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Ebiquity (AIM: EBQ)

Last close As at 21/12/2024

35.50

— 0.00 (0.00%)

Market capitalisation

49m

Ebiquity is a leading, tech-enabled, independent marketing and media consultancy. It aims to help the world’s biggest brands leverage data and analytics to drive greater transparency in the marketing ecosystem, to create more impactful customer experiences and to deliver greater returns on marketing investment.

Latest Insights

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TMT | Update

Ebiquity — Expanding offering in wider geographies

TMT | Update

Ebiquity — Strong revenue growth and improving margin

TMT | edison tv

Ebiquity executive interview: Ebiquity’s growing capabilities and opportunities

TMT | edison tv

Ebiquity executive interview: The role of responsible media
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Research

Update

TMT

Ebiquity — Progress in delivery of strategy

Update

TMT

Ebiquity — Building on recovery

TMT

edison tv

Ebiquity – executive interview

Update

TMT

Ebiquity — Positioned for recovery

Update

TMT

Ebiquity — Activity levels recovering

Outlook

TMT

Ebiquity — Digital acceleration

edison tv

TMT

Ebiquity – executive interview

Update

TMT

Ebiquity — Adapting to circumstance and opportunity

Update

TMT

Ebiquity — Advising brands through COVID-19 uncertainty

Flash note

TMT

Ebiquity — New CEO announced

Flash note

TMT

Ebiquity — COVID-19 update; results postponed

Update

TMT

Ebiquity — Accentuating the opportunities

Flash note

TMT

Ebiquity — Strong digital decision to start 2020

Update

TMT

Ebiquity — Navigating complexity

edison tv

TMT

Bitesize briefing – Ebiquity

Outlook

TMT

Ebiquity — A guiding hand for advertisers

Flash note

TMT

Ebiquity — FY18 performance as anticipated

Update

TMT

Ebiquity — CMA clearance; trading news

Update

TMT

Ebiquity — US momentum

Update

TMT

Ebiquity — H1 progress in continuing business

Flash note

TMT

Ebiquity — AdIntel disposal faces additional scrutiny

Update

TMT

Ebiquity — Improving growth profile

Flash note

TMT

Ebiquity — Disposal of AdIntel

Outlook

TMT

Ebiquity — Providing clarity for advertisers

Update

TMT

IBU-tech — EBIT margin ahead of target

Update

TMT

Ebiquity — Executing the Growth Acceleration Plan

Update

TMT

Ebiquity — Update 27 January 2017

edison tv

TMT

Executive Interview – Ebiquity

Outlook

TMT

Ebiquity — Update 28 September 2016

Flash note

TMT

Ebiquity — Update 29 July 2016

Update

TMT

Ebiquity — Update 30 March 2016

Outlook

TMT

Ebiquity — Update 26 January 2016

thematic

TMT

MediaWatch – One step forward, two steps back

thematic

Consumer

ConsumerWatch – Don’t look down

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Financials

A net zero perspective – Investing in sustainability, technology & innovation

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Financials

Banco Angolano de Investimentos (BAI) – Money-centre bank with lending optionality

thematic

Industrials

The art of measurement – Challenges in metrology

thematic

Investment Companies

Vietnam Holding – Vietnam in the global digital race

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Investment Companies

US small-cap equities – Time to shine?

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TMT

MediaWatch – Encouragements and frustrations

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Consumer

ConsumerWatch – The times they are a-changin’

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Investment Companies

Emerging markets – Worthy of consideration

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Investment Companies

Dynam Capital at the 2024 Vietnam ESG Conference

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TMT

MediaWatch – Glimpses of positivity

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Consumer

ConsumerWatch – Give me a reason to love you

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Investment Companies

UK stock market – Scope for further upside in UK large-cap stocks

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Investment Companies

Listed private equity – Performing a balancing act

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Consumer

ConsumerWatch – At least someone loves me

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TMT

MediaWatch – Rinse and repeat

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Healthcare

Outlook for 2024: Life sciences – where has the conviction gone?

thematic

Financials

South African life assurers: Where is the growth?

