FTSE Factsheet

Total Page:16

File Type:pdf, Size:1020Kb

FTSE Factsheet FTSE COMPANY REPORT Share price analysis relative to sector and index performance Cap-XX CPX Electronic and Electrical Equipment — GBP 0.0835 at close 21 April 2021 Absolute Relative to FTSE UK All-Share Sector Relative to FTSE UK All-Share Index PERFORMANCE 21-Apr-2015 1D WTD MTD YTD Absolute - - - - Rel.Sector - - - - Rel.Market - - - - VALUATION Data unavailable Trailing PE -ve EV/EBITDA -ve PB 9.7 PCF -ve Div Yield 0.0 Price/Sales +ve Net Debt/Equity 0.4 Div Payout 0.0 ROE -ve DESCRIPTION Data unavailable The Company principal activity are development, manufacture and market of supercapacitors. Past performance is no guarantee of future results. Please see the final page for important legal disclosures. 1 of 4 FTSE COMPANY REPORT: Cap-XX 21 April 2021 Valuation Metrics Price to Earnings (PE) EV to EBITDA Price to Book (PB) 31-Mar-2021 31-Mar-2021 1 20 0.9 0.8 15 0.7 0.6 +1SD 0.5 10 0.4 Avg 0.3 5 0.2 -1SD 0.1 0 ‖ ‖ 0 Apr-2016 Apr-2017 Apr-2018 Apr-2019 Apr-2020 Apr-2016 Apr-2017 Apr-2018 Apr-2019 Apr-2020 Renishaw 120.0 Renishaw 35.4 Cap-XX 9.7 Electronic and Electrical Equipment 53.5 Halma 28.4 Renishaw 8.5 Halma 48.9 Rotork 19.0 Halma 7.9 Oxford Instruments 35.7 Electronic and Electrical Equipment 17.8 Luceco 6.2 Rotork 33.3 XP Power 17.4 XP Power 5.8 XP Power 30.5 Oxford Instruments 17.2 Electronic and Electrical Equipment 5.2 Luceco 15.7 Dialight 12.9 Morgan Advanced Materials 4.4 Dialight -5.3 Luceco 12.5 Oxford Instruments 4.4 Cap-XX -15.0 IMI 10.4 Spectris 3.1 Morgan Advanced Materials -39.5 Morgan Advanced Materials 7.8 Porvair 2.6 Spectris -120.0 Cap-XX 0.0 Dialight 1.3 -150 -100 -50 0 50 100 150 0 5 10 15 20 25 30 35 40 0 2 4 6 8 10 12 Price to Cash Flow (PCF) Dividend Yield % Price to Sales (PS) 31-Mar-2021 31-Mar-2021 31-Mar-2021 80 ‖ 1 16 +1SD 0.9 ‖ ‖ ‖ ‖ 70 14 0.8 60 0.7 12 +1SD 50 Avg 0.6 10 40 0.5 8 Avg 30 0.4 0.3 6 20 -1SD 0.2 -1SD 4 10 0.1 0 ‖ ‖ ‖ 0 2 Apr-2016 Apr-2017 Apr-2018 Apr-2019 Apr-2020 Apr-2016 Apr-2017 Apr-2018 Apr-2019 Apr-2020 Apr-2016 Apr-2017 Apr-2018 Apr-2019 Apr-2020 Dialight 47.2 Rotork 2.9 Cap-XX 15.0 Renishaw 44.2 Luceco 2.3 Renishaw 9.1 Halma 36.8 Spectris 2.1 Halma 6.7 Porvair 24.4 Morgan Advanced Materials 1.8 Rotork 5.1 Rotork 22.6 IMI 1.7 XP Power 4.1 Electronic and Electrical Equipment 20.7 Electronic and Electrical Equipment 1.3 Electronic and Electrical Equipment 3.5 Luceco 19.8 Halma 0.7 Luceco 2.5 Spectris 17.6 Renishaw 0.0 IMI 2.0 IMI 11.4 Oxford Instruments 0.0 Porvair 1.9 Morgan Advanced Materials 8.0 Dialight 0.0 Morgan Advanced Materials 1.0 Cap-XX -16.5 Cap-XX 0.0 Dialight 0.6 -20 -10 0 10 20 30 40 50 60 0 0.5 1 1.5 2 2.5 3 3.5 0 2 4 6 8 10 12 14 16 Note: bar chart reflects the top and bottom five current values for the valuation ratio in question for FTSE All Shares stocks in the same sector as the stock concerned. All valuation metrics are trailing. 2 of 4 FTSE COMPANY REPORT: Cap-XX 21 April 2021 Valuation Metrics Net Debt to Equity Dividend Payout (DP) Return on Equity (RoE) 31-Mar-2021 0.41 0.350.9 0.8 0.3 0.7 +1SD 0.250.6 0.20.5 0.150.4 Avg 0.3 0.1 0.2 0.050.1 0 ‖ ‖ ‖ ‖ Apr-2016 Apr-2017 Apr-2018 Apr-2019 Apr-2020 Morgan Advanced Materials 1.5 Electronic and Electrical Equipment 60.0 Luceco 47.5 IMI 0.7 Rotork 36.4 IMI 22.6 Dialight 0.4 Halma 33.9 XP Power 20.7 Halma 0.4 Luceco 25.8 Halma 17.4 Luceco IMI 0.4 23.9 Rotork 16.6 Cap-XX 0.4 XP Power 23.2 Electronic and Electrical Equipment 