AstraZeneca
AstraZeneca reassured markets on Thursday with a solid set of results that reiterated its excellent growth potential. Over the past year, the company has battled negativity around their Covid vaccine, pricing pressures in China and their £29 billion acquisition of...
Unilever’s marmite bid
I wrote in November about the likelihood that Unilever would use acquisitions to boost its growth. So the weekend news that the company had made three unsuccessful bids for GlaxoSmithKline’s consumer health business was not surprising, but the scale of ambition in...
Infections, Inflation and Infrastructure
If you had spent the past year living in a cave, or perhaps the metaverse, and emerged to read today’s headlines, you could be forgiven thinking you had not missed much. The headlines are dominated by Covid infections, President Biden’s infrastructure plan, and the...
The Tortoise and the Hare
Consumer goods companies are the tortoises of the equity market. Without the flashy performance of hare-like growth or cyclical companies, they are nevertheless steady and dependable. In economic downturns people still need to buy deodorant, detergent and toothpaste....Follow Us:
