• TT Electronics, more tariffs & S&U: The Companies and Markets Show

  • Apr 18 2025
  • Length: 36 mins
  • Podcast

TT Electronics, more tariffs & S&U: The Companies and Markets Show

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  • Summary

  • We begin with results from electronics manufacturer, TT Electronics (TTG). Michael Fahy and Arthur Sants explain how its North American and European divisions have been performing, and how the senior leadership is changing.


    Tariffs again, but from a different angle. Arthur Sants, our US correspondent, unpacks how tech stocks Apple (AAPL) and Nvidia (NVDA) are faring, what could happen next and which businesses are best set to prosper.


    Last up, Mark Robinson covers motor finance and lender S&U’s (SUS) results. It faces significant uncertainty due to regulatory issues and a Supreme Court ruling taking place in a few months. Mark and Dan explore what it means for the business and its shareholders.


    Timestamps

    1:30 TT Electronics

    10:12 Tariffs and trade

    28:21 S&U

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