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Deliveroo ‘saved’ by CMA and Amazon with implications for Just Eat Takeaway.com

Thursday 23 Apr 2020

Takeaway app Deliveroo has had its investment from Amazon effectively greenlit by regulators in a move which will have implications for listed rival Just Eat Takeaway.com ( JET ) . The Competition and Markets Authority (CMA) has provisionally cleared Amazon’s investment in Deliveroo after the...

Leaked report on Gilead coronavirus trial lifts global stock markets

Thursday 23 Apr 2020

Shares in California-based biopharmaceutical firm Gilead Sciences jumped 15% in after-hours trading on 16 April after an industry healthcare magazine reported rapid recoveries in fever and respiratory systems in coronavirus patients given remdesivir in a study being conducted at the University of...

Can the UK's banks weather the coronavirus storm?

Thursday 23 Apr 2020

Since the start of the year, the banks have been one of the worst performing sectors in the FTSE 350 index, losing over 40% along with oil services and travel and leisure. It’s been a similar story in Europe and the US, which suggests that investors across the globe are concerned about banks’...

Promising signs as Next gets back to business

Thursday 16 Apr 2020

The ‘very limited’ re-opening of clothing and homewares retailer Next’s ( NXT ) online operations (14 Apr) shows businesses’ emergence from the coronavirus-enforced shutdown is likely to be a gradual process. Next’s phased reintroduction of its online operations shows that the recovery will happen...

£2bn raised by London-listed companies in race for cash

Thursday 16 Apr 2020

Approximately £2bn has now been raised by 63 London-listed companies since the start of March as businesses race to strengthen their finances during the coronavirus crisis. Of these, 34 companies have each raised £5m or more, nearly all at a discount to the market price before the fundraising was...

What will the coronavirus crisis mean for the defence sector?

Thursday 16 Apr 2020

On 19 March NATO secretary general Jens Stollenberg made a plea for allies to maintain defence spending despite the significant economic costs associated with the coronavirus crisis. The simple fact he was even making this statement reflects a genuine fear that expenditure in this area will be cut...

£1.6bn fundraising frenzy: companies tap markets to ensure their survival

Thursday 09 Apr 2020

Against a backcloth of unprecedented dividend and buyback suspensions and director pay cuts, an increasing number of companies are raising money as the global lockdown squeezes finances. Since the start of March, companies spanning an array of sectors have tapped markets for more than £1.6bn of...

UK industrials ‘unlikely’ to breach debt covenants

Thursday 09 Apr 2020

Banking covenants across the hard hit engineering and industrials sectors are unlikely to be breached, according to analysis by investment bank Berenberg, even for the most levered businesses. ‘We believe these companies are very well placed,’ it says, referring to the likes of FTSE 100 firm Halma...

Trading platforms see surge in demand amid market volatility

Thursday 09 Apr 2020

Market volatility is rarely good news for investors but it has been a significant positive for trading platforms as the latest updates from Plus500 ( PLUS ) and CMC Markets ( CMCX ) demonstrate. Big swings in markets create more opportunities to make short-term profit even if this comes with...

Market’s attention turns to exit strategy

Thursday 09 Apr 2020

As we write the FTSE 100 has reclaimed the 5,700 mantle as it continues to bounce back from the damage wrought by the coronavirus crisis. The key factor behind the rally appears to be some evidence that countries in Europe are beginning to ‘flatten the curve’ of infections and deaths. Often the...

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