9.8 Electronic and Electrical Equipment 0.3 Renishaw 0.0 Renishaw XP Power 0.2 Porvair 0.0 0.1 Oxford Instruments 0.1 Oxford Instruments 0.0 Spectris -1.3 Spectris 0.1 Cap-XX 0.0 Morgan Advanced Materials -9.5 Renishaw 0.0 Morgan Advanced Materials 0.0 Dialight -21.2 Rotork 0.0 Spectris 0.0 Cap-XX -50.0 0 0.2 0.4 0.6 0.8 1 1.2 1.4 1.6 0 10 20 30 40 50 60 70 -60 -40 -20 0 20 40 60 ROE vs. PB — sector Du Pont Analysis 31-Mar-2021 2 1.2 12 1 0.9 1.5 0.8 1 10 CPX 0.7 0.6 1 RSW 0.5 0.8 8 HLMA 0.4 0.5 0.3 0 0.6 PB 0.2 6 LUCE XPP 0.1 Electronic and E ROR 0 -0.5 Apr-2016 Apr-2017 Apr-2018 Apr-2019 Apr-2020 0.4 MGAM OXIG IMI 4 -1 SXS 0.2 PRV -1.5 2 DIA -2 0 2017 2018 2019 2020 2021 0 0 5 10 15 20 25 30 35 40 45 50 Net Margin Asset Turnover Gearing ROE (rhs) ‖ ROE Note: bar chart reflects the top and bottom five current values for the valuation ratio in question for FTSE All Shares stocks in the same sector as the stock concerned. All valuation metrics are trailing. 3 of 4 FTSE COMPANY REPORT: Cap-XX 21 April 2021 Brief description Brief description Price to Earnings Price to Earnings (PE) is price over earnings per share. Earnings are based on the latest Gearing Gearing is Total Assets divided by Common Equity. Total Assets and Common Equity are (PE) available fiscal year earnings. each averaged over two years, that is, t and (t-1). Price to Sales (PS) Price to Sales (PS) is price divided by sales per share. It is based on sales from continuing Asset Turnover Asset turnover is Sales divided by Total Assets. Total Assets is averaged over two years, operations for the fiscal year. that is, t and (t-1). Price to Book (PB) Price to Book (PB) is price at the indicated date divided by common equity per share. Dupont Breakdown Return on Equity (RoE) = Net Margin * Gearing * Asset Turnover Common/ordinary equity is generally as reported at the most recent fiscal year-end but is Analysis adjusted to exclude minority interest, preferred stock and selected items as appropriate. RoE vs PB Plot of RoE versus PB at last month end for all FTSE UK All Share stocks in the sector Price to Cash Flow Price to Cash Flow (PCF) is price at the indicated date divided by cash flow per share. relative to the stock in question. Data may be limited to the stock in question if there are (PCF) currently no stocks in the corresponding FTSE UK All Share sector. Net Debt Equity Net Debt Equity is Net Debt as a percentage of common equity. Not calculated if Absolute Absolute graphs reflect performance for the stock in question for up to 366 days adjusted denominator (common equity) is negative for intervening corporate actions. EV to EBITDA EV to EBITDA is Enterprise Value divided by EBITDA (Earnings before Interest and Taxes, Relative Relative charts reflect the performance for the stock in question relative to the depreciation and amortisation). EV is full company Market Capitalisation at the data date corresponding sector of the FTSE All Share Index for up to 366 days, rebased to the start plus last annual net debt and Preferred Stock. Net Debt is total financial debt less cash date. Note that the stock itself may not be a FTSE All share constituent. Relative Chart and short-term investments. EBITDA is operating income plus depreciation and may be null if there are no stocks in the corresponding FTSE UK All Share sector. amortisation. RSI Relative Strength Index. Calculated as 100 minus (100 divided by (1+ratio of positive Dividend Yield % Dividend Yield