The team start this week's episode with results from UK IT resellers Bytes Technology and SoftCat plus Dutch chip equipment making giant ASML and ask are tech valuations now a headwind. James runs through the latest updates from consumer firms Angling Direct, Marstons, Whitebread and Vertu, which like its peer Motorpoint is 'pedal to the metal' in terms of sales. After solid results from Bellway and a return to positive net fee income growth at Michael Page and Robert Walters, the discussion turns to whether or not the low is in for the housebuilders and recruiters, or whether the jury is still out. Finally there's a quick look ahead to updates from Seraphim Space Investment Trust, payments group Wise and consultancy group XPS Pensions.
