magazine archive


magazine archive

Week Ahead

Can Babcock surprise on the upside?

Thursday 18 May 2017

Wednesday 24 May Babcock International ( BAB ) took a hit in March after having its Magnox nuclear power station decommissioning contract cancelled. But the drop in revenue won’t come until 2020/21 as the contact ends in August 2019. Babcock’s share price has been under pressure since the final...

Has AVEVA bottomed out?

Thursday 18 May 2017

Tuesday 23 May It’s been a volatile past three years for computer-aided design and manufacturing software specialist AVEVA ( AVV ). End markets (oil, marine, nuclear, for example) have been stretched which has clamped down on big capital investment projects that pay-off for the company. That worm...

Can you still depend on Dignity?

Thursday 11 May 2017

Monday, 15 May Shares in funeral services firm Dignity ( DTY ) have stalled in the past year as investors become increasingly concerned the abnormally high death rates in 2015 and 2016 will not be repeated. Look for an update on market share in a first quarter trading statement on 15 May. Its share...

Is EasyJet flying high?

Thursday 11 May 2017

Tuesday, 16 May Budget airline EasyJet ( EZJ ) announced annual passenger growth of 7.8% on 5 May and half year results on 16 May should reveal how the company is performing in terms of revenue and profit. Year-to-date the share price is up nearly 30% but on a one-year view the shares are still...

Will Brewin Dolphin ride the wave?

Thursday 11 May 2017

Wednesday, 17 May Wealth manager Brewin Dolphin ( BRW ) will release its interim results on 17 May, giving the market the opportunity to see if this £950m cap company can match the pace of its more nimble rivals. Investors should look at assets under management and profit to assess the health of...

Why National Express’ UK division is under scrutiny

Thursday 04 May 2017

Wednesday, 10 May In February, coach travel operator National Express ( NEX ) impressed investors with strong growth in North America although its UK market remains an ongoing concern. When it updates the market on 10 May, its UK division will remain in focus as it should reveal whether changing...

Barratt to provide yardstick on housebuilding sector

Thursday 04 May 2017

Wednesday, 10 May The UK’s largest housebuilder Barratt Developments ( BDEV ) will offer a useful barometer for the sector as a whole when it updates on trading on 10 May. Investors will focus on margin performance, the state of the London market, signs of any jitters post the triggering of Article...

Did ITV benefit from YouTube scandal?

Thursday 04 May 2017

Wednesday, 10 May As ever advertising revenue is likely to be in focus when free-to-air broadcaster ITV ( ITV ) updates on first quarter trading alongside its AGM. It will be interesting to note if its video-on-demand platform saw a tangible benefit following an exodus of advertisers from video...

Oil price and Nigerian allegations in focus for Shell

Thursday 27 Apr 2017

First quarter numbers on 4 May from oil major Royal Dutch Shell ( RDSB ) are likely to reveal how the company is standing up to volatile oil prices. They may also provide an opportunity to address a bribery scandal in Nigeria. Leaked emails earlier this month appeared to validate claims of...

All eyes on Shire’s sales momentum

Thursday 27 Apr 2017

Shire’s ( SHP ) dry eye disease treatment XIIDRA shot to success in the first four months of its debut in 2016, capturing 19% of market share in the US. First quarter results on 2 May could provide a chance for Shire to update on sales momentum. Investors will also want to know if Roche is...

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