Arthur Sants

London

U.S. Companies Reporter at Investors Chronicle Magazine

US Companies Reporter at @IChronicle. [email protected]

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Articles

Snap blames guidance withdrawal on economic volatility

2 weeks ago | investorschronicle.co.uk | Arthur Sants

The social media company is already seeing headwinds to advertising spending Published on April 30, 2025When the economy is on the brink of a downturn, the advertising industry often spies the first signs of trouble. Social media company Snap (US:SNAP) is a bellwether for the advertising market. It is more sensitive than the tech giants such as Meta (US:META) and Alphabet (US:GOOG) that have larger audiences and deeper markets bidding for ad space.
Why investors are underestimating Google’s future

2 weeks ago | investorschronicle.co.uk | Arthur Sants

The search monopoly’s legacy business is under pressure, but parent company Alphabet is innovating in other fieldsPublished on April 29, 2025Alphabet (US:GOOGL) represents different things to different people. To the regulator, it is a tech giant with a monopoly that enables it to generate exorbitant profits at the expense of its customers. In the eyes of many in the stock market, it is an increasingly fragile organisation under pressure from an invention threatening its largest source of income.
An investment lesson behind the White House’s Signal gaffe

2 weeks ago | investorschronicle.co.uk | Arthur Sants

Lost in the recent US government Signal message service controversy, which saw it inadvertently share sensitive military information with a journalist, was an insight into how the new administration thinks about markets. Of course, the headline story was the security breach and the threat to the US military. But beneath that, the leak exposed a particular issue for investors: a reductionist view of prices – one that isolates a single factor and extrapolates far beyond its weight.
Focusrite is now a ‘deep value’ play

2 weeks ago | investorschronicle.co.uk | Arthur Sants

The audio equipment company’s share price has been hit by tariff fears Published on April 29, 2025Around half of revenue comes from the USDividend maintained despite tariff concernsAudio equipment company Focusrite (TUNE) continues to get buffeted by macro events. The company is only just recovering after the Covid-19 pandemic and is now having to deal with the impact of the US trade war. At least in the case of Covid there was some upside provided by the growth of podcasting and home recording.
DoorDash seeks global expansion through Deliveroo acquisition

2 weeks ago | investorschronicle.co.uk | Arthur Sants

The UK delivery company said it would recommend a potential offer to its shareholders. Published on April 28, 2025Deliveroo’s (ROO) shares jumped by 17 per cent after it announced it would be willing to accept an offer from US delivery business DoorDash (US:DASH). On Friday, Deliveroo responded to press speculation around the deal, with the board saying that if a 180p per share offer was made it would “be minded to recommend” the offer to its shareholders.
Tracsis is struggling for growth

3 weeks ago | investorschronicle.co.uk | Arthur Sants

UK railway investment delays hit profitsLots of net cash Railway software company Tracsis (TRCS) has offered numerous reasons for its recent underperformance. There have been National Rail funding shortfalls, cyber attacks and inflationary cost increases. The question for investors is whether these are temporary setbacks, or permanent headwinds? A big issue has been a “slower than expected” start to CP7 funding.
This microchip monopoly is now a value play

3 weeks ago | investorschronicle.co.uk | Arthur Sants

Investment Risk: MediumInvestment Style: ValueInvestment Timescale: Long termTaiwan Semiconductor Manufacturing Company (TW:2330), or TSMC, dominates a soon to be trillion-dollar global market, yet it commands a forward price/earnings (PE) ratio of just 13. This is significantly cheaper than the average S&P 500 company (19) and only a little more expensive than the FTSE 100 (12). Based on its growth rate, profitability and balance sheet this appears completely unjustified.
Tesla disappoints but investors buy the dip

3 weeks ago | investorschronicle.co.uk | Arthur Sants

Q1 earnings were below expectations, but its share price rose in after-hours tradingPublished on April 23, 2025As expected, it was a difficult first quarter for Tesla (US:TSLA). As pressure continues to mount on its brand, its profits dropped sharply, with the electric car maker’s results falling well below analyst forecasts. In the three months to March, total revenue dropped 9 per cent to $19.3bn (£14.5bn), driven by a 20 per cent drop in automotive revenue.
Trade war offers cheap entry points for shares

3 weeks ago | investorschronicle.co.uk | Arthur Sants

Understanding the impact of tariffs is both a micro and macro challenge. In some ways they are narrow interventions, affecting only certain products and businesses directly. This has led analysts to model the impact on a company-by-company basis, estimating how much each business is exposed to rising costs and the subsequent earnings impact. This is a valiant effort, but the world is much more complex than this.
How investors should respond to Trump’s tariffs

4 weeks ago | investorschronicle.co.uk | Arthur Sants

Plans to tax imports into the US have shaken up markets. But what happens next, and how can investors protect themselves? Published on April 16, 2025The first 10 days of April will be remembered as some of the most turbulent in market history. In the space of a week, US President Donald Trump’s shocking ‘liberation day’ tariff announcement wiped trillions of dollars off global equity market values, before he partially reversed his decision just 15 hours after the plans had been implemented.