I took the profit.
11% isn't bad.
No point being greedy. |
Yeah - I've noticed Curry swings (past month or so) are much bigger than FTSE swings... Its a traders stock....
Thats not really rocket science.
The bottom line is still: is Currys going to have a better Christmas in the Nordics and UK... |
I know but CURY down over double the ftse. |
Nikkei down 5%
Ftse down 2.5%
I think its a big tracker sell off day...
I should mark 2 August in my calender of days when "big changes happened".... |
I'm currently out. Back on my watchlist |
Wow market not loving these today! |
If you missed the Currys webinar with CFO Bruce Marsh and Director of Investor Relations, Dan Homan, you can catch up here. |
I doubt they would be having an update if it was going to be bad news. I'm guessing it's going to be good and about how many TVs they're sold etc |
Thursday 18 July at 12.30pm
Bruce Marsh, Group CFO and Dan Homan, Director of Investor Relations, will present an update on the FY results and discuss future prospects. Register here |
Currys to upgrade 50 of its largest stores, which will see the inclusion of new categories, seasonal showcases, and a focus on “reinvigorating megastore entrance space”.
The new ranges include health and beauty, pet tech, portable power, and fitness, and its seasonal showcases will include the launch of categories such as BBQs and gardening equipment in summer; back to school tech and supplies in the autumn, and new gifting ranges and services in winter. |
With the Olympics coming up TV sales should continue to grow.
With AI boom we should see steady growth in AI ready laptops and phones.
The market is beginning to believe. |
Big volume today. Hopefully the seller is out of the way now |
This should be 90p at the least. So have bought a nice position here. |
Big rise in my Japanese tracker too this morning... |
Fair enough. The Weiss find buys preference/preferred shares , which are trading at about a 40% discount to their associated ordinary shares, yet with a higher dividend......https://www.sharecast.com/press_note/market_reports/weiss-korea-opportunity-fund---monthly-factsheet--16950238.htmlI have bought in. |
davebowler: I have a korean tracker. It seems OK.
Xtrackers MSCI Korea UCITS ETF 1C |
Netcurtains.... Have you looked at WKOF for exposure to Korea? |
I've bought in here as I'm a happy customer of ID Mobile (their mobile service using 3 ,from where I switched) and then stumbled across how cheap they seem on P/E and Price to Book when I looked on Stockopedia.Chart seems to be encouraging too! |
Liberum/Panmure -
Share price remains c.50% below pre-COVID levels – The share price is currently up over 60% compared to the undisturbed price before the recent potential bid activity, which has now fallen away. Despite this, the shares are c.50% below their pre-COVID February 2020 level. This is despite the group’s significant improved balance sheet, positive profit and upgrade momentum and increasingly optimistic outlook. Very cheap on conventional metrics – The shares currently trade on a CY24E PER of 7.8x – a c.25% discount to the 10-year average. Cheap relative to international peers – Looking at US and European electricals peers, Currys also trades at a significant discount. On a CY24E PER basis, the group trades at a c.25% discount to the average of large, established peers Best Buy, Ceconomy and FNAC Darty. |
Semis next.... |
nice finish |
My South Korea tracker up a lot this morning mainly on this news - Samsung expect profits to rise 1400% mainly on AI chip etc etc...
Lots of work for IT development coming sooooooon
These computers will be hitting the shops soon..... |
Not to worry. Olympics soon... That should give it another boost... |
Well not looking strong today ftse sharply up its virtually the only share down on my stock watch. |
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