External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

Equity Bottom-Up

<ul><li>St. James's Place plc experienced a 50% decline in shares due to changes in fee structure impacting earnings</li><li>Despite challenges like regulatory provision and dividend cut, the company's long-term SaaS conversion remains promising</li><li>Estimates project a 6% decline in earnings power but potential for significant value increase by 2030, making the current low valuation an opportunity for investors</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>

St. James's Place plc experienced a 50% decline in shares due to changes in fee structure impacting earningsDespite challenges like regulatory provision and dividend cut, the company's long-term SaaS conversion remains promisingEstimates project a 6% decline in earnings power but potential for significant value increase by 2030, making the current low valuation an opportunity for investorsThis 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.

St. James'S Place Plc (STJ LN) - Friday, Sep 6, 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.

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/deliveroo-plc" target="_blank" data-smartkarma-citation="entities:27468:1" rel="noopener">Deliveroo (ROO LN)</a> and <a href="https://www.smartkarma.com/entities/oxford-nanopore-technologies-plc" target="_blank" data-smartkarma-citation="entities:34444:1" rel="noopener">Oxford Nanopore Technologies (ONT LN)</a> are newly eligible securities forecasted to be added to F250 due to the recent change of the FCA listing category framework.</li>
<li>
<a href="https://www.smartkarma.com/entities/ferrexpo-plc" target="_blank" data-smartkarma-citation="entities:24163:1" rel="noopener">Ferrexpo Plc (FXPO LN)</a> is the new forecasted addition-migration to F250 following its ~25% price jump over the last two days which made it surpass the entry threshold.</li>
<li>Applied Nutrition Plc (APN LN) is a newly eligible, forecasted to be added to small-cap following its IPO listing on 24 October 2024.</li>
</ul>



Deliveroo (ROO LN) and Oxford Nanopore Technologies (ONT LN) are newly eligible securities forecasted to be added to F250 due to the recent change of the FCA listing category framework.

Ferrexpo Plc (FXPO LN) is the new forecasted addition-migration to F250 following its ~25% price jump over the last two days which made it surpass the entry threshold.
Applied Nutrition Plc (APN LN) is a newly eligible, forecasted to be added to small-cap following its IPO listing on 24 October 2024.


FOOTSIE UK December 2024 Forecast (Final): ALW and STJ for Top 100; ROO and ONT for Next 250

Pan-Asia Index Flows & Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Pan-Asia Index Flows & Special Situations

Quiddity Advisors

Pan-Asia Catalysts/Events

<ul>
<li>In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the December 2024 index rebal event.</li>
<li>The final rankings will be decided based on the full market cap at the close of trading today (3rd December 2024).</li>
<li>Based on the current numbers, we see three for the F100 index and three or more other changes for the F250 index in December 2024.</li>
</ul>


In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the December 2024 index rebal event.
The final rankings will be decided based on the full market cap at the close of trading today (3rd December 2024).
Based on the current numbers, we see three for the F100 index and three or more other changes for the F250 index in December 2024.


Quiddity Leaderboard F100/F250 Dec 24: Final Trading Day; Announcement Tomorrow!

<ul>
<li>In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the December 2024 index rebal event.</li>
<li>Currently, we see three F100 changes and four F250 changes. Some of these index change expectations are related to the changes made to the UK Listing Rules in June 2024.</li>
<li>The final changes will be decided based on 3rd December 2024 closing prices.</li>
</ul>


In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the December 2024 index rebal event.
Currently, we see three F100 changes and four F250 changes. Some of these index change expectations are related to the changes made to the UK Listing Rules in June 2024.
The final changes will be decided based on 3rd December 2024 closing prices.


Quiddity Leaderboard F100/250 Dec 24: LONGs Up 10% Vs Index in a Month; Time for New Trade

<ul>
<li>
<a href="https://www.smartkarma.com/entities/alliance-witan-plc" target="_blank" data-smartkarma-citation="entities:44039:1" rel="noopener">Alliance Witan (ALW LN)</a> is the main candidate for addition in Top 100 (footsie 100) replacing <a href="https://www.smartkarma.com/entities/vistry-group-plc" target="_blank" data-smartkarma-citation="entities:21858:1" rel="noopener">Vistry Group (VTY LN)</a> whose price recently plummeted more than 50%.</li>
<li>
<a href="https://www.smartkarma.com/entities/st-james-s-place-plc" target="_blank" data-smartkarma-citation="entities:22168:1" rel="noopener">St James's Place (STJ LN)</a> is the next candidate for addition in Top 100 replacing <a href="https://www.smartkarma.com/entities/frasers-group-plc" target="_blank" data-smartkarma-citation="entities:22158:1" rel="noopener">Frasers Group (FRAS LN)</a> with both stocks being extremely close to the entry-exit rank.</li>
<li>
<a href="https://www.smartkarma.com/entities/metro-bank-plc" target="_blank" data-smartkarma-citation="entities:25601:1" rel="noopener">Metro Bank (MTRO LN)</a> and <a href="https://www.smartkarma.com/entities/diversified-energy-co-plc" target="_blank" data-smartkarma-citation="entities:41329:1" rel="noopener">Diversified Energy (DEC LN)</a> are the top two addition candidates for Next 250 (footsie 250), replacing <a href="https://www.smartkarma.com/entities/pz-cussons-plc" target="_blank" data-smartkarma-citation="entities:22102:1" rel="noopener">PZ Cussons (PZC LN)</a> and <a href="https://www.smartkarma.com/entities/close-brothers-group-plc" target="_blank" data-smartkarma-citation="entities:21866:1" rel="noopener">Close Brothers (CBG LN)</a>.</li>
</ul>



