magazine archive
magazine archive
Feature
Understand the chemicals sector and whether 2024 can see a recovery
Thursday 02 May 2024Chemicals companies produce the compounds used in a huge variety of different industrial and consumer products across sectors which include agriculture, healthcare, technology, aerospace, sports, leisure and beauty. The breadth of the industry’s focus means its fortunes are closely tied to the...
Would UK companies get a higher rating by moving their listing to the US?
Thursday 02 May 2024In the last few weeks, the drumbeat of companies complaining about the lowly valuation of their shares and floating the idea of moving to the US market has grown steadily louder. First there was miner Glencore (GLEN) , then oil major Shell (SHEL) started making noises and most recently online...
Tesla at a crossroads: Can concerted move into mass market recharge the shares?
Thursday 02 May 2024Just when investors think they have got the measure of Tesla (TSLA:NASDAQ) , Elon Musk drops a bomb. Having feared the worst, Tesla’s first quarter (Q1) 2024 report (25 April) gave investors the clarity they were seeking on mass-market vehicles, and while detail remains thin, Musk said production...
Why Darktrace is getting exciting again
Thursday 25 Apr 2024I t must be maddening for analysts that every time they’ve put forecasts for Darktrace (DARK) into the market, they’re forced to tear them up and start again. It happened for the third time already this year earlier this month (11 April), in the wake of a surprisingly strong third fiscal quarter...
Tap into micro caps for a slice of UK innovation
Thursday 25 Apr 2024A key rationale for investing in the smallest companies on the UK market is that these businesses have the most capacity for growth. However, for several reasons investing in micro-cap businesses is not for everyone and has, with some notable exceptions, proved less than fruitful in recent years...
Chinese manufacturing PMI data needs to be closely watched
Thursday 25 Apr 2024The world’s second largest economy and most dominant emerging market remains China and to get a window into the prospects for growth investors often look to PMI (purchasing managers’ index) data. One influential reading is the Caixin/S&P Global China General Manufacturing PMI. Manufacturing...
Emerging markets: China rebound, Indian elections and valuations
Thursday 25 Apr 20241. China–Signs of a rebound: Purchasing manager indexes in China rebounded in March, with the Caixin/S&P Global index reaching its highest level in over a year. Drivers of the rebound included rising raw material purchases and inventories. Chinese industrial companies may be restocking ahead of...
Small World: read about Gresham Technologies, T Clarke, REDX Pharma and more
Thursday 25 Apr 2024It’s been a busy month in small-cap land with good news, bad news and downright weird news for investors to digest. First the good news, as the persistent undervaluation of UK companies – and small caps in particular – draws increasing numbers of corporate buyers. Financial services software...
Are corporate spin-offs a good hunting ground for profitable investments?
Thursday 25 Apr 2024This feature explores spin-offs or de-mergers, looking at the rationale for them and how they have performed, and asks if they can be a promising hunting ground for investors. One of the UK’s largest recent spin-offs was GSK’s (GSK) demerger of its consumer healthcare division in 2022. GSK...
Dividend Machines
Thursday 25 Apr 2024Interest rates are expected to stay higher for longer to combat the sticky inflation which remains a threat to investors’ hard-earned wealth and purchasing power. During periods of high inflation, it is crucial to invest in companies that possess pricing power, because these firms can pass on...