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Yahoo
28-03-2025
- Business
- Yahoo
Undervalued European Small Caps With Insider Action For March 2025
In March 2025, the European market showed signs of resilience as the pan-European STOXX Europe 600 Index ended higher, buoyed by hopes of increased government spending despite ongoing concerns over impending U.S. tariffs. As central banks navigate a complex landscape marked by inflation worries and trade uncertainties, small-cap stocks in Europe present intriguing opportunities for investors seeking growth potential amid these broader economic dynamics. Name PE PS Discount to Fair Value Value Rating Hoist Finance 7.4x 1.5x 20.97% ★★★★★☆ Bytes Technology Group 23.0x 5.9x 9.98% ★★★★★☆ Macfarlane Group 10.6x 0.6x 39.72% ★★★★★☆ Robert Walters NA 0.2x 43.74% ★★★★★☆ Speedy Hire NA 0.2x 23.75% ★★★★★☆ Savills 24.9x 0.6x 36.47% ★★★★☆☆ Seeing Machines NA 2.0x 41.99% ★★★★☆☆ FRP Advisory Group 12.6x 2.2x 8.32% ★★★☆☆☆ Arendals Fossekompani 21.1x 1.6x 46.69% ★★★☆☆☆ FastPartner 16.4x 4.7x -82.67% ★★★☆☆☆ Click here to see the full list of 62 stocks from our Undervalued European Small Caps With Insider Buying screener. Underneath we present a selection of stocks filtered out by our screen. Simply Wall St Value Rating: ★★★★☆☆ Overview: Sirius Real Estate is a property investment company focused on owning and operating business parks in Germany, with a market cap of approximately £1.25 billion. Operations: The company's revenue primarily stems from property investment, with the latest reported revenue at €306.60 million. Cost of goods sold (COGS) was €128.3 million, resulting in a gross profit of €178.3 million and a gross profit margin of 58.15%. Operating expenses amounted to €51.0 million, contributing to a net income of €131.6 million and a net income margin of 42.92%. PE: 11.7x Sirius Real Estate, a European investment opportunity, has been actively expanding its portfolio with strategic acquisitions like Chalcroft Business Park in Southampton and Earl Mill in Oldham. These moves are funded by a €350 million bond issuance, indicating strong investor confidence. The company's recent insider confidence is reflected through board changes and leadership appointments to drive growth in the U.K. and Germany. With assets generating significant income and development potential, Sirius's small-cap nature offers appealing prospects amidst its financial strategies for long-term value creation. Click here to discover the nuances of Sirius Real Estate with our detailed analytical valuation report. Review our historical performance report to gain insights into Sirius Real Estate's's past performance. Simply Wall St Value Rating: ★★★★★☆ Overview: Biotage is a company focused on providing solutions in the healthcare software sector, with operations contributing to its market capitalization of approximately SEK 11.67 billion. Operations: The company generates revenue primarily from its healthcare software segment, with recent figures reaching SEK 2.06 billion. The gross profit margin has shown a notable upward trend, peaking at 62.73% in the latest period. Operating expenses are mainly driven by sales and marketing efforts and research and development activities, which have consistently been significant components of the cost structure. PE: 27.7x Biotage, a growing player in the European market, has caught attention due to insider confidence. Peter von Ehrenheim's significant purchase of 410,000 shares for SEK 47 million signals strong belief in its potential. Despite a dip in Q4 sales to SEK 582 million from SEK 643 million last year, net income rose to SEK 159 million. The company plans a dividend increase to SEK 1.65 per share for shareholders' approval. Earnings are projected to grow annually by over 20%, although reliance on external borrowing presents funding risks. Navigate through the intricacies of Biotage with our comprehensive valuation report here. Examine Biotage's past performance report to understand how it has performed in the past. Simply Wall St Value Rating: ★★★★☆☆ Overview: Nyab operates in the heavy construction industry with a focus on large-scale infrastructure projects, and it has a market capitalization of €1.25 billion. Operations: The company generates revenue primarily from heavy construction, with recent figures showing €345.94 million. Over the observed periods, gross profit margins have fluctuated, reaching 24.40% in 2023-09-30 and 22.27% in 2023-12-31. Operating expenses are a significant cost component, including general and administrative expenses which were €39.26 million by the end of 2024-12-31. The net income margin was recorded at 4.84% for both the end of 2024 and early 2025 periods. PE: 21.5x Nyab, a small European company, is gaining attention due to its recent financial performance and strategic contracts. With sales rising to €345.94 million in 2024 from €280.42 million the previous year and net income nearly doubling, the company demonstrates potential for growth. Recent insider confidence is reflected in share purchases over the past months, signaling faith in future prospects. Key projects like the SEK 144 million North Bothnia Line contract further bolster Nyab's position within infrastructure development across Sweden. Delve into the full analysis valuation report here for a deeper understanding of Nyab. Explore historical data to track Nyab's performance over time in our Past section. Get an in-depth perspective on all 62 Undervalued European Small Caps With Insider Buying by using our screener here. Invested in any of these stocks? Simplify your portfolio management with Simply Wall St and stay ahead with our alerts for any critical updates on your stocks. Unlock the power of informed investing with Simply Wall St, your free guide to navigating stock markets worldwide. Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management. Find companies with promising cash flow potential yet trading below their fair value. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include LSE:SRE OM:BIOT and OM:NYAB. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Sign in to access your portfolio
Telegraph
27-03-2025
- Business
- Telegraph
Britain's warehouses must be ready to store weaponry, says former Cold War soldier
Britain's warehouse owners must be on standby to house weaponry for Western military, the chief executive of a major landlord has said. Andrew Coombs heads up Sirius Real Estate and served in the Territorial Army (TA) during the Cold War. He said his company is factoring military storage into all its investment decisions in the face of Russian aggression, which has triggered a surge in defence spending across the UK and EU. Germany has has pledged to ramp up its debt to fund €900bn (£750bn) in defence spending over the next decade, while Sir Keir Starmer, the Prime Minister, has also vowed to increase Britain's military budget to 2.5pc of GDP. Mr Coombs said this will mean more money flowing into the UK to be spent on defence companies and equipment. Defence suppliers are enjoying a boom in demand, with Babcock securing a £1bn contract extension with the British Army on Wednesday, and Avon Technologies announcing a deal to supply Ukraine's military with gas masks. He added: 'Whatever market you're in, whether you're in catering or you're BAE Systems, you won't be able to ignore €900bn of spending. 'If you own industrial and warehousing space, what you're going to find is a very small amount of that €900bn is going to end up being spent on storage and logistics in the UK. 'No matter what it is, spare parts for drones or ration packs that feed soldiers in the field, or spare kit. All of this stuff's got to be moved and stored. 'Defence logistics is not just pieces of metal, it's people with electronics, boots, respirators, canisters that need to be replaced on the respirators. The logistics are huge.' Mr Coombs joined the TA aged 17 and was posted briefly to Berlin in 1982 during the Cold War. He joined the Grenadier Guards a year later, going on to serve in Central America and Northern Ireland, returning to the TA in 1987. He left as platoon sergeant in 1992 and worked as a consultant before joining Sirius in 2010, growing the business to become a £1.3bn company owning business parks across Britain and Germany. 'The property industry isn't really awake to this' Mr Coombs said more carmakers will likely switch from automotive manufacturing to defence, after Volkswagen expressed its willingness earlier this month to build military equipment for the German army. Mr Coombs said: 'The property industry generally isn't really awake to this. I'm very surprised by that.' For Mr Coombs, Europe's efforts to rearm will also mean the British Army will need to deploy more troops to Germany and Poland. That would mean reclaiming many of the properties it has given up. He said: 'The British Army used to have accommodation, exercise and training areas in Germany when the Army of the Rhine existed. They sold all those when we pulled out. 'We're going to need those back again, because we're going to need to put British troops into both Germany and Poland. Even if you put them in Poland, you need your logistics and supply lines back in Germany.' Earlier this month, Sirius bought Chalcroft Business Park, a former ammunition depot near Southampton, for £40.5m. It is currently occupied, but Mr Coombs said the reasons for buying the site included its ability to store heavy military equipment and that it is connected to the port, giving the location a tactical advantage. The landlord also owns Vantage Business Point, a former Royal Air Force station that later housed the headquarters of Xerox. Beyond Britain, Sirius has spent millions on buying business and industrial parks in Dresden in the past year. Mr Coombs added: 'Everything we are spending money on at the moment, we're asking the question – in a defence logistics situation, how useful would this be? And if the answer is not very useful at all, we're hesitating. If the answer is very useful, then we're moving forward. 'We're not predicating our decisions on this, but we're not walking through this with our eyes closed.'
