magazine archive

magazine archive

Larger Companies

Are investors focusing on the wrong catalyst for Ryanair’s future growth?

Thursday 20 Jul 2017

Future earnings growth at low-cost airline Ryanair ( RYA ) could be driven by higher ancillary sales, instead of aggressively slashing ticket prices to drive sales volumes, according to Deutsche Bank. Traditionally, the market focuses on ticket prices and load factor, which is the percentage of...

Equiniti is an essential portfolio pick

Thursday 13 Jul 2017

Equiniti ( EQN ) is a payments and administration company and offers a variety of essential services to its blue chip clients. It counts 70 of the FTSE 100 among its customer base which offers an idea of its quality. These FTSE 100 clients use Equiniti to handle their dividend payments among other...

Is a potential shift to electric cars bad for Johnson Matthey?

Thursday 06 Jul 2017

There have been growing concerns about the impact of consumers shifting from diesel to electric cars on Johnson Matthey’s ( JMAT ) sales. Johnson Matthey manufactures emission control catalysts to control the amount of harmful pollutants emitted from diesel or petrol cars. These catalysts aren’t...

What’s going on with housebuilder Berkeley?

Thursday 29 Jun 2017

The chairman of London high end housebuilder Berkeley ( BKG ) has an enviable record of calling the housing market. Tony Pidgeley, who founded the company in 1975, led Berkeley in selling land in the late 1980s before the big crash in the early 1990s. He then took advantage of bombed out valuations...

Rolls Royce emerges through turbulence

Thursday 22 Jun 2017

Aerospace and defence giant Roll Royce ( RR. ) is motoring again after a string of profit warnings starting in 2014. Its shares are up 50% in 12 months, hitting 909p. Yet, as the world moves out of austerity making an increase in global spend likely, Rolls may have further to run. Flying time The...

Get clued up on Informa

Thursday 15 Jun 2017

FTSE 100 media firm Informa ( INF ) is worth checking out ahead of an event today (15 Jun) when the company will provide an in-depth explanation of its business to analysts and institutional investors. This could stir up more interest in the shares. A first quarter trading update at the end of May...

What’s next on the menu for Just Eat?

Thursday 08 Jun 2017

Investors may not be fully appreciating Just Eat’s ( JE. ) opportunity to drive revenue beyond simply signing up new restaurants and powering their online ordering system. Peel Hunt analyst James Lockyer believes the company should also be able to use its data to earn more from restaurants and help...

Why PayPoint faces downgrades?

Thursday 01 Jun 2017

Investors in convenience store payment specialist PayPoint ( PAY ) should be aware of growing risks to the investment case, as reflected by a weak share price since April. Full year results on 25 May perhaps represent a turning point for the business. Net revenue was flat at £123.9m and adjusted...

Dixons Carphone’s deep value appeal

Thursday 25 May 2017

A near-25% share price decline in electricals and mobile phone retailer Dixons Carphone ( DC. ) over the past year puts the £3.8bn cap in deep value territory. That’s according to Liberum Capital which believes the shares could rebound by at least 30% over the next year to 430p. Liberum says the...

First mid-cap tech float for 19 months

Thursday 18 May 2017

A new software industry IPO (initial public offering) is on the cards with Alfa Financial Software set to float in June. Analysts speculate a market capitalisation of £800m or more. At that level the company would be catapulted into the FTSE 250 index at the following index reshuffle, with 23 FTSE...