1 – Is Zoom the canary in the coal mine for Covid winners?

Here we take a slightly tongue-in-cheek look at the other lockdown beneficiaries – and just what the future might hold them after Zoom’s after-hours biffing.

Read more

2 – AO World sounds the earnings alarm

Driver shortages, and supply chain issues. Sound familiar? Well, they are themes that have affected post-Brexit, Covid bounce-back Britain. They’ve also knocked the legs from under AO World, the white goods group, which sounded the earnings alarm Tuesday. We discuss whether AO is all washed up.

Read more

3 – Pets At Home does the opposite

We’ve got broker reaction and upgrades following the retailer’s latest tweak higher to earnings forecasts, which was applauded in the Square Mile and rewarded with a 7% mark-up in the share price. If you’d got into this one pre-pandemic you’d have doubled your money.

Read more

4 – Battle for River & Mercantile pitches sees two City veterans square up

Former Aberdeen Asset Management founder and boss, Martin Gilbert, is going toe-to-toe with Gervais Williams, king of the small-caps.

Read more

5 – FTSE 100

It was another fairly listless day for the UK blue-chip index, which rose 11 points to 7,266.69.

Read more

And another thing…. is it worth investing in bricks and mortar?

Who will love the housebuilders now that an interest rate rise in the next two months looks inevitable? Step forward Berenberg, the German bank

Read more

The day ahead: Wednesday

Trading announcements: Breedon Group Plc (AIM:BREE), Intertek Group Plc (LSE:ITRK), Rotork PLC (LSE:ROR)

Interims: HICL Infrastructure PLC, Johnson Matthey PLC (LSE:JMAT), United Utilities Group PLC (LSE:UU.)

Finals: AB Dynamics PLC (AIM:ABDP), Brewin Dolphin Holdings Plc (LSE:BRW), Britvic PLC (LSE:BVIC), Virgin Money UK PLC (LSE:VMUK), Diploma PLC (LSE:DPLM)

AGMs: CVS, Genus, Renishaw

Read the preview here

Leave A Reply

Please enter your comment!
Please enter your name here