magazine archive
magazine archive
Week Ahead
Can EasyJet continue to succeed as others fail?
Thursday 18 Jan 2018When low-cost airline EasyJet ( EZJ ) reports first quarter results on 23 January, the biggest question on investors’ lips will be whether it is continuing to win business from struggling or defunct rivals. Last year, EasyJet said revenue per seat growth was expected to be positive by ‘low to mid-...
Daily Mail owner is aiming for a fresh start
Thursday 18 Jan 2018A profit warning from the professional information outfit, publisher of the Daily Mail publisher and events company Daily Mail & General Trust ( DMGT ) in November 2017 wiped off nearly a quarter of its market value. Investors will be hoping for no further deterioration in the outlook when it...
Upbeat engineer Renishaw
Thursday 18 Jan 2018Shares in precision engineer Renishaw ( RSW ) have rattled along right through 2017, roughly doubling to the current £53.80. They surely won’t repeat the trick in 2018 but we do expect half year results to 31 December 2017 (25 Jan) to remain upbeat. The near-£4bn company continues to enjoy...
Rio Tinto in the spotlight amid iron ore rally
Thursday 11 Jan 2018A strong run in iron ore price since the fourth quarter of 2017 bodes well for Rio Tinto ( RIO ) which publishes a trading update on 15 January. Iron ore is the dominant commodity for the group in terms of contribution to earnings. However, it is worth noting the Australian government predicts a 20...
Get set for Watkin Jones’ full year results
Thursday 11 Jan 2018Student accommodation builder Watkin Jones ( WJG:AIM ) is expected to report satisfactory full year results on 15 January, given it has already hinted at good progress in a trading update on 31 October 2017. Last week it said it had secured planning permissions on six new sites. The market is...
Business is booming at B&M
Thursday 11 Jan 2018Multi-price discounter B&M’s ( BME ) third quarter and Christmas trading update (12 Jan) will reveal if momentum has continued with the multi-price value retailer, a beneficiary of the cash-strapped shopper’s quest for value. New customers have been driving strong growth at B&M. Building on...
Will Ashmore’s results reflect emerging market renaissance?
Thursday 11 Jan 2018Emerging market specialist asset manager Ashmore ( ASHM ) releases a trading update on 16 January and investors will be hoping it reflects the upward trend in the regions in which the company invests. The MSCI Emerging Market index has had a great start to the year, following on from a superb 2017...
New dawn for Blancco
Thursday 14 Dec 2017Getting a new chief executive in place is clearly something Blancco Technology ( BLTG:AIM ) investors would love to see in the first quarter update on 19 December. That would neatly close what has been a torrid year of poorly planned acquisitions, shady revenue recognition and serious management...
Northern & Shell deal in focus for Trinity Mirror
Thursday 14 Dec 2017The market appears uninterested in Trinity Mirror ( TNI ) despite its very low price to earnings ratio of just over two times and a dividend yield of 7%. This reflects its position in a newspaper industry in structural decline and large pension liabilities. Look for an update on acquisition talks...
Low expectations for Dixons Carphone’s results
Thursday 07 Dec 2017In the wake of a profit warning in August, expectations are subdued ahead of half year results from Dixons Carphone ( DC. ) on 13 December. In its first quarter update, the retail behemoth bemoaned a tough UK mobile market. Investors are also concerned over the impact of weakening UK big-ticket...