The Companies and Markets show: A travel boom and semiconductor wars
Investors' Chronicle · Investors' Chronicle
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Show Notes
On this episode of the Companies and Markets show, Dan Jones hosts Chris Akers for a discussion of the hotel group's IHG and Whitbread following their latest results.
Next up, what does a recession mean for semiconductor stocks? Arthur Sants discusses off the back of his long-read this week: Chip Wars.
And finally, our panel has a brief discussion of takeover offers for UK companies - are the likes of Devro, Dignity, and Aveva being lowballed?
Dan Jones hosts Mark Robinson, Chris Akers, and Arthur Sants.
Timestamps
00:00-00:55 - Introduction
00:55-10:36 - IHG and Whitbread
10:36-27:22 - Semiconductor wars
27:22-30:35 - UK takeover offers
30:35-end - Outro
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