Thursday, 26 February 2015

Financial Orbit wrap 25/02/15

Five sentences or graphics which sum up the Financial Orbit output over the last 24 hours across the website, twitter account and anything else thought about...

Been travelling over the last day...so this wrap is a little late.

1. Some combination of structural trends and high confidence means that Facebook could well overtake P&G's market cap soon...


2. I talk about shorting and AO World which fell sharply on the UK on Wednesday. 

3. AP Moeller-Maersk shares were strong. This came from the news that the company was looking to further simplify its business via the divestiture and distribution of the company's stake in Danske Bank equivalent to effectively a 10% special dividend.  


4. I remain unconvinced by the need to buy TSB shares


5. I think we can see the way this is going...




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