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Accendo Press Quotes – Week Ending 12 Feb

Rolls Royce surges on order pick-up despite halved divi Proactive Investors  – 11 Feb http://www.proactiveinvestors.co.uk/companies/news/122469/rolls-royce-surges-on-order-pick-up-despite-halved-divi-122469.html UPDATE 2-Rolls-Royce halves dividend after profit drop Reuters / CNBC – 12 Feb http://www.cnbc.com/2016/02/12/reuters-america-update-2-rolls-royce-halves-dividend-after-profit-drop.html Rolls-Royce slashes its dividend for the first time in 24 years as engineer’s profits slump but share jump as it maintains guidance This is Money –…

Rio Tinto (RIO): And……Cut!

Rio Tinto shares suffering from confirmation of commodity sector woes this morning. Shareholders are reacting unfavourably, maybe even a little unfairly, to a far from unexpected change to dividend policy after a 51% decline in FY earnings and a downbeat outlook – 2016 is set to be even tougher. Management ditching its progressive and currently generous…

Janet Yellen’s testimony – Labour market, Schlabour market

A not unusually muted reaction to Fed Chair Janet Yellen’s testimony this afternoon, given that she’s come out and said ‘financial conditions in the US have recently become less supportive of growth.’ It doesn’t take a 1st class physicist to recognise that this is essentially another way of saying ‘we raised interest rates before we…

ARM Holdings (ARM): It’s not about the numbers

ARM Holdings (ARM) shares have broken below the key 900p level as investors balk at a Q4 earnings report card that showed its chip architecture licensed for use 4bn times last year, pre-tax profits growth of 17% a fraction ahead of consensus and growing faster than revenues, and a 25% hike to the FY dividend. What’s…

UK Trade Balance: Where Are We Growing From Here?

The UK trade balance for goods is experiencing the widest deficit since records began. But don’t worry – the UK trade balance for services is in surplus by the most it’s ever been! This, a stark indicator of the UK’s diminishing presence as an exporter of goods and looming champion as an exporter of services  (think financial, legal and creative), has got…

Worldpay (WPG): Sell-off overdone

Worldpay (WPG) shares are having their cards declined again this morning, the in payments processing giant’s shares down sharply for a second successive day, echoing the global equity market rout. However, while global markets are jittery about the banking sector and its ability to weather slower growth and recession, negative interest rates, market turbulence, a commodity…

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