Share Name Share Symbol Market Type Share ISIN Share Description
Empresaria Group LSE:EMR London Ordinary Share GB00B0358N07 ORD 5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.50p +0.41% 122.00p 120.00p 124.00p 126.00p 121.00p 126.00p 180,544.00 10:40:13
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Support Services 187.3 7.1 9.6 12.7 59.80

Empresaria Share Discussion Threads

Showing 1076 to 1099 of 1100 messages
Chat Pages: 44  43  42  41  40  39  38  37  36  35  34  33  Older
DateSubjectAuthorDiscuss
24/1/2017
08:39
Arden have upped 2016 eps by 4%: The trading update confirms another year of double digit earnings growth for Empresaria. We anticipate acceleration in growth rates in FY17 reflecting organic growth, acquisition contribution and FX tailwinds; Arden forecast FY17 earnings growth of 24%. We believe this is not reflected in a FY17 valuation of 8.4x, with the relationship to growth expressed in a Price Earnings Growth ratio of 0.35x. The valuation is inconsistent with current trading, geographical alignment and delivery of the strategy to acquire niche growth businesses such as Rishworth and ConSol, which are fundamentally improving the quality of earnings at Empresaria. The shares represent a conviction Buy.
penpont
24/1/2017
07:59
Earlier indications were of a very substantial uplift. Ironically therefore these might disappoint. Still going to be on a historic multiple of less than 10
graham1ty
24/1/2017
07:52
Earlier indications were of a very substantial uplift. Ironically therefore these might disappoint. Still going to be on a historic multiple of less than 10
graham1ty
24/1/2017
07:27
How much of the 'ahead' results is due to favourable currency translation? I'd say quite key to understanding underlying business performance,...
shaunstar
24/1/2017
07:21
Gosh these guys are modest. That's another excellent set of results.
spbcscw
23/1/2017
16:25
Trading statement tomorrow. Good luck all
graham1ty
20/1/2017
10:01
Should be nearer 200p imo. Strong momentum now. dyor
aishah
20/1/2017
09:35
EMR very perky - ahead of trading update next Tuesday. Currency should have been helpful and outside UK other recruiters seem to have done well. Fingers crossed
harrogate
16/1/2017
13:17
HAS,STHR,PAGE,RWA all trade on mid-teens p/e. Apply that here to see where we'd get to!
aishah
16/1/2017
11:30
hopefully market may give it a bigger re-rating than 1 on the p/e ratio....but people can work out the upside depending on where they see that re-rating! GLA
qs99
16/1/2017
11:21
Very helpful.
davebowler
16/1/2017
09:45
looks very interesting thnx for posting note
qs99
16/1/2017
09:28
From the Capital Network note @104p: BALANCED GROWTH Empresaria looks strikingly inexpensive on a 2016e PE of 9x (Capital Network forecast) for a stock which keeps delivering strong double-digit EPS growth (2015: 24%, 2014: 29%, 2013: 24%, 2012: 25%). In this report we provide a brief refresher on the growth model and the reasons we believe it will keep on delivering in the coming years. The company describes itself as an international, multi-brand, specialist staffing group, and we argue that the success of Empresaria’s strategy reflects its leverage to one major secular growth trend – the emergence of flexible employment practises in higher-skilled job functions across many global markets. In addition to this structural growth trend, you have a measured, accretive acquisition strategy, and a programme of continuous profitability enhancement that still has some headroom for further gains. Taken all together, it’s a balanced EPS growth story. PROVING RESILIENCE The company will provide a trading update January 21st, and we believe this could provide evidence of the sustainability of Empresaria’s earnings growth, ahead of the full results release March 2nd. The key thing to consider is that 2016 has been a tougher year for the wider staffing services sector, with several sector peers issuing profits warnings or weak guidance. A solid update from Empresaria would help to confirm that this company is a structural growth business and not merely a cyclical one. VALUATION – THE FALSE BENCHMARKING SYNDROME We’d argue that a stock with consistent double-digit EPS growth should normally trade on a P/E in the teens rather than the 9x currently afforded to Empresaria. The problem is index benchmarking lumps Empresaria together with enterprises that are essentially UK temping agencies. Whereas Empresaria is neither UK-focussed (35% EU ex-UK, 35% RoW, by Net Fee Income 2016e) nor does its business model resemble the high-volume low value-add generalist agencies. We recognise that the stock market likes to anchor valuations to some kind of benchmark, and we don’t expect the shares to re-rate instantaneously. But, by way of an illustration of the potential upside, we note that if the company delivers our 13.5p EPS for 2017e, and the market rewards this with just a re-rating from 9x to 10x P/E, that would get you 135p as a December 2017 share price.
aishah
10/1/2017
18:11
Thanks for the link. That explains the rise!
maffs1
10/1/2017
08:43
hTtp://www.p r o a ctiveinvestors.co.uk/companies/stocktube/6695/capital-network-analyst-expecting-empresaria-to-report-impressive-growth-for-2016-6695.html
aishah
09/1/2017
18:09
Capital Network analyst expecting Empresaria to report "impressive" growth for 2016 ...see proactiveinvestors.co.uk
jeff h
09/1/2017
16:38
Good to see a nice rise today. The lack of news means that EMR does fluctuate in both directions. I'm hoping for an "in line with expectations" trading statement with a positive outlook. That should see a significant price jump. The only question mark for me is debt and so I've been encouraged at the lack of recent acquisitions. It would be lovely to see debt come down :-)
maffs1
09/1/2017
14:07
Flurry of buying today. Vol above ADV too. Tipped? Trading update due soon (last year was 21st Jan).
aishah
13/12/2016
08:24
None... just crazy fluctuations on small volumes due to lack of liquidity.
spbcscw
08/12/2016
13:35
Had these on a watch list for a while. Any particular reason for the decline?
busterdog2
22/11/2016
09:04
that would be nice but volumes are tiny
tudes100
22/11/2016
08:51
Something up here. Are we in play??
aishah
06/10/2016
08:43
this acquisition looks expensive to me unless they are growing very rapidly indeed
trier1
14/9/2016
11:26
2017 fcst PEG of 0.37. I'll wait for 150p+
aishah
Chat Pages: 44  43  42  41  40  39  38  37  36  35  34  33  Older
Your Recent History
LSE
GKP
Gulf Keyst..
LSE
QPP
Quindell
FTSE
UKX
FTSE 100
LSE
IOF
Iofina
FX
GBPUSD
UK Sterlin..
Stocks you've viewed will appear in this box, letting you easily return to quotes you've seen previously.

Register now to create your own custom streaming stock watchlist.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P:30 V: D:20170124 13:18:11