5 FTSE 100 stocks to look at in October

Only a small number will be seen in October FTSE 100 The company posts updates. But, among the few, we see a good representation of the various futsal sectors. Here are five to pay attention to as I probably bought.

We are getting the results of the first half Tesco (LSE: TSCO) 6 October. Statistics will be available throughout the end of August, so in post-lockdown conditions. I want to see how home delivery is now holding that buyers have more freedom to go shopping for their groceries, but they please.

The first quarter, until May, showed modest growth. Similar retail sales grew 8.1% in two years, while UK sales grew 9.3%. At the time, Tesco said, “Two years of UK growth.”Includes the benefit of retaining customers who consume more food at home than pre-covid-1vs. ”Growth was at its peak in March before restrictions slowed down.

I really want to see how that trend continues now that eating out is becoming more acceptable. I don’t expect that we will return to the pre-epidemic stage of social activity for some time. But I wonder if the slowdown in growth could put pressure on Tesco share prices in the coming months.

Shares of Tesco have been rising since July. It will be interesting to see what happens to them on the day of the result. I doubt it could prove an indication for the rest of the year.

Best FTSE 100 Bank?

Barclays (LSE: BARC) is arguably the strongest FTSE 100 bank. The company will bring a Q3 update for us on October 21 and it will enter the post-Corona economic environment. We are already seeing rising inflation, with the year-on-year figure reaching 3.2% in August.

And although we’ve seen some economic improvements when things started to open up, it has boiled down a bit. Add to the mix the problems of rising energy prices and increasing supply chains and make them potentially attractive for economic times. What does this have to do with Barclays? I would like to take his perspective for the rest of the year and see what potential impact it could have from the change in the economy at the bottom line.

Fortunately, Barclays, like a bank, is more resistant to the UK’s economic woes Lloyds Banking Group With its single UK focus. And I wonder if Barclays ’international outlook and its investment banking branch can give it an edge in the next year or two.

Barclays shares are one of the largest P / E properties in the FTSE 100 financial sector. Could this put some pressure on share prices in the winter months? If prices go down, I can add Barclays to my portfolio.

Inflationary pressures

Also October 21, we are coming from a Q3 trading statement Unilever (LSE: ULVR). In the first days of the Kovid-1 pandemic epidemic, its share price exceeded the FTSE 100. There was a huge demand for cleaning products, especially disinfectants. And that makes the company Dettol There was money. But the boom was short-lived. So far in 2021, shares of Unilever have fallen 8% and in the last two years they have fallen 16%.

One reason for this is that as epidemic panic subsides, those sales are closing again. The additional demand for cleaning accessories also affects the supply chain, increasing the cost of the items needed to make Unilever products.

Inflationary pressures will eventually eat away at consumer prices. But in the meantime, Unilever could face a margin squeeze. Indeed, in the interim, the company’s operating margin has declined by one percentage point.

For me, the Q3 update will be about sales growth. If we see that, especially in the developed world, slow, share prices may fall. I hope this happens, because it could make Unilever shares an unworthy purchase for me.

FTSE 100 Pharma Weakness

There is a Q3 update from GlaxoSmithKline (LSE: GSK) October 27. It is an FTSE 100 pharmaceuticals company that has not dominated Covid research, although it has done some work in the field. This probably shows the share price, which has fallen 15% in the last two years.

By comparison, Astrageneca At the same time the share price has risen 21%. And over the five years, the contrast has intensified. GSK shares down 14%, AZN rose 68%.

But GlaxoSmithKline has still posted positive results. In the first half of this year, Q2 sales rose 6% on the actual exchange rate. The firm’s areas of respiratory, immuno-inflammatory treatment and oncology specialization have achieved particularly strong. There has also been a big leap in vaccine sales.

Where the statistics probably failed in the reported EPS, which decreased by 39%. But in integrated terms, the company calculates a 46% profit. Dividends have another weakness, which has not been picked up for many years. And it only stays thin by earning. Still, I’m sure GlaxoSmithKline shares are cheap, with a P / E of just 12-13.

Reliable oil reserves?

Finally, we have third-quarter updates Royal Dutch Shell (LSE: RDSB). Fuel companies are in the news because of the ongoing gas price crisis. And shale shares have reached a six-month high this week, so are there oil stocks on the way back?

After the oil and gas sector was hit in these new ‘Net Zero’ days, shale shares are still down 35% in two years. Shell is selling some of its assets, and the company released the latest update to that strategy on September 20th. The company is selling its Permian business to ConocoPhillips for .5 9.5 billion in cash.

This seems most likely behind the recent price rise, at least in part. What makes it particularly interesting is that Shell said some cash. “অতিরিক্ত 7 billion will be used to fund additional shareholder distributions. ”

However, as an FTSE 100 earnings investor, I welcome that there are more important issues with dividends. After the big cut of 2020, the yield on the current shell share price does not exceed 3%. Should I buy a shell today? I see a lot of uncertainty in the sector, so I will save the verdict until at least Q3 time.

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Allen Oscroft owns shares in Lloyds Banking Group. Motley Full UK has recommended Barclays, GlaxoSmithKline, Lloyds Banking Group, Tesco and Unilever. The opinions expressed in the companies mentioned in this article may differ from those of the authors and therefore the official recommendations we make on our subscription services such as Share Advisors, Hidden Winners and Pro. Here at The Motley Flower we believe that considering a variety of insights makes us a better investor.

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