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Coronavirus impact: 6 Oct - terrific results from the world of healthcare and data

06/10/2020 · Caretech Holdings (CTH)  · Gooch & Housego PLC (GHH)  · Inspiration Healthcare Group PLC (IHC)  · RBG Holdings (RBGP)  · YouGov (YOU) 
AIM Coronavirus UK

International research data and analytics group YouGov continues to deliver the sort of results its rich valuation demands. However, a small healthcare group covered here may offer better value to investors.

Gooch & Housego: slightly aheadGooch & Housego (LON: GHH), the specialist manufacturer of photonic components & systems, confirmed that its financial year ending 30 September 2020 is expected to have ended slightly ahead of management's previous expectations. Their telecommunications, aerospace & defence and life science businesses have held up well during the period, whilst industrial laser recovery remains difficult to predict. Demand for the latter will hopefully improve through the take-up of 5G. While marginally down on the prior year, the order book at 30 September 2020 stood at £92.4m offering decent visibility. We like this business but it has…

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