Cenkos Securities - Edison Group

Overview
Research
Thematics

Cenkos Securities is an independent, specialist institutional securities group, focused on growth companies and investment funds. Its principal activities are corporate broking and advisory and institutional equities.

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Financials |
Update

15.03.23

Cenkos Securities — Gained market share in tough conditions

Financials |
Outlook

15.09.22

Cenkos Securities — Flexible model well suited to market conditions

Financials |
Update

30.03.22

Cenkos Securities — Uncertain background but resilient model

Financials |
Outlook

12.10.21

Cenkos Securities — Reinvigorated and looking to the long term

Cenkos-Securities_resized

Research

Update

Financials

06.10.17

Cenkos Securities — Making hay when the sun shines

Update

Financials

03.04.17

Cenkos Securities — A flexible model that rewards innovation

Financials

Initiation

Cenkos Securities — Resilient broker with a substantial track record

Update

Financials

26.05.16

Cenkos Securities — Update 26 May 2016

thematic

Financials

09.10.25

UK equities: Rethinking UK large caps

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07.10.25

Edison explains: Cloud on the horizon – why NEXT is bearish on the UK

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Energy & Resources

06.10.25

2025 climate review: How much progress have we made?

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Industrials

29.09.25

Edison explains: Scottish surge – Highlands and Islands of Scotland investment boom

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Healthcare

22.09.25

The CNS renaissance: Innovations are reshaping neurological therapies

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Financials

22.09.25

Edison explains: The global beauty industry – an age-defying market

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Financials

15.09.25

Edison explains: PISCES decoded – what is it and why was it created?

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Financials

08.09.25

Edison explains: Climate accountability – hidden emissions or financial reality?

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TMT

04.09.25

MediaWatch – A two-tier story

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TMT

02.09.25

Edison explains: DDoS attacks – destructive by design

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Financials

29.08.25

Banco Angolano de Investimentos S.A. – Presença crescente no comércio retalhista

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TMT

28.08.25

Semiconductors: Materials in wafer markets

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Consumer

19.08.25

ConsumerWatch – Against all odds

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Financials

12.08.25

Banco Angolano de Investimentos – Growing retail presence

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Investment Companies

21.07.25

Hansa House View

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Industrials

04.07.25

Decarbonising the built environment – Green materials, greener buildings

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TMT

03.07.25

The advertising ecosystem – Triangulating perspectives

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28.05.25

Edison Growth Conference 2025

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Industrials

02.04.25

Hybrid Air Vehicles – Redefining air travel and air freight

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Metals & Mining

01.04.25

From gold to gold miners: Extracting higher returns in the current bull run

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Financials

17.03.25

UK equities: Not wrong to call them, but Europe surprised

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TMT

21.02.25

MediaWatch – What now?

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Industrials

13.02.25

Climate: Creating multi-trillion investment opportunities

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Consumer

11.02.25

ConsumerWatch – Looking for a sign

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Financials

10.02.25

Molten Ventures – executive interviews

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10.02.25

The US government and Trump: Market implications

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Consumer

04.02.25

UK consumer sectors – What did Santa bring in 2024?

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Metals & Mining

20.01.25

Why is gold hitting new highs?

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Investment Companies

16.01.25

Saba Capital campaign – Your vote matters

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16.01.25

Market outlook: What lies ahead in 2025

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16.12.24

Borussia Dortmund – executive interviews

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12.12.24

UK equities: A generational opportunity?

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Energy & Resources

06.12.24

Renewable energy developers – Creating value for investors

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Healthcare

11.11.24

Healthcare-focused trusts: A sector on the mend

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TMT

08.11.24

MediaWatch – One step forward, two steps back

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Consumer

29.10.24

ConsumerWatch – Don’t look down

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Financials

14.10.24

A net zero perspective – Investing in sustainability, technology & innovation

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Financials

20.09.24

Banco Angolano de Investimentos (BAI) – Money-centre bank with lending optionality

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Industrials

28.08.24

The art of measurement – Challenges in metrology

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Investment Companies

12.08.24

Vietnam Holding – Vietnam in the global digital race

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Investment Companies

31.07.24

US small-cap equities – Time to shine?

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TMT

29.07.24

MediaWatch – Encouragements and frustrations

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Consumer

22.07.24

ConsumerWatch – The times they are a-changin’

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Investment Companies

10.06.24

Emerging markets – Worthy of consideration

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Investment Companies

06.06.24

Dynam Capital at the 2024 Vietnam ESG Conference

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TMT

06.06.24

MediaWatch – Glimpses of positivity

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Consumer

30.05.24

ConsumerWatch – Give me a reason to love you

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Investment Companies

16.05.24

UK stock market – Scope for further upside in UK large-cap stocks

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Investment Companies

06.03.24

Listed private equity – Performing a balancing act

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Consumer

23.02.24

ConsumerWatch – At least someone loves me

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TMT

02.02.24

MediaWatch – Rinse and repeat

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Healthcare

04.01.24

Outlook for 2024: Life sciences – where has the conviction gone?

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Financials

08.12.23

South African life assurers: Where is the growth?

