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Market Musings 13/7/2012
Newsflow has been relatively light in recent days but it’s essentially the calm before the storm as we move towards next month’s results season. (Disclaimer: I am a shareholder in Marston’s plc)...
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Market Musings 16/7/2012
Since my last update there have been quite a few developments around the banking sector. The Irish banks’ reliance on monetary authorities for funding rose marginally in June, but it remains 32% below...
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Market Musings 18/7/2012
One of the most interesting developments since my last update has been the number of European countries with negative bond yields. This has been explained as a flight to safety mixed with a currency...
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Market Musings 21/7/2012
Since my last update the latest corporate developments have been mostly about Irish companies looking to either move in or move out of other countries. Let’s examine what’s been going on....
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Market Musings 27/7/2012
Blogging has been extremely light as I’m in the final stages of an internship as part of my MBA studies. However, newsflow has been anything but light! So, this blog represents a catch-up on what has...
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Market Musings 4/8/2012
The past week has been quite hectic, with two weddings and the deadline for completing a 200 page report for the company I’m on an internship with as part of my MBA studies to safely negotiate. Hence,...
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Market Musings 5/8/2012
It looks like it’s going to be a quiet week ahead for scheduled Irish plc news, with H1 results from Kerry (Thursday) & Bank of Ireland (Friday) set to provide the main interest. I preview both of...
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Bank of Ireland: H1 Results Thoughts
(Disclaimer: I am a shareholder in Bank of Ireland plc and AIB plc) The main news, at least from an Irish plc perspective, today is Bank of Ireland’s interim results. Six months ago, when the group...
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Market Musings 22/8/2012
Having been on holidays in Finland and Estonia for the past week, today’s update represents something of a ‘revision session’ as I look through what has been happening since my last update on the...
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Market Musings 27/8/2012
(Disclaimer: I am a shareholder in AIB, Bank of Ireland and PTSB) Since my last update I was pleased to see that deposits at Ireland’s covered banks (AIB, Bank of Ireland, PTSB) were +10% year-on-year...
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