{"id":69890,"date":"2025-07-23T09:06:35","date_gmt":"2025-07-23T09:06:35","guid":{"rendered":"https:\/\/devwp1.websiteserverhost.biz\/sharesunderten\/?p=69890"},"modified":"2025-07-23T09:06:35","modified_gmt":"2025-07-23T09:06:35","slug":"weekly-update-nuclear-energy-and-earnings-season-fireworks","status":"publish","type":"post","link":"https:\/\/devwp1.websiteserverhost.biz\/sharesunderten\/update\/weekly-update-nuclear-energy-and-earnings-season-fireworks\/","title":{"rendered":"Weekly Update: Nuclear Energy and Earnings Season Fireworks"},"content":{"rendered":"

Earnings season has begun. What immediately stands out: companies are reporting surprisingly strong results, despite a world full of uncertainty. Currency risks, geopolitical tensions, and the looming import tariffs set for August 1st create a volatile backdrop. But for those who stay focused, the main story is one of profit growth, resilience, and new opportunities. At SUT, we remain active, alert, and optimistic. And now that earnings season is gaining momentum, we\u2019re seeing our patience pay off. The same trend is visible in the United States, where the season kicks off slightly earlier with half-year results. So far, 12% of the S&P 500 companies have reported their quarterly results \u2013 and over 80% have beaten expectations, according to an analysis by CNBC.<\/strong><\/p>\n

Behind the scenes, we’re already working on the next addition to our portfolio. We\u2019ve identified a company with an impressive order book and solid outlook. Thanks to this strong foundation, we expect the stock to be less vulnerable to market uncertainty and price fluctuations. You\u2019ll receive our in-depth analysis soon.<\/p>\n

 <\/p>\n

Rolls-Royce: Above 1,000 Pence \u2013 But Far From Finished<\/strong><\/p>\n

Our early standout is no longer officially a \u2018share under ten\u2019 \u2013 but that says nothing about its long-term potential. This week, Rolls-Royce broke through the 1,000 pence mark, a psychologically important milestone. But this is only the beginning. The demand for reliable, carbon-free energy continues to grow \u2013 and that\u2019s exactly where Rolls-Royce fits in, with its small modular reactors (SMRs). These advanced nuclear solutions are expected to begin delivery by 2030. On July 31st, the company will report its quarterly results. That will give us deeper insight into new orders, profit margins, and future production capacity.<\/p>\n

\"\" Rolls Royce share price performance over the past year. Source: DeGiro.<\/em><\/p>\n

 <\/p>\n

Brunel: A Laggard with Potential<\/strong><\/p>\n

The analysts at Kepler Cheuvreux are paying attention: they’ve initiated coverage of Brunel with a Buy<\/em> rating and a \u20ac12 price target. We fully support that view. Brunel\u2019s share price has noticeably lagged behind peers like Randstad and Adecco in recent months. Yet the fundamentals remain strong, the order book continues to grow, and the global labor market remains tight. We believe the market will soon correct this underperformance. In our view, Brunel is a strong recovery candidate for the weeks ahead.<\/p>\n

\"\"Brunel share price performance over the past year. Source: DeGiro.<\/em><\/p>\n

 <\/p>\n

Centrica: \u00a31.3 Billion for Nuclear Power and Cash Flow<\/strong><\/p>\n

Centrica plc is strengthening its position in the European energy market with a strategic \u00a31.3 billion investment in the Sizewell C nuclear project. In return, the company secures a 15% stake in this future energy giant. The deal offers regulated returns of over 10%, protected against inflation \u2014 exactly the kind of stability investors seek in times of interest rate uncertainty and volatile commodity prices. The project also aligns perfectly with Centrica\u2019s long-term strategy: predictable cash flows, a meaningful contribution to climate goals, and enhanced energy security for the UK. On July 24th, the company will report its half-year results. We remain confidently on board.<\/p>\n

\"\"Centrica share price performance over the past year. Source: DeGiro.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

Earnings season has begun. What immediately stands out: companies are reporting surprisingly strong results, despite a world full of uncertainty. Currency risks, geopolitical tensions, and the looming import tariffs set for August 1st create a volatile backdrop. But for those who stay focused, the main story is one of profit growth, resilience, and new opportunities. […]<\/p>\n","protected":false},"author":14,"featured_media":68930,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[98],"tags":[],"class_list":["post-69890","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-update"],"acf":[],"_links":{"self":[{"href":"https:\/\/devwp1.websiteserverhost.biz\/sharesunderten\/wp-json\/wp\/v2\/posts\/69890","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=69890"}],"version-history":[{"count":0,"href":"https:\/\/devwp1.websiteserverhost.biz\/sharesunderten\/wp-json\/wp\/v2\/posts\/69890\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/devwp1.websiteserverhost.biz\/sharesunderten\/wp-json\/wp\/v2\/media\/68930"}],"wp:attachment":[{"href":"https:\/\/devwp1.websiteserverhost.biz\/sharesunderten\/wp-json\/wp\/v2\/media?parent=69890"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/devwp1.websiteserverhost.biz\/sharesunderten\/wp-json\/wp\/v2\/categories?post=69890"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/devwp1.websiteserverhost.biz\/sharesunderten\/wp-json\/wp\/v2\/tags?post=69890"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}