TSCDY News and Press, Tesco PLC ADR From 08/12/21

The U.K.'s leading retailer continues to trade below what I see as fair value. But I see no reason for that to change, and little seems to shift the price. For that reason, I maintain my neutral rating. For further details see: Tesco: Few Upside Price Drivers

Ocado's weak fundamentals and expectations of high prospective returns from their technology platform is understood and priced in by the market. The UK retail platform is a fundamentally low return business and the technology business is experiencing falling barriers to entry compound...

Tesco turned in a solid first quarter. I consider it still undervalued but see no trigger for upwards rerating. I don't expect a private equity bid for a competitor to impact Tesco's share price much. For further details see: Tesco: Limited Upside Despite Interest In U.K...

I share my SWOT analysis of the UK's leading supermarket retailer, Tesco plc. I find a lot to like about the company but threats include margin pressure and online shopping. I continue to see the shares as undervalued but see no trigger for rerating so remain neutral and have no p...

Tesco has now completed its Asian sale and special dividend payout. The accompanying share consolidation is positive for future EPS, on my assessment. Trading also continues to be strong. The shares are right where they should be price wise, so I see limited short-term upside ...

In the last 10 years, Kellogg's revenue has grown by less than 10%. Gross profit margins have dwindled due to high prices of raw materials and adverse weather conditions in agricultural-producing countries. Breakfast-cereal consuming population in the US is expected to grow from 2...

Tesco's disposals programme continues, with the Asian sale now set to complete. On a sum of the parts valuation, I find the name undervalued. But in the absence of an obvious trigger to release the value, I see no compelling reason to buy. For further details see: Tesco:...

The Ocado Group's future shines bright with all the potential of joining a very exclusive group of big, market-dominating tech companies in the years to come. Ocado's market performance to date is three times that of the Tesco food group, a bricks-and-mortar company with 4,000 stores ...

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Tesco's first half results showed higher revenue but lower operating profits. Banking booked a large loss. But there is good news inspiring confidence: a dividend increase, and also a likely benefit from the south east Asian exit. I don't see a long-term investment case yet, b...