I Read The News Today Oh Boy! 16-Apr-2018

Monday, Apr 16 2018 by
12

Morning all!

Kainos ( Kainos (LON:KNOS) ) – 327p – £387.0m – PER 25.9

Trading Update For The 12 Months To End March 2018 – In-line.

Although there’s a lot of positives here on a PER of 25+ I expect to see a little more than in-line. Having said that, the ROCE and Operating Margin are great.

Carr’s ( Carr's (LON:CARR) ) – 137.25p – £125.5m – PER 11.0

Interim Results For The 6 Months To 3 March 2018 – Significant improvements, expecting FY to be slightly ahead of expectations.

Looks quite good but just wondering if the upside is capped at 160p. Not sure there’s enough here to push it through yet, will keep an eye on a break-out.

Cerillion ( Cerillion (LON:CER) ) – 158.7p – £46.8m – PER 15.0

Trading Update For H1 2018 – Revenue in-line, EBITDA expected to be down from £1.5m to £1.4m, no mention if this is in-line or not, I suspect not - So why not just say so!

I still think this looks OK but I will remain Neutral for now.

As always, all comment most welcome – Have a great day!

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Kainos Group plc is a digital services company. The Company offers information technology products and services to clients in a range of markets, including government, healthcare and financial services. Its segments include Digital Services, Evolve and WorkSmart. The Digital Services segment delivers various system developments of customized online digital solutions for the United Kingdom government and private sector organizations. The Evolve segment is its software platform, which provides over two offerings to the healthcare markets: Evolve electronic medical records (EMR), which is used for digitization, storage and workflow of patient records, and is engaged in the digitization of patient notes in the Acute sector of the national health service (NHS), and Evolve Integrated Care, a cloud-based integrated care solution. The WorkSmart segment provides consulting, project management, integration, support and testing services. It provides software design and development services. more »

LSE Price
622p
Change
0.3%
Mkt Cap (£m)
750.5
P/E (fwd)
34.4
Yield (fwd)
1.7

Carr's Group plc is engaged in the agriculture and engineering activities. The Company's segments are Agriculture and Engineering. The Agriculture segment includes the sale of animal feed and feed blocks together with retail sales of farm equipment, fuels and farm consumables. The Engineering segment includes the design and manufacture of bespoke equipment for use in nuclear, oil and gas, and petrochemical industries. Its products include manipulators, robotics, specialist fabrication and precision machining. The Company's agriculture division develops and supplies a range of branded animal nutrition products into the livestock industries, as well as services the United Kingdom farming and rural communities through a network of retail stores and fuel businesses with manufacturing locations in the United States, United Kingdom and Europe. It is focused on the design and manufacture of pressure vessels and steel fabrications. more »

LSE Price
151.45p
Change
0.6%
Mkt Cap (£m)
138.4
P/E (fwd)
10.1
Yield (fwd)
3.2

Cerillion plc is engaged in providing billing, charging and customer relationship management software solutions to the telecommunications market but also to the utilities and financial services sectors. The Company is a supplier and developer of telecommunication software solutions and equipment. It operates through four business segments, such as Services, Software, Software-as-a-Service and Third Party. The Services segment provides services to customers on new implementation projects and enhancements. The Software segment supports and provides maintenance for the software, as well as the licenses to use the software. The Software-as-a-Service segment offers monthly subscriptions for a managed service and products on a pay as you go service. The Third Party segment offers third-party services or licenses, and includes re-billable expenses and pass through of selling on hardware. It operates in Europe, the Middle East and Africa, the Americas and Asia-Pacific geographical markets. more »

LSE Price
167.5p
Change
-1.2%
Mkt Cap (£m)
50.0
P/E (fwd)
14.6
Yield (fwd)
3.1



  Is LON:KNOS fundamentally strong or weak? Find out More »


2 Posts on this Thread show/hide all

MrContrarian 16th Apr '18 1 of 2
5

My morning smallcap tweet:

ECSC (LON:ECSC), Itaconix (LON:ITX), Carr's (LON:CARR)

ECSC Group (ECSC) The Gooch made a NED. Elizabeth 'Because I'm worth it' Gooch MBE was founder & CEO of EG Solutions. She phoned me once to justify her enormous remuneration. That's a half hour I'll never get back.
Itaconix (ITX) Q1 rev up 8%. How much is 8%? £11k. "The Board is confident, subject to the availability of further funding, that the Company is well positioned to continue to deliver revenue growth through 2018 in line with expectations." No thanks.
Carr's Group (CARR) H1 slightly exceeded the Board's expectations and guides FY similarly.

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andrea34l 16th Apr '18 2 of 2
1

I have had past dealings with Kainos (LON:KNOS) and I wouldn't write home about the quality of their service offering :-/

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