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Jan 16 2023, 07:10 GMT
Disruptive Technology
Week 1 – US Bellwether Blast
- Sectors : Disruptive Technology
- Companies : Kainos Group plc | Baltic Classifieds Group plc | In the Style 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 | 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 | Moonpig Group plc | Naked Wines plc | HelloFresh SE | Auto1 Group SE
Ratings
Ratings and price correct at time of issue
| Company | Rating | Date | Previous Rating | Date | Closing Price |
|---|---|---|---|---|---|
| AO World plc | NEUTRAL | 22/09/21 | N/A | N/A | 69.8p |
| ASOS plc | NEUTRAL | 29/09/21 | N/A | N/A | 744p |
| Auto Trader Group plc | NEUTRAL | 24/01/22 | N/A | N/A | 556p |
| Auto1 Group SE | NEUTRAL | 09/02/22 | N/A | N/A | 926c |
| Baltic Classifieds Group plc | NEUTRAL | 09/08/22 | N/A | N/A | 147.8p |
| boohoo group plc | OUTPERFORM | 22/09/21 | N/A | N/A | 45.2p |
| Carvana Co | NEUTRAL | 09/02/22 | N/A | N/A | 745c |
| Cazoo Group | NEUTRAL | 08/09/21 | N/A | N/A | 2373c |
| Darktrace plc | NEUTRAL | 11/08/22 | N/A | N/A | 263.2p |
| Deliveroo plc | OUTPERFORM | 18/01/22 | N/A | N/A | 92.9p |
| Delivery Hero | OUTPERFORM | 18/01/22 | N/A | N/A | 5048c |
| DoorDash Inc | NEUTRAL | 18/01/22 | N/A | N/A | 5258c |
| GB Group plc | OUTPERFORM | 11/08/22 | N/A | N/A | 371p |
| HelloFresh SE | OUTPERFORM | 09/02/22 | N/A | N/A | 2711c |
| In the Style Group plc | NEUTRAL | 09/08/22 | Outperform | 22/09/21 | 11.9p |
| Just Eat Takeaway.com | OUTPERFORM | 18/01/22 | N/A | N/A | 2485c |
| Kainos Group plc | NEUTRAL | 06/09/22 | N/A | N/A | 1474p |
| Made.com Group plc | OUTPERFORM | 30/08/22 | Neutral | 26/07/22 | 0.5p |
| Marks Electrical Group plc | OUTPERFORM | 12/01/23 | Neutral | 26/07/22 | 98.0p |
| Moonpig Group plc | NEUTRAL | 06/10/21 | N/A | N/A | 119p |
| musicMagpie plc | NEUTRAL | 29/09/21 | N/A | N/A | 36.9p |
| Naked Wines plc | NEUTRAL | 06/10/21 | N/A | N/A | 137p |
| On the Beach Group plc | NEUTRAL | 06/10/21 | N/A | N/A | 174p |
| OnTheMarket plc | NEUTRAL | 09/08/22 | N/A | N/A | 68.5p |
| Purplebricks Group plc | NEUTRAL | 24/01/22 | N/A | N/A | 9.5p |
| Rightmove plc | OUTPERFORM | 24/01/22 | N/A | N/A | 550p |
| Sosandar plc | OUTPERFORM | 26/07/22 | N/A | N/A | 21.0p |
| Trustpilot Group plc | NEUTRAL | 06/09/22 | N/A | N/A | 109.6p |
| Virgin Wines UK plc | NEUTRAL | 26/07/22 | N/A | N/A | 57.5p |
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.
