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.

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


Amanda Forsyth – Investment Manager & Business Development

On a busy day for corporate results, Amanda Forsyth and BBC Radio Scotland’s Andrew Black discuss the impact that store closures will have on Dixons Carphone; Bovis Homes’ continued turn around; and whether Go Ahead Group might be making progress.

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


Amanda Forsyth – Investment Manager & Business Development

Corporate acquisitions take centre stage as Amanda Forsyth and BBC Radio Scotland’s Andrew Black discuss Mike Ashley’s ability to meet the needs of all of House of Fraser’s stakeholders, before moving on to Bain’s bid for esure and John Menzies’ sale of their newsprint distribution business.
And Country Music.

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