Daily Stock Market Report (Fri 17 Jan 2025) - IGR, EVOK
Good morning! We have a busier set of updates than usual this Friday.
Spreadsheet accompanying this report (updated to 10/1/2025)
Companies Reporting
Name (Mkt Cap)RNSSummaryOur view (Author)Petershill Partners (LON:PHLL) (£2.9bn)Q4 AUM UpdateAuM raised in 2024: $32bn, ahead of guidance of $20-25bn. 2025 outlook: AuM raise of $20-25bn.Big Yellow (LON:BYG) (£1.7bn)TULfL store revenue +2% for Q3, +3% year-to-date. Confident in further modest EPS growth.Spirent Communications (LON:SPT) (£1bn)TUOngoing challenging market conditions. Full year adj. op profit to be similar to 2024.PINK (Takeover planned at 201.5p.)Ninety One (LON:N91) (£910m)Q3 AUM UpdateAUM £130.2bn (Sep 2024: £127.4bn).Johnson Service (LON:JSG) (£540m)TUOrganic rev +3.8%. Op profit in line with expectations. 2025: well placed to mitigate higher costs.DFS Furniture (LON:DFS) (£314m)TUOrder intake up 10% in H1. Results for FY25 now expected to be first half weighted.Evoke (LON:EVOK) (£309m)TUH2 sales growth (+8%) and adj EBITDA at the top end of communicated guidance. Ahead of market expectations. AMBER/RED (Graham holds)
High-risk situation, high-reward if they successfully deleverage.Mamp;C Saatchi (LON:SAA) (£218m)2024 Full Year TURevenue growth of 3.5%. PBT in...