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Consumer

21.11.23

Deutsches Eigenkapitalforum (EKF) 2023 consumer and media

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TMT

21.11.23

Deutsches Eigenkapitalforum (EKF) 2023 technology

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Financials

20.11.23

Deutsches Eigenkapitalforum (EKF) 2023 financials and investment companies

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Industrials

20.11.23

Deutsches Eigenkapitalforum (EKF) 2023 industrials

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Healthcare

20.11.23

Deutsches Eigenkapitalforum (EKF) 2023 healthcare

volition01

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Healthcare

13.11.23

VolitionRx – Decoding the DNA of cancer

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TMT

07.11.23

MediaWatch – Still waiting…

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Consumer

30.10.23

ConsumerWatch – Falling into the fall

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Metals & Mining

27.09.23

Shades of the 1970s

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Industrials

04.09.23

The long and winding road

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TMT

28.07.23

MediaWatch – Targeting the opportunities

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Consumer

26.07.23

ConsumerWatch – Making the most of the summer

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Healthcare

13.06.23

ASCO 2023 key takeaways

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Financials

09.05.23

IFRS 17: Impact on life assurance companies

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TMT

25.04.23

MediaWatch – Vision On

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Consumer

21.04.23

ConsumerWatch – A Spring in the step

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Industrials

13.04.23

Quantum computing: A booming industry

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Metals & Mining

28.03.23

Critical minerals: The investment vacuum

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Financials

17.03.23

Crypto, are you dead yet?

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Industrials

27.02.23

UK housebuilders

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Investment Companies

13.02.23

European equities

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Investment Companies

08.02.23

Listed Private Equity

samuel-scrimshaw-kp_87tExCwI-unsplash

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Metals & Mining

01.02.23

Lithium’s adolescence

Concept of energy storage unit consisting of multiple conected containers with batteries. 3d rednering.

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Industrials

01.02.23

Battery energy storage

Digital Marketing and Internet Media Technology Platform

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TMT

31.01.23

MediaWatch – Screening well

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Investment Companies

27.01.23

Vietnamese equities: Due a comeback?

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Healthcare

26.01.23

Machine learning in drug development

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Consumer

23.01.23

ConsumerWatch – January sales

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Healthcare

06.01.23

Outlook for 2023: Biotechs remain central to novel drug development

Cancer cells

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Healthcare

04.01.23

Oncology ABCs (part four): Blood cancers (AML) – notable innovations

cell DNA double helix

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Healthcare

20.12.22

Cell and gene therapies

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Investment Companies

30.11.22

Investment companies: Latin America is worthy of consideration

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Healthcare

28.11.22

Drug delivery platforms

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Real Estate

11.11.22

South African industrial property fundamentals are strong

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Metals & Mining

08.11.22

Lepidico: Offer closes, oversubscribed

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Healthcare

07.11.22

Oncology ABCs (part three) – thinking outside the box in women’s cancer

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Financials

03.11.22

UK motor P&C insurers series

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Healthcare

01.11.22

Neuroscience comeback

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Real Estate

24.10.22

South African retail property funds remain resilient

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Consumer

13.10.22

ConsumerWatch – Bargains galore

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Consumer

05.10.22

IPO apocalypse

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Healthcare

03.10.22

Oncology ABCs (part two) – vaccines: niche no longer

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Consumer

03.10.22

Food tech – At the forefront of food innovation

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TMT

10.08.22

ESG, moving beyond the box tick

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Consumer

18.07.22

ConsumerWatch – Value emerging

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Healthcare

01.07.22

Oncology ABCs (part one) – a small-cap biopharma prospectus series

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Industrials

22.06.22

A new paradigm for space

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Industrials

30.05.22

Geopolitical conflict to drive renewables surge

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Industrials

25.05.22

The emergence of mega-constellations

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Industrials

23.05.22

Internet in the sky

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12.05.22

Global markets: Valuation ‘normalisation’ continues

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Financials

11.05.22

Revisiting IPOs in London

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TMT

11.05.22

Direct tech investors

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Investment Companies

10.05.22

The case for US capital markets

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Industrials

10.05.22

Truth creates light

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Industrials

09.05.22

All-seeing eye in the sky

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Metals & Mining

27.04.22

Five (more) things every investor should know about lithium and Lepidico

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Healthcare

26.04.22

Cannabinoid manufacturing – Innovative approaches to the production of cannabinoids

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TMT

21.04.22

Seven things every investor needs to know about SenSen

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20.04.22

The industrialisation of space

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Industrials

01.04.22

Five things every investor should know about everyday decarbonisation and Itaconix

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Industrials

01.04.22

Feeding the world

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28.03.22

Global strategic insight: Still neutral on global equities, with caveats

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Consumer

24.03.22

Circular economy business models

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Metals & Mining

21.03.22

Decarbonisation – A potential opportunity for aluminium producers

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Consumer

11.03.22

Seven things every investor should know about Unbound Group

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Financials

11.03.22

Five things you need to know about AQRU and crypto 2.0

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07.03.22

Global strategic insight: Putin’s invasion – turning back now

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28.02.22

Global perspectives: Investment implications of Putin’s invasion

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Consumer

04.02.22

Moving from a vegan January to a sustainable one

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Industrials

02.02.22

BayWa – Focus on sustainability

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19.01.22

Global perspectives: Earnings momentum still positive

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Consumer

10.01.22

Cultivated meat – Engineering the growth of alternative meats

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Metals & Mining

13.12.21

The PGM markets – Outlook and price forecasts

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Industrials

13.12.21

Have yourself a sustainable little Christmas

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01.12.21

Global perspectives – Omicron: A 2-week waiting game

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Industrials

25.11.21

COP26: What does it mean for business?

