Tesco Share Discussion Threads

[sentimentrules] 23/12/2019 09:00

Poor stdy

My shorts destroying his holdings

That's quite an effort..

I'M IN YOUR HEAD AT XMAS

hahaha

[johnwise] 23/12/2019 07:34

Communist Police state China, you even look at the someone ranked high enough the wrong way, you will be locked up with out trial. Then in their clutches they can do what they want with You. Slave worker/murder you and harvest you for body parts. The West needs the stand up to China, the only one with guts to do it is Trump, all the other leaders just want the status quo, cheap Chinese goods etc, while looking the other way on their human rights practices. Just like we do with Saudi Arabia criminals we LOVE their money, they can do what they want..

Tesco withdraws charity Christmas cards range amid claim they are 'packed by Chinese prison SLAVES' after girl, six, discovers chilling note from Shanghai inmates inside £1.50 box

[sentimentrules] 22/12/2019 21:17

Doesn't matter to the market either. .

Only sayin what market says. Never really my own thoughts

[hazl] 22/12/2019 21:12

You spend your whole evening here it matters little to me.

[sentimentrules] 22/12/2019 19:29

Forget broker ratings hazl... up to the 16th of December you could have told me, goldman sachs and barclays expect the NMC share price to double. Tanked over 50% in 5 days

Those ratings are all agreed with the companies lol

I remember when some crew stopped rating Vodafone. I have to dig up who

Anyway Vodafone decided to contract them for some work. Big money. .they were soon back rating Vodafone as a great buy

[sentimentrules] 22/12/2019 19:24

If they sell the Asian one they should get good bids

Lotus (it's name in thailand) is hugely popular.

[sentimentrules] 22/12/2019 19:24

Lidl and aldi had 6% market share in 2014. This was having a market impact. Despite the general good year in food retail sub sector, Lidl and aldi are now at around 15% market share. And with massive expansion plans.

Then the likes of B&M and homebargains, are hitting the sales more in the electronic and household sales of the big 4. Never mind amazon etc

Basically they underestimated the discounters. And totally underestimated the consumer shift. Now there have been a few mergers etc, but really this isn't going to increase market share or profit. It's a method to try and introduce scale for bulk volume buying, to try compete with discounters. Re large investments but reduced margins

Then after Brexit. .they will ha e to push for more homegrown foods. That's more expensive so it's another issue.

A lot of stuff swinging against them for 2020 and that's just the tip

[hazl] 22/12/2019 19:20

Capital reiterated its Buy rating on Tesco saying the potential sale of the supermarket chain's Asian operations could lead to substantial returns...

[hazl] 22/12/2019 19:17

'Tesco beats Christmas retail blues with strong sales rise ' was last years headline.
This year's ....will have to see.

However,latest announcements state that
'IN THE KNOW: Tesco Shareholders Set For Bumper Returns From Asian Sale' Alliance news.

[sentimentrules] 22/12/2019 19:10

Can't knock tesco as sector leaders in things like this. In fact I'm not really questioning tesco at all. It's only a selection. The sector is the soft spot here into 2020

[hazl] 22/12/2019 19:08

Back in November....this is certainly a positive as the public respond wholeheartedly to this environmentally-friendly news.

'Tesco To Remove Billion Pieces Of Plastic From Products By End Of 2020
PLC is to remove one billion pieces of plastic from products by the end of 2020 as it seeks to reduce its environmental impact, the UK's biggest...'

[sentimentrules] 22/12/2019 18:43

However the deplorable sales so far this Xmas may

[sentimentrules] 22/12/2019 18:43

Won't move a penny based on that. Markets are desensitised to such. Human rights, terrorism etc

[hazl] 22/12/2019 18:34

Sadly vaneric I have read lots of stories about the plight of some groups who are being indoctrinated into their way of thinking.
So, yes, it's on the front of the Times and supported by one of our journalists who was imprisoned out there for a while.
People in different countries have different cultures and I think we have to accept that.
However some of the practices you hear about are downright inhuman; as in forced organ gathering.

Returning to Tesco, though and trusting they didn't know what they were supporting, they have at least addressed the issue and stopped the practice as in their announcement.
As far as effect on the share price is concerned I expect it to be short-lived .
We will see.

[sentimentrules] 22/12/2019 15:56

Well global business ethics could change

Dont do business with them


but as always , bottom line more important to them. So, just as guilty

[sentimentrules] 22/12/2019 15:47

Personally i dont think the chinese factory story is market bearish

most companies dealing out there.

[hazl] 22/12/2019 15:46

Fundamentals provides evidence of recent history,but outlook is very important.
TSCO has already addressed the issue so I see this as only having a short term effect.
We will see.

22/12/2019 13:39 ALNC Tesco Ceases Production At Chinese Factory Over Alleged Forced Labour

[hazl] 22/12/2019 15:42

Yes loganair and Mccolls we all have them.

[sentimentrules] 22/12/2019 15:42

True right? I can hardly remember a stock falling, where an investor actually blamed fundamentals

[sentimentrules] 22/12/2019 15:39

why do investors call downside, sentiment, and upside, fundamentals?

Is it because they cant understand falls?

[hazl] 22/12/2019 15:37

I think the fundamentals will outweigh in the long term and the sentiment will be a short term blip.


Tesco Fundamentals
27 Feb 2016 (GBP) 25 Feb 2017 (GBP) 24 Feb 2018 (GBP) 23 Feb 2019 (GBP)
turnover 54,433.00 100.00% 55,917.00 100.00% 57,491.00 100.00% 63,911.00 100.00% m
pre tax profit 162.00 0.30% 145.00 0.26% 1,298.00 2.26% 1,674.00 2.62% m
attributable profit 138.00 0.25% -40.00 -0.07% 1,206.00 2.10% 1,322.00 2.07% m
retained profit 138.00 0.25% -40.00 -0.07% 1,124.00 1.96% 965.00 1.51% m
eps - basic (p) 1.70 -0.49 14.77 13.65
eps - diluted (p) 1.69 -0.49 14.72 13.55