Barclays Share Discussion Threads

[manics] 27/4/2021 15:27

Anyone trading US might look at VIAC. UBS & Nomura have today come out and said the Huang positions are now unwound. The debacle saw VIAC crater from $100 to $36 as his positions were closed out in blocks. Nasty!

Earnings coming up on 6th May.

[diku] 27/4/2021 14:23

Notice NWG finally hit 200p after much reluctance...

[reidy66] 27/4/2021 14:05

Yes it was me ..

[manics] 27/4/2021 14:00

reidy66: I'm back in after being stopped out during the last trip to 179.XX.Wss the RR. tip yours? - thanks if so.

[bernie37] 27/4/2021 13:46

Barclays analysts on Friday highlighted that earnings per share (EPS) growth has been particularly high thus far, at 107% year-on-year in Europe and 63% in the U.S.
Barclays Head of European Equity Strategy Emmanuel Cau suggested that high earnings expectations had largely been priced into markets following their impressive run over the past year.
LONDON — Corporate earnings season is off to a flying start, but the positive surprises have so far failed to generate upward momentum for global stock markets.
As of Friday morning, 13% of companies in Europe and 20% in the U.S. had reported first-quarter earnings, with the majority exceeding consensus expectations.
Barclays analysts on Friday highlighted that earnings per share (EPS) growth has been particularly high thus far, at 107% year-on-year in Europe and 63% in the U.S.
EPS beats are above average for a reporting season at 74% in Europe and 83% in the U.S., Barclays highlighted, while sales growth has surprised positively versus consensus by 1% in Europe and 4% in the U.S. Financials have led the beats, with all European financials so far delivering positive earnings per share surprises.
However, both European and U.S. markets are down slightly for the week, and Barclays Head of European Equity Strategy Emmanuel Cau suggested that high earnings expectations had largely been priced into markets following their impressive run and re-rating over the past year.
Our view that the reporting season may turn out to be a case of 'travel and arrive' seems to be playing out so far," Cau said in the note.
"The median stock price reaction to results is indeed negative despite the strong beats to estimates, mainly in the U.S., while it is broadly flat in Europe."
Cau noted that a similar pattern had emerged in the previous two earnings seasons, with stock markets rallying in the run-up before stalling, and beginning to rally again after a period of digestion.
Marcus Morris-Eyton, portfolio manager at Allianz Global Investors, told CNBC Thursday that earnings season was expected to be strong due to "very healthy macro tailwinds," and that these will likely continue for the next several quarters, particularly in Europe.
"But the challenge for us as investors is expectations are very high, so these companies need to either meet or exceed expectations," Morris-Eyton told CNBC's "Squawk Box Europe."

You've already seen a few examples of where companies have reported in-line numbers but it wasn't good enough for the market."

Correction concerns'
The robust earnings delivery will be important for equity markets to continue their general grind higher, but overbought technicals, broadly bullish positioning and the seasonal "sell in May" mindset could place stocks in the "danger zone" for a pullback if a negative catalyst emerges, Cau suggested.
"The most obvious would be a vaccine resistant (coronavirus) variant appearing, but geopolitical flares or a hawkish policy surprise could hurt sentiment too," he said.
"Also, we warned recently about regulatory/taxation risk, which has been largely ignored by markets."
The latter came to the fore on Thursday, as markets were spooked by reports that U.S. President Joe Biden's administration is considering hikes to capital gains tax as part of its new economic package.
"Many indicators have been stretched for some time now and it would have been premature to de-risk given the improving fundamentals, but there seems to be less margin for error now if something were to go wrong," Cau said.

[reidy66] 27/4/2021 13:23

Should have kept yr long manics

[extrovert] 27/4/2021 11:00

I wonder if Barcs results are already priced in and we will see a sell off after results announcement. We have already had a good rise in the share price

[abdul34] 27/4/2021 09:08

So where will any white person who's a killer be deported?

[abdul34] 27/4/2021 09:05

Stick to Barclays, that's what this forum is for, instead of making all your crass, stupid remarks. This isn't a right-wing platform for all your ridiculous comments

[johnwise] 27/4/2021 08:46

Tucker: More wise words from out Democrat leaders

Video

[johnwise] 27/4/2021 08:25

According the Left, we are back in the Golden Years..

How not to have a recovery in 3 easy steps.

Biden Plans to Restore the Bad Old Days of the Obama Tax Rate

Video

[prbshares] 27/4/2021 08:03

Hoping so 🤞🤞😊

[manics] 27/4/2021 07:58

PRBSHARES: Rose tints through to the weekend.

[johnwise] 27/4/2021 07:52

Former Labour Shadow Chancellor Chris Leslie has new job...as debt collector chasing Covid loans

As Shadow Chancellor of the Exchequer and trustee of two debt advice charities, Chris Leslie spent years trying to protect vulnerable borrowers from the tactics that lenders use to claw back loans.

How the tables have turned.

The Mail on Sunday can reveal that the former Labour MP has been advising bankers on how to recoup emergency Covid loans in his new role – as boss of the trade body for Britain's army of debt collectors.

[prbshares] 27/4/2021 07:51

Great results from hsbc , interesting to see what lloy's come up with and then barc to finish the week.

Its nice to see the economy coming alive after such a sh#te year .... 'profits when the virus was rife...even bigger profits when the virus recedes' gla

[manics] 27/4/2021 07:40

I say we push 190.XX yet again today. GLA!

[manics] 27/4/2021 07:39

HSBC profits surge to $5.8bn on Covid-19 recovery hopes

Banking giant HSBC this morning announced a surging pre-tax profit of $5.78bn (£4.16bn) for the first quarter, up from $3.21bn a year ago and well above an average analyst forecast of $3.35bn.

[manics] 27/4/2021 07:36

BP $500m buy back Q2.

[johnwise] 27/4/2021 07:24

Britain is sending a huge naval force through some of the most tense waters in Asia

Hong Kong (CNN)The largest naval flotilla assembled by Britain in recent years will set sail in May on a months' long voyage through the Pacific, the country's Defense Ministry said Monday.



VIDEO: Why China is building islands in the South China Sea

[johnwise] 27/4/2021 07:12

People went to prison, killed themselves, had their lives ruined, and she knew they were innocent. She knew that the problem was a fault with the Post Office computer software, yet she still insisted on hounding those poor people, because it made life easier for her and the Post Office. She should be prosecuted, disgusting behaviour..


Shamed Post Office boss who presided over IT scandal should be STRIPPED of her CBE over the hounding of innocent staff, MPs say