DeepSeek rocks the Magnificent 7, and a tonic for Fever Tree shareholders?

Описание: In this week’s episode, Lawrence is joined by Graham Neary and Megan Boxall. They discuss:

02:20 - Fevertree #FEVR - can its recent strategic partnership with Molson Coors put the fizz back in its investment case?

11:54 - WH Smith #SMWH - we discuss the sale of its high street business, and whether there’s a potential opportunity for it to re-rate as a lower-debt travel business.

18:33 - PayPoint #PAY - this week’s trading update from one of the UK’s “best fintech stocks”, and what value are shareholders really getting from its buyback scheme?

28:12 - AJ Bell #AJB - why its seemingly positive update this week may have disappointed the market.

35:09 - Why Graham is so downbeat on #SAGA’s prospects, despite the refinancing of its corporate debt this week.

37:55 - Whether the Magnificent 7 can continue to justify their sky-high valuations after quarterly earnings from this week, and the AI giants’ tussle with DeepSeek. Where could you find potentially better opportunities?

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Extra Stockopedia content we mention:

Ahead of Expectations: How trading updates drive share price momentum: https://www.stockopedia.com/academy/r...

Host: Lawrence Judd

Analysts: Megan Boxall, Graham Neary

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Disclaimer: We do not provide personalised financial advice. None of our content constitutes or should be understood as constituting a recommendation to enter in any securities transactions or to engage in any investment strategies discussed in our content. We do not provide personalised recommendations or views as to whether a stock or investment approach is suited to the financial needs of a specific individual. It is very important to do your own analysis before making any investment based on your own personal circumstances.

Chapters:
00:00 Introduction and Format Update
02:20 - Fevertree #FEVR and Molson Coors
11:54 - Is WH Smith #SMWH due a re-rating?
18:33 - What value are shareholders of PayPoint #PAY really getting from its buyback scheme?
28:12 - AJ Bell #AJB disappoints with its latest update
35:09 - Why Graham is so downbeat on #SAGA
37:55 - Can the Magnificent 7 continue to justify their valuations?