Kainos Share Discussion Threads

[johnsoho] 16/5/2022 08:36

Seem to be a lot my buys than sells so why is this dropping like a stone? Anyone know a reason why?

[montyhedge] 16/5/2022 08:01

Kainos cut to Hold by Berenberg on risks to margins from costs.

[matthew palmer] 08/5/2022 14:28

Anyone on TECHINVEST, I am wanting to form a group of similar minded people to discuss its views etc and information.

Click my name and send a note.

[montyhedge] 26/4/2022 17:01

High p.e tech with small dividends are so out of favour, looking at the Nasdaq. The rotation continues into defensive high yielding stocks.

[montyhedge] 19/4/2022 11:37

Kainos a great company just the market rotation it seems.

[ali47fish] 19/4/2022 10:12

monty does that mean we sit it out until this reverses-knos is supposed to be a very good compmpany- i would like to undesrtand in terms of positioning!

[montyhedge] 19/4/2022 10:04

Like I said I think rotation out of high p.e and low dividend tech stocks into defensive high yield, just look at the Nasdaq how it's fallen.

[ozzietom] 19/4/2022 09:51

Yes. I agree it was a good update and the forward looking statement is very positive. Just disappointing that the market reacts negatively, even after sustained falls over the last 6 months. Still, this seems to be standard for growth and tech stocks at the moment. If results are as expected, there is a pullback. Only above expectations lead to positive reactions. Still, as a long term holder, I am happy with the update. I think the Workday practise will continue to grow and it is great to see their Smart product suite continuing to do well. The margins for this suite of products should be higher and their increasing network of Workday customers, should provide a good opportunity for sales.

[johnsoho] 19/4/2022 09:27

A VERY good trading update I think:

Trading Update

Kainos Group plc (KNOS), a leading IT provider, operating across two specialist business areas, Digital Services and its Workday Practice, today issues a trading update for the year ended 31 March 2022.

Trading in the period continued to be very strong across both business areas as new and existing clients maintained or increased their levels of investment in digital solutions. As a result, for the full year ending 31 March 2022, the Board expects revenue and adjusted profit to be in line with current consensus forecasts.

Against a backdrop of strong market demand in the UK, our experienced Digital Services teams continue to deliver major transformation programmes to new and existing clients across the Public, Commercial and Healthcare sectors. Our international engagements continue to grow in scale, with positive progress in both Europe and Canada.

In the fast-growing Workday services market, our Workday Practice continues to benefit from our well-established global presence. This has been enhanced through the year with the expertise of our new colleagues who joined via the acquisitions of Cloudator (55 people, Europe), Une Consulting (42 people, Argentina), Blackline Group (50 people, USA) and Planalyse (6 people, Netherlands).

Our Smart Product Suite for Workday has maintained its very strong growth trajectory. Smart Test, our automated testing platform for Workday, continues to expand its international client base, signing a record number of new clients during the year. Smart Audit, launched in August 2021, has already established a strong cohort of customers, from our existing client base as well as securing new clients.

Our performance has been underpinned by our long-term customer relationships, and we remain extremely grateful to our customers for the trust that they have placed in Kainos to help them deliver their ambitious digital projects.

Our success is generated by our people, who continue to excel in delivering high-impact solutions to our customers. Despite the increased global demand for digital talent, we continue to retain, develop and attract high quality people; we now have 2,692 colleagues based in over twenty countries (31 March 2021: 2,024 people), an increase of 33% on the prior year.

Looking ahead, our robust pipeline, strong balance sheet and significant contracted backlog underpin our confidence in our outlook. As a result, we believe that we are well-positioned for further growth and remain confident in our strategy.

The announcement of our results for the full year ended 31 March 2022 will be made on 23 May 2022

[montyhedge] 08/4/2022 13:51

Seems like a rotation out of high p.e and low dividend tech stocks into defensive shares with high dividends.

[belfast_child] 16/3/2022 16:20

Good luck with that. Results out in a few months. Hope they will stun

[montyhedge] 12/3/2022 18:10

Waiting for under a tenner, p.e still to high, tech out of favour, just look at the Nasdaq.

[por997] 09/3/2022 10:01

Anyone topping up yet? Or waiting for £10?

[km18] 21/2/2022 18:39

...from last year...

Is a leading service provider to businesses in Digital and Workday application. Providing a range of services where digital segment is further divided in two parts services and impacts. The company also offers a complete application of Workday as well. As more businesses are getting digitalized which gives Kainos a great opportunity to capitalize this trend. Reported very strong trading update today. The company generates majority of its revenue from digital services around 69% which include services like Cloud and engineering, Data and AI, intelligent automation etc. The company indicated strong demand from public and private sector....

...from WealthOracleAM

https://wealthoracle.co.uk/detailed-result-full/KNOS/110

[montyhedge] 21/2/2022 09:49

High p.e tech stocks with small dividends, being sold off, rotation in high dividend stocks, miners etc.

[ali47fish] 21/2/2022 07:32

rns today acquisition still doing well

[fuji99] 08/2/2022 14:55

Sector related via Microfocus disappointing results (-12% drop so far).

[johnsoho] 08/2/2022 10:07

I think the share price is being manipulated, why the current drop of 53p ?? Manipulation.

[netcurtains] 21/1/2022 15:24

jomool001:
I've now added TPX in (it appears to have a different name in some places):

Http://madcow-env.eba-jz5tbiuk.us-east-2.elasticbeanstalk.com/#Software%20House

[sunshine today] 21/1/2022 15:15

And into low PE 19, v 40 average TEC stocks in the U.K.

TRD

PLUS DIRECTOR BUYING.

[montyhedge] 21/1/2022 15:04

Seems a rotation out of high p.e tech stocks especially in the US.

[jomool001] 19/1/2022 16:04

the panoply (TPX)

[netcurtains] 19/1/2022 12:04

Hi,
I'm trying to draw up a list of quoted UK companies (AIM or FTSE) that are in the same REAL sector as Triad PLC.

So far I have:
TRIAD
KAINOS
MADE TECH

Are there one or two more (eg Software houses that create bespoke software solutions for third parties)?

Cheers Net...

[ali47fish] 16/1/2022 22:17

the way this is written is suspicious

[johnsoho] 16/1/2022 21:46

From the walletinvestor.com website:

Current Price
▼1549.000 GBX
7 Days Forecast
Get It Now!
1-Year Forecast *
▲2376.090 GBX
5-Year Forecast *
▲5240.650 GBX

Historical index on London Stock Exchange : B+ "Should I invest in Kainos Group stock?" "Should I trade "KNOS" stock today?" According to our live Forecast System, Kainos Group plc stock is an outstanding long-term (1-year) investment*. "KNOS" stock predictions are updated every 5 minutes with latest exchange prices by smart technical market analysis. Q&A about "KNOS" projections.
At Walletinvestor.com we predict future values with technical analysis for wide selection of stocks like Kainos Group plc (KNOS). If you are looking for stocks with good return, Kainos Group plc can be a profitable investment option. Kainos Group plc quote is equal to 1549.000 GBX at 2022-01-16. Based on our forecasts, a long-term increase is expected, the "KNOS" stock price prognosis for 2027-01-08 is 5240.650 GBX. With a 5-year investment, the revenue is expected to be around +238.32%. Your current $100 investment may be up to $338.32 in 2027.
Current Price: 1549.000 GBX