BT Group (bt_a_l) – Q4 & FY17 results: Markets seem finally to get the message . Vivendi (viv_pa) – Q1 FY17 results: + Offer for Havas – a compliance red flag! . NIBE Industrier AB (nibe-b_st) – Q1 FY17 results: A rebound in organic sales, but….. […]
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ITV (itv_l) – Q FY17 IMS: Mid-year 2017 inflection point or just wishful thinking ahead of Brexit negotiations? . Wolters Kluwer (wkl_as) – Q1 FY17 IMS: No fireworks, but a >5% OpFCF yield = a NIRP bolt-hole Compass Group (cpg_l) – H1 FY17 results: Solid value & improving momentum . Muted start to […]
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This is feeling like Groundhog day. Another monthly jobs report by the Dept of Labor showing strong employment growth and triggering a wall of narrative from the markets proclaiming the next rate rise like the second coming, but another conclusion based on what Trump might describe as ‘fake news’. Were those who predicted April MoM […]
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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 […]
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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 & […]
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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 […]
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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 […]
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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 […]
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