the action you should take, you should seek your own advice from a stockbroker, solicitor, accountant, or other independent financial adviser authorised under the Financial Services and Markets Act 2000. If you have sold or otherwise transferred all of your shares in Costain Group PLC (the ‘Company’), please pass this document together with the accompanying documents to the purchaser or transferee, or to the person who arranged the sale or transfer so they can pass these documents to the person who now holds the shares. Costain Group PLC (incorporated and registered in England and Wales under number 01393773) Notice of Annual General Meeting and Explanatory Notes to Shareholders Your attention is drawn to the letter from the Chairman of the Company which is set out on page 3 of this document and which recommends you to vote in favour of the resolutions to be proposed at the Annual General Meeting. Notice of the Annual General Meeting of the Company to be held in The More Suite, 2nd Floor, Dexter House, No 2 Royal Mint Court, Tower Hill, London, EC3N 4QN on Wednesday 8 May 2013 at 11.00am is set out on pages 4 to 8 of this document. If you are unable to attend the Annual General Meeting, please complete and submit the form of proxy enclosed with this document in accordance with the instructions printed on the proxy form.
    [Show full text]
  • Jtc Plc Prospectus
    JTC PLC PROSPECTUS MARCH 2018 FUND SERVICES | CORPORATE SERVICES | PRIVATE WEALTH SERVICES THIS DOCUMENT IS IMPORTANT AND REQUIRES YOUR IMMEDIATE ATTENTION. If you are in any doubt as to what action you should take, you should immediately consult a person authorised for the purposes of the Financial Services and Markets Act 2000 (as amended) who specialises in advising on the acquisition of shares and other securities. This document comprises a prospectus (the Prospectus) relating to JTC PLC (the Company) and has been prepared in accordance with the Prospectus LR2.2.10(2)(a) Rules of the Financial Conduct Authority (the FCA) made under section 73A of the Financial Services and Markets Act 2000, as amended (FSMA). This Prospectus has been approved by the FCA in accordance with section 87A of FSMA and has been made available to the public as required by the Prospectus Rules. Applications have been made to the FCA for all of the ordinary shares of £0.01 each in the capital of the Company (the Ordinary Shares), issued and to PR Annex III be issued in connection with the Offer, to be admitted to the premium listing segment of the Official List of the FCA (the Official List) and to London (6.1) Stock Exchange plc (the London Stock Exchange) for such Ordinary Shares to be admitted to trading on its main market for listed securities (together LR2.2.3 Admission). Admission to trading on the London Stock Exchange constitutes admission to trading on a regulated market. It is expected that Admission will become effective and that unconditional dealings will commence in the Ordinary Shares on the London Stock Exchange at 8.00 a.m.
    [Show full text]
  • Highways Agency Supplier Recognition Scheme 2011
    Highways Agency Supplier Recognition Scheme 2014 Best Practice Report Introduction This report looks to highlight the key aspects of the winning and highly commended entries in each category. Background 2014 was the fourth year of the Highways Agency Supplier Recognition Scheme. The annual recognition scheme highlights the vital contribution made by the Agency’s suppliers who help it operate, maintain and improve England’s network of motorways and A roads. This year entries for the awards increased significantly – as 118 bid for the honour to receive public recognition from the Agency across seven categories. These included joint ventures, the extended supply chain and small and medium enterprises. 2014 Winners and Highly Commended The Highways Agency received 118 entries from 50 entrants which included single suppliers and joint ventures. The following winners and highly commended were chosen: Winners Highly Commended Building and Sustaining Capability Costain Carillion Civil Engineering Customer Experience Carillion Civil Engineering Mouchel (Designer) & Carillion (Delivery Costain Ltd Partner) Delivering Sustainable Value & Solutions Costain Group plc Interserve Construction Limited Sir Robert McAlpine & AW Jenkinson Managing Down Cost/Improving Value Carnell Group Carillion Civil Engineering WSP Skanska Balfour Beatty/Atkins Delivery Simulation Systems Limited Team Promoting Diversity & Inclusion EM Highway Service Limited & BAM/Morgan Sindall JV Recycling Lives Safety, Health & Wellbeing Carnell Group A-One+ Integrated