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Consumer

Deutsches Eigenkapitalforum (EKF) 2023 consumer and media

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TMT

Deutsches Eigenkapitalforum (EKF) 2023 technology

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Financials

Deutsches Eigenkapitalforum (EKF) 2023 financials and investment companies

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Industrials

Deutsches Eigenkapitalforum (EKF) 2023 industrials

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Healthcare

Deutsches Eigenkapitalforum (EKF) 2023 healthcare
volition01

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Healthcare

VolitionRx – Decoding the DNA of cancer 

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TMT

MediaWatch – Still waiting…

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Consumer

ConsumerWatch – Falling into the fall

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Metals & Mining

Shades of the 1970s

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Industrials

The long and winding road

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TMT

MediaWatch – Targeting the opportunities

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Consumer

ConsumerWatch – Making the most of the summer

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Healthcare

ASCO 2023 key takeaways

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Financials

IFRS 17: Impact on life assurance companies

thematic

TMT

MediaWatch – Vision On

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Consumer

ConsumerWatch – A Spring in the step

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Industrials

Quantum computing: A booming industry

thematic

Metals & Mining

Critical minerals: The investment vacuum

thematic

Financials

Crypto, are you dead yet?

thematic

Industrials

UK housebuilders

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Investment Companies

European equities

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Investment Companies

Listed Private Equity
samuel-scrimshaw-kp_87tExCwI-unsplash

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Metals & Mining

Lithium’s adolescence
Concept of energy storage unit consisting of multiple conected containers with batteries. 3d rednering.

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Industrials

Battery energy storage
Digital Marketing and Internet Media Technology Platform

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TMT

MediaWatch – Screening well

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Investment Companies

Vietnamese equities: Due a comeback?

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Healthcare

Machine learning in drug development

thematic

Consumer

ConsumerWatch – January sales

thematic

Healthcare

Outlook for 2023: Biotechs remain central to novel drug development
Cancer cells

thematic

Healthcare

Oncology ABCs (part four): Blood cancers (AML) – notable innovations
cell DNA double helix

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Healthcare

Cell and gene therapies

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Investment Companies

Investment companies: Latin America is worthy of consideration

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Healthcare

Drug delivery platforms

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Real Estate

South African industrial property fundamentals are strong

thematic

Metals & Mining

Lepidico: Offer closes, oversubscribed

thematic

Healthcare

Oncology ABCs (part three) – thinking outside the box in women’s cancer

thematic

Financials

UK motor P&C insurers series

thematic

Healthcare

Neuroscience comeback

thematic

Real Estate

South African retail property funds remain resilient

thematic

Consumer

ConsumerWatch – Bargains galore

thematic

Consumer

IPO apocalypse

thematic

Healthcare

Oncology ABCs (part two) – vaccines: niche no longer

thematic

Consumer

Food tech – At the forefront of food innovation

thematic

TMT

ESG, moving beyond the box tick

thematic

Consumer

ConsumerWatch – Value emerging

thematic

Healthcare

Oncology ABCs (part one) – a small-cap biopharma prospectus series

thematic

Industrials

A new paradigm for space

thematic

Industrials

Geopolitical conflict to drive renewables surge

thematic

Industrials

The emergence of mega-constellations

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Industrials

Internet in the sky

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Global markets: Valuation ‘normalisation’ continues

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Financials

Revisiting IPOs in London

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TMT

Direct tech investors

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Investment Companies

The case for US capital markets

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Industrials

Truth creates light

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Industrials

All-seeing eye in the sky

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Metals & Mining

Five (more) things every investor should know about lithium and Lepidico

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Healthcare

Cannabinoid manufacturing – Innovative approaches to the production of cannabinoids

thematic

TMT

Seven things every investor needs to know about SenSen

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The industrialisation of space

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Industrials

Five things every investor should know about everyday decarbonisation and Itaconix

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Industrials

Feeding the world

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Global strategic insight: Still neutral on global equities, with caveats

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Consumer

Circular economy business models

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Metals & Mining

Decarbonisation – A potential opportunity for aluminium producers

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Consumer

Seven things every investor should know about Unbound Group

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Financials

Five things you need to know about AQRU and crypto 2.0

thematic

Global strategic insight: Putin’s invasion – turning back now

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Global perspectives: Investment implications of Putin’s invasion

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Consumer

Moving from a vegan January to a sustainable one

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Industrials

BayWa – Focus on sustainability

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Global perspectives: Earnings momentum still positive