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25.11.21

Equity strategy and market outlook – November 2021

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Healthcare

10.11.21

Artificial intelligence in drug discovery

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Industrials

01.11.21

Investment themes: IPO boom in London

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Energy & Resources

29.10.21

Demand for Teslas points to lithium deficit

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Industrials

29.10.21

COP26: No matter the outcome, the private sector is the engine of change

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28.10.21

Equity strategy and market outlook – October 2021

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Industrials

28.10.21

COP26: Time to realign your supply chain with net-zero goals?

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14.10.21

Global Perspectives: Remaining cautious as risks surface

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30.09.21

Equity strategy and market outlook – September 2021

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TMT

29.09.21

Quantum dots – all the colours of the rainbow

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21.09.21

Global perspectives: Moving to a cautious outlook

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13.09.21

Laser diodes – may the force be with you

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TMT

09.09.21

Micro-LEDs – small is beautiful

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07.09.21

Caution – slowdown ahead

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06.09.21

The five key ESG themes investors are asking about now

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Consumer

06.09.21

The future of fish – The investment case for sustainable fishing

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26.08.21

Equity strategy and market outlook – August 2021

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Consumer

25.08.21

The growth of UK food ordering and delivery platform

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Financials

23.08.21

Bitcoin’s investment thesis – How ‘dirty’ is the Bitcoin network’s carbon footprint?

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10.08.21

Global perspectives: Valuations in the ointment

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29.07.21

Equity strategy and market outlook – July 2021

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Energy & Resources

28.07.21

Finding the sea of green – The opportunity and options for shipping green H2

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Healthcare

27.07.21

Biosynthesis – Taking the cannabinoid market to new heights

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20.07.21

Global equities: Volatility rises at the upper reaches of valuation

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TMT

14.07.21

Five things every investor needs to know about Mynaric

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08.07.21

Global perspectives: Growth wobble unnerves markets – can UK keep delta in check?

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24.06.21

Equity strategy and market outlook – June 2021

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17.06.21

Five key takeaways from the Edison Open House Future of Transportation 2021

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16.06.21

Global perspectives: Sitting still can be hard to do

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27.05.21

Equity strategy and market outlook – May 2021

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Industrials

18.05.21

The circular economy

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29.04.21

Equity strategy and market outlook – April 2021

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Energy & Resources

28.04.21

Decarbonisation

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Industrials

20.04.21

EV outlook #1 – Growth, policy and net zero

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07.04.21

Reasons to be cheerful – UK leisure ready and waiting

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25.03.21

Equity strategy and market outlook – March 2021

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Healthcare

22.03.21

Seven things every investor should know about SIGA technologies & biological weapons

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18.03.21

Global perspectives: Rising US bond yields? Value investors have little to fear

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Real Estate

17.03.21

South African listed property sector

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11.03.21

South African life assurance – Potential capital release boost

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02.03.21

Global perspectives UK: The value of vaccination

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25.02.21

Equity strategy and market outlook – February 2021

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Healthcare

01.02.21

Confidence renewed as new COVID-19 vaccines demonstrate protection against emergent strains and efficacy with a single-dose regimen

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28.01.21

Equity strategy and market outlook – January 2021

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12.01.21

Equity valuations matter when framed in the right context

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04.01.21

Global perspectives: Profits forecasts robust as COVID-19 rages

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16.12.20

ESG investing

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Investment Companies

07.12.20

Value Investing: Living with the reality, waiting for the inevitable

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26.11.20

Equity strategy and market outlook – November 2020

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19.11.20

Virtual conferences are amazing. But can we get back together soon?

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12.11.20

An even more momentous trend – Brilliance overcomes darkness

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29.10.20

Equity strategy and market outlook – October 2020

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Consumer

29.10.20

Meating Demand – The lean, green money-making machine

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23.10.20

Global Perspectives: US election – Trump OK, Biden OK but neither not OK.

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08.10.20

Global perspectives – Cyclicals recovery building a head of steam

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24.09.20

Equity strategy and market outlook – September 2020

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15.09.20

After the storm: Earnings estimates stabilise

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27.08.20

Equity strategy and market outlook – August 2020

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24.08.20

Illuminator – August Update

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TMT

16.08.20

Semiconductor winners – European companies with strong positions

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30.07.20

Equity strategy and market outlook – July 2020

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28.07.20

Global perspectives – Global growth stocks over-hyped in 2020?

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20.07.20

Short Monitor – Hammerson most shorted UK stock

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17.07.20

Illuminator – July Update

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15.07.20

Global perspectives: Still neutral on equities, but uncertainty reigns

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03.07.20

Global perspectives: Markets cut to the chase – should you?

