DAILY BULLETIN Friday 2 December 2016 | | | It's easy to look at Brexit and come to the conclusion that it will be bad for all UK-focused companies. After all, it brings uncertainty, change and a potentially negative impact on the UK's overall economic performance. However, as with any situation, there will be winners and losers. Some companies will see their sales and profitability fall if reduced spending and investment become a reality. However, other companies could record little change in their performance, while some will inevitably benefit from Brexit. Among those companies which are well-placed to prosper from Brexit is Whitbread (LON:WTB). The Costa and Premier Inn owner has a loyal customer base, which means that its sales performance may be more akin to a consumer staple than a consumer discretionary. Further, Premier Inn in particular could benefit from consumers trading down to budget hotel options, while the company's international growth potential remains high. Therefore, in my opinion Whitbread will prosper from Brexit. | | LATEST STORIES FROM OUR BLOG | | | by Zak Mir | Trading | 1 mins. to read Amur Minerals (LON:AMC) was a hero stock for private investors in the first half of last year, moving from below 10p to over 40p in ultra quick time. | by Evil Knievil | Evil Diaries | 1 mins. to read For most investors, it's been a case of 'so far, so good' since the EU referendum. The only real impact of the result to leave the EU has been a weaker pound, which has benefited exporters and put pressure on importers. | | by Zak Mir | Trading | 1 mins. to read Following on from yesterday's look at Metal Tiger (LON:MTR), we have a company which has been helped by its association with it, Red Rock Resources (LON:RRR). | | by Robert Stephens | Equities | 4 mins. to read For most investors, it's been a case of 'so far, so good' since the EU referendum. The only real impact of the result to leave the EU has been a weaker pound, which has benefited exporters and put pressure on importers. | | by Victor Hill | Economics | 11 mins. to read Every school kid now knows that if the British government wants to fulfil the will of the British people expressed last June they have "to trigger" or, "to invoke" Article 50 of the Treaty of Lisbon (2007). | | "I don't think anyone should write their autobiography until after they're dead." Samuel Goldwyn | | | MASTER INVESTOR VIDEO EXCLUSIVE | | | Is your portfolio ready for a 2008-style financial crisis? - Bank valuations already at lowest point since 2008 - a precursor to another blow-up.
- A real risk of Italy leaving the Euro, French insolvency, and Germany writing off huge loans to Southern Europe.
- Disruptive political events, like Brexit or the US election, threaten to throw markets off course.
- Will China's debt bubble finally burst, just when no-one expected it?
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