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Consumer

Cultivated meat – Engineering the growth of alternative meats

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Metals & Mining

The PGM markets – Outlook and price forecasts

thematic

Industrials

Have yourself a sustainable little Christmas

thematic

Global perspectives – Omicron: A 2-week waiting game

thematic

Industrials

COP26: What does it mean for business?

thematic

Equity strategy and market outlook – November 2021

thematic

Healthcare

Artificial intelligence in drug discovery

thematic

Industrials

Investment themes: IPO boom in London

thematic

Energy & Resources

Demand for Teslas points to lithium deficit

thematic

Industrials

COP26: No matter the outcome, the private sector is the engine of change

thematic

Equity strategy and market outlook – October 2021

thematic

Industrials

COP26: Time to realign your supply chain with net-zero goals?

thematic

Global Perspectives: Remaining cautious as risks surface

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Equity strategy and market outlook – September 2021

thematic

TMT

Quantum dots – all the colours of the rainbow

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Global perspectives: Moving to a cautious outlook

thematic

Laser diodes – may the force be with you

thematic

TMT

Micro-LEDs – small is beautiful

thematic

Caution – slowdown ahead

thematic

The five key ESG themes investors are asking about now

thematic

Consumer

The future of fish – The investment case for sustainable fishing

thematic

Equity strategy and market outlook – August 2021

thematic

Consumer

The growth of UK food ordering and delivery platform

thematic

Financials

Bitcoin’s investment thesis – How ‘dirty’ is the Bitcoin network’s carbon footprint?

thematic

Global perspectives: Valuations in the ointment

thematic

Equity strategy and market outlook – July 2021

thematic

Energy & Resources

Finding the sea of green – The opportunity and options for shipping green H2

thematic

Healthcare

Biosynthesis – Taking the cannabinoid market to new heights

thematic

Global equities: Volatility rises at the upper reaches of valuation

thematic

TMT

Five things every investor needs to know about Mynaric

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Global perspectives: Growth wobble unnerves markets – can UK keep delta in check?

thematic

Equity strategy and market outlook – June 2021

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Five key takeaways from the Edison Open House Future of Transportation 2021

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Global perspectives: Sitting still can be hard to do

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Equity strategy and market outlook – May 2021

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Industrials

The circular economy

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Equity strategy and market outlook – April 2021

thematic

Energy & Resources

Decarbonisation

thematic

Industrials

EV outlook #1 – Growth, policy and net zero

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Reasons to be cheerful – UK leisure ready and waiting

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Equity strategy and market outlook – March 2021

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Healthcare

Seven things every investor should know about SIGA technologies & biological weapons

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Global perspectives: Rising US bond yields? Value investors have little to fear

thematic

Real Estate

South African listed property sector

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South African life assurance – Potential capital release boost

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Global perspectives UK: The value of vaccination

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Equity strategy and market outlook – February 2021

thematic

Healthcare

Confidence renewed as new COVID-19 vaccines demonstrate protection against emergent strains and efficacy with a single-dose regimen

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Equity strategy and market outlook – January 2021

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Equity valuations matter when framed in the right context

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Global perspectives: Profits forecasts robust as COVID-19 rages

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ESG investing

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Investment Companies

Value Investing: Living with the reality, waiting for the inevitable

thematic

Equity strategy and market outlook – November 2020

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Virtual conferences are amazing. But can we get back together soon?

thematic

An even more momentous trend – Brilliance overcomes darkness

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Equity strategy and market outlook – October 2020

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Consumer

Meating Demand – The lean, green money-making machine

thematic

Global Perspectives: US election – Trump OK, Biden OK but neither not OK.

thematic

Global perspectives – Cyclicals recovery building a head of steam

thematic

Equity strategy and market outlook – September 2020

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After the storm: Earnings estimates stabilise

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Equity strategy and market outlook – August 2020

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Illuminator – August Update

thematic

TMT

Semiconductor winners – European companies with strong positions

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Equity strategy and market outlook – July 2020

thematic

Global perspectives – Global growth stocks over-hyped in 2020?

thematic

Short Monitor – Hammerson most shorted UK stock

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Illuminator – July Update

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Global perspectives: Still neutral on equities, but uncertainty reigns

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Global perspectives: Markets cut to the chase – should you?

