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ASOS/Superdry: Retail mayhem

The say clothes maketh the man (or woman). But do they make a fool-proof investment? Not for ASOS and Superdry shareholders today, as both the online fast fashion retailer and casual clothing companies’ shares are down heavily (both as low as -11.5%) following broker downgrades. Why are both fashion retailers struggling today? Is it the…

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The UK Index this week – 7 Dec

The UK’s UK 100 (and peer indices) had quite the week. A 475p sell-off (falling channel) was kicked off by scepticism about a 90-day truce in the US-China trade war, keeping alive the possibility of more tariffs and retaliation. Falling oil prices also continued to weigh on sentiment as we moved towards the semi-annual update…

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The UK Index this week – 30 Nov

  Although the UK Index looks to close out the week +40pts, we are trading around the floor of a week-long 6975-7075 range. Why? Traders are factoring in the risk of little-to-no progress on the trade war resolution front, despite President Trump and Chinese counterpart Xi organising a tete-a-tete at the G20 in Argentina. Banks…

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UK Index Reshuffle: Who’ll make or miss the cut?

Building on what my colleague wrote yesterday about Tuesday’s upcoming UK Index review (a.k.a the Quarterly Reshuffle), I thought I’d look at all the shares in contention for a move up or down on Christmas Eve. This includes changes between the UK 100 blue-chip index (think Premier League of football) and the mid-caps (think Championship). It…

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Royal Mail: lost in the post

Deck the halls with risers and fallers. ‘Tis the season for the quarterly UK Index review and everything points to Royal Mail ending up on Old Nick’s naughty list. Next Tuesday is the cut-off date for determining who’s too small (by market capitalisation) to stay in the UK 100 (“blue-chips”), and who’s big enough on the…

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The UK Index this week – 23 Nov

After a brief flirt, Wednesday, with the ceiling of November’s falling channel (7065), the UK Index is on the back foot into the weekend. Losses from the heavyweight Oil majors and Miners are overpowering the strength from a selection of Defensives (tobacco, pharma, telecoms) and high-street Banks (Lloyds and HSBC). The Pound Sterling has been both…

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