Saturday, 25 July 2015

Financial Orbit wrap 24/07/15

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...

1. I appear on Share Radio talking about macroeconomics to company specific announcements.

2. Otherwise it was a head down company specific day...still cannot believe how many companies I have published thoughts on here this week: 

3. A few favourite company presentation charts from today?  

A few company charts I like today... in Hong Kong talking about structural opportunities they see. V solid nos
 Despite diversification help limit price falls suffered & div held, Anglo American shares down again. One do work on

Interesting to see how the German chemicals company BASF has evolved their macro forecasts. Growth down but not oil

 Impressed thematically by today...continued strong price-mix esp due to water/baby nutrition biz.

Belgium's Mobistar showed in their presentation today the huge data use ramp. 50% share from 0% 18 months ago

shows that selected emerging markets and even in Europe can grow...

4. The new Financial Orbit Speaks is out:

Financial Orbit Speaks is a regular macroeconomic and stock specific enhanced podcast by Chris Bailey, Founder and Chief Investment Officer of Financial Orbit Limited.

In this edition some analysis of the Q2 corporate earnings disclosures, thoughts on gold and also some macroeconomic/thematic controversies including the Big Mac index and crime in Japan. 

You can listen/watch the latest "Financial Orbit Speaks" by clicking on the tab above or alternatively here directly on YouTube.

5. And finally...have a good weekend! 

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