| London Stock Exchange Group PLC (GB00B0SWJX34) | |||
107,85 GBXStand (close): 03.07.25 |
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| Datum / Uhrzeit | Titel | Bewertung |
| 18.04.25 04:01:00 | Is the Stock Market Open Today? Here Are the Trading Hours for Good Friday. |  |
| Good Friday is here, and it’s time for Wall Street to catch its breath. All U.S. stock exchanges observe Good Friday, meaning the New York Stock Exchange and the Nasdaq Stock Market will both be closed. This means the Cboe Futures Exchange and CME Globex trading platform will be closed on April 18. Continue Reading View Comments |
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| 11.04.25 14:07:23 | Shein closer to London IPO after securing watchdog’s approval, reports say | |
| Online fast fashion retailer Shein is a step closer to launching its shares on the London stock market after reportedly securing approval from the UK’s financial watchdog. The company has been in talks over an initial public offering (IPO) on the London Stock Exchange over the past year. Reuters reported on Friday that the Financial Conduct Authority (FCA) has given its preliminary approval for the stock market listing to go ahead. Before any firm’s shares can be traded on the London markets, they must apply to the FCA for admission to list and submit a prospectus for approval. This document should include detailed financial and company information, as well as the risks of investing in the business. While the regulator can sign off a prospectus and give the green light for a listing, it does not dig deep into a company’s general behaviour, nor can it probe any breaches of rules such as relating to modern slavery or tax laws. Shein, which was founded in China but is now based in Singapore, has seen efforts to float face a variety of obstacles, including political pressure in the UK over alleged supply chain and labour abuses. Current efforts now face further challenges from US president Donald Trump’s new tariffs, with China facing a 125% levy on all goods exported to the US as a trade war between the two nations intensifies. The retailer is also expected to be impacted by Mr Trump scrapping a rule that meant goods under 800 US dollars (£612) in value were exempt from tariffs. Meanwhile, Shein reportedly would still need the approval of Chinese regulators to go ahead with an IPO in London. Russ Mould, investment director at AJ Bell, said Shein listing in London could “help raise the profile of the UK market and potentially draw in more big names”. But he added: “Getting its IPO away at all could prove tricky thanks to the levels of global market volatility unleashed by the US administration’s trade policies. “This is only exacerbated by the fact Washington continues to pursue a tit-for-tat trade war with Beijing. “Not only will this make it more difficult to convince investors to back its listing, but Shein does business in the US and could well see a significant impact from tariffs beyond just a hit to sentiment. “It suggests Shein will have to stress to prospective investors that its growth is not reliant on the US and that expansion across a wide range of countries is key to its future.” The FCA declined to comment on the reports. Shein could not be reached for comment. View Comments |
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| 09.04.25 15:45:02 | India exploring feasibility of allowing its companies to list on London Stock Exchange | |
| NEW DELHI (Reuters) - India is exploring the feasibility of allowing its companies to list on the London Stock Exchange, the finance ministers of India and Britain said in a joint statement after a meeting on Wednesday. "Both sides acknowledge the opportunities that overseas equity listings offer to broaden access to global investors and enhance liquidity," the statement said. (Reporting by Aftab Ahmed; writing by Sakshi Dayal; Editing by Alison Williams) |
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| 09.04.25 06:26:29 | Institutional investors in London Stock Exchange Group plc (LON:LSEG) see UK£3.8b decrease in market cap last week, although long-term gains have bene | |
| Key Insights Given the large stake in the stock by institutions, London Stock Exchange Group's stock price might be vulnerable to their trading decisions The top 21 shareholders own 51% of the company Using data from analyst forecasts alongside ownership research, one can better assess the future performance of a company This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. A look at the shareholders of London Stock Exchange Group plc (LON:LSEG) can tell us which group is most powerful. And the group that holds the biggest piece of the pie are institutions with 75% ownership. In other words, the group stands to gain the most (or lose the most) from their investment into the company. No shareholder likes losing money on their investments, especially institutional investors who saw their holdings drop 6.2% in value last week. Still, the 20% one-year gains may have helped mitigate their overall losses. But they would probably be wary of future losses. Let's delve deeper into each type of owner of London Stock Exchange Group, beginning with the chart below. Check out our latest analysis for London Stock Exchange Group LSE:LSEG Ownership Breakdown April 9th 2025 What Does The Institutional Ownership Tell Us About London Stock Exchange Group? Institutions typically measure themselves against a benchmark