IPU - Ticker AI Digest

A The best performing stocks over the period included: Online promotional products business, 4imprint (+64%), which is the leading player in its sector in the US. Management’s decision to continue investing in the business through the pandemic saw it emerge from the downturn with a stronger market position. The stock benefitted from a series of upgrades to analysts’ earnings expectations. Keywords Studios (+13%), which is a global leader in providing outsourced services to the computer games industry, continued to grow strongly, driven by a mixture of <mark style="background-color:yellow">above</mark> market growth and acquisitions. The computer games industry, which is now a £220bn per year sector, continues to grow and is ever more reliant on outsourcers to help manage the creation of new titles. Oil & Gas business, Energean (+23%), benefitted from improved sentiment towards the sector as the Ukraine conflict elevated the price of energy. The business achieved initial production from its substantial gas discovery in the eastern Mediterranean and also had further drilling success in the region. Coats (+11%) is a world leading supplier of thread and other components to global apparel manufacturers. The business benefitted from two acquisitions, giving it market leadership in the casual footwear segment, and from a recovery in the sector following the pandemic. Defence business, Ultra Electronics (+14%), was taken over for an attractive price at the beginning of the period.

A The best performing stocks over the period included: Online promotional products business, 4imprint (+64%), which is the leading player in its sector in the US. Management’s decision to continue investing in the business through the pandemic saw it emerge from the downturn with a stronger market position. The stock benefitted from a series of upgrades to analysts’ earnings expectations. Keywords Studios (+13%), which is a global leader in providing outsourced services to the computer games industry, continued to grow strongly, driven by a mixture of <mark style="background-color:yellow">above</mark> market growth and acquisitions. The computer games industry, which is now a £220bn per year sector, continues to grow and is ever more reliant on outsourcers to help manage the creation of new titles. Oil & Gas business, Energean (+23%), benefitted from improved sentiment towards the sector as the Ukraine conflict elevated the price of energy. The business achieved initial production from its substantial gas discovery in the eastern Mediterranean and also had further drilling success in the region. Coats (+11%) is a world leading supplier of thread and other components to global apparel manufacturers. The business benefitted from two acquisitions, giving it market leadership in the casual footwear segment, and from a recovery in the sector following the pandemic. Defence business, Ultra Electronics (+14%), was taken over for an attractive price at the beginning of the period.