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Barratt, Ashmore, Aveva and other tales

The best of our companies analysis from this week
September 8, 2017

The final throes of the end-June results season has thrown up some interesting stories. When it came to housebuilder Barratt Developments (BDEV), shareholders could take comfort in the familiar: strong profitability, and another special dividend expected. That's here

The positive investor sentiment towards the sector saw Berkeley Group (BKG) join its three larger peers in the FTSE 100 index during the September reshuffle. I picked up on that in my Taking Stock feature this week, considering the bull case on the stocks leaving the index and the bear case on those joining. That's here.

After larger rival Aberdeen Asset Management's merger with Standard Life, Ashmore (ASHM) is left flying the flag for emerging markets. As you can read here, the company is enjoying buoyant asset prices and higher performance fees, but margins are under pressure from a change in the mix. 

In case you missed our take on this week's big corporate news: another UK tech major, software company Aveva (AVV), has been swallowed up by a foreign rival. That's here.

There's plenty below the line, including our analysis of EnQuest's (ENQ) choppy time in the North Sea, and Rockhopper's (RKH) progress in Egypt