- Analyst looks at the case for Ashtead, Future and Watches of Switzerland Group
- Assessing the possibilities for further upward re-ratings by analysts
Watches of Switzerland Group (WOSG) has shown that luxury retail businesses can be resilient, even in a pandemic. Strong underlying growth and expansion plans help counter claims this is just a glamour stock
Equipment hire business Ashtead (AHT) has attracted enormous interest thanks to its North American focus and the enormous boost expected from President Biden’s US infrastructure plans. The question is: is all the good news priced in and will some investors switch to harvesting some of their gains?
Publisher Future (FUTR) initially surprised markets with its acquisition of price comparison website Go Compare but improved sentiment towards the deal and the continued success of Future’s innovations to expand digital revenues have seen the share price perform strongly. Much will depend on how Go Compare is integrated and how the continued structural shift to online advertising are managed.Download PDF