when reporting to their own investors, so they often become more enthusiastic about a stock once it's included in a major index. We would expect most companies to have some institutions on the register, especially if they are growing. We can see that London Stock Exchange Group does have institutional investors; and they hold a good portion of the company's stock. This can indicate that the company has a certain degree of credibility in the investment community. However, it is best to be wary of relying on the supposed validation that comes with institutional investors. They too, get it wrong sometimes. It is not uncommon to see a big share price drop if two large institutional investors try to sell out of a stock at the same time. So it is worth checking the past earnings trajectory of London Stock Exchange Group, (below). Of course, keep in mind that there are other factors to consider, too.LSE:LSEG Earnings and Revenue Growth April 9th 2025 Investors should note that institutions actually own more than half the company, so they can collectively wield significant power. Hedge funds don't have many shares in London Stock Exchange Group. BlackRock, Inc. is currently the largest shareholder, with 8.1% of shares outstanding. Meanwhile, the second and third largest shareholders, hold 6.0% and 4.5%, of the shares outstanding, respectively. Story Continues Looking at the shareholder registry, we can see that 51% of the ownership is controlled by the top 21 shareholders, meaning that no single shareholder has a majority interest in the ownership. While it makes sense to study institutional ownership data for a company, it also makes sense to study analyst sentiments to know which way the wind is blowing. There are a reasonable number of analysts covering the stock, so it might be useful to find out their aggregate view on the future. Insider Ownership Of London Stock Exchange Group The definition of company insiders can be subjective and does vary between jurisdictions. Our data reflects individual insiders, capturing board members at the very least. Company management run the business, but the CEO will answer to the board, even if he or she is a member of it. Most consider insider ownership a positive because it can indicate the board is well aligned with other shareholders. However, on some occasions too much power is concentrated within this group. Our most recent data indicates that insiders own less than 1% of London Stock Exchange Group plc. But they may have an indirect interest through a corporate structure that we haven't picked up on. As it is a large company, we'd only expect insiders to own a small percentage of it. But it's worth noting that they own UK£14m worth of shares. In this sort of situation, it can be more interesting to see if those insiders have been buying or selling. General Public Ownership The general public, who are usually individual investors, hold a 13% stake in London Stock Exchange Group. While this group can't necessarily call the shots, it can certainly have a real influence on how the company is run. Private Equity Ownership With a stake of 6.0%, private equity firms could influence the London Stock Exchange Group board. Some might like this, because private equity are sometimes activists who hold management accountable. But other times, private equity is selling out, having taking the company public. Public Company Ownership We can see that public companies hold 4.0% of the London Stock Exchange Group shares on issue. This may be a strategic interest and the two companies may have related business interests. It could be that they have de-merged. This holding is probably worth investigating further. Next Steps: While it is well worth considering the different groups that own a company, there are other factors that are even more important. Take risks for example - London Stock Exchange Group has 1 warning sign we think you should be aware of. If you are like me, you may want to think about whether this company will grow or shrink. Luckily, you can check this free report showing analyst forecasts for its future . NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures. Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. View Comments |
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| 28.03.25 15:00:47 | Raspberry Pi to muscle into chip market as results in focus after London IPO | |
| Raspberry Pi (RPI.L) is set to give an insight into demand for its new chips after the computer firm was thrust into the spotlight when it launched on the London stock market last year. The Cambridge-based business will publish its full-year financial results on Wednesday. Rasperry Pi’s revenues soared by 61% in the first six months of the year, compared with 2023, having been boosted by “higher than usual” customer levels during its stock market debut. More than 20 new products were released during 2024, which it said it would feel the full benefit of in 2025. The company raised £179 million in an initial public offering (IPO) in June, in a major boost to the London Stock Exchange following a dearth of new listings over the past year. In January, Raspberry Pi said it expects to report adjusted profit before tax and other costs of at least 36 million US dollars (£27.8 million) for 2024. Experts think there is a significant opportunity for the company to muscle in on the semiconductor market with rivals facing pressure under Donald Trump’s presidency in the US. Analysts