reflects the dividend declared per share and/or paid for the security in versus negative time weighted returns)). Reflects 14 day average gains/losses question for the most recent fiscal year, divided by the share price. Valuation History Outlier valuation data is not shown to scale as these would distort the chart. Instead, ∥ Return on Equity Return on Equity is net income over average common equity. Not calculated if Charts denotes valuation data which falls outside display truncation limits. (RoE) denominator (average common equity) is negative Top/Bottom Reflect data for up to five top and five bottom performers for the valuation metric in Dividend Payout Total dividends divided by Net Income expressed as a percentage. Valuation Bar question. Note data may be limited to the stock in question if there are currently no Net Margin Net Margin is Net Income divided by sales. Charts stocks in the corresponding FTSE UK All Share sector. Cap-XX 21 April 2021 For further information visit www.ftse.com, email [email protected] or call your local FTSE office: Beijing +86 10 5833 2202 London +44 (0) 20 7866 1810 Rio de Janeiro +55 (21) 3736 3726 Tokyo +81 (3) 3581 2811 Boston +1 888 747 FTSE (3873) Milan +39 02 3604 6953 San Francisco +1 888 747 FTSE (3873) Toronto +1 416 572 7979 Chicago +1 888 747 FTSE (3873) Mumbai +91 22 6649 4180 Seattle +1 888 747 FTSE (3873) Dubai +971 4 375 1868 New York +1 888 747 FTSE (3873) Shanghai +86 21 6058 9131 Hong Kong +852 2164 3333 Paris +33 (0)1 53 76 82 89 Sydney +61 (0)2 9293 2864 © 2021 London Stock Exchange Group companies.
Recommended publications
  • 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]
  • Parker Review
    Ethnic Diversity Enriching Business Leadership An update report from The Parker Review Sir John Parker The Parker Review Committee 5 February 2020 Principal Sponsor Members of the Steering Committee Chair: Sir John Parker GBE, FREng Co-Chair: David Tyler Contents Members: Dr Doyin Atewologun Sanjay Bhandari Helen Mahy CBE Foreword by Sir John Parker 2 Sir Kenneth Olisa OBE Foreword by the Secretary of State 6 Trevor Phillips OBE Message from EY 8 Tom Shropshire Vision and Mission Statement 10 Yvonne Thompson CBE Professor Susan Vinnicombe CBE Current Profile of FTSE 350 Boards 14 Matthew Percival FRC/Cranfield Research on Ethnic Diversity Reporting 36 Arun Batra OBE Parker Review Recommendations 58 Bilal Raja Kirstie Wright Company Success Stories 62 Closing Word from Sir Jon Thompson 65 Observers Biographies 66 Sanu de Lima, Itiola Durojaiye, Katie Leinweber Appendix — The Directors’ Resource Toolkit 72 Department for Business, Energy & Industrial Strategy Thanks to our contributors during the year and to this report Oliver Cover Alex Diggins Neil Golborne Orla Pettigrew Sonam Patel Zaheer Ahmad MBE Rachel Sadka Simon Feeke Key advisors and contributors to this report: Simon Manterfield Dr Manjari Prashar Dr Fatima Tresh Latika Shah ® At the heart of our success lies the performance 2. Recognising the changes and growing talent of our many great companies, many of them listed pool of ethnically diverse candidates in our in the FTSE 100 and FTSE 250. There is no doubt home and overseas markets which will influence that one reason we have been able to punch recruitment patterns for years to come above our weight as a medium-sized country is the talent and inventiveness of our business leaders Whilst we have made great strides in bringing and our skilled people.
