reports
Tesco: 1 director
A director at Tesco sold 234,650 shares at 355p and the significance rating of the trade was 100/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Clos...
- MarketLine Department
Costco Wholesale UK Ltd - Company Profile and SWOT Analysis
Summary Costco Wholesale UK Ltd - Company Profile and SWOT Analysis, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Costco Wholesale UK Ltd (Costco UK) is a cash and carry membership warehouse chain, based in the UK. The company sells a wide range of nationally branded and selected private-label merchandise a...
- MarketLine Department
Bestway Holdings Ltd - Strategy, SWOT and Corporate Finance Report
Summary Bestway Holdings Ltd - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights businesses. The company operates convenience stores through which it sells products under the brands Best-one, Bestway Batleys, Bestway Export, and BestPets. It offers wholesale, delivery...
- Pelham Smithers
VMW VMWARE INC. CLASS A
PEP PEPSICO INC.
ARM ARM CEMENT LTD
TSLA TESLA INC
PG PROCTER & GAMBLE COMPANY
ORCL ORACLE CORPORATION
NVDA NVIDIA CORPORATION
MCD MCDONALD'S CORPORATION
LRCX LAM RESEARCH CORPORATION
FB FACEBOOK INC. CLASS A
AMAT APPLIED MATERIALS INC.
TSCON TESCO PLC
NFLX NETFLIX INC.
MRVL MARVELL TECHNOLOGY GROUP LTD.
OCDO OCADO GROUP PLC
PGHL PROCTER & GAMBLE HEALTH
7735 SCREEN HOLDINGS CO. LTD
JE. JUST EAT PLC
6501 HITACHI LTD.
4217 HITACHI CHEMICAL COMPANY LTD.
6920 LASERTEC CORP.
6723 RENESAS ELECTRONICS CORPORATION
6701 NEC CORP.
2340 OPTO TECH CORP.
9984 SOFTBANK GROUP CORP.
6857 ADVANTEST CORP.
8035 TOKYO ELECTRON LTD.
SNAP SNAP INC. CLASS A
SAP SAP SE
WMT WALMART INC.
SOW SOFTWARE AG
TKWY JUST EAT TAKEAWAY.COM N.V.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
UBER UBER TECHNOLOGIES INC.
9434 SOFTBANK CORP.
TXG 10X GENOMICS INC CLASS A
1469157D AUTOSTORE
1250307D DARKTRACE LTD
1036057D GINKGO BIOWORKS INC
3IN 3I INFRASTRUCTURE PLC
QCOM/O QUALCOMM INCORPORATED
SNOW SNOWFLAKE INC. CLASS A
AI C3 AI
SHOP SHOPIFY INC. (SHOP)
ROO DELIVEROO PLC
GFS GLOBALFOUNDRIES INC
TSE: 2980 SRE HOLDINGS CORP
4169 JT ENECHANGE LIMITED
- Alyssa Gammoudy
- Egor Fedorov
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Marina Le Blanc
- Maureen Schuller
- Nadège Tillier
- Oleksiy Soroka
- CFA
- Suvi Platerink Kosonen
- Timothy Rahill
Credit Outlook: Our 23 calls for 2023/A kind of magic
This year the title a kind of magic represents the sparkle that is present in credit markets. Turbulence will be the name of the game driven by energy prices, inflation, recession, a changing rate environment and a cost-of-living crisis. It's a kind of magic which compensates all that misery, and that magic is quite simply valuations.
- Alyssa Gammoudy
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Nadège Tillier
- Suvi Platerink Kosonen
- Timothy Rahill
- Alyssa Gammoudy
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Nadège Tillier
- Suvi Platerink Kosonen
- Timothy Rahill
- Alyssa Gammoudy
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Nadège Tillier
- Suvi Platerink Kosonen
- Timothy Rahill
- Alyssa Gammoudy
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Nadège Tillier
- Suvi Platerink Kosonen
- Timothy Rahill
- Alyssa Gammoudy
European Food Retail/Consumer downtrading to offset inflation
After two fruitful years, the European food retail sector will need to buckle-up for challenging times. Inflation and low consumer confidence will, in our view, lead to down trading and lower volumes. We assess what this means for trends in the sector, look at drivers behind the sector and analyse selected companies. In our view Ahold Delhaize and Tesco are best positioned while Auchan, Carrefour and Metro potentially face the most difficulties. Having said that, we see the most value in Tesco a...
- Alyssa Gammoudy
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Nadège Tillier
- Suvi Platerink Kosonen
- Timothy Rahill
- Alyssa Gammoudy
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Nadège Tillier
- Suvi Platerink Kosonen
- Timothy Rahill
Coffee, Croissants & Credit/ECB/CSPP, LVMH, Tesco, Orange, Iliad/Telec...
Strategy: APP ending in 3Q will leave spreads unsupported in the second half of the year. Consumers: Tesco reports FY 2021/22 results, and shows a strong improvement of leverage ratio; LVMH reports first quarter results. Telecom: French antitrust officials conducted a search in Orange's offices; Iliad potentially interested in Telecom Italia's consumer facing business. Utilities: Naturgy halts spin-off
- Alyssa Gammoudy
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Nadège Tillier
- Suvi Platerink Kosonen
- Timothy Rahill
- Alyssa Gammoudy
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Nadège Tillier
- Suvi Platerink Kosonen
- Timothy Rahill
- Alyssa Gammoudy
Tesco/3Q21/22 and Christmas trading statement
Tesco released its third quarter results together with a Christmas trading statement. Covid-19 again led to more holiday celebrations at home, which led to elevated sales in food retail. Total sales in the third quarter (based on the 19-week period) were up 2.6% on a LfL basis. Especially around Christmas the LfL sales levels were strong at 3.2% compared to last year. In the UK, sales in the third quarter were flat YoY on a LfL basis while in ROI it was down 3.3%. Note these results are on a ver...
- Alyssa Gammoudy
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Nadège Tillier
- Suvi Platerink Kosonen
- Timothy Rahill
- Alyssa Gammoudy
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Nadège Tillier
- Suvi Platerink Kosonen
- Timothy Rahill
- Alyssa Gammoudy
Tesco/Interim results reflect continued strength
Tesco's 2021/22 interim results showed that the company continues to perform well despite the easing of Covid-19 containment measures. The Group sales were £27,331m (was £26,652m in 1H20/21) and adjusted operating profit was £1,458m compared to £1,037m a year before. This is driven by both a continued strong performance of Retail but also the return to profitability of Tesco Bank. The Retail free cash flow almost doubled from £797m to £1,543m and the company calculated net debt is down by £2.3m,...
- Alyssa Gammoudy
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Nadège Tillier
- Suvi Platerink Kosonen
- Timothy Rahill
- Alyssa Gammoudy
- Jeroen van den Broek
- Nadège Tillier
- Suvi Platerink Kosonen
- Timothy Rahill
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