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From: Denc 🗡
Int Brexit great… CAC 40: Delivered an annualized compound return of roughly 4.40% from 2000 to 2026. It experienced strong re-rating phases, heavily supported by global luxury goods (LVMH, Hermès), cosmetics, and aerospace. FTSE 100: Delivered an annualized compound return of roughly 4.27% over the same 2000–2026 timeframe. Post-Brexit (2016), the London market suffered from prolonged stagnation and lower relative valuations compared to continental peers. Valuation and MultiplesP/E Discount: The FTSE 100 trades at a cheaper forward P/E multiple (often tracking near 12x or lower), weighed down by older economy sectors like traditional oil, gas, and mining.Sector Drivers: The CAC 40 commands a higher valuation multiple because its top components capture high-margin, global consumer discretionary spending rather than strictly domestic or heavy commodity output.

Current Thread	Author	Time
Things you didn’t know number 577643578…...[more]	Denc 🗡	14:25:30
>> Imagine wanting to be compared to the French.	Free Thinking Doggie	18:39:53
>> Do you not like them?	Hamsterwheel	20:02:07
>> Nobody likes the French.	Free Thinking Doggie	20:41:42
>> Probably because it’s tosh...[more]	Hamsterwheel	14:34:50
>> Too close to call…...[more]	Denc 🗡	16:12:33
>> Nope, I gave the £ equivalents	Hamsterwheel	16:41:42
>> But CAC is only 40 companies. The top 100 French companies are going to be ... [more]	Denc 🗡	16:13:35
>> Hmm… Nope...[more]	Hamsterwheel	16:47:22
>> That’s the full listing, do the top 100	Denc 🗡	17:04:50
>> Ok 😀 An exact, singular total value for the top 100 French listed ... [more]	Hamsterwheel	17:27:46
>> 20 years ago it was no contest	Denc 🗡	17:05:27
>> Since Brexit…...[more]	Denc 🗡	17:08:55
>> Britian run by new age woke bolshevics, that's the problem. First in ... [more]	LP12	17:25:12
>> but despite brexit, not because of	LP12	17:25:50
>> Seems a coincidence	Denc 🗡	20:56:43
>> being enthralled about the cac 40 when we have things like this ... [more]	LP12	17:35:04
>> Int Brexit great…...[more]	Denc 🗡	14:31:14
>> cac built on cac. when Shit hits fans people will want solid stuff that produces ... [more]	LP12	15:32:39
>> And the world’s biggest plane company. Aero engines, cars, fighter jets, ... [more]	Denc 🗡	16:09:53
>> In recent annual financial cycles, Boeing generated roughly $90 billion in ... [more]	Hamsterwheel	20:03:16
>> Boeing does other stuff ...[more]	Denc 🗡	20:51:26
>> Have you watched the Netflix documentary. I am beginning to believe ... [more]	Denc 🗡	20:58:18
>> I’ve already got 8 Embraers 🤪 🚬 🗑️	Hamsterwheel	21:10:39
>> But never flown on one.	Denc 🗡	21:24:36
>> Here.....[more]	Denc 🗡	21:00:28
>> I fly on them all the time. I pointed out to the govt here that a ... [more]	Denc 🗡	21:23:00
>> Yes, that article has a pic of one of mine, ta 😀	Hamsterwheel	21:15:15
>> Recent Telegraph update on Embraer...[more]	Hamsterwheel	21:17:50
>> And the Chinese	Denc 🗡	21:00:49

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