Have Last Week’s Winners Antofagasta plc, Burberry Group plc, ARM Holdings plc & Rolls-Royce Holding PLC Got Further To Rise?

Royston Wild runs the rule over recent gainers Antofagasta plc (LON: ANTO), Burberry Group plc (LON: BRBY), ARM Holdings plc (LON: ARM) and Rolls-Royce Holding PLC (LON: RR).

| More on:

The content of this article was relevant at the time of publishing. Circumstances change continuously and caution should therefore be exercised when relying upon any content contained within this article.

When investing, your capital is at risk. The value of your investments can go down as well as up and you may get back less than you put in.

Read More

The content of this article is provided for information purposes only and is not intended to be, nor does it constitute, any form of personal advice. Investments in a currency other than sterling are exposed to currency exchange risk. Currency exchange rates are constantly changing, which may affect the value of the investment in sterling terms. You could lose money in sterling even if the stock price rises in the currency of origin. Stocks listed on overseas exchanges may be subject to additional dealing and exchange rate charges, and may have other tax implications, and may not provide the same, or any, regulatory protection as in the UK.

You’re reading a free article with opinions that may differ from The Motley Fool’s Premium Investing Services. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. Learn More.

Today I am looking at the fortunes of four recent FTSE 100 risers.


Copper giant Antofagasta (LSE: ANTO) rose a chunky 3% last week as investor appetite towards the mining sector flooded back. However, such bumps higher have proved extremely rare thanks to the dark clouds blighting the commodities sector — Antofagasta alone has fallen 28% during the past six months alone — and I believe fresh weakness can be expected.

The resources segment was boosted last week by China’s decision to cut interest rates yet again. But given policymakers’ failure to jump-start its economy despite several similar measures this year alone, there is no guarantee that copper demand will pick up any time soon. And while fellow miner Freeport-McMoRan also vowed to cut production again last week, the industry still needs broader action to tackle the market imbalance. I believe copper prices remain on shaky ground.


To say that luxury handbag and raincoat play Burberry (LSE: BRBY) has endured a year to forget would be something of an understatement. But shares flipped 7% higher between Monday and Friday as bargain hunters piled in, and although further turbulence can be expected as demand from China remains pressurised, I believe the fashion house remains a terrific long-term selection.

Indeed, Burberry advised this month that total revenues crept 2% higher during April-September to £774m, underpinned by double-digit percentage growth across Europe, the Middle East, India and Africa, as well as low single-digit rises across The Americas. Make no mistake: Burberry still has to find the remedy to falling sales in Asia, but I remain convinced a combination of formidable brand power and rising affluence levels across new and established markets should power sales skywards.

ARM Holdings

Microchip builder ARM Holdings (LSE: ARM) also enjoyed a solid spurt higher during the course of last week, and the share price added 10% during the period to charge back above the £10 marker. The Cambridge business gained on the back of solid results that showed revenues leap 24% in July-September, to £243.1m, a result that powered pre-tax profit 30% higher to £102.9m.

ARM Holdings continues to prove its dominance at the top of the smartphone and tablet PC segments, and inked 38 new licence agreements during the quarter, including six for its next-generation ARMv8-A product. And these new accords spanned both traditional and new tech markets alike, supporting the chipbuilder’s decision to enter hot growth segments like servers, networking and ‘The Internet of Things.’ I fully expect product shipments to keep rocketing higher.

Rolls-Royce Holding

Even though engineering leviathan Rolls-Royce (LSE: RR) advanced 3% during the course of the past week, I reckon the stock could experience fresh pressure thanks to enduring uncertainty over the oil price and consequently capital expenditure across the fossil fuel industry. Indeed, Rolls-Royce has fallen a colossal 35% since April as ‘black gold’ prices have run out of puff.

Still, I believe the London firm remains a terrific all-round growth selection. Earlier this month Rolls-Royce announced a variety of cost-cutting measures across its Marine division to mitigate falling revenues, as well as increasing R&D spend to increase its competitiveness in this area. And I am convinced Rolls-Royce’s market-leading position in a variety of other markets — and especially that of the commercial aerospace segment — should allow it to post spectacular sales growth over the long haul.

Should you invest, the value of your investment may rise or fall and your capital is at risk. Before investing, your individual circumstances should be assessed. Consider taking independent financial advice.

Royston Wild has no position in any shares mentioned. The Motley Fool UK has recommended ARM Holdings and Burberry. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors.

More on Investing Articles

Investing For Beginners

Here’s how I’m trying to prevent a stock market crash from ruining my portfolio

Jon Smith explains which shares he's avoiding and what he's thinking of buying to try and protect his portfolio from…

Read more »

Bearded man writing on notepad in front of computer
US Stock

Call me crazy, but here’s why I’m eyeing up the CrowdStrike share price

Jon Smith notes the carnage caused by Friday's global outage, but flags up why he's thinks the CrowdStrike share price…

Read more »

Investing Articles

What do Hargreaves Lansdown results mean for the share price?

The Hargreaves Lansdown share price has surged in recent months on takeover expectations, but what will the recent results mean…

Read more »

Middle-aged white man wearing glasses, staring into space over the top of his laptop in a coffee shop
Investing Articles

Newly minted S&P 500 stock CrowdStrike just crashed! Here’s why

Shares of S&P 500 firm CrowdStrike collapse as the company lies at the centre of a global IT outage. What…

Read more »

artificial intelligence investing algorithms
Investing Articles

Is Nvidia heading for the mother of all tech stock crashes?

Nvidia stock has soared, and the company briefly became the most valuable on the planet. But not everyone’s an AI…

Read more »

Dividend Shares

The BP share price is down 15% in 3 months. Time to buy?

In the space of just a few months, the BP share price has fallen by a double-digit percentage. Is this…

Read more »

Investing Articles

A 5.4% dividend bargain I’ll buy over Lloyds shares

Harvey Jones loves his Lloyds shares but now he's found a high-yielding FTSE 250 stock that may offer even more…

Read more »

Warren Buffett at a Berkshire Hathaway AGM
Investing Articles

Recommended by Warren Buffett, this top hedge fund’s betting on Rolls-Royce shares

When Warren Buffett ended his previous investment partnership, he recommended Bill Ruane’s Sequoia Fund. Today, its largest investment is in…

Read more »