The latest IC Companies and Markets podcast kicks off with a look at two pubcos hoping to benefit from an upturn in the weather and a summer of sport. Christopher Akers joins the show to examine recent results from Young’s (YNGN) and Fuller, Smith & Turner (FSTA) and asks what the future has in store.
Jennifer Johnson then discusses this week’s IC cover story, on company spin-offs and the wider trend (or non-trend) of conglomerates breaking up. She runs the rule over companies in the pharmaceuticals, consumer goods and industrials sectors, and discusses whether divestments are creating or destroying value.
Finally, in the week that Nvidia (US:NVDA) became the world’s largest company, Dave Baxter looks at the funds trying to exploit this trend. The team also discuss the growing imbalances in the US market - some of which are less obvious than you may think - and ask how much of a problem they really pose.
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1:21 Pubs
11:08 Company spin-offs
23:37 The funds riding the Nvidia wave