Disclosure: I own shares in one or more of the stocks mentioned. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ShareProphets). I have no business relationship with any company whose stock is mentioned in this article.
For me, a combination of earnings updates this week from the mining and banking sectors will give larger cap UK share watchers a bit of a focus. Markets so far in February have broadly copied the positive take seen last November and December, although at least it is now based on actual Covid-19 vaccine tests and being the other side of Brexit deal details. Yes – as discussed via a bunch of names such as DS Smith (SMDS), Whitbread (WTB) and Ibstock (IBST) in recent weeks – the scope for interest in cyclically recovering names remains opportunistic.
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