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TUI – Cruise control

TUI tops the UK’s blue-chips this morning as investors welcome a Q1 report card (Oct-Dec) showing revenues +8.1% YoY, a narrower seasonal net loss and significantly improved underlying profitability. Shareholders are comforted by strong demand for Holidays in the Northern and Central regions, summer already 35% sold (in-line) and continued improvement in destinations such as…

Acacia Mining: Tanzania turmoil claims dividend

Acacia Mining shares are sharply offside this morning after announcing it will cut its 2017 dividend as its ongoing battle with the Tanzanian government over exports leads to further detrimental financial impacts. Almost a year on from the announcement of the export ban imposed by the African state’s government, and with no resolution yet reached,…

Accendo Press Quotes – Week Ending 9 February 2018

9 Feb Interactive Investor (Link) “UK Index Utilities remains a sector under extreme pressure, down another 1% this morning and underperforming the wider market, failing to display the defensive attributes that would normally have one rushing to their safe revenue, profit and dividend streams. Especially during a market volatility storm such as that which we were…

Volatility: A blessing in disguise

There has been much talk about volatility and this week’s more than tripling of the VIX Index, a measure of near-term volatility expectations for the US stock market (the S&P500 Index to be precise). However, while most of the talk is about this being a bad thing, taking equities into correction territory, down 10% from highs,…

Correction or Bear Market? Stocks to watch

This week has been one of, if not the most, exciting of the past 18 months for stock markets. Sharp movements on global stock markets have left a multitude of tradeable opportunities ready to be capitalised on – whether you’re a bull or a bear. Depending on your point of view, however, which stocks should…

Hogg Robinson: Going the whole Hogg

Hogg Robinson shares are up almost 50% today, above 2006’s all-time highs of 106p, after agreeing to both a takeover by Amex GBT and disposal of its payments tech business Fraedom to Visa. Whilst the £361-394m takeover isn’t contingent on the £142m asset sale to Visa (nor vice-versa), the offer price is: worth a maximum…

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