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25.06.20

Equity strategy and market outlook – June 2020

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TMT

24.06.20

The small satellite market – Small is beautiful

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11.06.20

Global perspectives: Inject a note of caution into asset allocations

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28.05.20

Equity strategy and market outlook – May 2020

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22.05.20

Global perspectives: The biggest recession since the Great Depression

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15.05.20

Global perspectives: Between a lockdown and a hard place

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30.04.20

Equity strategy and market outlook – April 2020

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17.04.20

Global perspectives: Past the first inflection point in consensus earnings estimates

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TMT

08.04.20

European video games: A safe haven in troubled times

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06.04.20

Global perspectives: Difficult headlines, discounted markets

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18.03.20

Illuminator – March Update

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18.03.20

Global perspectives: The time to panic has passed

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04.03.20

Edison Exhibits- A bull market for precious metals

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27.02.20

Equity strategy and market outlook – February 2020

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TMT

27.02.20

Blockchain adoption: Implications for the financial services sector

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19.02.20

decline on coronavirus impact

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19.02.20

Lighthouse – An ESG Centred Week

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17.02.20

Illuminator – February Update

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30.01.20

Equity strategy and market outlook – January 2020

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27.01.20

Coronavirus: Markets wake-up to the risks

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27.01.20

Edison Exhibits – 2020: Fearful of missing out?

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17.01.20

Illuminator – January Update

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Industrials

12.12.19

Battery charge: The rise of lithium-ion – options and implications

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11.12.19

UK election – If the polls are right, UK risk premium set to fall

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28.11.19

Equity strategy and market outlook – November 2019

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20.11.19

Mega-cap equities still priced to outperform bonds

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19.11.19

Illuminator – November Update

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06.11.19

Earnings forecasts: 2019

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04.11.19

Short monitor- Fluttering uncertainty and trade unions

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31.10.19

Equity strategy and market outlook – October 2019

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Healthcare

30.10.19

Edison Exhibits- antibiotic development

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24.10.19

Past the peak of political risk?

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Industrials

17.10.19

Water – The real liquidity crisis

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17.10.19

Illuminator – October Update

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Industrials

16.10.19

Greece – Changing the narrative

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07.10.19

Brexit – Through the fog of war on public opinion

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19.09.19

Moving to a neutral position on global equities

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17.09.19

Illuminator: September Update

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30.08.19

Equity strategy and market outlook – August 2019

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Consumer

14.08.19

Illuminator: August Update

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14.08.19

Staying focused on the facts – the risks remain in place

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Investment Companies

07.08.19

Post Woodford- A spotlight on smaller company liquidity

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TMT

05.08.19

European video games

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25.07.19

Equity strategy and market outlook – July 2019

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Healthcare

17.07.19

The next wave in AMD

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17.07.19

2019 earnings forecasts back on a declining trend

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16.07.19

Illuminator: July Update

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TMT

10.07.19

Diversification and scale for online success

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Financials

03.07.19

IFRS 16

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27.06.19

Equity strategy and market outlook – June 2019

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26.06.19

Liquidity

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Financials

26.06.19

DACH Industrial & Logistic Property

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24.06.19

2019 earnings forecasts losing momentum

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20.06.19

Minimal capitulation from the FOMC

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18.06.19

Whatever it takes… all over again!

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Healthcare

18.06.19

The A-B-T of biosimilars- Explaining contemporary life science issues

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Healthcare

10.06.19

Cannabinoid Therapies- The coming retail wave

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06.06.19

Could the US Fed be enabling a continuation of the trade war?

