UK FTSE 100 Best & Worst Performers In 2012
In this 2012 Performance category we’ll examine the 5 best and 5 worst performers in the UK FTSE 100 index during 2012.
Analyzing the best and worst performing stocks on a periodic basis is a great way to learn what is moving and why.
It is also a great way to pick out investing themes that may continue to run for a while yet, as well as identifying some company shares that are sitting in the bargain basement.
I’ll be publishing the whole series under the category of 2012 Performance.
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In this article, I will be reviewing the UK FTSE 100.
So without further ado, let’s first take a look at the top 5 performers in the UK FTSE 100 during 2012 to date:
FTSE 100 Best Performers in 2012
|1||Lloyds Banking Group||LLOY||+85.0%||Banks|
|2||Aberdeen Asset Management||ADN||+73.2%||Asset Managers|
|3||TUI Travel||TT.||+70.4%||Travel & Tourism|
|4||Standard Life||SL.||+61.0%||Life Insurance|
|5||Royal Bank of Scotland||RBS||+60.8%||Banks|
The first thing to notice is that the top 5 shares contain 2 banks.
If you are a regular reader of this blog, you may remember my article about the FTSE 100 Best & Worst Performers in 2011.
That article featured these same two banks in the bottom 5 shares for 2011.
This data shows that both banks have ‘bounced’ in 2012 making handsome returns of 60.8% and a whopping 85% respectively.
The third best performer is TUI Travel, which is the largest player in the European holiday market – the owner of Thomson Holidays.
Given the recessions in Europe at present and the pressure on household disposable incomes, it may be a surprise to you that this company is the 3rd best performer in the UK FTSE 100 in 2012.
However, I suspect it has benefited from the dismal performance of its arch rival Thomas Cook Group, whose troubles have probably spooked many of its customers into switching to Thomson’s to book their holidays.
Let us now look at the worst 5 performers…
FTSE 100 Worst Performers in 2012
|96||Morrisons Supermarkets||MRW||-19.4%||Food Retailers & Wholesalers|
|97||Anglo American||AAL||-20.4%||General Mining|
|98||BG Group||BG.||-26.4%||Integrated Oil & Gas|
|99||Evraz||EVR||-30.9%||Iron & Steel|
|100||Eurasian Natural Resources||ENRC||-55.3%||General Mining|
The first thing here to notice is that the worst 5 performers include 3 miners.
ENRC had the worst year by far, losing 55.3% during 2012 compared to 20.4% and 30.9% for the other two respectively.
Commodities had a bad year, generally in 2012 as China infrastructure growth slowed and its demand for commodities to fuel its building programme slowed.
For me, Morrisons Supermarkets is an interesting share to watch for 2013.
It is struggling to compete at the moment but has a number of opportunities for growth, which it is not yet pursuing (unlike its rivals) such as internet shopping and local convenience stores.
There are signs however that Morrisons is starting to address these two opportunities as part of its new strategy and so a recovery in its share price could be on the cards for 2013, much like Tesco did in the latter months of 2012.
What’s your view? Any of these shares tickle your fancy?
Leave me a comment below with your thoughts.