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Pearson correlation? Cost cuts deflect attention from CEO remuneration
I am kicking myself over my stupidity. I should have anticipated Pearson’s CEO would find a bone to offer to shareholders over a contentious AGM which was voting, amongst other things, on the decision to award the CEO a +20% pay rise to a cool £1.5m for last year despite having to abandon profit guidance […]
Continue readingWazzup today in the markets – 3rd May 2017
Apple (aapl) – Q2 FY17 results: iPhone unit sales edge lower on China fall . Verisk (vrsk – Q1 FY17 results: Muted start to the year Rational AG (raa_de) – Q1 FY17 results: A storming start following last year’s ‘SelfCookingCenter’ launch . Muted start to the year from US & […]
Continue readingWhen you need to believe the ‘crazies’ are in control
Management by chaos . Did anyone seriously believe that Trump would be able to get his ambitious stimulus plan through Congress if the economy was chugging along nicely as Yellen was continuing to portray? It was almost as implausible as expecting the EU to offer a painless Brexit for the UK while they remain convinced we […]
Continue readingWazzup? – today in the markets 27th April 2017
Televisa (tv) – Q1 FY17 results: Still happy to stand back and let the price come back to me . WPP (wpp_l) – Q1 FY17 IMS (sales): Muted start to the year from US & China AMAZON.COM (amzn) – Q1 FY17 results: Q1 FY17: Markets chasing growth, albeit perhaps under-estimating […]
Continue readingWazzup? -today in the markets 26th April 2017
Atresmedia (a3m_mc) – Q1 FY17 results: The cost of audience recovery. . Daimler (dai_de) – Q1 FY17 results: Has Daimler waited until the cyclical peak to start pumping up expectations? . S&P Global (spgi): Q1 FY17 results: The benefits of operational leverage on a rebounding high yield issuance […]
Continue readingWazzup? – 25th April 2017
PPG (ppg) – Third time lucky for Akzo? PPG returns with further concessions and an increased offer worth €96.75 per Akzo ord Nielsen (nlsn) – Q1 FY17 results: US retail measurement continues to drag down the averages. Whitbread (wtb_l) – FY17 results: A cautious outlook statement blights a solid historic trading performance PPG […]
Continue readingExpect relief rally on a probable Macron win, but beware the implications of the forthcoming UK election in June
French Presidential elections are stacked against the extremes, as was the intention. Round one provides the electorate with the illusion of choice as they favour their particular candidate. By round two however, the vote is more likely cast with a view to exclude their least favoured candidate. As long as one centrist candidate can get […]
Continue readingALERT – Temporary problems accessing Analytics on Chrome – please use another browser such as Internet Explorer, Firefox and Safari
Due to a software update, our Analytics service is currently not being supported on Google’s Chrome browser, although remains available on most other leading browsers such as Internet Explorer, Firefox and Safari. The service will be back up soon on Chrome.
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