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Wazzup – 27 July 2017 – a results palooza!

A results deluge today as companies report Q2 numbers ahead of the August holidays. Updates from RELX, ITV, DMGT, Sky, A3M, S&P Global, Amazon, Comcast, Nielsen, Solocal, Barrick, Dow Chemical, Fiat Chrysler, Eastman Chemical, BASF, Air Products, Danone and VW, to name a few. RELX – H1 FY17 results. Fortunately, another steady […]

Milk prices go frothy, but at what margin implication for Danone

Are milk prices on the turn? Over the last month powdered milk prices are up another +10%, which means prices are over +30% up from their low point in May. For milk producers and consumers (such as Danone) alike the question is whether this represents an early indicator of a change in longer term price […]