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Mar 3 2023, 07:15 GMT
Disruptive technology
Monthly valuation overview – February
- Companies : HelloFresh SE | Kainos Group plc | Baltic Classifieds Group plc | musicMagpie plc | Deliveroo plc | DoorDash Inc | OnTheMarket plc | Sosandar plc | Trustpilot Group plc | 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 | 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
In our monthly valuation product, we provide an overview of key metrics across our three core coverage sectors: E-commerce, Online Marketplaces and Software & IT Services. January saw a significant bounce across our coverage, but the past month has seen a return to the downward trend of 2022 as fears of sticky inflation and sustained higher interest rates come to the fore. Over the past month, our E-commerce coverage is down 8%, Online Marketplaces down 11% with Software & IT Services relatively resilient, up 1%. Looking forward, can the UK-EU post-Brexit deal, alongside a relative rebound in consumer confidence, help boost the supressed valuations in the UK market? See the link to our full presentation below.
