Louise 
Supermarket Income REIT has announced today it has submitted an application to migrate to the Premium segment of the London Stock Exchange’s Main Market for listed securities, from the Specialist Fund segment where it has been since IPO in 2017. The growth in the assets of the company, from £100m at launch to over £1.6bn … Read more
Tesco CEO Ken Murphy revealing the one-hour delivery service Whoosh will be available from at least 600 stores by the end of next year.
After the recent rapid portfolio expansion and clarity about our JV, Ben Green, Director of Atrato Capital Limited, our investment adviser, took part in a Q+A with Chris Borland of React News. The interview covered the potential public market mispricing of the private equity deals of Asda & Morrisons, rising inflation and Atrato Group’s growth … Read more
Strong Christmas trading results posted by Tesco
Strong Christmas grocery volumes and market share growth has led to Sainsbury’s updating their profit guidance.
Further strong results in the UK grocery sector, with M&S releasing impressive food Christmas trading results.
Great article from Oliver Shah at The Times showing that elevated sales in Britain’s supermarkets may be here to stay, quoting Shore Capital’s Clive Black view that the sector ‘now enjoys a permanently “elevated sales base” from which to trade’. The UK’s big four grocers are approaching near double-digit sales growth at Christmas, with UK … Read more
Total UK grocery sales down just 3% vs the same period in 2020 during tougher Covid restrictions. Up 8% versus pre-Covid 2019.
We expect inflation to remain one of the dominant themes of 2022. Key question is how will investors allocate to protect capital and returns ?
Investment Adviser
Atrato Capital Limited
3rd Floor, 10 Bishops Square
London E1 6EG
