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LON:MIDW

Midwich Group PLC

OPPORTUNISTIC BUY Analysis generated 2026-10-28 Market data as of 2026-11-13 Market data 2 days old 145.00p Technology - Technology DistributorsAWAIT ENTRY
ACTIONABLEMethodology gates passed
59

Position levels

Currenttoday
145.00p
Buy <=wait / entry
140.00p
Trim >=take some off
170.00p
Thesis breakThe thesis would be invalidated by a material reduction in order intake, failure...
-

Scenario-weighted conviction

ProbabilityScoreContribution
Bull case25%100 / 10025.0
Base case50%62 / 10031.0
Bear case25%10 / 1002.5
Weighted conviction59 / 100 - OPPORTUNISTIC BUY

Top risks

  • Adjusted PBT guidance raised to GBP 10.6m for H1 2026, up 10% YoY
  • Revenue expected at GBP 640m, +3% YoY (2% constant currency)
  • Growth in non-Middle East markets offsetting conflict-related revenue loss
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