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Equity strategy and market outlook – June 2020

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TMT

The small satellite market – Small is beautiful

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Global perspectives: Inject a note of caution into asset allocations

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Equity strategy and market outlook – May 2020

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Global perspectives: The biggest recession since the Great Depression

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Global perspectives: Between a lockdown and a hard place

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Equity strategy and market outlook – April 2020

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Global perspectives: Past the first inflection point in consensus earnings estimates

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TMT

European video games: A safe haven in troubled times

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Global perspectives: Difficult headlines, discounted markets

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Illuminator – March Update

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Global perspectives: The time to panic has passed

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Edison Exhibits- A bull market for precious metals

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Equity strategy and market outlook – February 2020

thematic

TMT

Blockchain adoption: Implications for the financial services sector

thematic

decline on coronavirus impact

thematic

Lighthouse – An ESG Centred Week

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Illuminator – February Update

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Equity strategy and market outlook – January 2020

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Coronavirus: Markets wake-up to the risks

thematic

Edison Exhibits – 2020: Fearful of missing out?

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Illuminator – January Update

thematic

Industrials

Battery charge: The rise of lithium-ion – options and implications

thematic

UK election – If the polls are right, UK risk premium set to fall

thematic

Equity strategy and market outlook – November 2019

thematic

Mega-cap equities still priced to outperform bonds

thematic

Illuminator – November Update

thematic

Earnings forecasts: 2019

thematic

Short monitor- Fluttering uncertainty and trade unions

thematic

Equity strategy and market outlook – October 2019

thematic

Healthcare

Edison Exhibits- antibiotic development

thematic

Past the peak of political risk?

thematic

Industrials

Water – The real liquidity crisis

thematic

Illuminator – October Update

thematic

Industrials

Greece – Changing the narrative

thematic

Brexit – Through the fog of war on public opinion

thematic

Moving to a neutral position on global equities

thematic

Illuminator: September Update

thematic

Equity strategy and market outlook – August 2019

thematic

Consumer

Illuminator: August Update

thematic

Staying focused on the facts – the risks remain in place

thematic

Investment Companies

Post Woodford- A spotlight on smaller company liquidity

thematic

TMT

European video games

thematic

Equity strategy and market outlook – July 2019

thematic

Healthcare

The next wave in AMD

thematic

2019 earnings forecasts back on a declining trend

thematic

Illuminator: July Update

thematic

TMT

Diversification and scale for online success

thematic

Financials

IFRS 16

thematic

Equity strategy and market outlook – June 2019

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Liquidity

thematic

Financials

DACH Industrial & Logistic Property

thematic

2019 earnings forecasts losing momentum

thematic

Minimal capitulation from the FOMC

thematic

Whatever it takes… all over again!

thematic

Healthcare

The A-B-T of biosimilars- Explaining contemporary life science issues

thematic

Healthcare

Cannabinoid Therapies- The coming retail wave

thematic

Could the US Fed be enabling a continuation of the trade war?

thematic

Investment Companies

How to buy and sell investment trusts

thematic

Equity strategy and market outlook – May 2019

thematic

The value of a shareholder register

thematic

Healthcare

Cannabinoid Therapies- Therapeutics turning a corner

thematic

Shifting trade politics should not be ignored

thematic

Metals & Mining

Alliance Mineral Assets secures strategic investment from Galaxy and Jiangxi

thematic

Financials

Time value of money

thematic

TMT

5G – Strategic importance, but lacking a near-term commercial driver

thematic

A risk-on environment is a good time to take risk off

thematic

ECB: Next ECB President must keep up the pace of change

thematic

Metals & Mining

Piedmont Lithium increases its mineral resource estimate by 21%

thematic

Equity strategy and market outlook – April 2019

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Financials

Cash flow

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Stronger survey data quashes recession fears for now

thematic

Healthcare

Trial outcomes and value – Explaining contemporary clinical trial issues

thematic

Industrial Automation

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Energy & Resources

Verbier appraisal points to lower than expected resources

thematic

Equity strategy and market outlook – March 2019

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Yield curve a US recession signal? Maybe not this time

