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Programme: The Week That Was and The Week Ahead
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Simon Rose

The Week That Was And The Week Ahead: Sainsbury's/Asda and the banks

Simon Rose
Original Broadcast:

The Week That Was and The Week Ahead

The Week That Was And The Week Ahead: Sainsbury's/Asda and the banks
Ian Forrest, Investment Research Analyst at The Share Centre, looks at the CMA's negative attitude to the planned merger of Sainsbury's and Asda. What does it means for those companies and for the whole supermarket sector? He also takes us through the recent round of bank results, in particular HSBC, Lloyds and Barclays. Looking ahead, he highlights forthcoming numbers from British American Tobacco, Associated British Foods and British Airways group IAG.
Guest:

Ian Forrest


Published:
Simon Rose

The Week That Was And The Week Ahead: Smurfit Kappa, Astrazeneca & Dunelm

Simon Rose
Original Broadcast:

The Week That Was and The Week Ahead

The Week That Was And The Week Ahead: Smurfit Kappa, Astrazeneca & Dunelm
Helal Miah of the Share Centre looks at recent numbers from packaging group Smurfit Kappa, drugs giant Astrazeneca and home furnishing group Dunelm, which has bucked the air of depression in the retail sector. He also looks ahead to reporting from the big banks and, in particular, HSBC, Lloyds and Barclays.
Guest:

Helal Miah


Published:
Simon Rose

The Week That Was And The Week Ahead: BP, Glaxo & Compass

Simon Rose
Original Broadcast:

The Week That Was and The Week Ahead

The Week That Was And The Week Ahead: BP, Glaxo & Compass
Graham Spooner of The Share Centre looks at recent announcements from BP, Glaxo and Compass, all of which to a greater or lesser extent bucked the softness of the market in 2018. With Tui coming out with a profits warning, Graham also looks at what we might expect from them, as well as Astrazeneca and Royal Bank of Scotland.
Guest:

Graham Spooner


Published:
Simon Rose

The Week That Was And The Week Ahead: Royal Mail, Unilever, Diageo, Shell & Ocado

Simon Rose
Original Broadcast:

The Week That Was and The Week Ahead

The Week That Was And The Week Ahead: Royal Mail, Unilever, Diageo, Shell & Ocado
Ian Forrest, Investment Research Analyst at The Share Centre, looks at the latest Fed announcement, which was more doveish on future interest rate movements than expected. He assesses numbers from Shell, Royal Mail, Diageo and Shell and looks ahead to results from Ocado, currently in talks with Marks & Spencer.
Guest:

Ian Forrest


Published:
Simon Rose

The Week That Was And The Week Ahead: Boohoo, Persimmon & A B Foods

Simon Rose
Original Broadcast:

The Week That Was and The Week Ahead

The Week That Was And The Week Ahead: Boohoo, Persimmon & A B Foods
Graham Spooner of The Share Centre looks back at numbers from Boohoo, Persimmon & Bovis and Associated British Foods and looks ahead to what we might expect from Restaurant Group, St. James's Place and Vodafone.
Guest:

Graham Spooner


Published:
Simon Rose

The Week That Was And The Week Ahead: retailers, supermarkets & Taylor Wimpey

Simon Rose
Original Broadcast:

The Week That Was and The Week Ahead

The Week That Was And The Week Ahead: retailers, supermarkets & Taylor Wimpey
Ian Forrest of The Share Centre examines the current state of the UK market, weighed down by Brexit uncertainty and other factors. He looks at a raft of updates on Christmas trading, including the likes of Morrison's, Sainsbury's and Tesco, wondering what conclusions we can draw about the retail sector. He also discusses the recent statement from Taylor Wimpey and looks ahead to expected news from Whitbread (minus Costa), Associated British Foods and Boohoo.
Guest:

Ian Forrest


Published:
Simon Rose

The Week That Was And The Week Ahead: Next and Christmas trading updates

Simon Rose
Original Broadcast:

The Week That Was and The Week Ahead

The Week That Was And The Week Ahead: Next and Christmas trading updates
Graham Spooner of The Share Centre looks at Next, the first of the retailers to reveal how Christmas trading went. As he discusses, soon to come will be Morrisons, Marks & Spencer and Tesco, all still struggling to cope with Aldi and Lidl and all facing ongoing restructuring. There's also a trading update coming from Taylor Wimpey which will give an indication of what's happening in the housing sector.
Guest:

Graham Spooner


Published:
Simon Rose

The Week That Was And The Week Ahead: Review of 2018

Simon Rose
Original Broadcast:

The Week That Was and The Week Ahead

The Week That Was And The Week Ahead: Review of 2018
It's not been a year in the markets that many investors will remember fondly. Graham Spooner of The Share Centre looks back at the year that was 2018, highlighting some of the household names that have fallen out of favour as well as pointing out a surprising winner. Warning of value traps, he highlights some of the main influences on shares, including Brexit, trade wars and interest rates. Whether 2019 starts well or not, the advice is to drip-feed investment rather than try to call a chance in sentiment.
Guest:

Graham Spooner


Published:
Simon Rose

The Week That Was And The Week Ahead: Asos, Boohoo, Petrofac & Glaxo

Simon Rose
Original Broadcast:

The Week That Was and The Week Ahead

The Week That Was And The Week Ahead: Asos, Boohoo, Petrofac & Glaxo
Ian Forrest of The Share Centre looks back at the shock news from Asos, as well as Boohoo's more encouraging statement. He looks at numbers from Petrofac and GlaxoSmithKline's healthcare merger with Pfizer. He discusses the latest inflation and retail sales numbers and the Bank of England's decision to keep interest rates unchanged, unlike the US Fed.
Guest:

Ian Forrest


Published:
Simon Rose

The Week That Was And The Week Ahead: Ferguson and the FTSE reshuffle

Simon Rose
Original Broadcast:

The Week That Was and The Week Ahead

The Week That Was And The Week Ahead: Ferguson and the FTSE reshuffle
Graham Spooner, investment research analyst at The Share Centre, looks at first quarter results from Ferguson, the world's biggest plumbing supplies distributor. He also looks at the way in which sentiment in the UK market is now trumping fundamentals. Graham highlights some changes in the FTSE100 share index, with Royal Mail and Just Eat departing. And he looks ahead to forthcoming results from Ashtead and BAT.
Guest:

Graham Spooner


Published: