The Indianpost

Questor share tip: FTSE 100’s winners and losers

A recovery in commercial property values has made the real estate supersector the best performer in the year to date.

The index is dominated by property giant Land Securities, which makes up 20pc of the weighting.

Recent results from the company revealed that property values had recovered more than analysts expected – especially in London, where most of the company’s assets are found.

British Land has the second-highest weighting in the sector, at 17.5pc. The company also posted a strong set of full-year numbers, when the retail-focused business was cautiously positive in its outlook. Great Portland Estates has also confirmed this trend, tabling a 27pc rise in the net asset value of its London-focused portfolio.

Housebuilders have also been strong as land bought at the bottom of the cycle helped margins to improve.

More than 10 years after the dotcom bust, technology commentators are once again mooting the possibility of a technology bubble.

Sectors heavyweight ARM Holdings has had a good few months – hitting a 10-year high.

The Cambridge-based company designs chips for almost all of the world’s mobile devices, including Apple’s iPhone and iPad.

Recently, ARM has had to play down fears that a revolutionary chip breakthrough by rival Intel will take a bite out of its future earnings.

Chip manufacturer CSR is also showing gains this year, despite the fact it moved into loss in the first quarter after it shipped less chips for smartphones.

 

 

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