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A guide to the FTSE 350: The Companies and Markets Show

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Manage episode 398836432 series 124416
Konten disediakan oleh Investors' Chronicle. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Investors' Chronicle atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Jennifer Johnson talks about the recently published GSK results, which showed strong growth, but the ongoing Zantac litigation is hanging over the shares. The team also touch on the prospects of rival pharma companies AstraZeneca and Indivior.


Our US-based journalist Arthur Sants joins from New York to unpack the growth, capex and future returns worries investors may have about the Magnificent Seven.


It’s then on to food producers AG Barr and Premier Foods with Mark Robinson, who shares news of trading updates, a new CEO sourced from an unlikely sector, and the prospects for growth.


Last on the agenda, Mark shares the thinking behind his latest feature on regulation and how investors can get involved with the companies using it to their advantage.


Dan Jones is joined by Jennifer Johnson, Alex Newman, Arthur Sants and Mark Robinson.


Timestamps

1:34 GSK and pharmaceutical firms

15:20 US Tech stocks

28:58 AG Barr and Premier Foods

36:22 Regulation


Mentioned in this episode

Semiconductor industry split between AI and the rest


GSK's RSV vaccine success makes its shares look cheap


Irn Bru maker AG Barr buoyed by new subsidiaries


Three companies benefitting from more regulation


FTSE 350 Review: The drinks brands likely to grow in a struggling market


FTSE 350 Review: Will GSK replace Astra as the investor favourite?


FTSE 350 Review: Software companies scramble to find AI uses



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

1003 episode

Artwork
iconBagikan
 
Manage episode 398836432 series 124416
Konten disediakan oleh Investors' Chronicle. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Investors' Chronicle atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Jennifer Johnson talks about the recently published GSK results, which showed strong growth, but the ongoing Zantac litigation is hanging over the shares. The team also touch on the prospects of rival pharma companies AstraZeneca and Indivior.


Our US-based journalist Arthur Sants joins from New York to unpack the growth, capex and future returns worries investors may have about the Magnificent Seven.


It’s then on to food producers AG Barr and Premier Foods with Mark Robinson, who shares news of trading updates, a new CEO sourced from an unlikely sector, and the prospects for growth.


Last on the agenda, Mark shares the thinking behind his latest feature on regulation and how investors can get involved with the companies using it to their advantage.


Dan Jones is joined by Jennifer Johnson, Alex Newman, Arthur Sants and Mark Robinson.


Timestamps

1:34 GSK and pharmaceutical firms

15:20 US Tech stocks

28:58 AG Barr and Premier Foods

36:22 Regulation


Mentioned in this episode

Semiconductor industry split between AI and the rest


GSK's RSV vaccine success makes its shares look cheap


Irn Bru maker AG Barr buoyed by new subsidiaries


Three companies benefitting from more regulation


FTSE 350 Review: The drinks brands likely to grow in a struggling market


FTSE 350 Review: Will GSK replace Astra as the investor favourite?


FTSE 350 Review: Software companies scramble to find AI uses



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

1003 episode

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