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Don’t get double-crossed by read-across

Share prices don’t just move up or down because of good or bad financial results, and thankfully so. If they did, we’d have little to get excited about between quarterly, half-yearly and/or full year updates. Prices also move on changes in sentiment towards economic and sector growth. But that’s not all. Clients are often very…

Digging in the market’s gold mine

It was an eventful week for the UK 100 , many China-exposed shares seeing significant volatility due to their exposure to the on-again-off-again US-China trade war. With many metals & mining companies reporting next week, here’s what we’re paying attention to. The reporting calendar for next week is chock full of Mining companies, both big…

Accendo Press Quotes – Week Ending 20 July 2018

Friday, 20 July Guardian Artjom Hatsaturjants, research analyst at Accendo Markets, says market sentiment has “soured” since Trump threatened to go ‘whole hog’ and impose tariffs on all $500B of Chinese imports to the US. https://www.theguardian.com/business/live/2018/jul/20/trump-fed-criticism-currency-war-fears-yuan-uk-public-finances-business-live Thursday, 19 July City A.M. Mike van Dulken, head of research at Accendo Markets, said: “Having itself only recently lost long-serving chief…

WPP – The French (& US) Connection

WPP shares advertise losses of 3.2% this morning, among the UK 100 ’s worst off. This is based on read-across from French peer Publicis whose shares are almost 11% offside after surprising investors with a 2.1% decline in Q2 net revenues (consensus +1.1%) attributable to a sharp drop in US healthcare communications (“we weren’t expecting…

Smiths Group: profits warning detected

Smiths Group shares are -7.2% this morning as the engineering conglomerate reported an effective profits warning for its Medical division (FY revenue est. -2%). The hit to share price comes as the company reported a broadly positive trading update, with group like-for-like revenues +3%, an anticipated growth acceleration in H2 2018 and positive performances for…

British Land – CVA jump sparks concern

British Land shares are trading lows of the day, extending a mid-June downtrend to trade their worst since mid-April. This comes in spite of another 3% hike in quarterly dividend and Office occupation holding firm at a healthy 98%. Furthermore, in terms of Office outlook, 64% of the pipeline has already been pre-let or under…

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