The Companies and Markets show: BP & Shell's bumper profits, Unilever, housebuilders

The Companies and Markets show: BP & Shell's bumper profits, Unilever, housebuilders

On this week's episode, BP turned in profits of $28bn for 2022. That may sound a lot until you realise Shell racked up $40bn. Commodities expert Alex Hamer is on hand to discuss the outlook for these companies this coming year, as always considering the investment case.


Next up on the show, a podcast favourite: Unilever. They're back under pressure after warning of more price rises even after a record 13 per cent increase. With a new CEO in place, what is in store for the company?


And finally, housebuilders have provided signs of a recovery recently - Barratt, Redrow and Bellway are all under the microscope of Alex Newman.


Dan Jones hosts Julian Hofmann, Alex Hamer and Alex Newman.





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Episoder(1166)

Terry Smith, construction stocks and Mony Group:Companies and Markets Show

Terry Smith, construction stocks and Mony Group:Companies and Markets Show

As the half-year results season falls upon us, a smorgasbord of companies are reporting over the next few weeks. But today’s episode focuses on two whose outlooks are already in.Hugh Moorhead looks at...

24 Jul 0s

AI inflation, defence stocks and India funds: Companies and Markets Show

AI inflation, defence stocks and India funds: Companies and Markets Show

This week begins with how booming demand for AI infrastructure is driving a sharp increase in the price of memory chips. Erin Withey is in the studio to explain what this means for supply chains, whic...

17 Jul 28min

Labour’s social media plans, house prices and legal stocks: Companies and Markets Show

Labour’s social media plans, house prices and legal stocks: Companies and Markets Show

This week’s show begins with Labour’s decision to force tech giants to give more prominence to traditional news broadcasters on social media, to help battle misinformation. Valeria Martinez discusses ...

10 Jul 26min

What is the gender health gap – and how to beat it

What is the gender health gap – and how to beat it

The gender health gap is an issue which affects far more than just wellbeing; it impacts your career, earnings and long-term financial stability.In this episode of Women and Wealth, funds editor Val C...

7 Jul 24min

AI vs recruiters, another IPO and farming stocks

AI vs recruiters, another IPO and farming stocks

In this week’s episode, we turn to Britain’s recruitment stocks. Valeria Martinez looks at the impact of AI on hiring demand, which is hitting share prices, and also discusses the perennial question: ...

3 Jul 35min

Ocado, asset managers and Telecom Plus: Companies and Markets Show

Ocado, asset managers and Telecom Plus: Companies and Markets Show

This week, we begin with online grocer Ocado (OCDO) following reports of a CEO switch. Julian Hofmann dives into what a potential change at the top will mean for the FTSE 250 company that has struggle...

26 Jun 29min

AO World, wealth managers & Castings: Companies and Markets Show

AO World, wealth managers & Castings: Companies and Markets Show

This week, we begin proceedings with a look at the contrasting fortunes of two UK wealth managers: Aim-traded Tatton Asset Management (TAM) continues to reap rewards from its dominance of the model po...

19 Jun 31min

Meeting with Fevara’s CEO: Lee and the IC

Meeting with Fevara’s CEO: Lee and the IC

Fevara (FVA:127p) may be new in name, but its roots and expertise stretch back more than a century through the former Carr’s Group. In the wake of this major transformation, the livestock supplements ...

16 Jun 44min

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