thematic

Investment Companies

Types of investment trusts

thematic

Brexit: EU can do it if you really want…

thematic

Energy & Resources

Orinduik resource upgrade for Eco Atlantic offshore Guyana

thematic

Brexit: PM May’s deal may finally be in sight

thematic

Energy & Resources

No moveable hydrocarbons in Alaskan Winx-1 well

thematic

Energy & Resources

Hydrocarbon discovery for Murphy at Cholula-1 offshore Mexico

thematic

Brexit: The big guns go silent

thematic

ECB: Buy the rumour, sell the news

thematic

Healthcare

Drug pricing – Market access and reimbursement

thematic

Equity strategy and market outlook – February 2019

thematic

UK video games – Heterogeneous not homogeneous

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TMT

UK video games – Heterogeneous not homogeneous

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Market outlook: balanced but still biased to upside

thematic

Financials

Enterprise versus equity valuation

thematic

Healthcare

The diagnostics sector

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ECB fiddles as eurozone turns

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Metals & Mining

Gold stars and black holes

thematic

Financials

Deutsche Börse’s Scale

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Financials

Price to earnings ratio

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FOMC: US Fed merely matches expectations

thematic

Brexit: Prepare for a confrontation

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Brexit on pause as UK PM challenged

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Economic survey data on a weakening trend outside US

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Energy & Resources

Sound Energy well result highlights reservoir variability in Morocco

thematic

Brexit: A decisive step into the fog

thematic

2019 Earnings forecasts softening

thematic

Market valuations improving in UK and Europe

thematic

Rising US bond yields spark volatility breakout

thematic

Energy & Resources

Tullow’s Namibian well disappoints

thematic

Brexit: UK Risk premium likely to remain in place

thematic

2018 Earnings forecasts stable over the summer

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Choose your narrative with care for 2019

thematic

Energy & Resources

Tullow spuds Cormorant well offshore Namibia

thematic

Energy & Resources

Southern gas corridor to the EU nears agreement

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Turkey:When risks collide

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Energy & Resources

Mexico: reassurance or uncertainty?

thematic

Earnings estimates: Marginal declines could point to trouble ahead

thematic

The post-ASCO IO pecking order

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The post-ASCO IO pecking order

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The post-ASCO IO pecking order

thematic

Earnings revisions: No sign of a trade war (yet)

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Guaranteed security? Investment implications of US foreign policy

thematic

Global implications of rising US yields

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Long hot Italian summer

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Energy drives estimates higher – but oil now under pressure

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The Global Credit Market

thematic

Italy: Political risk strikes (again) in eurozone

thematic

2018 Earnings forecasts: Another Trump bump for energy

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High equity valuations face macro headwinds

thematic

2018 Earnings forecasts: Still robust, for now

thematic

Energy & Resources

UK independents pick up blocks in Mexico’s Round 3.1

thematic

Market declines: US LIBOR or US trade war?

thematic

Social Media’s Dieselgate?

thematic

2018 Earnings forecasts: US stable, modest declines in Europe

thematic

Energy & Resources

Lower break even for Johan Sverdrup

thematic

Rising bond yields: Mini-drama perhaps, but not a crisis

thematic

Earnings: The real Trump bump

thematic

Canaries in the monetary coal mine?

thematic

Market volatility unsustainably low as bonds and equities diverge

thematic

Energy & Resources

Kosmos exploration hiccups

thematic

Energy & Resources

Positive news from Genel’s Taq Taq

thematic

Economic surprise accelerating

thematic

Energy & Resources

Ludicrous growth of the EV

thematic

Energy & Resources

Tullow’s Araku result completes our 2017 wells to watch list

thematic

Energy & Resources

Fancy a Ferrari or an EV?

thematic

Energy & Resources

Verbier delivers after sidetrack

thematic

Economic data surprising to the upside in Q3

thematic

Energy & Resources

Revealing Big Oil hurdle rates

thematic

Earnings momentum – 2017 forecasts drifting slowly lower

thematic

Energy & Resources

Fatala well latest disappointment offshore West Africa

thematic

Energy & Resources

Partridge and Verbier fail to find oil

thematic

Interesting times for central bankers

thematic

Energy & Resources

Made a discovery? What are the odds of another?

thematic

Earnings momentum remains stable for now

thematic

North Korea: A problem not of Trump’s making

thematic

Energy & Resources

Kosmos searching for more investors

thematic

Energy & Resources

Killing the goose that laid the golden eggs

thematic

Fed policy: Don’t forget your flip-flops

thematic

A tipping point as monetary policy shifts

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Healthcare

ASCO 2017

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Equity risks are rising: economic surprises turning lower

thematic

Energy & Resources

South east basin most popular in latest Mexico round

thematic

Fed rate decision: One and done – or not done?

