EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

Brunel International (BRNL NA) Netherlands

Industrials

the IDEA!

Aims to double EBIT organically by 2027 - BRNL, a global provider of flexible specialist workforce solutions, has presented challenging goals at its latest CMD. In the IDEA!'s 23-page report, they assess the feasibility of these targets and believe the most important parameters to achieve these objectives are revenue growth (HSD organic) and gross margin (at least unchanged). When analysing the verticals in which BRNL operates a LDD revenue growth should be feasible. They see fair value of EUR 16.65 per share, which is ~60% higher than the current share price.

Edition: 178

- 26 January, 2024