Listed companies in the video games space tend to command high valuation multiples, due to the growth dynamics of the industry. There is scope for Sumo to re-rate to a higher multiple, in line with peers (see p2). We argue that, given its strong growth prospects, limited risk business model, and strong cash flows, Sumo Group offers an attractive valuation at current levels.Full report is available via Capital Network website
MTI Wireless Edge (LON:MWE) is a technology group focussed on communication and radio frequency solutions. The applications addressed include civil and military communications, wireless irrigation controls, and speciality consulting services in the antennas and electronics space.
MTI Wireless Edge Limited (LON:MWE) is a world leader in developing and manufacturing high quality and cost effective antenna solutions for commercial and military applications, as well as control systems for remotely operated smart irrigation systems. The company has achieved strong growth in recent years, with a three-year revenue compounded annualises growth rate (CAGR) of 22% and an earnings per share (EPS) CAGR of 70%. These dynamics have supported a share price increase of 170% over the three years.
CUI Global (NASDAQ: CUI) is a platform company focussing on the acquisition, development and commercialization of new, innovative technologies. The company operates through two divisions – Power & Electromechanical, and Energy.
The strategic focus for CUI Global is the Energy segment. We believe that this business is entering a phase of transformational growth. In this report we examine the growth potential for the Energy segment and some of the major projects which will deliver this growth.
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