Новости за 01.05.2024

Good morning from Paul amp; Graham! Today's report is now finished. Explanatory notes - A quick reminder that we don’t recommend any stocks. We aim to review trading updates amp; results of the day and offer our opinions on them as possible candidates for further research if they interest you. Our opinions will sometimes turn out to be right, and sometimes wrong, because it's anybody's guess what direction market sentiment will take amp; nobody can predict the future with certainty. We are analysing the company fundamentals... Читать дальше...

There is an undeniable trend in UK markets for takeovers of listed companies, and it is easy to see why. Of the roughly 800 UK stocks with a positive EBITDA, the median EV/EBITDA is 10 versus 15 for the 3000 such companies in the US market. There are some fundamental reasons for this mismatch in valuation. Pension Fund Flows One of the biggest reasons for this disparity is a dramatic shift away from UK Equities being owned by UK Pension funds. The Capital Markets Industry Taskforce (CMIT) reports that this is due to two trends. Читать дальше...

Good morning from Paul amp; Graham! Explanatory notes - A quick reminder that we don’t recommend any stocks. We aim to review trading updates amp; results of the day and offer our opinions on them as possible candidates for further research if they interest you. Our opinions will sometimes turn out to be right, and sometimes wrong, because it's anybody's guess what direction market sentiment will take amp; nobody can predict the future with certainty. We are analysing the company fundamentals, not trying to predict market sentiment. Читать дальше...