Thursday 8 March 2012

Questor share Tip: FTSE 100 winners and losers

More than 10 years after the dotcom bust, commentators on technology are once more the possibility of a technology bubble.

Heavyweight sectors ARM Holdings has been a good month - hit a maximum of 10 years.

The Cambridge-based company designs chips for almost all mobile devices in the world, including Apple iPhone and iPad.

Recently, the arm has been to play down fears that a breakthrough of revolutionary chip by rival Intel will take a bite of its future earnings.

The CSR chip manufacturer shows also gains this year, despite the fact, he settled in loss in the first quarter after it shipped fewer chips for smartphones.

Shares in autonomy, which makes software for companies to keep track of e-mail, voice and video, also filed a solid performance - with the market acclaim its recent acquisition of Iron Mountain, which boosted his computer business in the clouds.

Insurance companies entered 2011 on low income, as investors are concerned about growth, the performance of financial markets and competition in the sector.

Generation of Cash has been strong, underlying the dividends, and there are a signs this streamlining structural in companies such as Aviva and old mutual work.

Despite a number of disasters, M & A activity from insurers Lloyds of London has kept floating sector. The performance was also assisted after that the performance of the Prudential heavyweight sector lagged last year.

Fears of overheating in China and a correction in the price of raw materials sent much lower mining shares.

The price of gold hit new heights on the sovereign debt fears unprecedented European, but the performance of the shares of gold mining is dull.

Goldman Sachs also precipitated a drop in the sector when he called a high short term in the boom of commodities in April. However, the Investment Bank has changed since and is now more "optimistic."

The British market also welcomed Glencore, the goods in Switzerland, giant trade, the London-based largest ever flotation. This sparked speculations of M & A over the area, with Xstrata presents itself as the primary target.

Airlines and travel like TUI and Thomas Cook agencies were hit by the high cost of oil and the disturbance caused by civil unrest in the Middle East and North Africa. Egypt, for example, usually represents on FP7 of the profits of Thomas Cook.

Things looked even darker for the sector in recent weeks, as a volcanic eruption in Iceland, threatened to cause chaos and disruption. But will the situation currently not result as bad as last year.

Shares of the Bank have been low. In April, the independent Commission on banks stated that the largest banks of the United Kingdom, to stimulate capital, implement the plans for an orderly bankruptcy and build fire breaks around consumption units to consolidate the stability of the financial system.

Split banks in retail and investment arms has not been held.

Competition remains high, with Sir Richard Branson planned to bid for branches of Northern Rock and Lloyds it attempts to bring Virgin Money to the street.

The background dark market also kept the sector in failure, with the major banks to reach their targets of loans
for small businesses in the Merlin project.


View the original article here

No comments:

Post a Comment