for Peel Hunt they were “now more confident” of the opportunity for sales of microcontrollers “given external developments in geopolitics and security”. This includes Mr Trump recently saying he wants to get rid of a law that gives more than 50 billion US dollars (£38.6 billion) in subsidies for US semiconductor manufacturing – arguing that the money is not being spent. Peel Hunt describes microcontrollers as small, very low-cost, and low-energy chips that can be embedded into a device”, with the market estimated to be worth more than 22 billion US dollars (£17 billion) in 2024. But the market has been dominated by a few big manufacturers and “has not seen a new entrant in decades”, according to the analysis – which Peel Hunt suggested leaves room for Raspberry Pi to step in. The analysts also highlighted the growing opportunity for artificial intelligence (AI) to be deployed in devices. View Comments |
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| 13.03.25 13:46:01 | LSEG says FX trading system's technical issue in India resolved | |
| MUMBAI (Reuters) - Technical issues that blocked some traders' access to the foreign exchange trading platform run by the London Stock Exchange Group have been resolved, the financial technology and data provider said on Thursday. Some customers experienced temporary access disruptions with forex trading in India from 02:15 GMT to 06:26 GMT on Thursday "due to a third-party connectivity issue," LSEG said in a statement. Traders were unable to log into their terminals earlier in the day, restricting their ability to transact on the trading platform. Access to all services are fully restored, LSEG said, adding that equities trading was not affected by the disruption. LSEG is among the few entities other than banks that are authorised by the Reserve Bank of India to operate an electronic trading platform for the foreign exchange market. The technical issues had thinned out volumes in the market but banks' traders have since been able to access their systems, a trader at a state-run bank said. (Reporting by Jaspreet Kalra; Editing by Mrigank Dhaniwala and Anil D'Silva) View Comments |
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| 28.02.25 07:05:07 | London Stock Exchange Group PLC (LDNXF) (FY 2024) Earnings Call Highlights: Strong Revenue ... |  |
| Revenue Growth: Up 8.4% overall, 7.7% on an organic basis. Equity-Free Cash Flow: Increased to GBP2.2 billion. Operating Margin: Improved by 80 basis points to 48.8%. Data & Analytics Growth: 4.5% organic growth. Capital Markets Growth: Nearly 18% growth, driven by Tradeweb's performance. Post Trade Growth: Slight growth despite headwinds. ASV Growth: 6.3% as of year-end 2024. Tradeweb Average Daily Volume: $2.2 trillion, up 37% excluding ICD. Adjusted Operating Profit (AOP) Growth: 9.5% increase. Adjusted EPS (AEPS) Growth: 10% increase. Dividend Increase: Final dividend up 12.2% to 89p. Share Buybacks: GBP1 billion deployed in 2024. Net Debt to EBITDA: 1.7 times leverage. 2025 Revenue Growth Guidance: 6.5% to 7.5% expected. 2025 EBITDA Margin Guidance: Improvement of 50 to 100 basis points. Warning! GuruFocus has detected 6 Warning Signs with LDNXF. Release Date: February 27, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points London Stock Exchange Group PLC (LDNXF) reported strong revenue growth of 8.4% for 2024, with an organic growth rate of 7.7%. The company achieved an 80 basis point improvement in operating margin, demonstrating efficient growth. Equity-free cash flow increased significantly to GBP2.2 billion, supporting shareholder returns and future investments. Capital Markets division experienced exceptional growth, nearly 18%, driven by Tradeweb's record performance. The integration of Tradeweb data into FTSE Russell progressed well, enhancing product offerings and market reach. Negative Points The loss of the Euronext business impacted Post Trade growth, despite a strong performance in 2023. There were concerns about senior management turnover, particularly in the Data & Analytics division. The company faced challenges with contract losses, including the UBS-Credit Suisse consolidation. Interest expenses increased due to higher refinancing costs, impacting net financial expenses. The effective tax rate rose to 24%, influenced by the UK corporation tax rate increase. Q & A Highlights Q: Did LSEG experience any pricing pressure in data and desktop segments similar to competitors? A: David Schwimmer, CEO, stated that LSEG did not experience the same pricing pressure as competitors. The company has a diversified business model across buy-side, sell-side, and corporates, which has helped maintain stability. Enterprise sales contracts are a small part of the business, and while there are ongoing discussions, nothing specific was announced. Q: Can you provide insights on the departure of the Head of Data and any potential contract losses? A: Schwimmer explained that leadership changes are natural and part of the company's transformation. The departure of the Head of Data was for other opportunities, and there are no significant contract losses affecting guidance. The business continues to perform well despite industry chatter. Story Continues Q: What is driving the volatility in FTSE Russell's subscription revenue growth? A: Michel-Alain Proch, CFO, noted that FTSE Russell had strong demand for its flagship equity index and benchmark products. Quarterly fluctuations are due to strong sales performance comparisons from the previous year and normal sales variations. Q: What are the main drivers for the expected margin expansion in 2026? A: Proch explained that the margin expansion is driven by operating leverage, particularly through the insourcing of engineering resources and automation projects. The company aims for a 250 basis point margin improvement by 2026, with incremental benefits from automation expected in 2026. Q: When will the benefits from the Microsoft partnership be reflected in growth numbers? A: Schwimmer indicated that while products are rolling out in 2025, significant growth impact is expected in 2026 and beyond. The partnership is expected to enhance product functionalities and drive usage, contributing to future growth. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. View Comments |
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| 27.02.25 07:46:23 | LSEG expects improved profitability in 2025 as Microsoft product rollout gathers pace | |
| (Reuters) - London Stock Exchange Group gave guidance on Thursday for continued growth and improving profitability in 2025, citing a strong pipeline of innovations to enhance its Workspace product and boost annual subscription values. The company, which runs the London Stock Exchange and provides data and analytics to banks and other institutions, said it expects its 2025 annual income to grow between 6.5% and 7.5%, after reporting 2024 income slightly ahead of analysts' expectations. LSEG's upper estimate for 2025 income growth is above the 7.1% growth analysts forecast, according to a company compiled poll. The company said it is looking to grow EBITDA margins by around 250 bps between 2024-2026, against a 2023 baseline. Pointing to highlights in 2024, CEO David Schwimmer said LSEG had reached an important milestone in its partnership with Microsoft, with the first products now generally available for customers. The rollout was complemented by an "exceptional" year for Tradeweb and continued significant progress across products and geographies in its Post Trade business, Schwimmer added. However, annual subscription value (ASV), which reflects recurring revenue and is closely watched by analysts, rose 6.3% last year, slowing from 7.4% growth the previous year. "There was a building level of angst in the market heading into this print, so what LSEG has delivered should be well-received," analysts at Jefferies said in a note. LSEG, which transformed into a data giant after its $27 billion acquisition of Refinitiv in 2021, declared an annual dividend of 130 pence per share, up 13% from a year earlier. Its total income, on a constant currency basis and excluding recoveries, rose 8.4% to 8.49 billion pounds for 2024, slightly ahead of a company-compiled analysts' average estimate of 8.47 billion pounds. In 2022, LSEG had said that Microsoft would buy a 4% stake worth $2 billion in the group, making its data and analytics available through Microsoft Teams, and Schwimmer had said customers would see the benefits from 2024. Reuters provides news for LSEG's news and data terminal Workspace. ($1 = 0.7900 pounds) (Reporting by Chandini Monnappa in Bengaluru; Editing by Savio D'Souza and Sinead Cruise in London; Editing by Susan Fenton) View Comments |
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| 19.02.25 07:25:13 | Glencore weighs ditching UK listing in potential blow to London Stock Exchange | |
| Glencore is considering ditching its primary listing in the UK in favour of New York or another venue where it can “get the right PREMIUM Upgrade to read this Financial Times article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in |
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| 17.02.25 12:26:24 | Shein under pressure to cut valuation of planned London float – reports | |
| Fast fashion giant Shein is under pressure to cut the valuation of its planned London stock market listing further, according to reports. The retailer has been in talks over an initial public offering (IPO) on the London Stock Exchange over the past year. Bloomberg reported on Monday that investors in the group are pressuring the firm to float with a valuation of around 30 billion US dollars (£23.8 billion). It came after reports last month that the company was looking at a valuation of 50 billion dollars (£39.7 billion), which already represented a reduction on a previously reported 66 billion dollar (£52 billion) valuation. The fresh reports suggested that investors believe an adjustment is needed to help get its potential initial public offering in the UK over the line. Shein, which was founded in China but is now based in Singapore, has seen efforts to float face a variety of obstacles, including political pressure in the UK over alleged supply chain and labour abuses. Current efforts to list the company now face further challenges from US President Donald Trump’s administration. The reported reduction in valuation is largely linked to Mr Trump’s crackdown on tariff-free imports of small goods from China. The administration is planning to scrap the de minimis rule, which means goods under 800 dollars (£635) in value are exempt from tariffs, and would introduce an additional 10% tariff on all goods from China. Shein and rivals including Temu have allegedly benefitted from transporting products in small packages in order to avoid significant taxes. View Comments |
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