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Investment Companies

05.06.19

How to buy and sell investment trusts

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30.05.19

Equity strategy and market outlook – May 2019

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29.05.19

The value of a shareholder register

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Healthcare

22.05.19

Cannabinoid Therapies- Therapeutics turning a corner

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20.05.19

Shifting trade politics should not be ignored

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Metals & Mining

16.05.19

Alliance Mineral Assets secures strategic investment from Galaxy and Jiangxi

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Financials

14.05.19

Time value of money

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TMT

08.05.19

5G – Strategic importance, but lacking a near-term commercial driver

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07.05.19

A risk-on environment is a good time to take risk off

thematic

29.04.19

ECB: Next ECB President must keep up the pace of change

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Metals & Mining

24.04.19

Piedmont Lithium increases its mineral resource estimate by 21%

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18.04.19

Equity strategy and market outlook – April 2019

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Financials

15.04.19

Cash flow

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09.04.19

Stronger survey data quashes recession fears for now

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Healthcare

08.04.19

Trial outcomes and value – Explaining contemporary clinical trial issues

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08.04.19

Industrial Automation

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Energy & Resources

03.04.19

Verbier appraisal points to lower than expected resources

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28.03.19

Equity strategy and market outlook – March 2019

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26.03.19

Yield curve a US recession signal? Maybe not this time

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Investment Companies

26.03.19

Types of investment trusts

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21.03.19

Brexit: EU can do it if you really want…

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Energy & Resources

20.03.19

Orinduik resource upgrade for Eco Atlantic offshore Guyana

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14.03.19

Brexit: PM May’s deal may finally be in sight

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Energy & Resources

13.03.19

No moveable hydrocarbons in Alaskan Winx-1 well

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Energy & Resources

12.03.19

Hydrocarbon discovery for Murphy at Cholula-1 offshore Mexico

thematic

12.03.19

Brexit: The big guns go silent

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08.03.19

ECB: Buy the rumour, sell the news

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Healthcare

04.03.19

Drug pricing – Market access and reimbursement

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28.02.19

Equity strategy and market outlook – February 2019

thematic

26.02.19

UK video games – Heterogeneous not homogeneous

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TMT

26.02.19

UK video games – Heterogeneous not homogeneous

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14.02.19

Market outlook: balanced but still biased to upside

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Financials

08.02.19

Enterprise versus equity valuation

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Healthcare

29.01.19

The diagnostics sector

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28.01.19

ECB fiddles as eurozone turns

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Metals & Mining

22.01.19

Gold stars and black holes

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Financials

15.01.19

Deutsche Börse’s Scale

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Financials

08.01.19

Price to earnings ratio

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20.12.18

FOMC: US Fed merely matches expectations

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19.12.18

Brexit: Prepare for a confrontation

thematic

12.12.18

Brexit on pause as UK PM challenged

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23.11.18

Economic survey data on a weakening trend outside US

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Energy & Resources

20.11.18

Sound Energy well result highlights reservoir variability in Morocco

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16.11.18

Brexit: A decisive step into the fog

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09.11.18

2019 Earnings forecasts softening

thematic

16.10.18

Market valuations improving in UK and Europe

thematic

11.10.18

Rising US bond yields spark volatility breakout

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Energy & Resources

25.09.18

Tullow’s Namibian well disappoints

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21.09.18

Brexit: UK Risk premium likely to remain in place

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17.09.18

2018 Earnings forecasts stable over the summer

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12.09.18

Choose your narrative with care for 2019

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Energy & Resources

04.09.18

Tullow spuds Cormorant well offshore Namibia

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Energy & Resources

20.08.18

Southern gas corridor to the EU nears agreement

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13.08.18

Turkey:When risks collide

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Energy & Resources

01.08.18

Mexico: reassurance or uncertainty?

thematic

23.07.18

Earnings estimates: Marginal declines could point to trouble ahead

thematic

27.06.18

The post-ASCO IO pecking order

thematic

27.06.18

The post-ASCO IO pecking order

thematic

27.06.18

The post-ASCO IO pecking order

thematic

20.06.18

Earnings revisions: No sign of a trade war (yet)

thematic

12.06.18

Guaranteed security? Investment implications of US foreign policy

thematic

07.06.18

Global implications of rising US yields

thematic

29.05.18

Long hot Italian summer

thematic

25.05.18

Energy drives estimates higher – but oil now under pressure

thematic

25.05.18

The Global Credit Market

thematic

25.05.18

Italy: Political risk strikes (again) in eurozone

thematic

09.05.18

2018 Earnings forecasts: Another Trump bump for energy

thematic

20.04.18

High equity valuations face macro headwinds

thematic

16.04.18

2018 Earnings forecasts: Still robust, for now

thematic

Energy & Resources

28.03.18

UK independents pick up blocks in Mexico’s Round 3.1

thematic

23.03.18

Market declines: US LIBOR or US trade war?

thematic

20.03.18

Social Media’s Dieselgate?

thematic

15.03.18

2018 Earnings forecasts: US stable, modest declines in Europe

thematic

Energy & Resources

07.02.18

Lower break even for Johan Sverdrup

thematic

01.02.18

Rising bond yields: Mini-drama perhaps, but not a crisis

thematic

18.01.18

Earnings: The real Trump bump

thematic

20.12.17

Canaries in the monetary coal mine?

thematic

14.12.17

Market volatility unsustainably low as bonds and equities diverge

thematic

Energy & Resources

13.12.17

Kosmos exploration hiccups

thematic

Energy & Resources

06.12.17

Positive news from Genel’s Taq Taq

thematic

24.11.17

Economic surprise accelerating

thematic

Energy & Resources

20.11.17

Ludicrous growth of the EV

thematic

Energy & Resources

07.11.17

Tullow’s Araku result completes our 2017 wells to watch list

thematic

Energy & Resources

16.10.17

Fancy a Ferrari or an EV?

thematic

Energy & Resources

10.10.17

Verbier delivers after sidetrack

thematic

09.10.17

Economic data surprising to the upside in Q3

thematic

Energy & Resources

03.10.17

Revealing Big Oil hurdle rates

thematic

28.09.17

Earnings momentum – 2017 forecasts drifting slowly lower

thematic

Energy & Resources

26.09.17

Fatala well latest disappointment offshore West Africa

thematic

Energy & Resources

18.09.17

Partridge and Verbier fail to find oil

thematic

12.09.17

Interesting times for central bankers

thematic

Energy & Resources

17.08.17

Made a discovery? What are the odds of another?

thematic

16.08.17

Earnings momentum remains stable for now

thematic

11.08.17

North Korea: A problem not of Trump’s making

thematic

Energy & Resources

08.08.17

Kosmos searching for more investors

thematic

Energy & Resources

26.07.17

Killing the goose that laid the golden eggs

thematic

17.07.17

Fed policy: Don’t forget your flip-flops

thematic

29.06.17

A tipping point as monetary policy shifts

thematic

Healthcare

21.06.17

ASCO 2017

thematic

21.06.17

Equity risks are rising: economic surprises turning lower

thematic

Energy & Resources

20.06.17

South east basin most popular in latest Mexico round

thematic

12.06.17

Fed rate decision: One and done – or not done?

