Unilever’s $45bn deal, Berkeley & tech: Companies and Markets Show
APR 3, 202632 MIN
Unilever’s $45bn deal, Berkeley & tech: Companies and Markets Show
APR 3, 202632 MIN
Description
<p>We begin the show with consumer goods giant <a href="https://www.investorschronicle.co.uk/content/5e5cd1f6-55b4-4102-af67-d58d0265968a?utm_medium=referral&utm_source=acast&utm_campaign=editorial" rel="noopener noreferrer" target="_blank">Unilever (ULVR)</a> – soon to be somewhat smaller, given the $45bn spin-off of its foods business to US spice and sauce maker McCormick (MKC). The reaction to the news, though, has been distinctly underwhelming. <a href="https://www.investorschronicle.co.uk/erin-withey/?utm_medium=referral&utm_source=acast&utm_campaign=editorial" rel="noopener noreferrer" target="_blank">Erin Withey</a> examines what it means for Unilever’s future.</p><br><p>Then we turn to <a href="https://www.investorschronicle.co.uk/content/29ec953e-3bfc-4205-a898-fd8ceecc3afb?utm_medium=referral&utm_source=acast&utm_campaign=editorial" rel="noopener noreferrer" target="_blank">Berkeley (BKG)</a>, the housebuilder, which, this week, published an unscheduled negative update, less than three weeks after it told investors everything was fine. <a href="https://www.investorschronicle.co.uk/hugh-moorhead/?utm_medium=referral&utm_source=acast&utm_campaign=editorial" rel="noopener noreferrer" target="_blank">Hugh Moorhead</a> explores what the company’s retrenchment says about the UK’s wider housebuilding goals.</p><br><p>Lastly, we discuss what is perhaps the UK’s very own <a href="https://www.investorschronicle.co.uk/content/f214155a-29bd-4e29-baf4-b42ad646cf05?utm_medium=referral&utm_source=acast&utm_campaign=editorial" rel="noopener noreferrer" target="_blank">meme stock</a> – microcomputer maker Raspberry Pi (RPI). Its shares rose almost 50 per cent in one day following its full-year results. <a href="https://www.investorschronicle.co.uk/arthur-sants/?utm_medium=referral&utm_source=acast&utm_campaign=editorial" rel="noopener noreferrer" target="_blank">Arthur Sants</a> explains how the company ended up part of the AI boom and whether there’s a decent business underneath it all.</p><br><p>Read more here:</p><p><a href="https://www.investorschronicle.co.uk/content/5e5cd1f6-55b4-4102-af67-d58d0265968a?utm_source=referral&utm_medium=acast&utm_campaign=editorial&utm_content=skip" rel="noopener noreferrer" target="_blank">Why the market is turning against Unilever’s $45bn food deal</a></p><p><a href="https://www.investorschronicle.co.uk/content/6e5690d9-2fc6-469e-8937-4d969416b4f3?utm_source=referral&utm_medium=acast&utm_campaign=editorial&utm_content=skip" rel="noopener noreferrer" target="_blank">Raspberry Pi ups sales volumes but margins tighten</a></p><br><p>Episode timestamps:</p><p><strong>00:00</strong> Intro</p><p><strong>01:21</strong> Unilever</p><p><strong>09:54</strong> Berkeley Group</p><p><strong>18:30</strong> Raspberry Pi</p><br><p>Listen to more podcasts from Investors’ Chronicle <a href="https://podcasts.apple.com/gb/podcast/investors-chronicle/id951671327" rel="noopener noreferrer" target="_blank">Apple</a>, <a href="https://open.spotify.com/show/0UXC2zQdVzl1n57gqO5oBp" rel="noopener noreferrer" target="_blank">Spotify</a> and <a href="https://www.youtube.com/user/InvestorsChronicle" rel="noopener noreferrer" target="_blank">YouTube</a> or by <a href="https://www.investorschronicle.co.uk/podcasts/" rel="noopener noreferrer" target="_blank">clicking here</a></p><br><p><br></p><br><p><a href="https://www.investorschronicle.co.uk/?utm_medium=referral&utm_source=acast&utm_campaign=podcast" rel="noopener noreferrer" target="_blank">Investors' Chronicle</a> has supported private investors in the UK for over 160 years by highlighting rewarding <a href="https://www.investorschronicle.co.uk/investment-ideas/?utm_medium=referral&utm_source=acast&utm_campaign=podcast" rel="noopener noreferrer" target="_blank">investment</a> opportunities. </p><br><p>Investors' Chronicle is a service by the <a href="https://www.ft.com/?utm_medium=referral&utm_source=acast&utm_campaign=podcast" rel="noopener noreferrer" target="_blank">Financial Times</a>.</p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>