thematic

UK election: Another step-up in political risk

thematic

Energy & Resources

Porcupine Basin attracts Total

thematic

Energy & Resources

Tory manifesto – what does it mean for oil and gas?

thematic

Earnings forecasts: a short-term support for markets

thematic

Not really an economic surprise…

thematic

Sector view: Boring old insurance

thematic

Energy & Resources

Cairn/FAR return to deepwater FAN in Senegal

thematic

French Election: Is populism already passé?

thematic

Energy & Resources

E&P industry funding cost still high

thematic

Market wobble? Still time to re-position portfolios

thematic

Just what the Fed wanted

thematic

Ready for the rollover?

thematic

Earnings trends: Gap risk endures in US

thematic

Energy & Resources

What a difference a year makes

thematic

TMT

Mobile ecosystems

thematic

FOMC minutes: Fairly soon = March or June?

thematic

Earnings estimates stuck in low gear

thematic

C’est l’économie… French and German bond yields diverge

thematic

Yellen’s hawkish testimony: Rate increases ahead

thematic

Energy & Resources

Filicudi discovery – positive start to 2017 Barents exploration

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Energy & Resources

Tullow dipping a toe back into exploration

thematic

TMT

Mobile ecosystems

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Energy & Resources

Diversified Gas and Oil – quick thoughts

thematic

Implicit forward guidance on asset prices?

thematic

Energy & Resources

EnQuest acquisition: Ability to extract net economics (NAV) will be demonstrated over time

thematic

Earnings Revisions: Waiting for upgrades?

thematic

Valuations trump noisy narratives: increased caution on global equities

thematic

You can’t be given a bloody nose twice

thematic

Energy & Resources

Fortuna LNG deal underlines the structurally higher costs of capital seen by E&Ps

thematic

Energy & Resources

Majors – failure to make sufficient returns will raise costs of capital across the E&Ps

thematic

Earnings revisions: Gap widens between U.S. equities and earnings forecasts

thematic

Forward guidance – Trump style

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Trump’s double surprise

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BOE: Bank on track

thematic

US and European earnings trends: Better to travel than to arrive

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Sterling: Lower for longer as the EU strikes back

thematic

Energy & Resources

Development lead times

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Energy & Resources

Barents Sea – frontier drilling in 2017

thematic

Just don’t mention the yen

thematic

UK economy and corporate profits: Refusing to follow forecasts

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Equity valuations – party like it’s 1999… and 2007?

thematic

Energy & Resources

Understanding of connectivity in Senegal key to tapping upside for Cairn

thematic

Earnings forecasts: Reassuringly stable?

thematic

Gilt shortage: It takes two to tango

thematic

BOE: All priced in and nowhere to go?

thematic

Energy & Resources

SDX initiation

thematic

UK earnings trends – stable and few surprises

thematic

Energy & Resources

Porcupine Basin Phase 2

thematic

Energy & Resources

Conoco sells Senegalese discovery blocks – fair price?

thematic

Brexit, Fed: a short squeeze

thematic

Fed boxed in by yield curve

thematic

Energy & Resources

Oil and Gas Macro Outlook – Tightening market buffered by abundant inventories

thematic

Beware of buy and hold

thematic

Earnings forecasts: absence of a negative is not a positive

thematic

Energy & Resources

Exploration Watch – Porcupine Basin

thematic

Brexit: Ultimately unlikely

thematic

M&A in the UK – is Brexit opening a (relative) value opportunity?

thematic

Energy & Resources

Bonds vs Equity vs Oil

thematic

Was there a “plaza” accord after all?

