Taking Stock

September 08, 2023
Could Johnson Matthey be a takeover target?
The doubling of a strategic stake in the group points to the long-term potential of the group's “Management of Change”
August 31, 2023
Is Germany the sick man of Europe again?
A return to 1990s gloom afflicts the corporate culture of Europe’s powerhouse economy
August 21, 2023
A vulnerable second-hand market could hold back EVs
The second-hand EV market – and fleet adoption rates – could be imperilled by pressure on residual values
August 18, 2023
Why we might witness a FTSE 250 rebound
The domestically focused index has tended to outperform after interest rates peak
August 11, 2023
Clarkson's dividend looks safe despite stormy waters
The shipbroker's half-year performance belies the negative outlook on industry volumes
August 04, 2023
Has S4 Capital been oversold?
Advertising budgets have been feeling the squeeze, but successive summer profit warnings may have obscured the disruptor's long-term potential
July 28, 2023
Freeport-McMoRan is a compelling copper play
A US miner with a record of solid operational execution could be the best way of riding the copper price
July 26, 2023
Centamin earnings up despite a capital-intensive phase
Grades were down due to the scheduled inclusion of low-grade oxide and transitional ore tonnage
July 26, 2023
Rio Tinto's underlying cash profits slip as prices dip
The miner's operations continue to evolve – at a cost
July 14, 2023
The stocks that will benefit from a 'reshoring' trend
Industrial automation, US small-caps and value-add producers are the way forward

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