#CKN Panmure increase forecasts 2-4% following the acquisition raising TP to 5580p from 5500p.
Clarkson sails to new high on US deal:
Shipbroking firm adds crude expertise in EPS-enhancing acquisition of Link Group.
#CKN $CCKN
sharesify.com/clarkson-sai...
#CKN buys North American crude and derivatives oil brokerage Link Group for $80m using cash resources. Immediately earnings enhancing (I’ll bet it is currently..)
Good to see not all the cash pile being spaffed on bonuses.
#CKN celebrating 16years in the portfolio with an ATH today.
#CKN DB raise TP to 4850p from 4350p. Berenberg raise to 5250p from 4750p.
#CKN
❌Clarkson reported FY, with underlying PBT of £90.6m Vs £115.3m in 2024.
❌U/ EPS of 225.8p Vs 286.9p YoY
✅FY dividend £1.12 +3%, marking its 23rd consecutive year of dividend growth.
✅The forward order book for 2026 stands at $244m Vs $231m YoY
bsky.app/profile/trad...
Clarkson navigates choppy markets:
The shipbroking group performed well despite a difficult market last year and raised its payout.
#CKN $CKN
sharesify.com/clarkson-nav...
#CKN Panmure raise to 5500p from 4400p.
UK companies in the news:
#ADVT #BSRT #CKN #CRDL #FXPO #GPM #GSK #HEX #HGT #KETL #MMIT #NRR #SAA #STS
Head to Sharesify.com for news, views and analysis.
#CKN FY Results. Revenue and PBT down on prior year and inline with revised expectations following the tariff disturbance. Order book increased on prior year with momentum continuing and divi increased for the 23rd consecutive year. Geo-political uncertainty driving complexity.
Sharesify talks markets, big sell-off in Asia and why oil spike to blame, investment trusts and more... #ALW $ALW #ATT $ATT #RTO $RTO #VTY $VTY #AVGO $AVGO #LGEN $LGEN #CKN $CKN
sharesify.com/sharesify-po...
knowledge.sharescope.co.uk/2026/01/21/b... a look at the causes of volatility in the natural gas price, and what this might signal for equity markets. Companies covered #CKN, #EYE, #CTG.
#CKN Panmure raise TP to 4400p from 4000p. Price now in the gap down to that level.
UK companies in the news today: #CKN #EWI #GLEN #HLMA #HRI #HUI #RICA #RIO #SBRY #SML #UTG
Head to our website for news and views on #EWI #GLEN #RIO #SBRY and more:
Sharesify.com
#CKN FY TS. PBT expected at not less than £90m with a much stronger H2. Consensus PBT has £88.7m.
#CKN Looks a much improved H2 environment after a soft H1 and results always H2 weighted. FY TS expected next Friday.
#CKN
Latest BDI shows quite an uplift in H2. ChatGPT data analysis is suggesting to me this isn’t reflected in current forecasts based on historic correlation even with adverse exchange rate movements.
TS expected January.
Please DYOR.
#CKN Interims
❌Revenue £297.8m Vs £310.1m
❌U/lying PBT* £39.4m Vs £51.5m
❌Reported PBT £37.5m Vs £50.1m
❌U/lying B/EPS* 98.6p Vs 129.1p
❌Reported B/EPS 93p Vs 124.6p
✅Interim dividend per share 33p Vs 32p
✅23rd consecutive year of dividend increases
#Clarkson RNS📸via @tradermark72.bsky.social 👍
#CKN Panmure raise DCF based target price to 4000p from 3800p with results slightly ahead of their forecasts.
#CKN H1 Results. PBT below previous year as expected from the AGM TS given the tariff turmoil navigated with Broking activity down. H2 weighting (as always) and progressive divi maintained into 23rd year.
How many runways can you see for Crookston Municipal Kirkwood Field airport (USA) ? : The answer is on https://www.bigorre.org/aero/meteo/kckn/en #crookston #usa #crookstonmunicipalkirkwoodfieldairport #kckn #ckn #airport #aviation #avgeek vl
How many runways do you see for Crookston Municipal Kirkwood Field airport (USA) ? : The answer is on https://www.bigorre.org/aero/meteo/kckn/en #crookston #usa #crookstonmunicipalkirkwoodfieldairport #kckn #ckn #airport #aviation #avgeek vl
#CKN Panmure cut TP to 3800p from 5100p
#CKN AGM TU. Unsurprisingly warns on profit and reduces expectations to between £85m and £95m given spot and dollar rates. Potential to reverse when normality returns. As always 2nd half weighted.
📖 Want to read more? The entire report is available for download on our website: www.chinakennisnetwerk.nl/publications...
Also check out our #CKN YouTube channel for more interviews, report presentations, knowledge sessions and Cosmolab: www.youtube.com/@ChinaKnowle...
📚 Changing Perspectives: Towards Conditions for Sustainable EU-China Academic Collaboration
The #CKN report aims to:
1️⃣ Strike a balance in academic collaboration with China.
2️⃣ Provide frameworks for sustainable EU-China academic collaboration.
3️⃣ Inform Dutch policy makers in their decision making.
#CKN Panmure reduce CKN TP to 5100p from 5200p after reducing FY25 and FY26 EPS estimates 6% and 5%
#CKN FY Results. Record PBT, increas3d forward order book, 22nd consecutive year of increased dividends. Outlook cautious on current geo-political issues with spot rate business at a slower start than last year. Expects rebalancing with 2nd half weighting.
📖 Read more about the session on our #CKN website or Linkedin!
📖 Interested in the entire session? You can find it on our Youtube channel: www.youtube.com/watch?v=T9sO...