thematic

Corporate profits – Too early to call an upturn

thematic

Energy & Resources

Genel’s Taq Taq highlights complexity of fractured reservoirs

thematic

Energy & Resources

Oil & Gas UK 2016 Activity Survey: Impressive improvements no match for oil price headwinds

thematic

Yellen’s testimony – No change to the Fed’s view

thematic

Rising credit stress in the banking sector add to investor concerns

thematic

Energy & Resources

Oil Macro outlook 2016 – oversupply in the short term

thematic

Energy & Resources

Oil & gas macro outlook – Oversupply short term, lower break-even long term

thematic

Global market sell-off-are we nearly there yet

thematic

Energy & Resources

Governments need to adapt to the oil price too

thematic

Energy & Resources

Exploration Watch – West of Shetland

thematic

Profits expectations declining as fast as 2008

thematic

Why the Spanish election is being largely ignored by investors

thematic

FED flips, flops, flips?

thematic

ECB: Sins of omission

thematic

The grow slow years

thematic

Energy & Resources

100% success rate continues offshore Mauritania/Senegal

thematic

Paris terror unlikely to be a market event

thematic

Fed Governors’ speeches – bias to tighten in Dec

thematic

Fed flip, market flops?

thematic

Energy & Resources

Falklands exploration: Humpback results finally in

thematic

Energy & Resources

Is the Serica deal a sign of improved North Sea co-operation?

thematic

Energy & Resources

Genel trading statement

thematic

Energy & Resources

Is there a link between the oil prices and deals?

thematic

Energy & Resources

Kurdistan payments ~ two payments in two months

thematic

TMT

Mobile ecosystems

thematic

Energy & Resources

Plexus Holdings taps subsea market

thematic

Energy & Resources

Gulf of Mexico – stepping up to the challenges

thematic

Energy & Resources

Kurdistan ~ payments coming

thematic

Energy & Resources

Petroceltic ~ Creating value in Algeria through execution

thematic

Energy & Resources

Cairn ~ Exposure to Senegal exploration, at lower risk

thematic

Energy & Resources

Rockhopper ~ Building a full cycle, exploration-led E&P

thematic

Energy & Resources

Wentworth Resources ~ company snapshot

thematic

Energy & Resources

Genel operations update ~ still waiting for export payments

thematic

Energy & Resources

Company Snapshot ~ Sterling Energy

thematic

Energy & Resources

Company Snapshot ~ Solo Oil

thematic

Energy & Resources

What’s the marginal cost of oil supply – $60/bbl or $80/bbl?

thematic

Energy & Resources

Saudi-led market share war with US producers continues

thematic

Energy & Resources

Oil & gas macro outlook – The market is returning to equilibrium

thematic

Energy & Resources

First Falklands well in two years looks positive

thematic

Energy & Resources

Nigerian elections 28th March

thematic

TMT

NZ – Edison talks tech

thematic

TMT

AUS – Edison talks tech

thematic

Energy & Resources

Ophir results – Acting counter-cyclically… or not?

thematic

TMT

Mobile ecosystems

thematic

Energy & Resources

Reserves – better not blink or they could be gone

thematic

Energy & Resources

Omne trium perfectum

thematic

Energy & Resources

Thoughts post Cairn FY14 results & India tax update

thematic

Energy & Resources

Finite storage capacity could call time on the financial demand currently supporting oil prices