    [Show full text]
  • UK Annual Report 2015 (Including the Transparency Report)
    Investing to become the Clear Choice UK Annual Report 2015 (including the Transparency Report) December 2015 KPMG.com/uk Highlights Strategic report Profit before tax and Revenue members’ profit shares £1,958m £383m (2014: £1,909m) (2014: £414m) +2.6% -7% 2013 2014 2015 2013 2014 2015 Average partner Total tax payable remuneration to HMRC £623k £786m (2014: £715K) (2014: £711m) -13% +11% 2013 2014 2015 2013 2014 2015 Contribution Our people UK employees KPMG LLP Annual Report 2015 Annual Report KPMG LLP 11,652 Audit Advisory Partners Tax 617 Community support Organisations supported Audit Tax Advisory Contribution Contribution Contribution £197m £151m £308m (2014: £181m) (2014: £129m) (2014: £324m) 1,049 +9% +17% –5% (2014: 878) © 2015 KPMG LLP, a UK limited liability partnership and a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (“KPMG International”), a Swiss entity. All rights reserved. Strategic report Contents Strategic report 4 Chairman’s statement 10 Strategy 12 Our business model 16 Financial overview 18 Audit 22 Solutions 28 International Markets and Government 32 National Markets 36 People and resources 40 Corporate Responsibility 46 Our taxes paid and collected 47 Independent limited assurance report Governance 52 Our structure and governance 54 LLP governance 58 Activities of the Audit & Risk Committee in the year 59 Activities of the Nomination & Remuneration Committee in the year KPMG in the UK is one of 60 Activities of the Ethics Committee in the year 61 Quality and risk management the largest member firms 2015 Annual Report KPMG LLP 61 Risk, potential impact and mitigations of KPMG’s global network 63 Audit quality indicators 66 Statement by the Board of KPMG LLP providing Audit, Tax and on effectiveness of internal controls and independence Advisory services.
    [Show full text]
  • Artemis Institutional UK Special Situations Fund
    Artemis Institutional UK Special Situations Fund Half-Yearly Report (unaudited) for the six months ended 30 June 2021 General information Objective and investment policy Company profile Objective The investment objective of the Fund is to provide long- and term capital growth by exploiting special situations. The Artemis is a leading UK-based fund manager, offering a range investment Fund invests principally in UK equities and in companies of funds which invest in the UK, Europe, the US and around policy which are headquartered or have a significant part of their activities in the UK which are quoted on a regulated the world. market outside the UK. The securities of companies listed, quoted and/or traded in the UK but domiciled elsewhere As a dedicated, active investment house, we specialise in and the securities of companies traded on PLUS may be investment management for both retail and institutional included in the portfolio. Income within the portfolio is accumulated and reinvested. The Fund aims to provide investors across Europe. investors with a total return in excess of that of the FTSE ALL-Share Index. Independent and owner-managed, Artemis opened The Manager actively manages the portfolio in order to for business in 1997. Its aim was, and still is, exemplary achieve this objective. Exposure to large, medium and small companies varies over time, reflecting the Manager’s investment performance and client service. All Artemis’ views on where the greatest performance potential exists. staff share these two precepts – and the same flair and The Fund may also invest the property in transferable enthusiasm for fund management.
    [Show full text]
  • Oxford Instruments Plc Report and Financial Statements 2019
    Oxford Instruments plc Report and Financial Statements 2019 Oxford Instruments plc Report and Financial Statements 2019 ABOUT US Oxford Instruments plc is a leading provider of high technology products and services to the world’s leading industrial companies and scientific research communities. We help our customers to image, analyse and manipulate materials down to the atomic and molecular level, enabling them to accelerate their R&D, increase productivity and make new scientific discoveries. Find out more about us www.oxinst.com Front cover image: Biological tissue grown from patient cells captured by an Andor Dragonfly microscopy system Oxford Instruments plc Report and Financial Statements 2019 