EVENTS:   The Roaring 2020s or a Rerun of the 1970s? - Edward Yardeni/Yardeni Research - 24 Mar 26   Best Equity Short Ideas Conference Call 13 - Thomas Chanos/Badger Consultants & Dr. Aaron Fletcher/Bios Research & Jonathan Telgener/Channel Dynamics & Ed Steele/Iron Blue Financials & John Zolidis/Quo Vadis Capital & Mark Hiley/The Analyst - 26 Mar 26     ROADSHOWS: Chinese Equity Ideas & Channel Checks Across 50 sub-sectors - Don Ma /Horizon Insights   •   London   23 - 27 Mar 26       Long Short European Equity Research - Harry Grist /The Analyst   •   New York   26 Mar 26       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   27 - 27 Mar 26      
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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