thematic

Energy & Resources

Exploration Watch – Falklands

thematic

Energy & Resources

Catalytic converter – Five themes from oil majors’ 2015 updates

thematic

Energy & Resources

Exploration watch – Drilling returns to the Falklands

thematic

Metals & Mining

Mining sector report: Gold: The value of gold and other metals

thematic

Energy & Resources

Oil & Gas – Macro Outlook: Current prices are not sustainable

thematic

Energy & Resources

Catalytic converter – Crude oil prices: A range-bound future

thematic

Industrials

Renewables rising – Sector primer

thematic

Consumer

Deutsche Börse Eigenkapitalforum 2014 Research Guide

thematic

TMT

Mobile ecosystems

thematic

Energy & Resources

Oil & Gas – Macro Outlook: Swimming in oil

thematic

Energy & Resources

Oil & gas macro outlook: Ukraine supports prices for now

thematic

Healthcare

Edison healthcare quarterly: A boost for allergy immunotherapy

thematic

Energy & Resources

ASX Spotlight Conference – London, 6 March 2014

thematic

Metals & Mining

Making a case for uranium: Life after Fukushima

thematic

Metals & Mining

Indaba special, 2014

thematic

Energy & Resources

Oil & gas macro outlook: North America is shifting the supply needle

thematic

Energy & Resources

Fallen angels, rising stars: Old LatAm basins creating fresh opportunities

thematic

Energy & Resources

Oil & gas macro outlook: The market remains well supplied

thematic

Industrials

German Mittelstand Conference

thematic

Energy & Resources

Oil & Gas – Oil & gas research principles

thematic

Industrials

German industrials spotlight: Sand in the gears

thematic

Industrials

German industrials spotlight: Industrial machinery

thematic

Energy & Resources

Oil & Gas – Falklands oils: Time to pause and draw breath

thematic

Industrials

German industrials: Global ambitions

thematic

Energy & Resources

ASX Small to Mid Caps Conference – London, 7 March 2013

thematic

Energy & Resources

Asia-Pacific resources quarterly: February 2013 edition

thematic

Macro Outlook: Prices look vulnerable

thematic

Energy & Resources

Seismic reflections: Seismic Elections

thematic

Metals & Mining

Indaba special, 2013

thematic

Healthcare

Edison healthcare quarterly: Boom times for US biotech

thematic

Energy & Resources

Seismic reflections: Oil market dynamics turn bearish

thematic

Macro Outlook: North American supply gathers pace

thematic

Energy & Resources

Seismic reflections: Sentiment vs reality

thematic

Metals & Mining

Edison mining quarterly: October 2012

thematic

Metals & Mining

Mining catalyst: China’s new stimulus

thematic

Energy & Resources

Seismic reflections: Take me out

thematic

Healthcare

Edison healthcare quarterly: Crisis? What crisis?

thematic

Energy & Resources

Seismic reflections: Unstoppable force?

thematic

Energy & Resources

Asia-Pacific resources quarterly: August edition

thematic

Energy & Resources

Seismic reflections: Stick or twist – looks like twist

thematic

Energy & Resources

Seismic reflections: What’s next for UK North Sea?

thematic

Energy & Resources

Seismic reflections: The next major US resource play

thematic

Healthcare

Edison healthcare quarterly: How to please some of the people some of the time

thematic

Investment Companies

Investment Trusts Quarterly: Biotechnology & healthcare trusts

thematic

Energy & Resources

Asia-Pacific resources quarterly

thematic

Energy & Resources

Seismic reflections: Closing bell for the 27th UK licensing round

thematic

Metals & Mining

Edison mining quarterly: April 2012

thematic

Macro Outlook: Supply concerns wane

thematic

Energy & Resources

Seismic reflections: YPF nationalisation

thematic

Energy & Resources

Seismic reflections: Heavy cash

thematic

Energy & Resources

Seismic reflections: Budgeting for a North Sea revitalisation

thematic

Macro Outlook – Diverging Brent and WTI price trends

thematic

Energy & Resources

Seismic reflections: Italian drilling ban about turn?

thematic

Energy & Resources

Seismic reflections: Gas to liquids could gain traction

thematic

Investment Companies

Investment Trusts Quarterly: Growth and income

thematic

Energy & Resources

Seismic reflections: Funding troubles, M&A bubbles

thematic

Metals & Mining

Macro Outlook – Price weakness on the cards

thematic

Energy & Resources

Seismic reflections: Singing those 100% equity blues

thematic

Macro Outlook: Market backdrop still bearish

thematic

Metals & Mining

Indium and gallium overview

thematic

Energy & Resources

Seismic reflections: Enormous North American potential

thematic

Industrials

DSEi: Feedback and thoughts

thematic

Energy & Resources

Seismic reflections : Tullow’s breakthrough discovery

thematic

Macro Outlook – Rapidly weakening market backdrop

thematic

Energy & Resources

Seismic reflections: Confidence in Kurdistan grows

thematic

Energy & Resources

Seismic reflections: An exciting investment story

thematic

Energy & Resources

Still bearish

thematic

Metals & Mining

Switzerland: Global Resources Investing Conference

thematic

Energy & Resources

Seismic reflections : Commodity prices only a side issue

thematic

Energy & Resources

Crude market potentially vulnerable

thematic

Energy & Resources

Seismic reflections : Taxing matters

thematic

Energy & Resources

Seismic reflections – Introducing the oil screen

thematic

Energy & Resources

Supply fears exaggerated

thematic

TMT

The third pillar

thematic

TMT

The real disruptor

thematic

TMT

Merger mania is back

thematic

Energy & Resources

The spectre of weakening prices