Member Info for 2227

Chinese lockdown might be affecting production in their manufacturing plant there.

Investors in the dark on China industrial transport as data curbs bite.

https://www.reuters.com/world/china/investors-dark-china-industrial-transport-data-curbs-bite-2022-04-25/

Jet2 boss warns of summer price hikes in 2023

https://travelweekly.co.uk/news/tour-operators/jet2-boss-warns-of-summer-price-hikes-in-2023

"So what to do when you're already 40% down?"

Cut your losses IMO.

https://www.bailliegifford.com/en/uk/individual-investors/prices/

Scottish Mortgage Investment Trust PLC (SMT)
03 March 2022
Cum Par NAV
963.73p
Cum Fair NAV
967.75p
Ex Par NAV
964.31p
Ex Fair NAV
968.33p

https://uk.finance.yahoo.com/news/scottish-mortgage-share-price-crashing-155714901.htm

Europe seeing a surge of COVID-19 cases again. More restrictions likely.

https://metro.co.uk/2021/12/12/covid-pubs-and-restaurants-could-shut-under-plan-d-15757841/

https://www.mirror.co.uk/news/uk-news/worst-ever-covid-omicron-already-25558365

Austria to go into full lockdown as Covid surges

https://www.bbc.co.uk/news/world-europe-59343650

Holdings - 31/08/2021
1 Shopify 6.9%
2 Moderna 5.9%
3 Amazon.com 4.3%
4 Tesla Inc 3.7%
5 The Trade Desk 3.7%
6 Wayfair 3.5%
7 Twilio 3.0%
8 Stripe 2.8%
9 Roku 2.7%
10 Affirm 2.7%

Holdings - 31/08/2021
1 Shopify 6.9%
2 Moderna 5.9%
3 Amazon.com 4.3%
4 Tesla Inc 3.7%
5 The Trade Desk 3.7%
6 Wayfair 3.5%
7 Twilio 3.0%
8 Stripe 2.8%
9 Roku 2.7%
10 Affirm 2.7%

Bus firms report crippling staff shortages as workers quit for better-paid HGV roles.

https://www.dailymail.co.uk/news/article-10125939/Bus-firms-report-crippling-staff-shortages-workers-quit-better-paid-HGV-roles.html

longtimeinvestor,

you are rude and thick. Filtered.

Tech selloff extends in Asia on inflation fears, anti-trust crackdown.

https://m.marketscreener.com/quote/stock/MEITUAN-47006634/news/Tech-selloff-extends-in-Asia-on-inflation-fears-anti-trust-crackdown-33218245/

SMT will certainly do well in the medium and long run but tide seem to be turning in the favour of value stocks for now.

" Fashion giant behind Jacamo, Simply Be and JD Williams moves to eco-friendly packaging

A Manchester-headquartered fashion giant, which is behind the likes of Jacamo, Simply Be and JD Williams, has moved to eco-friendly packaging.

N Brown Group plc has shifted its delivery packaging to GreenPolyethelyne (Green PE) despatch bags in a move which has improved sustainability while reducing its carbon footprint.

The move is part of the company's four-year sustainability plan and follows the announcement in November 2020 of its commitment to the BRC Climate Action Roadmap."

https://www.business-live.co.uk/retail-consumer/11-big-retail-high-street-20083001

beechhurst: Would you be able to share your opinion.

CHRI55, I'm not worried at all. Next year should be good imo.