Ocado Retail’s bumper Christmas and fourth quarter trading has split opinion among analysts.
The Ocado Group PLC (LSE:OCDO) and Marks and Spencer Group PLC (LSE:MKS)-owned online supermarket on Tuesday flagged a “record” Christmas and full-year revenue of £2.69 billion, up 13.9%.
JD Sports Fashion PLC (LSE:JD.)’s profit warning and resultant share price hit on Tuesday has not prompted Peel Hunt and Shore Capital analysts to ditch backing for the retailer.
Both Shore Cap and Peel Hunt reiterated ‘buy’ ratings for JD and pointed to its lack of willingness to cut prices in response to tough market conditions.
Arecor Therapeutics PLC's (AIM:AREC) decision to close its Tetris Pharma subsidiary marks a significant strategic pivot, allowing the company to reallocate resources toward its high-value diabetes programmes.
Analysts at Panmure Liberum view the move as an opportunity to capitalise on Arecor’s proprietary ultra-concentrated insulin formulations, AT278 and AT247, which they see as the cornerstone of the company’s value.
Games Workshop Group PLC (LSE:GAW) first results update since it became an FTSE 100 member received a ringing endorsement from the analysts at Peel Hunt.
Interim profits at the Warhammer model figures group were 33% ahead at £126.8 million and beat expectations by almost £7 million, prompting Peel to upgrade its full-year estimate by 6%.
Cordiant Digital Infrastructure Ltd (LSE:CORD) offers a compelling opportunity for investors seeking exposure to the evolving digital infrastructure sector.
Despite recovering from its October 2023 share price lows, the stock still trades at a 28% discount to its net asset value (NAV), highlighting what Peel Hunt describes as "potentially material upside".
Caledonia Mining Corporation PLC's (AIM:CMCL, NYSE-A:CMCL) capital spending plans are aimed at underpinning the life of the Blanket Mine in Zimbabwe through 2040, broker Panmure Liberum suggested today.
The gold miner detailed plans for US$41.8 million spending this year with a fourth-quarter trading update.