Alliance Witan (ALW LN) is the main candidate for addition in Top 100 (footsie 100) replacing Vistry Group (VTY LN) whose price recently plummeted more than 50%.

St James's Place (STJ LN) is the next candidate for addition in Top 100 replacing Frasers Group (FRAS LN) with both stocks being extremely close to the entry-exit rank.

Metro Bank (MTRO LN) and Diversified Energy (DEC LN) are the top two addition candidates for Next 250 (footsie 250), replacing PZ Cussons (PZC LN) and Close Brothers (CBG LN).


FOOTSIE UK December 2024 Forecasts: ALW and STJ for Top 100; MTRO and DEC for Next 250

United Kingdom

St. James's Place Plc is a financial services holding company with interests in life insurance and unit trust management.  The Group's products also include pensions, offshore products, mortgage advisory services, and banking services through St. James's Place Bank. St. James's Place and its subsidiaries serve the United Kingdom.

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St James'S Place (STJ LN)

St. James'S Place Plc (STJ LN) - Friday, Sep 6, 2024

Estimates project a 6% decline in earnings power but potential for significant value increase by 2030, making the current low valuation an...

Value Investors Club

FOOTSIE UK December 2024 Forecast (Final): ALW and STJ for Top 100; ROO and ONT for Next 250

Deliveroo and Oxford Nanopore set to join footsie 250 due to a change in the FCA listing category under the new framework. Ferrexpo Plc is a new...

Dimitris Ioannidis

Quiddity Leaderboard F100/F250 Dec 24: Final Trading Day; Announcement Tomorrow!

There are multiple names close to the border and depending on how prices move today, these names can get involved in index changes or miss out on...

Janaghan Jeyakumar, CFA

Quiddity Leaderboard F100/250 Dec 24: LONGs Up 10% Vs Index in a Month; Time for New Trade

The Top 10 F250 potential ADDs from the last insight have outperformed the F250 index by 10% since 24th October 2024. It might be time to revise...

Janaghan Jeyakumar, CFA

FOOTSIE UK December 2024 Forecasts: ALW and STJ for Top 100; MTRO and DEC for Next 250

Alliance Witan (ALW) and St James's Place (STJ) are the current forecasted additions to the UK's Top 100 index (footsie 100) replacing Vistry...

Dimitris Ioannidis

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

St. James'S Place Plc (STJ LN) - Friday, Sep 6, 2024

Estimates project a 6% decline in earnings power but potential for significant value increase by 2030, making the current low valuation an...

Value Investors Club

FOOTSIE UK December 2024 Forecast (Final): ALW and STJ for Top 100; ROO and ONT for Next 250

​Deliveroo and Oxford Nanopore set to join footsie 250 due to a change in the FCA listing category under the new framework. Ferrexpo Plc is a new...

Dimitris Ioannidis

Quiddity Leaderboard F100/F250 Dec 24: Final Trading Day; Announcement Tomorrow!

There are multiple names close to the border and depending on how prices move today, these names can get involved in index changes or miss out on...

Janaghan Jeyakumar, CFA

Quiddity Leaderboard F100/250 Dec 24: LONGs Up 10% Vs Index in a Month; Time for New Trade

The Top 10 F250 potential ADDs from the last insight have outperformed the F250 index by 10% since 24th October 2024. It might be time to revise...

Janaghan Jeyakumar, CFA

FOOTSIE UK December 2024 Forecasts: ALW and STJ for Top 100; MTRO and DEC for Next 250

​Alliance Witan (ALW) and St James's Place (STJ) are the current forecasted additions to the UK's Top 100 index (footsie 100) replacing Vistry...

Dimitris Ioannidis

Deliveroo and Oxford Nanopore set to join footsie 250 due to a change in the FCA listing category under the new framework. Ferrexpo Plc is a new...

Alliance Witan (ALW) and St James's Place (STJ) are the current forecasted additions to the UK's Top 100 index (footsie 100) replacing Vistry...