Show Notes
Results season is in full swing, and it’s been another bumper week – with the overwhelming majority positive. But there are always laggards, and this week’s show dives into one of the FTSE 100’s biggest fallers, Rentokil. The pest control business’s shares plunged after its half-year figures. Julian Hofmann explains why.
Then, we look overseas, with many of the big AI and semiconductor trades going into reverse over recent weeks, including memory-chip makers SK Hynix and Samsung. So what better time to discuss how to pick out the value shares in these global markets. Michael Fahy talks through his favourites.
And finally, we look at the consequences of the SpaceX IPO for Britain’s investors – not the losses on which they’re sitting, but the possibility of it having tipped the first domino on access to US IPOs. Helen Kirrane explains what’s going on
Timestamps 00:00 Introduction 00:57 Rentokil 10:54 Global value hunting 22:33 US IPOs
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