Stock Movers Shell Sticks With Payouts, BASF'S Warning, Natwest Outperforms
May 2, 2025
Shell reassures investors with a solid buyback strategy and plans to maintain capital spending despite energy market fluctuations. BASF expresses caution due to unpredictable trade policies impacting the chemicals sector. In contrast, NatWest surpasses earnings expectations, showcasing resilience in mortgage lending and offering a bright outlook amid global economic strains. The podcast also delves into the UK banking landscape, highlighting anticipated rate cuts and structural advantages that may benefit local banks.
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Shell's Resilient Buybacks
- Shell maintained $3.5 billion quarterly buybacks despite market headwinds.
- Strong cash flow and controlled debt show their resilience compared to peers.
BASF Highlights Industry Uncertainty
- BASF highlights widespread industry uncertainty due to tariffs and trade tensions.
- Chemicals sector serves as a key supply chain indicator affected by these pressures.
NatWest's Strong and Clean Earnings
- NatWest's Q1 earnings beat expectations, driven by mortgage lending growth.
- Their low international and motor finance exposure results in cleaner, less volatile earnings.