Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
but....2.5 Billion of the sale of businesses in Thailand and Malaysia went into the Pension fund to bolster it. Now not being a pension expert but a ex employee with 15 years hard labour, I mean service, I from time to time look into what my Pension is worth and when I can take it etc etc , , now 2018 I had a estimated forecast of £4,300 per year at age 67, this year I have a forcast of £3,500 if I take it this year,age 59 Questions : Why havent I had a full forcast till 67 years? Yes I will be asking them this, second question is.as the 2.5 billion was there to bolster our pension is there any likelyhood of our pension forecasts improving? I just wonder if anyone was thing o taking their Pension would they benefit from waiting till the 2.5 billion has had time to make an impact? or dont Pension work that way? I will ask tyhe Pension people this too if I get to some one who knows! Some body here might have a idea what happens.....
Hi Jimjam. Admittedly, Tesco did have their fingers in lots of pies at their prime - and they have found out the hard way that they don't have the midas touch with everything; such as the bank, their nutrition centre and Deck's Café chain to name a few things of memory that I think have all gone to the wall since they bought them.
Last year, Tesco said how they're going to pressure suppliers to provide better deals and they've sold their mortgage book too, so there's two things that will help towards future profitability. And whilst I think future lockdowns are inevitable, the hospitality sector may have need of their Bookers side of the business until that time comes. Just my opinion on where things stand for this next year, but who knows what else might be up the BoD's sleeves?
Lurker, I would get rid of the bank-it was created when TSCO thought they could do nowt wrong. They should focus on being a profitable supermarket, which is how I see the bod are acting/thinking IMO. FYR's are going to be very interesting giving as they will a good idea of how TSCO will fare as we come out of the 'final' lockdown. JJ
Tesco couldn't be a safer investment right now if it tried.
1) Best online presence of all it's competitors, and it's big investment into home delivery at the beginning of the pandemic.
2) Getting rid of loss making areas of the business
3) Share consolidation = Bigger future dividend payments due to there being less shares in issue
4) Big focus now on streamlining the UK area of business
Only downside is that the Bank is still a bit of a weight around Tesco's neck at the moment. So I reckon either that will be the next thing to go, or that given enough time, it'll be taken up by enough customers to make it profitable or at least go sideways.
There is no qualifying period. You simply have to own them on before what is called the ex dividend date. If you buy them after that date the previous dividend goes to the seller. A quick google should pop out ex dividend and payment dates.
LTI > Agree to keep it simple maintain the garden, harvest the fruit which makes the pie stronger add any cash into buyback shares making it lean and mean.
eccles04,
This was, however, originally announced (subject to approvals, etc) back in June (2020). The amount they're getting doesn't to me seem very large for the size of business(es) they're selling, but if they're getting rid of a loss-maker, and they're being paid in cash, I guess it's all to the good.
Mike.
A bit more money into the coffers - in addition a loss making business gone.
All good
Yet another sell out - strange behaviour for an expanding business NOT. Either they are short of cash or can't find a decent manager to run the show in Poland, neither scenario bodes well IMO.
Sorry LTI, What I meant (Under cover of darkness). Iceberg orders are large orders that are split up into lots or small sized limit orders. ... They are typically placed by large institutional investors to avoid disrupting trading markets with a single, large order. Agreed the amount allocated is in advance. GL
Fair value for this by next Divi Date will be around £2.70p to £2.80p (anyone think this will settle at £2.35p is deeee-reaming)
They have their money.
They then decide what to do with it - maybe a good proportion will come back into further Tesco purchases.
There she goes again
Racing through my brain
And I just can't contain
This feeling that remains. The LA's
Couldn't stop myself. GLA
every board i go to i see you MaryBr190 i don't know who follows who ,lol
i agree with 220p and 250p trading range but i can not see £3 here soon
Was over 250 when I reduced at the end of Jan. It can easily get there again. The Polish sale continues the restructure and hopefully upwards again.
Nice lift today but it did this a few sessions ago too.
I want near £3 from this this year before I fully sell out.
GLA
Fair price, more like the 240 plus, just to put us back where we were before consolidation, maybe with lockdown easing we may get there hopefully
It's pretty clear this is being held in a 220-222 trade channel. Sainsburys, Morrisons and M&S have all been going up this week and those gains were maintained. Fair value imo is at least 235p
.
Blow me , where am I going to buy my Polish now?
Hi Svend, Back in Apr 20 Tesco was £2.17 and maintained its divi when others failed, we hadn't sold Asia so the $5.7bn wasn't realised in the results, yet Tesco Mkt Cap 9.9bn shares was +£21.7bn. Quote 'Savers' lifeline as Tesco mulls £550m payout: 220,000 small investors in line for dividend. 'Millions of savers will also benefit through their pension fund, with Tesco one of the most widely held stocks. Banks were last week ordered by the Prudential Regulation Authority to scrap dividend payments in order to conserve capital so they can lend to small firms and households. Quote 'The disposal was unanimously agreed by the Board to be in the best interests of all stakeholders -The disposal will further simplify the Group, enabling a stronger focus on driving cash generation and returns to shareholders from our retail businesses in the UK and Ireland and in Central Europe'. So all this - With total Institutional Investor support, who have had a WINDFALL payout when divi's dried up the most in living memory. SO THE REWARD - at £2.20 and 7.7bn shares Tesco market Cap <£17bn, a £5bn drop in MV, despite an increasing payout in the pipeline, no pension deficit for many years (with 60k less staff) and business on the up??!! I think the II boys are seriously light on Tesco at the mo (IMO) and have been slowly quietly adding their positions under the cover darkness hidden using the UT dark arts DYOR. This is no way to reward a BOD - who have played a straight bat, complete II consultation and delivered a £5.7bn profit of disposal in the year and are increasing the payout FFS. I'm in and will not suffer FOMO syndrome, I might have the old fretful night however , but thats part of this frustrating job!. . GLA DYOR
BasilHope Agree once this monster wakes up even the Loch Ness monster may start gobbling there as seen when Berkshire/WB had an interest in the Co a few years ago. now it's more focused, learner, centralized and riper for a potential takeover than ever.
Patience my friends patience. This is a good level to buy for medium to long term. Tesco will deliver.
Get in now if you can.
Great investment.
Dyor
Hurry not long now
I would hazard a guess at a drop to around 210 when they will take their profit and walk away. Did the same back in Feb when the drop was 242 down to 223.
So I’ve been looking at the charts and you can clearly see there’s resistance at 220 area should this be broken next stop is 210 , we have been below the moving average for most of March ; I’ve recently bought $4250 at 228 a little high I should of waited for 220; but I can see this popping back up to 240 area soon ,I’ve set my profit take at 245 as that’s within the recent tops of the last year, I’ve set my stop loss at 206
I work for Tesco’s hate em with a passion but believe with the pension paid off , dividend in place this should be defensive at these levels ,
My 10k I diversified away in January is doing well up about 20% plus whilst this is Down %4 heck even old marks and Spencer,RR,Glen ,tui are kicking Tesco’s in the gutter ,
I have a $850 position in Morrison’s and looking forward to their results tomorrow as that’s to a degree a barometer of where where likely to follow .
Why not buy both? They do not move in tandem necessarily.