    [Show full text]
  • Consultees for the Implementation of the Sustainable Drainage
    Department for Environment, Food and Rural Affairs December 2011 Consultees list for the consultation on national build standards and automatic adoption arrangements for gravity foul sewers and lateral drains Contents About this document ................................................................................................................. 1 Our consultees ......................................................................................................................... 1 About this document The consultation describes how Government proposes to implement the Flood and Water Management Act 2010 (the Act) for the construction standards and automatic adoption of new- build sewers England. It should be noted that this list of consultees is not exhaustive. We welcome views from anyone expressing an interest in the consultation. Although not specified on the list, some individuals and all the local authorities in England have been contacted. These authorities include borough, district, city and county councils. It should be noted that the Welsh Government is consulting separately on this subject. Our consultees 2B Landscape Consultancy 365 Environmental Services 3e Consulting Engineers Ltd A.L.H. Environmental Services Aberyswyth University ACO Technologies plc Alde and Ore Association Allen Pyke Association Albion Water Allianz Insurance All Internal Drainage Boards All Local Authorities All Parliamentary Group on sewers and sewerage All Parliamentary Group on Water Amey Anglian (Central) Regional Flood Defence Committee Anglian
    [Show full text]
  • Stoxx® Europe Ipo (60 Months) Index
    STOXX® EUROPE IPO (60 MONTHS) INDEX Components1 Company Supersector Country Weight (%) CELLNEX TELECOM Telecommunications ES 6.13 DELIVERY HERO Retail DE 5.29 JUST EAT TAKEAWAY.COM NV Retail NL 5.21 SCOUT24 Technology DE 3.41 COVESTRO Chemicals DE 2.72 AUTO TRADER GROUP Media GB 2.50 HELLOFRESH AG Retail DE 2.18 AMUNDI Financial Services FR 2.08 KOJAMO OYJ Real Estate FI 2.00 GALENICA SANTE AG Retail CH 1.92 VAT GROUP AG Industrial Goods & Services CH 1.91 ASR NEDERLAND NV Insurance NL 1.79 SIG COMBIBLOC GROUP AG Industrial Goods & Services CH 1.72 CONVATEC PLC Health Care GB 1.70 SIGNIFY Industrial Goods & Services NL 1.54 NEXI SPA Industrial Goods & Services IT 1.50 TEAMVIEWER AG Technology DE 1.49 INWIT Telecommunications IT 1.43 AVAST PLC Technology GB 1.41 LA FRANCAISE DES JEUX Travel & Leisure FR 1.28 STADLER RAIL AG Industrial Goods & Services CH 1.19 BAWAG GROUP AG Banks AT 1.05 NETCOMPANY GROUP AS Technology DK 1.03 SOFTCAT Technology GB 0.89 PIRELLI & C. S.P.A. Automobiles & Parts IT 0.89 COUNTRYSIDE PROPERTIES PLC Personal & Household Goods GB 0.88 LANDIS GYR GROUP AG Industrial Goods & Services CH 0.86 INTEGRAFIN HOLDINGS PLC Financial Services GB 0.81 DOMETIC GROUP AB Personal & Household Goods SE 0.77 BRAVIDA HOLDING AB Industrial Goods & Services SE 0.72 SILTRONIC Technology DE 0.69 TRAINLINE PLC Travel & Leisure GB 0.68 SPIE Industrial Goods & Services FR 0.68 INTERTRUST NV Financial Services NL 0.68 ZUR ROSE GROUP Retail CH 0.66 ASCENTIAL PLC Media GB 0.64 SINCH Technology SE 0.64 Virgin Money UK Banks GB 0.62 HASTINGS
    [Show full text]
  • Sanne Group Plc Annual Report and Accounts 2020 1 Sanne at a Glance
    Annual Report and Accounts 2020 Sanne is a leading global provider of alternative asset and corporate services. Contents 01 03 04 Introduction Governance Financial Statements 01 Financial and operational highlights of 56 Chairman’s Introduction 110 Independent Auditors' Report YMJ࣢^JFW 58 Corporate Governance Report 118 Consolidated Income Statement 02 Sanne at a glance 60 Board of Directors 119 Consolidated Statement of Comprehensive Income 62 Sanne’s Executive Committee 120 Consolidated Balance Sheet 02 63 Leadership 121 Consolidated Statement of Changes in Equity 64 Board Effectiveness Strategic Report 122 Consolidated Cash Flow Statement 70 Directors’ Report 123 Notes to the Consolidated 06 Chairman’s Statement 74 Nomination and Governance