Disruptive Technology

Week 1 – US Bellwether Blast

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.

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Jan 16 2023, 07:10 GMT

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