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Investment trusts under scrutiny for Chinese tech holdings
Thursday 05 Aug 2021Chinese authorities continue to bear their regulatory teeth with Tencent the latest stock to slump on chatter about Beijing seeking to wield its power . The social media and gaming technology giant saw its stock plunge as much as 10% at one point on 2 August. Tencent is under fire over how it...
Lloyds on top for banking sector dividends
Thursday 05 Aug 2021L loyds ( LLOY ) is the highest yielding mainstream London-listed bank following the latest quarterly results, offering a prospective 5.2% based on 2022 forecasts. A clearer picture on dividends was a consistent feature of the banks’ reporting season as the companies move on from the pandemic...
Recovery in exhibitions business puts the spotlight on Informa and Relx
Thursday 05 Aug 2021The latest results from Informa ( INF ) and Relx ( REL ) have pointed to an improving environment for the exhibitions segment of their businesses. This marks a key change from the recent torrid trading environment. Covid travel-related restrictions, coupled with the need to socially distance,...
Tech heavyweights slip despite stellar results
Thursday 29 Jul 2021Three of the world’s largest technology companies crushed quarterly forecasts as Apple, Alphabet and Microsoft continue to reap rewards from the perfect positive storm created for big tech by the pandemic. But share prices failed to keep pace with the record revenue and profit after a strong run in...
Reckitt and Unilever struggle with accelerating cost inflation
Thursday 29 Jul 2021A 27 July first half results update from consumer goods giant Reckitt Benckiser ( RKT ) and the 9% slide in the share price on the day will have served as a rude awakening for investors who thought big brands could raise prices at the stroke of a wand. Despite a ‘structural rebasing’ in demand for...
US markets make new highs despite rising virus concerns
Thursday 29 Jul 2021US markets continue to make new all-time highs spurred on by loose monetary policy and government stimulus policies, while increasing vaccinations have encouraged more people back to work, reducing unemployment levels. However, investor enthusiasm has been somewhat dented by worries over the delta...
Marlowe bidding for Restore makes perfect sense
Thursday 29 Jul 2021The attempted takeover of Restore ( RST:AIM ) by Marlowe ( MRL:AIM ) represents an interesting development as the two businesses go back a long way. Strategically there is merit in combining the two entities. Marlowe has effectively emulated the success of Restore as a buy and build support service...
Market leadership narrows as investors take to sidelines
Thursday 22 Jul 2021There is a well-worn phrase that ‘a week is a long time in politics’. In market terms, a week can feel even longer and can sometimes signal a shift from one trend to another. A fortnight ago when we introduced the idea of watching the number of stocks making new highs as a barometer of the health...
Airline shares dive as summer earnings expectations decline
Thursday 22 Jul 2021Shares in the main UK-listed airlines have fallen by 14% on average in the past two months as analysts continue to downgrade their earnings forecasts for the sector. Airlines had hoped for a big rebound in activity during the summer as Covid-related restrictions are lifted and more people are...
Stagflation fears trip up global stock markets
Thursday 22 Jul 2021The mood on the markets was hardly celebratory as England lifted its lockdown restrictions on 19 July. Gloomy warnings from the UK Government, rising Covid-19 cases linked to the Delta variant and growing signs of inflationary pressures all helped to drive the FTSE 100 to a two-month low on the day...