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Wazzup – 25th May
DMGT – cheaper, but not compelling this side of the Brexit negotiations UK newspapers, Brexit and a guidance cut is a fairly toxic combination as the new management discovered today as the shares dumped almost 7%/-52p to 700p per share. The actual results being reported (H1 FY17) however, were broadly consistent with what was flagged […]
Continue readingWazzup – 24rd May 2017
Marks & Spencer Plc – FY17 results: – fortunately markets liked the results (+1.5% to 393.4p close), although beyond the 6% OpFCF yield and big dividend there wasn’t much to get too excited about. Having tucked away over £600m in ‘exceptional’ charges over the last couple of years on everything from ‘onerous leases’ to […]
Continue readingWazzup – 23rd May 2017
Chemicals day at Wazzup. – Yesterday’s $14bn merger announcement between Huntsman and Clariant show that it can be done, notwithstanding Akzo Nobel still playing ‘hard to get’ in face of PPG’s multiple advances. With the sector also at the cusp of pushing through price rises to recoup earlier increases in raw material and […]
Continue readingWazzup – 19th May 2017
Johnston Press (jpr_l) – AGM IMS (wk 1-17): Still tough out there for regionals . . . . Johnston Press (jpr_l) – AGM IMS (wk 1-17): Still tough […]
Continue readingWazzup today in the markets – 18th May 2017
Experian (expn_l) – FY17 results: Sacrificing marketing expenditure to make the margin target . Euromoney (erm_l) – H1 FY17: Signs of stabilisation, but perhaps a little early to celebrate the recovery UBM (ubm_l) – added to GrowthRater portfolio: As price closes below 700p […]
Continue readingWazzup today in the markets – 17th May 2017
UBM (ubm_l) – AGM trading update: Spartan disclosure, but solid value proposition .Tarsus (trs_l) – IMS: Forward bookings for FY17 +9% (lfl) – too good to be true? […]
Continue readingWazzup today in the markets – 16th May 2017
ITE (ite_l) – H1 FY17 results & strategy review: Underwhelming on both . Vodafone (vod_l) – FY17 results: Value trap as investors […]
Continue readingWazzup today in the markets – 15th May 2017
GfK (gfk_de) – Q1 FY17 results: Softening up the minority hold-outs . . Ransomware: chutzpah or Cui Bono? . GfK (gfk_de) – Q1 FY17 results: Softening up the minority holdouts Just in case the minority hold-outs needed more encouragement to accept KKR’s €43.50 per share […]
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