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In contrast to fear movements seen in certain actions through the pond, the Ftse 100 It has been strong in 2025. An increase of 5% means that it is ongoing for its best month in more than two years!
At least part of this is reduced to some of the heavy batters that establish 52 -week fresh maximum.
London Stock Exchange Group
Actions in financial markets infrastructure and data supplier London Stock Exchange Group (LSE: LSEG) Also increase almost 5% in January. But its value has constantly increased for a while: 35% only in the last year.
Look more closely and this begins to make sense. This year, LSEG plans to implement new functions of ai within products in which he has been working with Us tech Titan Microsoft. If everything goes as planned, this development could increase its market share.
The question is how much of this is now a price. The shares are now negotiated with a profit price ratio (P/E) of 30. That seems high considering that the margins have been falling in recent years. The number of initial public offers in the United Kingdom (OPI), another source of income for the company, has also been unfortunate.
With this in mind, it will be interesting to see the market reaction to the numbers throughout the year, which is due at the end of February. This is before we have considered what could happen if global markets have sustained bamboleo. Concerningly, the action proved to be quite volatile during the technological accident after the pandemic.
Experience
Global data company Experience (LSE: Expn) is another first -level member who has been doing the business for shareholders. In fact, it has been flying in January, increasing 14% as I write.
At least some of this has surely been reduced to an encouraging update on trade during the three months until the end of 2024 “.Another strong room“It led to the company to inform an 8% increase in total income. Commerce in North America was particularly robust, supported by its company to company segment.
Again, this is not an action for stock hunters. Experian shares the hands change for 32 times the profits of the fiscal year 2015. Then, this is possibly another candidate for a great fall if (and the keyword is 'yes') the feeling of the investor changes down for any reason. It is also worth noting that competition in this line of work is growing.
Like LSEG, go to my observation list for now.
Halma
Complete our trio of actions that experience great impulse is a technology provider that saves lives Halma (LSE: HLMA). Its value has increased by a percentage similar to Experian in January. Based on how 2024 ended, this is not a big surprise.
In November, the company's shares shot at almost 10% in a single day after it registered a 13% increase in half -year revenues (at £ 1.07 billion) and 18% profits (little by little more than 209 million). In addition to maintaining its guide for the whole year, management also chose to increase the provisional dividend by 7%.
But Halma is far from being cheap to buy. AP/E of 34 for the current financial year makes it the most expensive of the three. And its acquisition growth strategy depends naturally on finding enough good businesses to buy.
The Berenberg runner has an objective price of 3250p, but this is another that I prefer to buy when investors are afraid.
I am looking at everyone closely for now, but I'm not buying yet.
(Tagstotranslate) category. Growth-Shares