Hardman & Co analyst Nigel Hawkins presents on market disruption at Mello London.
Yesterday, Hardman & Co analyst Nigel Hawkins presented on the topic of market disruption to a full house at Mello London.
Mello London is a unique investor conference, providing a packed schedule of networking, Keynote Talks, panel sessions and presentations by the UK’s leading businesses and investors.
At Mello’s latest event Nigel highlighted that disruption is afoot in major stock markets. New market opportunities have led to new entrants with staying power and this has, in some instances, significantly impacted the margins of incumbents. Nigel identified the Telecoms, Aviation, and more recently Retail sectors in particular as being amongst those experiencing change. The market success of Aldi and Lidl has seen Tesco’s margins virtually halved much like its share price, and Next recently revealed it’s online sales now account for more than half the retailers revenue.
Future disruption is difficult to predict, however, what is evident Nigel explained, is that discerning investors in the UK need to react. Anticipation of change and assessing new markets and products is becoming increasingly important in these times of disruption.
Nigel Hawkins is the Utilities sector analyst at Hardman & Co.
Nigel is responsible for analysing the UK Utility companies, including those prioritised in the 1980s and 1990s, as well as newer arrivals in the sector. He has been involved in the Utilities sector since the late 1980s, as a feature writer at Utility Week magazine and as an analyst at Libertas Capital. Prior to that, he was the Telecoms analyst at Williams de Broë. Between 1989 and 1995, he worked at Hoare Govett as the Water and Electricity analyst.
Between 1984 and 1987, Nigel was the Political Correspondence Secretary to Lady Thatcher at 10 Downing Street.