Playing FTSE UK & US Earnings, Updates & IPO's?
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Monzo – the bank that Steve and Steve have owned for what seems like ages – has been making noises about going public. But will it list in London, or in the US?
A lot of UK companies have been listing in the States recently, but Steve D is hoping for a London IPO. Is this one for the AIM or the main market?
J.D. Wetherspoon’s has released its latest trading update and Steve W thinks it’s… fine. Like-for-like sales growth is decent enough, but only really in line with the industry.
The company has no realistic price competition from its rivals, but supermarkets are the big challenge. So how will the firm cope with higher tax and NI contributions?
From the AIM, Steve D’s investment in Ashtead Technology is starting to pay off. But nobody on our show is quite sure why.
Revenues are set to come in marginally ahead of expectations, with EBITA (no D) up. Surely that’s not enough to set the stock off, though… is it?
We haven’t talked about FTSE 250 dividend aristocrat Spectris on the show before – but that might have been a mistake. The stock has been bouncing back off its lows recently.
It’s in the precision measurement space and Steve D knows it from work. But Steve W has concerns over the impact of weak demand from China and its implications for profits.
Prologis is still the biggest publicly-listed real estate investment trust (REIT) – we checked. It’s heavily exposed to some promising trends that are emerging, but it’s cheap right now.
With a lower cost of capital than its rivals, the firm is well-positioned to make it through a period of normalising demand. So could it be one for either Steve to buy right now?
Steve W has been looking at the latest results from Associated British Foods. It’s underwhelming across the board, but especially when it comes to Primark.
Despite this, the stock looks cheap right now. And it might be that the retailer’s results – disappointing as they are – could justify the entire market cap by itself…
We’re always interested in Netflix on this show. And Steve D has been looking at a very impressive performance from the world’s leading streaming platform.
Revenue growth has been picking up and margins are widening, greeting great unit economics. And with its competitive position getting stronger, is it too late to buy the stock?
Only on this week’s PlayingFTSE Podcast!
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