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Boo hoo for Boohoo, regulating the meerkats, a million little CityFibres

For Boohoo.com, investment will dilute margins, while for CityFibre, the issue is winning the work
September 28, 2017

It's been a fairly busy week on the results front: as you can see for yourself on our shares page. There's plenty below the line, but I'm going to be a typical journalist and highlight some bad news.

Has Boohoo.com (BOO) finally hit a ceiling? There's one way to read the growth of this exciting online retailer, that organic top-line expansion and then bought in growth from mini-mes kept the music playing, but now dad has walked in, turned the lights on and told the kids that they really need to invest in all these grand plans. That's not a particularly intelligent take though: for that you'll have to click here to read the analysis of our retail specialist Harriet Russell.

Also losing support on its interim results was telecoms infrastructure provider CityFibre (CITY). If it sounds a little silly, that's possibly because it is – the company is running out of cities to expand into. And contracts are slowing in areas where it has put down fibrous roots. That's here.

There are plenty more results below, but I'd just like to pick out a sector-wide story, to finish. Price comparison websites are under a fair deal of pressure: click here for an analysis of the margin squeeze on the sector from our tech specialist Megan Boxall. So, good news for all but the meerkats this week as a regulatory review concluded that the market isn't doing too badly, for customers at least. That's here

Next month, these missives will be penned by deputy companies editor Mark Robinson. As you'll read, his cultural references are far superior to mine.