Inside this year’s CONTENTS Report and Financial Statements Strategic Report How we make in this section Strategic Report Performance Highlights 2 We discuss the progress we a difference Our Business 4 have made over the past year Investment Case 7 Enabling pages 2 to 59 How We Make a Difference 8 5G Chairman’s Statement 12 Chief Executive’s Review 14 Market Context 18 Business Model 20 Our Strategy 22 Key Performance Indicators 24 Operations Review 26 Finance Review 36 Principal Risks 43 Find out more on page 8 Viability Statement 48 Corporate Responsibility 50 Cancer Governance in this section Governance Research Leadership 61 Read about how we manage Effectiveness 67 our Company and maintain Accountability 74 high standards Remuneration 80 pages 60 to 103 Relations with Shareholders 100 Report of the Directors 102 Financial Statements in
    [Show full text]
  • FTSE Russell Publications
    2 FTSE Russell Publications 19 August 2021 FTSE 250 Indicative Index Weight Data as at Closing on 30 June 2021 Index weight Index weight Index weight Constituent Country Constituent Country Constituent Country (%) (%) (%) 3i Infrastructure 0.43 UNITED Bytes Technology Group 0.23 UNITED Edinburgh Investment Trust 0.25 UNITED KINGDOM KINGDOM KINGDOM 4imprint Group 0.18 UNITED C&C Group 0.23 UNITED Edinburgh Worldwide Inv Tst 0.35 UNITED KINGDOM KINGDOM KINGDOM 888 Holdings 0.25 UNITED Cairn Energy 0.17 UNITED Electrocomponents 1.18 UNITED KINGDOM KINGDOM KINGDOM Aberforth Smaller Companies Tst 0.33 UNITED Caledonia Investments 0.25 UNITED Elementis 0.21 UNITED KINGDOM KINGDOM KINGDOM Aggreko 0.51 UNITED Capita 0.15 UNITED Energean 0.21 UNITED KINGDOM KINGDOM KINGDOM Airtel Africa 0.19 UNITED Capital & Counties Properties 0.29 UNITED Essentra 0.23 UNITED KINGDOM KINGDOM KINGDOM AJ Bell 0.31 UNITED Carnival 0.54 UNITED Euromoney Institutional Investor 0.26 UNITED KINGDOM KINGDOM KINGDOM Alliance Trust 0.77 UNITED Centamin 0.27 UNITED European Opportunities Trust 0.19 UNITED KINGDOM KINGDOM KINGDOM Allianz Technology Trust 0.31 UNITED Centrica 0.74 UNITED F&C Investment Trust 1.1 UNITED KINGDOM KINGDOM KINGDOM AO World 0.18 UNITED Chemring Group 0.2 UNITED FDM Group Holdings 0.21 UNITED KINGDOM KINGDOM KINGDOM Apax Global Alpha 0.17 UNITED Chrysalis Investments 0.33 UNITED Ferrexpo 0.3 UNITED KINGDOM KINGDOM KINGDOM Ascential 0.4 UNITED Cineworld Group 0.19 UNITED Fidelity China Special Situations 0.35 UNITED KINGDOM KINGDOM KINGDOM Ashmore
    [Show full text]
  • State Street AUT UK Screened (Ex Controversies and CW) Index
    Report and Financial Statements For the year ended 31st December 2020 State Street AUT UK Screened (ex Controversies and CW) Index Equity Fund (formerly State Street UK Equity Tracker Fund) State Street AUT UK Screened (ex Controversies and CW) Index Equity Fund Contents Page Manager's Report* 1 Portfolio Statement* 9 Director's Report to Unitholders* 27 Manager's Statement of Responsibilities 28 Statement of the Depositary’s Responsibilities 29 Report of the Depositary to the Unitholders 29 Independent Auditors’ Report 30 Comparative Table* 33 Financial statements: 34 Statement of Total Return 34 Statement of Change in Net Assets Attributable to Unitholders 34 Balance Sheet 35 Notes to the Financial Statements 36 Distribution Tables 48 Directory* 49 Appendix I – Remuneration Policy (Unaudited) 50 Appendix II – Assessment of Value (Unaudited) 52 * These collectively comprise the Manager’s Report. State Street AUT UK Screened (ex Controversies and CW) Index Equity Fund Manager’s Report For the year ended 31st December 2020 Authorised Status The State Street AUT UK Screened (ex Controversies and CW) Index Equity Fund (the “Fund”) is an Authorised Unit Trust Scheme as defined in section 243 of the Financial Services and Markets Act 2000 and it is a UCITS Retail Scheme within the meaning of the FCA Collective Investment Schemes sourcebook. The unitholders are not liable for the debts of the Fund. The Fund's name was changed to State Street AUT UK Screened (ex Controversies and CW) Index Equity Fund on 18th December 2020 (formerly State Street UK Equity Tracker Fund). Investment Objective and Policy The objective of the Fund is to replicate, as closely as possible and on a “gross of fees” basis, the return of the United Kingdom equity market as represented by the FTSE All-Share ex Controversies ex CW Index (the “Index”), net of withholding taxes.
