18 September, 2015 Having last week discussed supermarket Morrison (MRW) as most likely takeover candidate in the UK grocery sector, the Mergers & Acquisitions (M&A) train kept puffing along this week with news that Stella Artois and Budweiser owner AB Inbev (ABI) had approached London-listed brewer of Fosters and Peroni SABMiller (SAB) about a $75bn…
European shares bruised by Fed inaction on interest rates Telegraph – 18 Sept http://www.telegraph.co.uk/finance/markets/UK Index 100/11874151/European-shares-bruised-by-Fed-inaction-on-interest-rates.html London shares plunge as traders lament US rate hold Proactive Investors – 18 Sept http://www.proactiveinvestors.co.uk/companies/market_reports/110918/london-shares-plunge-as-traders-lament-us-rate-hold-110918.html How Europe woke up to the Fed’s rate decision in three charts MarketWatch – 18 Sept http://www.marketwatch.com/story/how-europe-woke-up-to-the-feds-rate-decision-in-three-charts-2015-09-18 Europe midday: Shares extend early losses on dovish…
17 September, 2015 Mike van Dulken, Head of Research at Accendo Markets, commented this morning: Weir Group (WEIR) is one of the biggest UK 100 losers this morning, continuing to suffer from its pending demotion to the (Mon 21 Sept) with the recent rally from 5 year lows being scuppered by a trendline of falling…
September 11, 2015 Having recently discussed potential retail sector bargains, could WM Morrison (MRW) be a candidate for acquisition? In summary, a major South African investor has been on a UK shopping spree lately and still has a billion quid or so left in the pot. The German discounters ALDI and LIDL who imported major price competition…
European stocks turn negative as Fedwatch dominates CNBC – 11 Sept http://www.cnbc.com/2015/09/11/european-markets-set-for-higher-open-as-fedwatch-dominates.html Calls to hold fire multiply Proactive Investors – 11 Sept http://www.proactiveinvestors.co.uk/columns/morning-market-pulse/22942/calls-to-hold-fire-multiply-22942.html European shares on track for biggest weekly gain since July Telegraph – 11 Sept http://www.telegraph.co.uk/finance/markets/UK Index 100/11857739/European-shares-on-track-for-biggest-weekly-gain-since-July.html European shares end winning streak amid concerns on China Telegraph – 10 Sept http://www.telegraph.co.uk/finance/markets/UK Index…
September 10, 2015 The Bank of England (BoE) stayed put today which was no surprise. And neither were September’s MPC minutes showing no change to voting and including much talk about China, Emerging Markets, financial market volatility and the impact of depressed commodity prices on already ‘missing in action’ inflation. Nothing major so far –…