External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

Ashtead Technology Holdings / Equity Bottom-Up

<ul><li>Ashtead Technology is undervalued due to market misunderstandings about potential growth in offshore wind, past financial performance, and concerns about the US election</li><li>The company, founded in 1985, operates in the rental equipment sector for offshore wind, oil, and natural gas industries</li><li>Despite strong fundamentals and growth potential through acquisitions, some investors are hesitant but the author predicts a rerating within a year as misconceptions are addressed</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Ashtead Technology is undervalued due to market misunderstandings about potential growth in offshore wind, past financial performance, and concerns about the US electionThe company, founded in 1985, operates in the rental equipment sector for offshore wind, oil, and natural gas industriesDespite strong fundamentals and growth potential through acquisitions, some investors are hesitant but the author predicts a rerating within a year as misconceptions are addressedThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Ashtead Technology Holdings Plc (AT/ LN) - Wednesday, Oct 9, 2024

US-EU Index Rebalances / Quantitative Researcher, ORTEX

Dimitris Ioannidis

US-EU Index Rebalances / Quantitative Researcher

Global Financial Data and Analytics Platform

ORTEX

ORTEX is a global financial data and analytics platform providing real-time securities lending and short interest data, index rebalance data, holdings and insider transactions, trading signals, corporate actions and news,  stock machine learning and factor scores and other analytics. The majority of the data are downloadable and accessible through APIs.

Index Rebalance

<ul>
<li>
<a href="https://www.smartkarma.com/entities/shawbrook-group-plc" target="_blank" data-smartkarma-citation="entities:22139:1" rel="noopener">Shawbrook (SHAW LN)</a>, the biggest UK IPO of the year, is expected to be included in UK 250 and All-Share at a market cap of ~£2bn.</li>
<li>
<a href="https://www.smartkarma.com/entities/pan-african-resources-plc" target="_blank" data-smartkarma-citation="entities:23518:1" rel="noopener">Pan African Resources (PAF LN)</a> transferred its listing to the Main Market resulting in its anticipated addition to UK 250 and All-Share at a market cap of ~£1.8bn.</li>
<li>Princes Group (PRN LN) is anticipated to be included in UK 250 and All-Share following its IPO in November at a market cap of ~£1bn.</li>
</ul>



Shawbrook (SHAW LN), the biggest UK IPO of the year, is expected to be included in UK 250 and All-Share at a market cap of ~£2bn.

Pan African Resources (PAF LN) transferred its listing to the Main Market resulting in its anticipated addition to UK 250 and All-Share at a market cap of ~£1.8bn.
Princes Group (PRN LN) is anticipated to be included in UK 250 and All-Share following its IPO in November at a market cap of ~£1bn.


UK Index Dec25 Forecast: Largest UK IPO of the Year Among Inclusions

United Kingdom

Ashtead Technology Holdings plc operates as a holding company. The Company, through its subsidiaries, provides rental and sale of survey and robotics equipment and sensors for environmental, geophysical, geospatial, hydrographic, and metocean survey, non-destructive testing, remote visual inspection, and subsea inspection. Ashtead Technology Holdings serves customers worldwide.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Ashtead Technology Holdings (AT/ LN)

Ashtead Technology Holdings Plc (AT/ LN) - Wednesday, Oct 9, 2024

Ashtead Technology is undervalued due to market misunderstandings about potential growth in offshore wind, past financial performance, and concerns...

Value Investors Club (VIC)

UK Index Dec25 Forecast: Largest UK IPO of the Year Among Inclusions

Shawbrook’s IPO and Pan African Resources’ listing transfer are expected to result in the largest UK index additions forecasted for December 2025.

Dimitris Ioannidis

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)