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He Ftse 100 It has had a great beginning of the year, increasing almost 5% to reach a record level. Therefore, it is not surprising to see that some Footsie actions also push Skywards towards an unknown territory.
Here are two that have begun 2025 the way 2024 ended, going up!
In a roll again
First it is Rolls-Royce (LSE: RR), which won more than 90% last year and closed to a 611p record earlier this month. It retires slightly at 592p, while I write, but that is even higher than where the year began (568p).
Beyond recovery in international trips, the company continues to benefit from the increase in high defense expenditure. Last week, Rolls obtained its largest agreement, a £ 9 billion contract with the Ministry of Defense to make nuclear submarine reactors for the Royal Navy.
There is also a growing emotion for its small modular reactor business (SMR). Last year, he won a historical contract to help display these nuclear mini reactors in the Czech Republic. You can also get a contract to do the same in the United Kingdom: the delayed decision in spring is expected.
With the nations that wish to decarbonize energy systems, and more data centers were needed to support the energy hungry systems, the global SMR market could be huge.
However, it is also a few years (2030). Meanwhile, the company faces supply chain challenges and the high expectations of investors. It remains to be seen if the price of the action will increase for the third consecutive year.
However, in the long term, I am optimistic in this blue chip. The global long -distance airplanes is expected to expand significantly in the next decades, particularly in Asia. Growth opportunities must be abundant for the FTSE 100 engines.
That said, with the actions that quote a high price to profits (p/e) of 32 by 2024, I am not interested in adding my possession at this time.
Expanding rapidly
The following is Intercontinental Hotel Group (LSE: IHG). The price of the action has increased by 130% in the last five years, leaving it near its historical maximum of just under 10,800p.
Like Rolls-Royce, Intercontinental is another global company, with a growing hotel presence in Europe, Asia and the Americas. Its capital franchise model allows you to climb quickly, especially in high -demand markets in Asia, where you are taking advantage of the resources and knowledge of the local partners market.
This is an action that I wanted to buy for some time, but the apparently high assessment has discouraged me. At this time, the P/E ratio for 2024 is around 30.
It could be said that the valuation does not explain the risks of a possible commercial war and a growing inflation that could be triggered by the rates proposed by Donald Trump. That could affect the available income and, therefore, demand for trips and hotels.
Once again, I am optimistic about this stock in the future. There is great rejection in short -term rentals in Airbnb In many important cities, which ultimately should play in the hands of the company.
The company has a diverse portfolio of hotels brands, including intercontinental hotels and resorts, Holiday Inn and Kimpton boutique. I see it as one of the highest quality businesses in the FTSE 100 and I hope it continues very well.
As soon as there is a significant fall, plan to invest.
(Tagstotranslate) category. Growth-Shares