BBC Radio Scotland – Amanda Forsyth on “Good Morning Scotland”


Amanda Forsyth – Investment Manager & Business Development

Amanda Forsyth and BBC Radio Scotland’s Andrew Black discuss the headwinds that caused Lufthansa to warn on profits; examine Ashtead’s role as bellweather for the US construction industry; list some of the ways Kier is seeking to ‘future proof’ its business; and review the impact on Huawei’s sales – and production – of the US government’s sanctions. At 50 minutes into the programme.

BBC Radio Scotland – Amanda Forsyth on “Good Morning Scotland”


Amanda Forsyth – Investment Manager & Business Development

Amanda Forsyth and BBC Radio Scotland’s Andrew Black examine Uber’s fortunes since it listed in the US; discuss ways that FirstGroup can keep its activist investors happy; the improving trend of advertising at Daily Mail & General; and the likelihood of De La Rue delivering on market expectations, despite losing their passports. At 51 minutes into the programme.

BBC Radio Scotland – Amanda Forsyth on “Good Morning Scotland”


Amanda Forsyth – Investment Manager & Business Development

Amanda Forsyth and BBC Radio Scotland’s Andrew Black take a fast-moving look at FMCG giants Unilever and Reckitt Benckiser; assess whether the history of the Facebook float has informed the pricing of Pinterest; and discuss the balance of pressures on franchisor and franchisees at Domino’s Pizza. At 52 minutes into the programme.

BBC Radio Scotland – Amanda Forsyth on “Good Morning Scotland”


Amanda Forsyth – Investment Manager & Business Development

Amanda Forsyth and BBC Radio Scotland’s Andrew Black review the continued fallout of Debenhams shares as management struggles to make shopping fun again; assesses the ability of Just Eat to deliver on expectations in the face of hot competition; note the short term filip Aggreko enjoys from the Olympics; look forward to Legal & General’s results announcement; and judge PageGroup’s succcess in converting higher consultant numbers into higher sales. At 50 minutes into the programme.

BBC Radio Scotland – Amanda Forsyth on “Good Morning Scotland”


Amanda Forsyth – Investment Manager & Business Development

Amanda Forsyth and BBC Radio Scotland’s Andrew Black compare and contrast Honda’s planning cycle and that of the UK government; debate HSBC’s role as bellweather for US/China relations; look to the long term stay at Intercontinental Hotels; and dig up the details of BHP Group’s results. At 51 minutes into the programme.

BBC Radio Scotland – Amanda Forsyth on “Good Morning Scotland”


Amanda Forsyth – Investment Manager & Business Development

52 minutes into the programme, Amanda Forsyth and BBC Radio Scotland’s Andrew Black dissect the implications – or lack of them – for businesses from last night’s series of Brexit amendment votes; discuss the difficulties faced by Wizz, Norwegian and FlyBe with all those moving parts of an airline business; assess the impact for Apple of cutting the cost of iPhones; and recall the happier times when GDPR was the major news item – albeit one still impacting Royal Mail today.

BBC Radio Scotland – Amanda Forsyth on “Good Morning Scotland”


Amanda Forsyth – Investment Manager & Business Development

Amanda Forsyth and BBC Radio Scotland’s Andrew Black begin by looking East – to review Samsung’s disappointing trading update, and seek hints of optimism for US/China trade talks. Closer to home, they then look forward to the supermarket results season, beginning with Morrison’s; and finally, assess the challenges facing Jaguar Land Rover as revealed in their global sales figures.

BBC Radio Scotland – Amanda Forsyth on “Good Morning Scotland”


Amanda Forsyth – Investment Manager & Business Development

It’s all about the UK’s propensity to consume as Amanda Forsyth and BBC Radio Scotland’s Andrew Black discuss the very strong trading at Greggs, contrasting with a very poor performance from Thomas Cook; and the battle raging between shareholders in Restaurant Group over their acquisition of Wagamama. Finally, they take a swift look at the prospects for the Bank of England’s reporting later today.

BBC Radio Scotland – Amanda Forsyth on “Good Morning Scotland”


Amanda Forsyth – Investment Manager & Business Development

Amanda Forsyth and BBC Radio Scotland’s Jamie McIvor discuss the implications for world economies and markets of the forthcoming US mid-term elections; the degree to which UK businesses are able to prepare for an uncertain Brexit; and the outlook for Weir Group’s trading update in the light of mineral and oil price movements.