Playing FTSE Google, Judges, VAT & A New Stock For Your Watchlist!
What’s half the price of Nvidia and makes twice the revenues? Find out on this week’s PlayingFTSE Show!
Neither Steve has done as well as they were hoping this week. Steve W’s disappointed to find himself between the indexes and Steve D’s had some big fallers.
Reports of Google losing market share don’t seem to be hitting Alphabet’s revenues… yet. There’s strong growth across the board, especially in the Cloud division.
There’s also news of YouTube continuing to grab market share in US screen time. But what should investors think about the ongoing issues around monopolistic practices?
Steve D has a new stock – Manhattan Associates. It’s not an office REIT, it’s a tech company with some legitimate software credentials and a focus on supply chains.
In terms of market position, it has a closer focus than some of its competitors. And as it shifts over to subscriptions, could now be a good time to consider buying?
Shares in Judges Scientific fell 15% in a day after the firm’s H1 results. Sales and profits were up as a result of a coring expedition, but the firm cut its guidance for the full year.
The company’s long-term strengths are still intact despite a recovery taking longer than expected. As a result, Steve W has a growing list of stocks to buy in August…
It’s time for another check-in with Vakuumventile AG (VAT Group). Its results are interesting, with some strong sales despite slow order growth.
There are signs of a recovery coming from China, though, which could be good for a number of businesses. But what has Steve D noticed in the latest report?
Only on this week’s PlayingFTSE Podcast!
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► Timestamps:
0:00 INTRO & OUR WEEKS
9:06 ALPHABET EARNINGS
25:39 MANHATTAN ASSOCIATES
41:04 JUDGES SCIENTIFIC
52:13 VAT GROUP
► Show Notes:
What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy
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This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.