thematic

09.06.17

UK election: Another step-up in political risk

thematic

Energy & Resources

07.06.17

Porcupine Basin attracts Total

thematic

Energy & Resources

26.05.17

Tory manifesto – what does it mean for oil and gas?

thematic

14.05.17

Earnings forecasts: a short-term support for markets

thematic

05.05.17

Not really an economic surprise…

thematic

03.05.17

Sector view: Boring old insurance

thematic

Energy & Resources

02.05.17

Cairn/FAR return to deepwater FAN in Senegal

thematic

24.04.17

French Election: Is populism already passé?

thematic

Energy & Resources

12.04.17

E&P industry funding cost still high

thematic

23.03.17

Market wobble? Still time to re-position portfolios

thematic

16.03.17

Just what the Fed wanted

thematic

13.03.17

Ready for the rollover?

thematic

03.03.17

Earnings trends: Gap risk endures in US

thematic

Energy & Resources

01.03.17

What a difference a year makes

thematic

TMT

24.02.17

Mobile ecosystems

thematic

23.02.17

FOMC minutes: Fairly soon = March or June?

thematic

17.02.17

Earnings estimates stuck in low gear

thematic

16.02.17

C’est l’économie… French and German bond yields diverge

thematic

15.02.17

Yellen’s hawkish testimony: Rate increases ahead

thematic

Energy & Resources

15.02.17

Filicudi discovery – positive start to 2017 Barents exploration

thematic

Energy & Resources

10.02.17

Tullow dipping a toe back into exploration

thematic

TMT

08.02.17

Mobile ecosystems

thematic

Energy & Resources

06.02.17

Diversified Gas and Oil – quick thoughts

thematic

03.02.17

Implicit forward guidance on asset prices?

thematic

Energy & Resources

27.01.17

EnQuest acquisition: Ability to extract net economics (NAV) will be demonstrated over time

thematic

17.01.17

Earnings Revisions: Waiting for upgrades?

thematic

09.01.17

Valuations trump noisy narratives: increased caution on global equities

thematic

05.12.16

You can’t be given a bloody nose twice

thematic

Energy & Resources

24.11.16

Fortuna LNG deal underlines the structurally higher costs of capital seen by E&Ps

thematic

Energy & Resources

24.11.16

Majors – failure to make sufficient returns will raise costs of capital across the E&Ps

thematic

22.11.16

Earnings revisions: Gap widens between U.S. equities and earnings forecasts

thematic

14.11.16

Forward guidance – Trump style

thematic

10.11.16

Trump’s double surprise

thematic

04.11.16

BOE: Bank on track

thematic

24.10.16

US and European earnings trends: Better to travel than to arrive

thematic

17.10.16

Sterling: Lower for longer as the EU strikes back

thematic

Energy & Resources

12.10.16

Development lead times

thematic

Energy & Resources

27.09.16

Barents Sea – frontier drilling in 2017

thematic

21.09.16

Just don’t mention the yen

thematic

01.09.16

UK economy and corporate profits: Refusing to follow forecasts

thematic

28.08.16

Equity valuations – party like it’s 1999… and 2007?

thematic

Energy & Resources

17.08.16

Understanding of connectivity in Senegal key to tapping upside for Cairn

thematic

16.08.16

Earnings forecasts: Reassuringly stable?

thematic

10.08.16

Gilt shortage: It takes two to tango

thematic

03.08.16

BOE: All priced in and nowhere to go?

thematic

Energy & Resources

27.07.16

SDX initiation

thematic

22.07.16

UK earnings trends – stable and few surprises

thematic

Energy & Resources

19.07.16

Porcupine Basin Phase 2

thematic

Energy & Resources

18.07.16

Conoco sells Senegalese discovery blocks – fair price?

thematic

21.06.16

Brexit, Fed: a short squeeze

thematic

13.06.16

Fed boxed in by yield curve

thematic

Energy & Resources

09.06.16

Oil and Gas Macro Outlook – Tightening market buffered by abundant inventories

thematic

31.05.16

Beware of buy and hold

thematic

04.05.16

Earnings forecasts: absence of a negative is not a positive

thematic

Energy & Resources

27.04.16

Exploration Watch – Porcupine Basin

thematic

25.04.16

Brexit: Ultimately unlikely

thematic

11.04.16

M&A in the UK – is Brexit opening a (relative) value opportunity?

thematic

Energy & Resources

18.03.16

Bonds vs Equity vs Oil

thematic

17.03.16

Was there a “plaza” accord after all?

