Leading International Investment Research, Edison Investment Research

Edison Investment Research

Leading International Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

Equity Bottom-Up

All businesses struggle with market headwinds, but quality businesses can thrive in little more than stable market conditions. Current macroeconomic conditions may not be that supportive for Moonpig, but the group continues to generate growth (and cash) despite muted consumer confidence, as was shown in its recent H126 results.

All businesses struggle with market headwinds, but quality businesses can thrive in little more than stable market conditions. Current macroeconomic conditions may not be that supportive for Moonpig, but the group continues to generate growth (and cash) despite muted consumer confidence, as was shown in its recent H126 results.

Moonpig — Quality continues to shine through

Despite signs of a turnaround at Greetz and hopes of stability in the Experiences business, it is the core UK Moonpig brand that continues to drive the group. Here, total orders and gift attach rates continued to rise in FY25, boosting its margins and generating the cash flow necessary to invest in all three brands. CEO Nickyl Raithatha has announced his departure in the next 12 months, leaving the group in a strong financial and operational position

Despite signs of a turnaround at Greetz and hopes of stability in the Experiences business, it is the core UK Moonpig brand that continues to drive the group. Here, total orders and gift attach rates continued to rise in FY25, boosting its margins and generating the cash flow necessary to invest in all three brands. CEO Nickyl Raithatha has announced his departure in the next 12 months, leaving the group in a strong financial and operational position

Moonpig — CEO leaves group in strong position

Moonpig’s trading statement for FY25 (to end April) shows that the year looks set to finish in line or slightly better than expected. This is despite a challenging consumer confidence and geopolitical environment. While disruptive, the group’s business model continues to prove robust and therefore significant growth opportunities remain. Its modest capital base generates high returns, which suggests attractive underlying value in the shares.

Moonpig’s trading statement for FY25 (to end April) shows that the year looks set to finish in line or slightly better than expected. This is despite a challenging consumer confidence and geopolitical environment. While disruptive, the group’s business model continues to prove robust and therefore significant growth opportunities remain. Its modest capital base generates high returns, which suggests attractive underlying value in the shares.

Moonpig — FY25 update shows continued cash generation

Index Rebal Trades & Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Index Rebal Trades & Special Situations

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>In this insight, we take a look at the potential index changes for F100 and F250 in the run up to the September 2023 Rebalance.</li>
<li>I currently expect two changes for the F100 index and three changes for the F250 index.</li>
<li>As always, there are several names lurking just outside the borders and could be involved in index changes in September 2023 if there are sharp price changes.</li>
</ul>


In this insight, we take a look at the potential index changes for F100 and F250 in the run up to the September 2023 Rebalance.
I currently expect two changes for the F100 index and three changes for the F250 index.
As always, there are several names lurking just outside the borders and could be involved in index changes in September 2023 if there are sharp price changes.


Quiddity Leaderboard F100/​​250 Sep 23: Two F100 Change and Three F250 Changes Likely

United Kingdom

Moonpig Group PLC is an internet-based retail company. The Company offers personalised greeting cards, flowers, and gifts. Moonpig Group serves customers the United Kingdom, Australia, and the United States.

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Moonpig Group PLC (MOON LN)

Moonpig — Quality continues to shine through

All businesses struggle with market headwinds, but quality businesses can thrive in little more than stable market conditions. Current...

Edison Investment Research

Moonpig — CEO leaves group in strong position

Despite signs of a turnaround at Greetz and hopes of stability in the Experiences business, it is the core UK Moonpig brand that continues to drive...

Edison Investment Research

Moonpig — FY25 update shows continued cash generation

Moonpig’s trading statement for FY25 (to end April) shows that the year looks set to finish in line or slightly better than expected. This is...

Edison Investment Research

Moonpig — FY25 update shows continued cash generation

Moonpig’s trading statement for FY25 (to end April) shows that the year looks set to finish in line or slightly better than expected. This is...

Edison Investment Research

Quiddity Leaderboard F100/250 Sep 23: Two F100 Change and Three F250 Changes Likely

Newly-listed cross-border payment services provider Cab Payments Holdings Plc (CABP LN) could be added to the F250 index in September 2023 unless...

Janaghan Jeyakumar, CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Moonpig — Quality continues to shine through

All businesses struggle with market headwinds, but quality businesses can thrive in little more than stable market conditions. Current...

Edison Investment Research

Moonpig — CEO leaves group in strong position

Despite signs of a turnaround at Greetz and hopes of stability in the Experiences business, it is the core UK Moonpig brand that continues to drive...

Edison Investment Research

Moonpig — FY25 update shows continued cash generation

Moonpig’s trading statement for FY25 (to end April) shows that the year looks set to finish in line or slightly better than expected. This is...

Edison Investment Research

Moonpig — FY25 update shows continued cash generation

Moonpig’s trading statement for FY25 (to end April) shows that the year looks set to finish in line or slightly better than expected. This is...

Edison Investment Research

Quiddity Leaderboard F100/​​250 Sep 23: Two F100 Change and Three F250 Changes Likely

Newly-listed cross-border payment services provider Cab Payments Holdings Plc (CABP LN) could be added to the F250 index in September 2023 unless...

Janaghan Jeyakumar, CFA

Quiddity Leaderboard F100/250 Sep 23: Two F100 Change and Three F250 Changes Likely