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Trumped Up to the Gills

A beat of a butterfly’s wings in China can cause a hurricane over the Pacific and the opening of one man’s Twitter account can cause a massive UK Index rally or sell-off. Especially when that man is Donald Trump. I don’t need to explain to you who Trump is and why his words have immense…

Winners & Losers; UK Index not Footie

This week the UK 100 looks set to close a shade lower. However this masks an impressive sell-off and rebound that could yet turn into a bullish breakout that takes the index back towards June highs, perhaps even May’s record peak. Having kicked off the week on the back foot, amid fresh fears of a…

Serco: Costly guidance update

Shares in Serco are down 5% in morning trading after the outsourcing company cut its FY 2018 revenue guidance by 6%, from £2.8-2.9b to £2.7-2.8b in the latest trading update. Note, however, that Serco maintained its FY profits guidance at £80m, which suggests higher profits margins for the company on the back of transformational cost…

Greene King: Footfall up on football, but costs rising too

Greene King management may well be toasting the recent good weather and England’s World Cup success, with Pub Company Sales up a sparking 2.2% like-for-like in the last 8 weeks, but the future is perhaps not so bubbly for them or investors. Or drinkers for that matter. And not just because of that global shortage…

IWG: Finding Space for Profits

IWG shares are trading -4.3% after the company reported that disappointing UK business performance is forcing it to reassess FY operating profits, which are now expected £15-20m below previous assessments. An unwelcome profits warning! The company is taking a painful short-term hit to its profitability (and to its share price) as it is investing in…

Airlines: Heathrow & Oil

Shares in London listed airlines are understandably hampered by oil’s continued rebound from OPEC-meeting lows, rendering fuel costs more expensive. Two, however, stand out with rather divergent performance but for the same reason. Shares in easyJet are 0.3% higher after UK lawmakers, following years of delays, finally approved a third runway at London’s Heathrow airport….

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