FTSE Small‑Cap Stalls Near Resistance, Bullish EMAs Hold
#FTSEsmallcap doji Candle and Sideways. Resistance 7937, 8042. Support 7604, 7321, 7283. RSI 62.5 not high. 13/21 day EMAs Bullish. Top Bollinger Band 7841. Midpoint Line 7708. Bottom Band 7572.
FTSE100 Stagnates Near 10,500 Resistance, Bearish Trend
#FTSE100 doji Candle and Sideways 8 days. Resistance 10500, 10683, ATH 10935. Support 10185, 10000, 9670. RSI 44 bit off Neutral. 13/21 day EMAs Bearish. Top Bollinger Band 10446. Midpoint Line 10304. Bottom Band 10160.
UTG Boosts Buyback to £165m Using Property Sale
#UTG incresed Buyback programme to £165m from previous £100m. Increase really possible due to proceeds from selling St Pancras Way property.
RMV Holds Guidance Amid AI Fears, Dividend Rises
#RMV "in line" and reiterates FY guidance. ShareScope has fwd p/e 14 falling to 12.7 and fwd Divvy 2.7% rising to 2.9%; I guess this has been mainly hit by AI fears but it remains the portal of choice for...
Shell's Q1 Profits Jump as Iran War Lifts Prices
Shell says its profits surged in the first quarter as the Iran war drove oil and gas prices higher https://t.co/oiET1zMQ1V
RFX Profit Upgrade Lifts P/E, Cuts Dividend Yield
#RFX upgraded FY profit guidance. ShareScope showing fwd p/e 7.2 RISING to 10.2 and fwd Divvy 6% FALLING to 4.2% BEFORE 9% jump today. Highly dependent on Gold Price. I don't hold.
Vodafone Buys Remaining 49% For
#VOD paying CK Hutchison £4.3bn to acquire the 49% of VodafoneThree it didn't already own, and to now have 100% ownership. Will increase debt by 0.4 times Net Debt to Adjusted Earnings.
Trump Tariffs Threaten German Car Earnings, Double‑digit Drops
Good Morning from Germany, where car stocks are under pressure after Donald Trump vowed to impose a 25% tariff on European autos, escalating the trade dispute. A renewed tariff push would weigh on earnings across the sector. Bernstein expects headwinds...
US Auto Tariff Spike Threatens €30bn German Loss
US auto tariff shock hits Germany: IfW sees €15bn output hit now, €30bn longer-term as US raises auto tariff to 25%. Risk: export slowdown. Trade: reduce German auto equity exposure. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
MONY Appears Cheap: Lower P/E, Higher Dividend
#MONY Update reads OK and no evidence of AI causing problems. ShareScope has fwd p/e 9.5 falling to 8.9 and fwd Divvy 7.5% rising to 7.7% and Buybacks on top. Could be cheap really. I don't hold.
RNWH's Edwards Dive Deal Boosts Earnings, Slightly Better Valuation
#RNWH buying Edwards Diving Services and says "will be immediately earnings enhancing". ShareScope has fwd p/e 12.5 falling to 11.7 and fwd Divvy 2.4% rising to 2.5%; no steal but reasonable. I don't hold.
Price Expectations Surge, Near Last Year's Peak
Selling price expectations in the April EC survey are ugly all day long. Clear upside pressures building in the core components on a six/12m basis and in food, the index has, in two months, leapt to within the peak last...
ERZ6/7 Reprice as Inflation Expectations Decouple, Credit Tightens
ERZ6 and ERZ7 repricing sharply on evidence from the ECB's CES that consumer inflation expectations are now becoming unmoored from the 2%, completely ignoring the dire BLS, pointing to a sharp, albeit unbalanced, tightening in credit standards and falling credit...
DAX Consolidates Near Resistance, Bullish EMAs Signal
#DAX doji Candle and Sideways. Resistance 24792. Support 23482, 23000. RSI 54 near Neutral. 13/21 day EMAs Bullish. Top Bollinger Band 24607. Midpoint Line 24225. Bottom Band 23832.
Sanofi's Dividend Streak Faces Dupixent Patent Cliff
A few weeks ago I published my deep dive on 🇫🇷 Sanofi $EPA:SAN 32 consecutive years of dividend growth. A true European Dividend Aristocrat 💪 Currently their main blockbuster Dupixent accounts for 36% of revenue, and compound patent protection expires in 2031....