    [Show full text]
  • Oxford Instruments Plc Report and Financial Statements 2020 D E V O R P
    tanding nders c u ntif cie n s s i ap Le y om n o c e r e n e e r G Oxford Instruments plc Instruments Oxford Report and Financial Statements 2020 Statements Report Financial and h t l a e h y d t i e v v i t o r c p e n m I n o c d e v o r p m I Oxford Instruments plc Report and Financial Statements 2020 Our Purpose Our core purpose is to support our customers in addressing some of the world’s most pressing challenges, enabling a greener economy, increased connectivity, improved health, and leaps in scientifc understanding. We provide high technology products and services to the world’s leading industrial companies and scientifc research communities, exploiting our world-class ability to image, analyse and manipulate materials down to the atomic and molecular level. Employee Pride Respect Reputation in working for us and being inclusive and for positive making a difference valuing our employees contribution to society Being Oxford FTSE 250 constituent Instruments Accountability Health and Safety Trust for our actions ensuring everyone is safe our people to deliver Strategic Report Governance Financial Statements Company Information Contents How we make a in this section Strategic Report difference We discuss the progress we Performance Highlights 2 have made over the past year Our Business 4 Investment Case 7 pages 2 to 67 Leaps in How We Make a Difference 8 scientific Chair’s Statement 12 understanding Chief Executive’s Review 14 Market Context 20 Business Model 22 Engaging with Stakeholders 24 Our Strategy 28 Key Performance Indicators
    [Show full text]
  • Oxford Instruments
    Oxford Instruments plc Empowering Science and Industry Report andStatements Financial 2016 Oxford Instruments plc Report and Financial Statements 2016 Oxford Instruments plc is a leading provider of high technology tools and systems for industry and research. We use innovation to turn smart science into world‑class products that support research and industry to address the great challenges of the 21st Century. WHAT’S INSIDE Strategic Report Governance Financial Statements Company information We discuss developments and Read about how we manage See how we are performing Additional information the global issues that have had our Company and maintain in light of developments about us an impact on our business high standards in the past year page 1 page 40 page 79 page 137 Highlights 1 Board of Directors 41 Directors’ Responsibilities 80 Shareholder Information 137 Our Business 2 Corporate Governance 44 Independent Auditor’s Report 81 Oxford Instruments Directory 139 Where We Operate 3 Audit and Risk Accounting Policies 84 Directors and Advisers IBC Chairman’s Statement 4 Committee Report 51 Consolidated Statement Chief Executive’s Review 6 Nomination Committee Report 57 of Income 90 Key Performance Indicators 8 Remuneration Report 59 Consolidated Statement of Comprehensive Income 91 Strategic Context 9 Report of the Directors 76 Consolidated Statement Our Strategy 10 of Financial Position 92 Business Model 12 Consolidated Statement Operations Review 14 of Changes in Equity 93 Principal Risks and Uncertainties 22 Consolidated Statement Viability Statement 25 of Cash Flows 94 Financial Review 26 Notes to the Financial Statements 96 Corporate Responsibility 32 Parent Company Statement of Financial Position 123 Statement of Changes in Equity 124 Notes to the Parent Company Financial Statements 125 Historical Financial Summary 136 Front cover image: the Oxford Instruments logo etched onto a human hair using atomic force microscopy.
    [Show full text]
  • Equity Developement Template
    Macro investment themes 27th August 2019 Foreign buyers gorging on UK stocks Like whales feasting on Krill, overseas firms are today stuffing themselves silly with Equity Development is an industry choice fillets of corporate Britain. Why? Well look no further than geopolitical tensions thought-leader - providing freely and Brexit, which have disproportionately impacted UK equities and the £. Indeed the available global insights, opinions, FTSE100 has lagged the S&P500 by a hefty 19% over the past 2 years, with company forecasts, valuations, sector Sterling dropping to 34 year lows vs US$ (see below). comparisons, macro developments and detailed research across the entire That said to us, based purely on fundamentals, this period of underperformance investment universe. appears over-cooked, leaving many quality British companies vulnerable to predatory interest. Moreover the firm offers retail / professional investors, family offices, Sterling vs the US Dollar institutions and asset managers of all types, access to key directors via presentational forums, webinars and 1-2-1 meetings. Here investors can ask questions, ‘kick-the-tyres’ and reach their own conclusions with regards to the quality of a company’s investment thesis and management team. A crucial factor that is becoming ever more important, as individuals take responsibility for their own savings, finances and retirement funds. Indeed there has been a step change in the regulatory environment since 2012, which has further encouraged DIY investing. Namely the removal of Source: Macrotrends.net stamp duty on AIM stocks, pension M&A feeding frenzy shows no sign of abating reforms, RDR, and the ongoing attractiveness of tax-free wrappers like We’re not the only ones who think so either.
