Julian Hofmann opens today’s podcast by unpacking results from AstraZeneca (AZN) and GSK (GSK). AstraZeneca had a particularly strong quarter despite China’s investigation into the importation of cancer drug, Imjudo. GSK’s dividends were up, positive news for income investors, but its vaccine rates have slowed as they are more exposed to the US administration. Julian shares all investors need to know.

It’s then on to housebuilder Crest Nicholson (CRST). There is growing concern around its £144mn loss, but Natasha Voase lays out whether the worry is justified.

Lastly, catering company Compass Group (CPG) released a trading update which showed strong organic growth. Mark Robinson explores the structural drivers behind this, its M&A strategy and its prospects.

Timestamps

01:52 AstraZeneca

15:49 Crest Nicholson

27:41 Compass Group

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