Secure Trust Bank Research Report
Small UK bank with an excellent lending history, long runway for growth, and dirt-cheap valuation.
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A collection of 129 issues
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Firm Returns Weekly - AV, WBD, TMI, TBLD
Aviva
Aviva is acquiring AIG's UK protection business for total consideration of £460m, in line with their strategy of pursuing capital light growth.
AIG's UK protection business had 1.3m individual protection customers and 1.4m group protection customers as of 31 December 2022.
Aviva to
Portfolio changes 26/09/23
Firm Returns Weekly - WBD, TBLD
Warner Bros. Discovery
Mortal Kombat 1
Mortal Kombat 1 has got off to a strong start, achieving a peak concurrent player count of 38,129 on the day of launch - higher than the 35,147 achieved by MK11 - and holding firm with peaks in excess of 20k in the days
Portfolio changes 22/09/23
Firm Returns Weekly - WBD, TBLD, AV
Warner Bros. Discovery
Webcasts
There are a couple of new webcast recordings available on the WBD website, with commentary from both David Zaslav (CEO) and Gunnar Weidenfels (CFO).
Warner Bros. Discovery - Events & PresentationsWarner Bros. Discovery, Inc. Logo
The Nun II
The Nun II made $32.6m in its US
Firm Returns Weekly - TBLD, ECOR, AV, WBD
tinyBuild
We're expecting tinyBuild's interim results soon, so there should be a fair amount to discuss when they're released. In the meantime, I wanted to share a couple of articles I read this week that could be useful for anyone trying to gauge a
Firm Returns Weekly - TBLD, WBD, TMI
tinyBuild
Streets of Rogue 2
Streets of Rogue 2 has continued to gain momentum, with the game breaking into the top-100 most wishlisted upcoming games on Steam this week.
Using the internal wishlist data we've been given for recent releases (see I Am Future article below), we
Firm Returns Weekly - WBD, TBLD
Warner Bros. Discovery
Blue Beetle
Blue Beetle topped the US box office rankings in its opening weekend with domestic ticket sales of $25m, and is currently the widest release, showing in 3,871 theatres.
Performance is looking comparable to Shazam! Fury of the Gods, which released earlier this year and
Portfolio changes 25/08/23
Firm Returns Weekly - AV, TBLD
Aviva
This week, Aviva released their interim results for the first half of 2023. Here are some highlights:
Group Level
* Operating profit up 8% to £715m (1H22: £661m). On a per share basis, this rises to 10% due to share buybacks (19.9p vs 18.1p).
* Cash remittances (the money