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US Banks: Quarterly health check

Next week sees the start of quarterly reporting season in the US, which means that it won’t be long until companies begin reporting results here in Europe too. Why so important? Because a certain key sector, namely the Banks, is first up. And this can offer a great indicator of economic health and thus a…

AB Foods: Bitter sweet, no sympathy

AB Foods sits firmly at the bottom of the UK 100 this morning, its shares down 4.1%, back around June lows, following a disappointing Q3 trading update. Revenues +3% was only really +2% once the flattery of currency movements was stripped out. This might be no worse than what was reported at the half-year stage,…

Sainsbury: Two-pronged turnaround?

It may be a mixed trading update from Sainsbury this morning but traders like it nonetheless. The result is the shares +1.2%, in silver medal position on the UK 100 . Q1 like-for-like retail sales (ex-fuel) of 0.2% was in-line with Bloomberg consensus, however, groceries +0.5% was well down on Q4’s +2.1% and missed +0.7%…

McBride: Last-minute warning

Shares in household and personal care products supplier McBride slumped up to 18% this morning after the company said full year 2017/18 adjusted pre-tax profits would be “marginally below the lower end of analyst expectations”. The trouble is that “marginally below” is still worse than even the most pessimistic of number crunchers. And traders don’t…

Tesco: Chaque petit geste compte

Not even two months after Sainsbury and Asda proposed a merger that could further consolidate an already concentrated UK grocery market, #1 Tesco today announces its intention to form a strategic alliance with France’s Carrefour, France’s #3 behind System A (Auchan/System U partnership) and Leclerc. The aforementioned merger has understandably generated concern about how promised…

Accendo Press Quotes – Week Ending 29 June 2018

Friday, 29 June Financial Times However, Artjom Hatsaturjants, analyst at Accendo Markets, was more upbeat, saying: “We wonder if the share price movement might be an overreaction to the damning headline that screams ‘revenue warning’, while the actual result could have a positive spin in the long run in terms of better profitability.” https://www.ft.com/content/a9812774-7b8d-11e8-bc55-50daf11b720d Thursday,…

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