{"id":69883,"date":"2025-07-17T09:23:54","date_gmt":"2025-07-17T09:23:54","guid":{"rendered":"https:\/\/devwp1.websiteserverhost.biz\/sharesunderten\/?p=69883"},"modified":"2025-07-17T09:23:54","modified_gmt":"2025-07-17T09:23:54","slug":"weekly-update-trump-sparks-tariff-tensions-uk-inflation-surprises-to-the-upside","status":"publish","type":"post","link":"https:\/\/devwp1.websiteserverhost.biz\/sharesunderten\/premium-en\/weekly-update-trump-sparks-tariff-tensions-uk-inflation-surprises-to-the-upside\/","title":{"rendered":"Weekly Update: Trump Sparks Tariff Tensions, UK Inflation Surprises to the Upside"},"content":{"rendered":"

At Sharesunderten.com (SUT), we’re pleased with our recent acquisitions. So far, it looks like we\u2019ve hit another home run with our position in Grab. You can read all the details in our current portfolio overview.<\/strong><\/p>\n

In the meantime, we continue to scour the globe for new opportunities \u2014 stocks trading under ten pounds, but with the potential to quadruple or even increase tenfold.<\/p>\n

Our mission?<\/strong>
\nCatching the Next Ten-Bagger \u2014 finding the next stock that can deliver a tenfold return.<\/p>\n

At Sharesunderten.com, we don\u2019t follow the crowd. We hunt where no one else is looking. We seek undervalued stocks trading below ten euros, with the strength to become tomorrow\u2019s surprises.<\/p>\n

Over the weekend, global trade tensions flared up once again when Donald Trump announced that, starting August 1st, the United States will impose a 30% import tariff on all goods from the European Union and Mexico.
\nIn an official letter to EU Commission President Ursula von der Leyen and the Mexican government, Trump cited the EU\u2019s trade surplus with the US, calling the economic relationship \u201cnon-reciprocal\u201d and even suggesting the deficit poses a threat to US national security.<\/p>\n

Von der Leyen responded sharply: such tariffs would hurt consumers, businesses, and patients on both sides of the Atlantic. At the same time, she emphasized that efforts toward a trade agreement before August 1st are ongoing, but warned that the EU stands ready to implement proportional countermeasures if necessary.
\nSurprisingly, the market reaction was muted. Global equity markets showed only mild movements, suggesting that investors either doubt the feasibility of Trump\u2019s plans or have already priced it in as part of his election rhetoric.<\/p>\n

In the UK, attention shifted on Wednesday to inflation figures (CPI y\/y), which unexpectedly rose to 3.6% in June, up from 3.4% the previous month \u2014 the highest level since January 2024. The increase was largely driven by higher food prices. This unexpected development puts pressure on the Bank of England. While the central bank has previously stated that the recent inflation spike is temporary, the combination of a cooling economy and persistent price pressures presents a difficult dilemma: cut rates now, or wait?<\/p>\n

Services sector inflation remained stubbornly high at 4.7%, a key indicator for the Bank of England. At the same time, rate cuts are expected \u2014 possibly as soon as the August 7th policy meeting. Financial markets are currently pricing in a quarter-point cut, with the possibility of further easing toward the end of the year.<\/p>\n

 <\/p>\n

Portfolio<\/h2>\n

Grab Holdings gains momentum with wave of buy ratings<\/h3>\n

Buy ratings are piling up for Southeast Asian platform company Grab Holdings. Analysts at HSBC Global Research expect the company to raise its 2025 EBITDA guidance with the upcoming second-quarter results. According to the bank, the outlook across all segments is robust \u2014 especially in the on-demand division, which includes Grab\u2019s ride-hailing and delivery services. HSBC projects a compound annual growth rate (CAGR) of 14% in gross merchandise value (GMV) over the 2024\u20132027 period, supported by a broader service offering and increasing user activity. More importantly, margins are expected to improve, driven by operating leverage, a growing share of premium services, and rising advertising revenues. For adjusted EBITDA, HSBC forecasts an impressive 55% CAGR through 2027, with its 2025 estimate at $503 million \u2014 more than 5% above Grab\u2019s own projection.
\nThe analysts reaffirm their buy rating and maintain a price target of $5.70. With strong top-line growth and improving margins, Grab remains one of the most compelling growth stories under ten pounds. The upcoming earnings release may serve as the next key catalyst.<\/p>\n

\"\"Grab Holdings price over the past 12 months. Source: DeGiro.<\/em><\/p>\n

 <\/p>\n

Centrica: Price targets cut, but buyback program offers support<\/h3>\n

Centrica remains on investors’ radar, even as several analysts have recently revised their price targets downward. These downward adjustments primarily reflect a cooling energy market and concerns about margin pressure in both the consumer and wholesale segments.<\/p>\n

Still, the company is actively executing a share buyback program. While the market response has been muted in the short term, this capital allocation strategy supports earnings per share over time, as the number of outstanding shares declines. The buyback can also be seen as a signal of management confidence, helping to provide a floor for the share price.<\/p>\n

Despite the cautious sentiment, we continue to monitor this stock closely.<\/p>\n

\"\"Centrica share price over the past 12 months. Source: DeGiro.<\/em><\/p>\n

 <\/p>\n","protected":false},"excerpt":{"rendered":"

At Sharesunderten.com (SUT), we’re pleased with our recent acquisitions. So far, it looks like we\u2019ve hit another home run with our position in Grab. You can read all the details in our current portfolio overview. In the meantime, we continue to scour the globe for new opportunities \u2014 stocks trading under ten pounds, but with […]<\/p>\n","protected":false},"author":14,"featured_media":69331,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[30,31,98],"tags":[],"class_list":["post-69883","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-premium","category-premium-en","category-update"],"acf":[],"_links":{"self":[{"href":"https:\/\/devwp1.websiteserverhost.biz\/sharesunderten\/wp-json\/wp\/v2\/posts\/69883","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/devwp1.websiteserverhost.biz\/sharesunderten\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/devwp1.websiteserverhost.biz\/sharesunderten\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/devwp1.websiteserverhost.biz\/sharesunderten\/wp-json\/wp\/v2\/users\/14"}],"replies":[{"embeddable":true,"href":"https:\/\/devwp1.websiteserverhost.biz\/sharesunderten\/wp-json\/wp\/v2\/comments?post=69883"}],"version-history":[{"count":0,"href":"https:\/\/devwp1.websiteserverhost.biz\/sharesunderten\/wp-json\/wp\/v2\/posts\/69883\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/devwp1.websiteserverhost.biz\/sharesunderten\/wp-json\/wp\/v2\/media\/69331"}],"wp:attachment":[{"href":"https:\/\/devwp1.websiteserverhost.biz\/sharesunderten\/wp-json\/wp\/v2\/media?parent=69883"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/devwp1.websiteserverhost.biz\/sharesunderten\/wp-json\/wp\/v2\/categories?post=69883"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/devwp1.websiteserverhost.biz\/sharesunderten\/wp-json\/wp\/v2\/tags?post=69883"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}