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ShareCast News - Tips Round-Up
Thursday tips round-up: Great Portland Estates, Capita, Primary Health
At a 33 per cent premium to their net asset value one could be forgiven for worrying that shares of Great Portland Estates are considerably overvalued. After all, that was the valuation reached just before the Great Bubble burst, with an all too familiar ending. Further, the company is essentially a big bet that the London office market will continue to thrive in the long-term. Having said that, the current Chief Executive has 'called the market' correctly before and in the l[Yesterday 07:09]
Wednesday tips round-up: Vodafone, Carnival, Telecom Plus
Despite the falls evident in yesterday´s quarterly results, in what has traditionally been its main performance metric -organic service revenues - any weakness in Vodafone´s share price looks like it would be a buying opportunity, says The Times´s Tempus. Above all, it is hard to see how the situation with Verizon will not work itself out in its favour. Furthermore, the telecoms operator will likely bid for spectrum licenses when they come up for sale in countries such as Hu[Wed 06:57]
Tuesday tips round-up: ENRC,Ocado Group, MITIE
While it may be true that ENRC may be worth more as a privately held company than as a listed concern minority owners deserve more than the 260p per share offered by the group's founding oligarchs and the Kazakh government, which amounts to daylight robbery, the FT's Lex column muses. For one, said bid price values the company at barely 2.5 times its 2013 earnings before interest, tax, depreciation and amortisation costs (EBITDA) versus the 5 times EBITDA on which Kazakhmys a[Tue 06:54]
Sunday share tips: Thomas Cook, Mitchells and Butlers, Lloyds
Thomas Cook still has a long flight ahead of it, but the new Captain at the controls seems to have stabilised the craft. In fact, things now look normal. Above all, the company needs to sharply improve the experience of its customers, quite a challenge. However, the 1.6bn pound capital restructuring announced last week means that the outfit now has a fighting chance. Then there are the upwardly revised cost-savings targets and plans to rationalise its airlines and dealings w[Sun 17:30]
Friday tips round-up: Bovis Homes, Glencore Xstrata, AZ Electronic Materials
Stock of Bovis Homes, along with its peers, saw an extraordinary surge in its share price yesterday, up 12p to 765p, almost twice where it was last June. The stock is approaching a 30% premium to their estimated net asset value; this seems to be building in an awful lot of the future growth expected by analysts. "Not a bad time to take some profits," writes The Times's Tempus.[17 May '13]
Thursday tips round-up: LSE, easyJet, HSBC
Change is in the air at HSBC. The lender has been right to concentrate on cost-cutting, having exited 50 businesses and announced roughly 44,000 lay-offs since 2011 - even if its cost-to-income ratio has risen over the past three years. Indeed, banks have been at pains recently to show investors that they can still grow, but HSBC does have greater exposure to emerging markets, while "soggy" top lines are being me with a renewed focus on efficiency and returns, with the lender[16 May '13]
Wednesday tips round-up: Icap, Babcock, Severn Trent
Icap is fighting to restructure and survive. Hence the very positive market reaction on Tuesday when it announced that it would beat its target for cost savings. Far more important even, traders breathed a sigh of relief that it did not cut its dividend payment. Nevertheless, a 12 per cent revenue decline alongside pre-tax profits off by 20 per cent at 284m pounds shows how difficult it is to align costs with declining markets. In addition, there are pending regulatory change[15 May '13]
Tuesday tips round-up: Banks, Petropavlovsk, Glencore Xstrata
Authorities attempts to create a challenger to the main established lending groups - RBS, Lloyds, Barclays, HSBC - are in a state of disarrray after Moody´s six notch downgrade of Co-op last week. Simply put, creating a large new lender is far more difficult and risky than many appreciate. In any case, the fact remains that the sector´s main players continue to dominate the current account market, of which they still possess over 70 per cent. The lesson to be drawn from the[14 May '13]
Sunday share tips: Invensys, BT Group, Centamin
Engineering outfit Invensys seems to have finally gotten its hands around its problematic pensions deficit, such that it is no longer a deterrent to would-be investors. In fact, should the company maintain its guidance for its pensions deficit steady - when it unveils its annual results - that may well clear the last remaining obstacle to a bid. In fact, once a premium is factored in then the bid price could reach about 4bn pounds - with Schneider Electric of France and Ameri[12 May '13]
Friday tips round-up: Hammerson, McBride, IMI
FTSE 100 retail property developer Hammerson yesterday delivered a mixed trading update. However, the company does seem to have a good long-term strategy in place, of exiting the London office market in favour of local retail space, which - it must be said - goes against current received wisdom. To that one must add the strong pipeline of assets coming along. In fact, the company is forecasting earnings growth of 25% over the next three years. Nevertheless, the fact that it i[10 May '13]
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