Poor topline numbers from ATOS this morning however looking further out the progression is there This weakness is another chance to get long with management confirming the worldline IPO this year and there foothold in payments where M&A is likely also this year…keep adding Thu, 19 Dec 2013 15:27 Compelling three-year plan starting…
PEUGEOT….The three Lions….Time to Roar Family/French state/Dongfeng Numbers and most likely details of the rights issue tomorrow and the future direction with the three lions in charge making the Peugeot investment case compelling Tomorrow should put to bed any cash flow issues They’ve had a cap increase before and it didn’t go well. This time…
CBK good performance them this morning, all going in the right direction. NCA portfolio reductions will be helpful and key to the story. Op profit better/costs are flat but better than expectations and this was another area where people where concerned going into numbers. Net income of Eur64m alot better than consensus and capital was…
YELLEN headlines in line with expectations. Can read them as inline or slightly hawkish. Either way it means more of the same for the FED for now. The Taper continues… As we said in our 2014 piece we think Europe outperforms the US in 2014 If anything there is even more reason for that to…
Tele2 is called down -2-3% this morning…will be a nice entry point for these I think alot of people will probably want them lower but the potential bid/break up will hold them up Worst TMT performer this year but for good reason but the bid/break up is coming this year..BUY Further details… Called down…
Now is not the time to be delta exposed but to trade pairs or names into numbers or an event SKYD is a name that fits the bill. It has been under pressure since the turn of the year on above normal volumes Quality of content will eventually shine through like BSY… German consumer sentiment…
The stock has had a great run and although I still believe in the name for 2014 and my view hasn’t changed, I think over the ST with numbers on 4/2 it is time to take profits. Apparently the company has called round analysts and said numbers are a bit too high. We will reassess…
Nice 10% pull back this year I feel this is a decent entry level for a MT/LT play.. One of the big themes for this year i am seeing in numerous places is The Internet of Everything Google who are now undoubted leaders in internet Innovation and are making a big push in this area…
The deal with ISYS ends tonight, and the market is generally rewarding acquirors – as seen in MCK (down post CLS1 break) and AMEC (up post the preconditional bid for FWLT) Recent headlines such as “Sick Man Of Europe” is misleading in terms of construction. See chart below. Shows construction PMI bottoming after q1 2013…
I am closing the Sainsburys +4.20% ab/4.80% rel and Marks & Spencer for a small profit. Tesco is one I would be happy to run as I feel they are really stretching themselves in terms of products. They seem to be doing a bit of everything from tablets to Insurance and I can’t see them…