thematic

15.03.16

Corporate profits – Too early to call an upturn

thematic

Energy & Resources

02.03.16

Genel’s Taq Taq highlights complexity of fractured reservoirs

thematic

Energy & Resources

23.02.16

Oil & Gas UK 2016 Activity Survey: Impressive improvements no match for oil price headwinds

thematic

10.02.16

Yellen’s testimony – No change to the Fed’s view

thematic

08.02.16

Rising credit stress in the banking sector add to investor concerns

thematic

Energy & Resources

02.02.16

Oil Macro outlook 2016 – oversupply in the short term

thematic

Energy & Resources

27.01.16

Oil & gas macro outlook – Oversupply short term, lower break-even long term

thematic

19.01.16

Global market sell-off-are we nearly there yet

thematic

Energy & Resources

12.01.16

Governments need to adapt to the oil price too

thematic

Energy & Resources

11.01.16

Exploration Watch – West of Shetland

thematic

06.01.16

Profits expectations declining as fast as 2008

thematic

21.12.15

Why the Spanish election is being largely ignored by investors

thematic

14.12.15

FED flips, flops, flips?

thematic

04.12.15

ECB: Sins of omission

thematic

26.11.15

The grow slow years

thematic

Energy & Resources

17.11.15

100% success rate continues offshore Mauritania/Senegal

thematic

16.11.15

Paris terror unlikely to be a market event

thematic

13.11.15

Fed Governors’ speeches – bias to tighten in Dec

thematic

10.11.15

Fed flip, market flops?

thematic

Energy & Resources

29.10.15

Falklands exploration: Humpback results finally in

thematic

Energy & Resources

28.10.15

Is the Serica deal a sign of improved North Sea co-operation?

thematic

Energy & Resources

20.10.15

Genel trading statement

thematic

Energy & Resources

16.10.15

Is there a link between the oil prices and deals?

thematic

Energy & Resources

15.10.15

Kurdistan payments ~ two payments in two months

thematic

TMT

13.10.15

Mobile ecosystems

thematic

Energy & Resources

15.09.15

Plexus Holdings taps subsea market

thematic

Energy & Resources

27.08.15

Gulf of Mexico – stepping up to the challenges

thematic

Energy & Resources

03.08.15

Kurdistan ~ payments coming

thematic

Energy & Resources

27.07.15

Petroceltic ~ Creating value in Algeria through execution

thematic

Energy & Resources

27.07.15

Cairn ~ Exposure to Senegal exploration, at lower risk

thematic

Energy & Resources

27.07.15

Rockhopper ~ Building a full cycle, exploration-led E&P

thematic

Energy & Resources

14.07.15

Wentworth Resources ~ company snapshot

thematic

Energy & Resources

13.07.15

Genel operations update ~ still waiting for export payments

thematic

Energy & Resources

25.06.15

Company Snapshot ~ Sterling Energy

thematic

Energy & Resources

15.06.15

Company Snapshot ~ Solo Oil

thematic

Energy & Resources

22.05.15

What’s the marginal cost of oil supply – $60/bbl or $80/bbl?

thematic

Energy & Resources

07.05.15

Saudi-led market share war with US producers continues

thematic

Energy & Resources

01.05.15

Oil & gas macro outlook – The market is returning to equilibrium

thematic

Energy & Resources

07.04.15

First Falklands well in two years looks positive

thematic

Energy & Resources

26.03.15

Nigerian elections 28th March

thematic

TMT

23.03.15

NZ – Edison talks tech

thematic

TMT

23.03.15

AUS – Edison talks tech

thematic

Energy & Resources

19.03.15

Ophir results – Acting counter-cyclically… or not?

thematic

TMT

18.03.15

Mobile ecosystems

thematic

Energy & Resources

13.03.15

Reserves – better not blink or they could be gone

thematic

Energy & Resources

13.03.15

Omne trium perfectum

thematic

Energy & Resources

10.03.15

Thoughts post Cairn FY14 results & India tax update

thematic

Energy & Resources

05.03.15

Finite storage capacity could call time on the financial demand currently supporting oil prices

