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Jan 16 2023, 07:10 GMT
Disruptive technology
Week 1 – US Bellwether Blast
- Companies : HelloFresh SE | Kainos Group plc | Baltic Classifieds Group plc | musicMagpie plc | Deliveroo plc | DoorDash Inc | OnTheMarket plc | Sosandar plc | Trustpilot Group plc | Just Eat Takeaway.com | Auto Trader Group plc | Carvana Co | Cazoo Group | Purplebricks Group plc | Darktrace plc | On the Beach Group plc OLD | Marks Electrical Group plc | AO World plc | Delivery Hero | Made.com Group plc | Virgin Wines UK plc | GB Group plc | ASOS plc | Rightmove plc | boohoo group plc | Itsarm plc | Moonpig Group plc | Naked Wines plc | Auto1 Group SE
DAVY VIEW
This report represents the first of our weekly US Bellwether Blast product. We know that the globally meaningful US technology/growth stocks exert a significant push/pull on our predominantly European coverage. We track the meaningful newsflow and monitor price, consensus earnings expectations and key valuation metric changes across our ten US technology/growth bellwethers and contextualise by reference to relevant indices.