Financial Statements Committee Report 08 Chief Executive Officer’s Statement 171 Glossary of Terms 77 Audit Committee Report 12 Value Chain 173 Shareholder and Corporate Information 82 Risk Committee Report 14 Business Model 85 Directors’ Remuneration at-a-glance 16 Our Stakeholders 86 Remuneration Committee Report 20 Strategy Review 97 Annual Report on Remuneration 24 Key Performance Indicators 107 Directors’ Responsibilities Statement 28 Segmental Review 30 Chief Financial Officer’s Review 34 Alternative Performance Measure definitions 36 ESG and Sustainability 46 Risk Management 52 Viability Statement www.sannegroup.com/annualreport Introduction Strategic Report Governance Financial Statements Financial and operational highlights of the year Robust financial performance, 2 1 with strong profit
    [Show full text]
  • Marketplace Sponsorship Opportunities Information Pack 2017
    MarketPlace Sponsorship Opportunities Information Pack 2017 www.airmic.com/marketplace £ Sponsorship 950 plus VAT Annual Conference Website * 1 complimentary delegate pass for Monday www.airmic.com/marketplace only (worth £695)* A designated web page on the MarketPlace Advanced notification of the exhibition floor plan section of the website which will include your logo, contact details and opportunity to upload 20% discount off delegate places any PDF service information documents Advanced notification to book on-site meeting rooms Airmic Dinner Logo on conference banner Advanced notification to buy tickets for the Annual Dinner, 12th December 2017 Logo in conference brochure Access to pre-dinner hospitality tables Opportunity to receive venue branding opportunities Additional Opportunities * This discount is only valid for someone who have never attended an Airmic Conference Airmic can post updates/events for you on before Linked in/Twitter ERM Forum Opportunity to submit articles on technical subjects in Airmic News (subject to editor’s discretion) Opportunity to purchase a table stand at the ERM Forum Opportunity to promote MP content online via @ Airmic Twitter or the Airmic Linked In Group About Airmic Membership Airmic has a membership of about 1200 from about 480 companies. It represents the Insurance buyers for about 70% of the FTSE 100, as well as a very substantial representation in the mid-250 and other smaller companies. Membership continues to grow, and retention remains at 90%. Airmic members’ controls about £5 billion of annual insurance premium spend. A further £2 billion of premium spend is allocated to captive insurance companies within member organisations. Additionally, members are responsible for the payment of insurance claims from their business finances to the value of at least £2 billion per year.
    [Show full text]
  • Old Mutual Global Investors Series Plc
    OLD MUTUAL GLOBAL INVESTORS SERIES PLC An investment company with variable capital incorporated with limited liability in Ireland, established as an umbrella fund with segregated liability between Sub-Funds and authorised pursuant to the European Communities (Undertakings for Collective Investment in Transferable Securities) Regulations, 2011, as amended, and the Central Bank (Supervision and Enforcement) Act 2013 (Section 48(1)) (Undertakings for Collective Investment in Transferable Securities) Regulations 2015 (Registered Number 271517) Interim Report and Unaudited Financial Statements for the financial period ended 30 June 2018 Old Mutual Global Investors Series Plc Interim Report and Unaudited Financial Statements for the financial period ended 30 June 2018 CONTENTS PAGE Directory 4 - 8 GeneralInformation 9-12 Investment Advisers’ Reports: Old Mutual China Equity Fund 13 Old Mutual Global Strategic Bond Fund (IRL) 14 Old Mutual World Equity Fund 15 Old Mutual Pacific Equity Fund 16 Old Mutual European Equity Fund 17 Old Mutual Japanese Equity Fund^ 18 Old Mutual US Equity Income Fund 19 Old Mutual North American Equity Fund 20 Old Mutual Total Return USD Bond Fund 21 Old Mutual Emerging Market Debt Fund 22 OldMutualEuropeanBestIdeasFund 23 Old Mutual Investment Grade Corporate Bond Fund 24 Old Mutual Global Emerging Markets Fund 25 Old Mutual Asian Equity Income Fund 26 Old Mutual Local Currency Emerging Market Debt Fund 27 Old Mutual UK Alpha Fund (IRL) 28 Old Mutual UK Smaller Companies Focus Fund 29 Old Mutual UK Dynamic Equity
    [Show full text]