Robert Walters Share Discussion Threads

[cockneyrebel] 20/7/2015 08:43

STAF results Weds - recent broker target of £16.75p suggests recruitment is red hot imo.

RWA results just 10 days away (30th)

Such fun :-)

CR

[interceptor2] 15/7/2015 15:12

All recruitment companies seem to be performing well, only some being held back by currency headwinds from Europe. RWA is in a good position with UK at 46% and Asia at 37% of revenues.

I have made a list of geographical exposure for all recruitment companies, looking for companies with high UK exposure, I think that is where the positive earnings surprises will be.

MTEC (not holding) is one to keep an eye on, they were 100% exposed before the Networkers acquisition, perhaps 80% now? next trading update should be in first week in August.

STAFF are 100% UK, will keep an eye on them.

RTC, IPEL, SVCA and PNA also very exposed to UK economy, apart from IPEL they are rather illiquid.

[cockneyrebel] 13/7/2015 15:08

Good statement from STHR today - sector seems to be cooking imo.

CR

[cockneyrebel] 07/7/2015 08:28

And you can't get any stock without the tiniest amount triggering a price rise - gonna be a struggle for anyone to get long before the results imo.

CR

[interceptor2] 07/7/2015 06:52

Management are confident that full year will be ahead, all regions growing, even Europe has increased profits yoy by 3% with currency headwinds, 16% at constant currency. Always a chance that currency headwinds could reverse in H2, giving RWA a further boost.

[cockneyrebel] 07/7/2015 06:25

Results will be ahead of expectations in 4 weeks time.

"The Group's continued strong trading performance, underpinned by our ongoing focus on consultant productivity enables us to continue to deliver operational gearing. The Board is confident that despite FX headwinds, profit for the year will be ahead of current market consensus."
The Group will publish its half-yearly financial results for the six months ending 30 June 2015 on 30 July 2015"

CR

[cockneyrebel] 02/7/2015 08:33

Good trading update from STAF today.

CR

[interceptor2] 02/7/2015 07:48

Will look forward to Tuesday's trading update after the very positive Q1 numbers in April.

Worth mentioning that RWA business is Asia 42%, UK 33%, Europe 20%, Others 5%.

Which is a good balance when currency movement is considered, fortunately only 20% exposure to Europe. Noticed HVN made some comments about the weak Euro having an adverse impact in today's trading update.

No concerns with RWA.

[cockneyrebel] 01/7/2015 13:31

Trading update Tuesday according to Proquote.

CR

[cockneyrebel] 23/6/2015 11:36

trading update July 7thlast year.

CR

[gucci] 15/6/2015 14:33

Why the fall today

[cockneyrebel] 12/6/2015 08:34

strong trading at STHR reported today - bodes well for the trading update here early July imo

CR

[adelwire2] 18/5/2015 17:30

Why the rise today?

[sjc] 18/5/2015 10:50

Gap support held, Macd Crossed & trying to make 5yr+ high. Needs a bit of volume.
free stock charts from uk.advfn.com

[adelwire2] 12/5/2015 19:08

Pl explain how this share works - less than 1000 shares down 9.5p

[sjc] 10/5/2015 14:22

free stock charts from uk.advfn.com
free stock charts from uk.advfn.com

[adelwire2] 09/5/2015 19:38

Thats a bit better

[sjc] 27/4/2015 12:00

Can't action buys online at the moment!

[adelwire2] 27/4/2015 09:47

Why sudden change today?

[adelwire2] 14/4/2015 18:05

Can anyone give me a quick overview of this company please? Brokers seem to like and strong figures but little share activity

[spooky] 10/4/2015 10:00

Not sure that i would call a penny a down day. Anyway it may be worth taking a look at Harvey Nash (HVN), it looks as though the seller is more or less done and on a number of valuation metrics the shares look very cheap IMO.

[3rd eye] 10/4/2015 09:39

temporary down day, no need for panic.

[interceptor2] 08/4/2015 07:27

Great trading ahead statement so early in the new financial year.

Surprised that no one has commented.

[kilgallp] 26/2/2015 13:04

Great results today, yet share price goes down?!