The Companies and Markets show: Centrica, luxury goods, SJP and GSK

The Companies and Markets show: Centrica, luxury goods, SJP and GSK

Following on from the mass of FTSE 100 results released this week, today’s episode focuses on large caps. The team begins by discussing results from gas provider Centrica. Given the elevated first half profits, is there a sensitive political situation on the horizon? And what is the current valuation case for a business like this?


Next up is our cover feature from this week on luxury goods businesses. Aside from structural tailwinds, what have luxury brands done right over the past few years? And which companies are trading on valuations that investors may find alluring?


It’s on to wealth manager St James’s Place next. Is their tactic to place a fee cap for long-term clients a wise choice? Will it help the business move away from its ‘premium price’ reputation?


Lastly, the team talk about recent GSK results. Are investor concerns going to stick around for a while? And where are the company’s potential areas of growth?


Dan Jones is joined by Michael Fahy, Alex Newman and Jennifer Johnson.






Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities.


Investors' Chronicle is a service by the Financial Times.

Hosted on Acast. See acast.com/privacy for more information.

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(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 Juli 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 Juli 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 Juli 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 Juli 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 Juli 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 Juni 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 Juni 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 Juni 44min

Populärt inom Business & ekonomi

framgangspodden
badfluence
dynastin
varvet
uppgang-och-fall
avanzapodden
svd-tech-brief
rss-inga-dumma-fragor-om-pengar
fill-or-kill
rss-borsens-finest
bathina-en-podcast
tabberaset
rikatillsammans-om-privatekonomi-rikedom-i-livet
rss-dagen-med-di
rss-hos-psykologen
borslunch-2
rss-veckans-trade
rss-dominoeffekten
rss-kort-lang-analyspodden-fran-di
montrosepodden