thematic

Energy & Resources

03.03.15

Exploration Watch – Falklands

thematic

Energy & Resources

25.02.15

Catalytic converter – Five themes from oil majors’ 2015 updates

thematic

Energy & Resources

25.02.15

Exploration watch – Drilling returns to the Falklands

thematic

Metals & Mining

06.02.15

Mining sector report: Gold: The value of gold and other metals

thematic

Energy & Resources

14.01.15

Oil & Gas – Macro Outlook: Current prices are not sustainable

thematic

Energy & Resources

03.12.14

Catalytic converter – Crude oil prices: A range-bound future

thematic

Industrials

24.11.14

Renewables rising – Sector primer

thematic

Consumer

11.11.14

Deutsche Börse Eigenkapitalforum 2014 Research Guide

thematic

TMT

15.10.14

Mobile ecosystems

thematic

Energy & Resources

03.10.14

Oil & Gas – Macro Outlook: Swimming in oil

thematic

Energy & Resources

02.05.14

Oil & gas macro outlook: Ukraine supports prices for now

thematic

Healthcare

05.03.14

Edison healthcare quarterly: A boost for allergy immunotherapy

thematic

Energy & Resources

04.03.14

ASX Spotlight Conference – London, 6 March 2014

thematic

Metals & Mining

26.02.14

Making a case for uranium: Life after Fukushima

thematic

Metals & Mining

28.01.14

Indaba special, 2014

thematic

Energy & Resources

28.01.14

Oil & gas macro outlook: North America is shifting the supply needle

thematic

Energy & Resources

10.10.13

Fallen angels, rising stars: Old LatAm basins creating fresh opportunities

thematic

Energy & Resources

04.10.13

Oil & gas macro outlook: The market remains well supplied

thematic

Industrials

27.09.13

German Mittelstand Conference

thematic

Energy & Resources

14.08.13

Oil & Gas – Oil & gas research principles

thematic

Industrials

11.06.13

German industrials spotlight: Sand in the gears

thematic

Industrials

15.05.13

German industrials spotlight: Industrial machinery

thematic

Energy & Resources

08.05.13

Oil & Gas – Falklands oils: Time to pause and draw breath

thematic

Industrials

10.04.13

German industrials: Global ambitions

thematic

Energy & Resources

01.03.13

ASX Small to Mid Caps Conference – London, 7 March 2013

thematic

Energy & Resources

28.02.13

Asia-Pacific resources quarterly: February 2013 edition

thematic

26.02.13

Macro Outlook: Prices look vulnerable

thematic

Energy & Resources

08.02.13

Seismic reflections: Seismic Elections

thematic

Metals & Mining

01.02.13

Indaba special, 2013

thematic

Healthcare

07.12.12

Edison healthcare quarterly: Boom times for US biotech

thematic

Energy & Resources

16.11.12

Seismic reflections: Oil market dynamics turn bearish

thematic

06.11.12

Macro Outlook: North American supply gathers pace

thematic

Energy & Resources

05.10.12

Seismic reflections: Sentiment vs reality

thematic

Metals & Mining

02.10.12

Edison mining quarterly: October 2012

thematic

Metals & Mining

14.09.12

Mining catalyst: China’s new stimulus

thematic

Energy & Resources

07.09.12

Seismic reflections: Take me out

thematic

Healthcare

30.08.12

Edison healthcare quarterly: Crisis? What crisis?

thematic

Energy & Resources

24.08.12

Seismic reflections: Unstoppable force?

thematic

Energy & Resources

20.08.12

Asia-Pacific resources quarterly: August edition

thematic

Energy & Resources

10.08.12

Seismic reflections: Stick or twist – looks like twist

thematic

Energy & Resources

13.07.12

Seismic reflections: What’s next for UK North Sea?

thematic

Energy & Resources

15.06.12

Seismic reflections: The next major US resource play

thematic

Healthcare

28.05.12

Edison healthcare quarterly: How to please some of the people some of the time

thematic

Investment Companies

24.05.12

Investment Trusts Quarterly: Biotechnology & healthcare trusts

thematic

Energy & Resources

10.05.12

Asia-Pacific resources quarterly

thematic

Energy & Resources

04.05.12

Seismic reflections: Closing bell for the 27th UK licensing round

thematic

Metals & Mining

25.04.12

Edison mining quarterly: April 2012

thematic

24.04.12

Macro Outlook: Supply concerns wane

thematic

Energy & Resources

20.04.12

Seismic reflections: YPF nationalisation

thematic

Energy & Resources

05.04.12

Seismic reflections: Heavy cash

thematic

Energy & Resources

09.03.12

Seismic reflections: Budgeting for a North Sea revitalisation

thematic

13.02.12

Macro Outlook – Diverging Brent and WTI price trends

thematic

Energy & Resources

10.02.12

Seismic reflections: Italian drilling ban about turn?

thematic

Energy & Resources

27.01.12

Seismic reflections: Gas to liquids could gain traction

thematic

Investment Companies

13.01.12

Investment Trusts Quarterly: Growth and income

thematic

Energy & Resources

13.01.12

Seismic reflections: Funding troubles, M&A bubbles

thematic

Metals & Mining

16.12.11

Macro Outlook – Price weakness on the cards

thematic

Energy & Resources

28.10.11

Seismic reflections: Singing those 100% equity blues

thematic

26.10.11

Macro Outlook: Market backdrop still bearish

thematic

Metals & Mining

07.10.11

Indium and gallium overview

thematic

Energy & Resources

30.09.11

Seismic reflections: Enormous North American potential

thematic

Industrials

20.09.11

DSEi: Feedback and thoughts

thematic

Energy & Resources

16.09.11

Seismic reflections : Tullow’s breakthrough discovery

thematic

11.08.11

Macro Outlook – Rapidly weakening market backdrop

thematic

Energy & Resources

05.08.11

Seismic reflections: Confidence in Kurdistan grows

thematic

Energy & Resources

24.06.11

Seismic reflections: An exciting investment story

thematic

Energy & Resources

22.06.11

Still bearish

thematic

Metals & Mining

13.06.11

Switzerland: Global Resources Investing Conference

thematic

Energy & Resources

23.05.11

Seismic reflections : Commodity prices only a side issue

thematic

Energy & Resources

18.04.11

Crude market potentially vulnerable

thematic

Energy & Resources

01.04.11

Seismic reflections : Taxing matters

thematic

Energy & Resources

11.03.11

Seismic reflections – Introducing the oil screen

thematic

Energy & Resources

25.02.11

Supply fears exaggerated

thematic

TMT

24.09.10

The third pillar

thematic

TMT

10.09.10

The real disruptor

thematic

TMT

27.08.10

Merger mania is back

thematic

Energy & Resources

16.08.10

The spectre of weakening prices