    [Show full text]
  • 100 Women to Watch 2016
    The Female FTSE Board Report 2016 1 THE FEMALE FTSE BOARD REPORT 2016 100 WOMEN TO WATCH 2016 Dr Patricia Pryce, Director, Beauwest Consultancy Ltd; Visiting Fellow, Cranfield School of Management Jacey Graham, Director, Brook Graham Ltd; Visiting Fellow, Cranfield School of Management This is the 7th edition of 100 Women to Watch, first introduced in the 2009 Female FTSE report. It continues to be a highly respected reference point for search firms, nomination committees and others with the opportunity to influence shortlists for Non-Executive Director positions in FTSE 350 companies. It is not an exhaustive or definitive list of the only talented women available for board positions; neither is it attempting to represent the best 100 women. Our aim with the supplement is to showcase the broad and deep female talent pool for ‘UK Plc’ to draw on. In line with the Davies Review recommendation to draw on female talent from a wide range of backgrounds, this list includes women who hold senior executive roles in FTSE 350 firms and other significant organizations such as large non-listed companies, major charities, professional services firms, educational institutions and NHS Trusts. In addition, a soon to be published report from KPMG highlights that cross-sector mobility from the public to the private sector is a fraction of the cross-sector mobility from the private to public sector. So, for the first time, we have included a small number of women who hold Board and executive-level positions in the Civil Service. We have not listed women who already hold a FTSE 350 NED position and are likely to be well known to the search community, nor have we included women who are Executive Directors on the main board of a FTSE 100 company, as these individuals are already highlighted in this report.
    [Show full text]
  • Fund Holdings Henderson Global Care Managed Fund
    Fund holdings Henderson Global Care Managed Fund March 2016 Henderson Global Care Managed holdings Henderson Global Care Managed OEIC Fund Holdings as at 31 March 2016 Security Name Firstgroup Plc 8.125% 19/09/2018 3I Group Friends Provident Holdings Plc 8.25% 21/04/22 Abbey National Treasurey 1.875% 17/02/2020 Gildan Activewear Acuity Brands Glaxosmithkline Cap 5.25% 19/12/33 Adobe Systems Glaxosmithkline Aegon Go-Ahead Affordable Housing Finance 3.8% 20/05/2042 Greencoat Uk Wind Aia Group Groupe Eurotunnel Ams Gwynt Y Mor Ofto Plc 2.778% 17/02/2034 Anglian Water Serv Financing 4.5% 22/02/2026 Halma Aon Hammerson Arcadis Healthsouth Assura Henry Schein Astrazeneca High Speed Rail Finance 1 Plc 4.375% At&T 4.25% 01/06/2043 01/11/2038 At&T 4.375% 14/09/2029 Hiscox Augean Hsbc 4.75% 24/03/46 Avery Dennison Hsbc 5.375% Fix/Frn 04/11/2030 Aviva 6.125% Fix/Var 14/11/2036 Hsbc Capital Funding 5.844% Fix/Frn Perp Aviva 6.875% Fix/Frn 20/05/2058 Hsbc Plc 6.5% 07/07/23 Aviva Hsbc Holdings Plc 6.375% Fix/Frn 18/10/2022 Axa 5.625% Fix/Frn 16/1/2054 Hsbc Bank Of America Corp 6.125% 15/09/21 Hubbell Bellway Inactive Intercontinental Hotels Group Plc Ord Berkeley Gbp 0.158 - Id Chg 9/5/16 BG Energy Capital 5.125% 07/12/17 Informa BG Energy Capital 6.5% Fix/Frn 30/11/2072 Ing Bank Nv 6.875% Fix-Flt 29/05/23 Bglobal - delisted 09/09/2014 Intertek Blndln 4.821 07/05/33 Investec British Telecom 5.75% 07/12/28 IPG Photonics British Telecom 6.625% 23/06/17 ITV BT Johnson Matthey Canwa Ii Jpmorgan Chase 1.875% 10/02/2020 Citizens Financial Jupiter Cognizant
    [Show full text]