UK 00:05 Monday, 5 October 2026
Breaking news and expert analysis on fast-moving AIM and LSE listed shares
Hello Share Makers. Though I’m not sure why folks would regularly shop at Tesco (TSCO) when budget supermarkets can work out cheaper, I rather like the look of the shares. Over the last year, the company’s done rather well and I think the positive trend could continue. The supermarket was already ahead in online sales when the pandemic came along and so was in poll position to take advantage.
I was impressed by a couple of corporate updates today. I wrote about Imperial Brands (IMB) most recently back in May, noting that despite never being a smoker I thought the stock was still a buy. It has hardly romped in recent months - including today - despite what seems to me a pretty good pre-close trading update.
Back in April I wished Tesco (TSCO) CEO “Newbie Ken” the best of luck over the next year or two ‘but I can understand why there are not a bunch of new shareholders buying hard and pushing the share price sharply up’. Since then the shares have stayed nor far either side of 230p. Is there any need to radically change view after today’s first quarter update?
Two FTSE 100 names of interest published an update this morning. First easyJet (EZJ) which noted that the group headline loss for the 6 months ending a couple of weeks ago is expected to be somewhere between £690-730 million. Naturally that is a lot of money but there were even worse losses feared by some analysts.
Results day at Tesco (TSCO) and a new chief executive leading the presentation of the numbers. Ken Murphy took over last week from 'Tesco Dave', David Lewis, the man who pulled the UK's largest food retailer back from the brink of an accounting scandal and multiple missteps of direction. Apparently it is 'Serving shoppers a little better every day' and that it is able to say this is as 'Tesco Dave' did a pretty good job. Today's update for the six months to the end of August noted that 'over a million customers more loyal to Tesco...Net switching gains from Aldi for first time in over a decade...(and) Online capacity doubled in five weeks (as Covid-19 hit)'. This is far from shabby at all...
Hello, Share Tickers. Tesco (TSCO) has turned in some encouraging news but I still feel uneasy about my bunch of shares. The main reason is prosaic – I continue to be shocked at the difference in the bill size between Tesco and my supermarket of choice, Aldi. Why can’t the home-grown supermarkets compete with the prices at Aldi and Lidl? I sometimes see Tesco and Sainsbury (SBRY) to be rather short of customers whereas Aldi is often buzzing. The sturdier queues in my part of the world at least are noticeable...
Personal confession time: I have never had an online grocery delivery. I know this makes me some antediluvian technophobe but I historically have not really minded popping out to the shops as the physicality of it provides some good research insights. And there is nothing like snaffling a few of those 'yellow sticker' bargains. I am deep down a value investor after all. Lockdown excitements therefore have made me a bit less of a Tesco (TSCO) shopper over recent months. Nevertheless, I have remained loyal to the shares...
