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Accendo’s Foreign Exchange Forecasts, Monday 30 January

Macro observations After the ECB kicked things off a fortnight ago, this week sees a trifecta of monetary policy updates from the world’s largest economies in a busy week for central bankers, still trying to process the potential economic impact of the new leader of the world’s largest economy as they meet for the first time…

The Thrills and Spills of Earnings Season

Far from having a nice, relaxing January to ease into 2017, accountants and auditors up and down the country have been working their fingers to the bone. Earnings season is once again upon us and this year has seen some incredible movements from some of the largest blue chip companies in the UK. As the amount of…

Tesco: Booker deal to pay dividends?

My share price move of the week goes to Tesco (TSCO) for the grocer’s 11% rally today on the back of a £3.7bn bid for food wholesaler Booker (BOK). For prey Booker’s shares to jump 19% is understandable; shareholders are traditionally paid a premium to encourage them to give up the chance of future income…

Accendo Press Quotes – Week Ending 27 Jan

27 Jan CityWire Mike van Dulken said the rally in Tesco shares, bucking the trend for shares to fall when a company announces an acquisition, showed investor confidence in the move. ‘Tesco shares appear to be rallying on the premise that the new group can reinforce its number one grocer slot by becoming the UK’s leading…

Tesco: A new chapter with Booker

Grocer Tesco’s (TSCO) £3.7bn acquisition of food wholesaler Booker (BOK) sees the latter’s shares +15% this morning This is understandable as prey shareholders are traditionally paid a premium to cede control. However, it is the former’s share price reaction that is garnering most attention; +10.5%. Predator shares typically fall as the company shells out cash…

Antofagasta: Glowing red hot

Antofagasta (ANTO) is top dog among the blue chips this morning, its shares extending this week’s breakout to trade levels last seen in March 2014. This takes it a step  closer to the major hurdle of 6yr falling highs around 950p. Today’s gains come in the wake of a Q4 production report showing Copper output…

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