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Securities markets remain a sea of red for the third consecutive day as tensions related to trade over low heat. He Ftse 100 The leading actions index was 1.5% on Monday as concerns about the global economy grew.
These two actions have also valued recent sessions. But I think they are bright lifeboats to consider in the current situation. Here is why.
Fresnillo
Even insurance precious metals have collapsed amid the broader collapse of the financial market. Gold and silver have been reversed sharply, which in turn has extracted the Mexican mining stock Fresnillo (LSE: Fre) much lower.
The large amount of profits partly explains this acute fall (the gold values reached new spikes above $ 3,170 per ounce last week). It is likely that the margin calls of the runners have driven some investors to liquidate their gold positions.
Finally, the decision of President Trump of (until now) exempt the yellow metal from the new US trade rates. UU. He has promised a little setback.
The new developments in the fast movement commercial front could cause greater volatility of prices for metal values and the price of Fresnillo shares. The FTSE 100 Mine's dropped 13.1% during the last week.
But I am optimistic that both prices could recover strongly in the current macroeconomic and geopolitical climate. Even eliminating continuous concerns about commercial tariffs, returning inflationary pressures remains a very real threat. Then there are signs of durable stress in China's economy, the growing concerns about the expansion of political conflicts and the strong interest of the central bank in gold.
Even at current prices, the miner enjoys excellent profit margins: maintenance costs completely in (AISC) for their gold mines were around $ 1,800 per ounce last year.
The recent weakness of prices means that the price of Fresnillo's shares is now quoted in a price to profit ratio (P/E) 12.9 times. This is based on the expectations of the city so that annual profits increase 127% in 2025.
This represents excellent value in my book. A term gain price growth (PEP) of 0.1 also illustrates the decent value of Fresnillo.
Supermarket reit
Retail exposure are currently supporting a massive uncertainty as commercial wars intensify. Companies like these face the threat of growing costs and weaken from income if consumers become higher prices.
This threat extends from the retailers themselves to real estate investment trustees (Reit) that rent a commercial space. However, such threats are much less serious for Supermarket income reit (LSE: Supr) that for many of his classmates, and could (in my opinion) make it worth a serious consideration.
For one, the Ftse 250 The business, as the name implies, focuses on the retail food market. People still need to eat any social, economic or political crisis that raises their heads, which means that the profitability among their tenants remains largely stable in the long term.
The Reit supermarket also has a list of blue chips tenants, including Aldi, Sainsbury's and Tesco. The possibilities of these retailers from breaking the terms of their holdings are thin.
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The profits here are proposed to remain unchanged in this financial year (until June 2025). This means that it quotes in a reasonable P/E relationship 12.1 times for this financial year.
With the business also packing a dividend yield forward of 8.2%, I think it is another safe price refuge at this time.
(Tagstotranslate) category. Investing