Two UK shares on my watchlist suffered a punishment beating by the hands of upset buyers final week. So is that this an excellent alternative for far-sighted buyers to think about shopping for these FTSE 100 shares?

The primary is enterprise intelligence, tutorial publishing and occasions specialist Informa Group (LSE: INF), whose shares slumped 9.7% final week. 

This follows a stretch of modest efficiency, with the inventory up simply 3.7% over the previous 12 months. It has climbed 30% over 5 years although, so isn’t precisely a basket case.

Have Informa shares been harshly handled?

Traditionally, Informa has traded at a premium, however the current downturn has introduced its price-to-earnings (P/E) ratio to fifteen.3, which is tempting.

Full-year 2024 outcomes, revealed on Thursday (6 March), triggered the current sell-off. They weren’t all unhealthy information although.

Revenues climbed 11.4% to £3.55bn, whereas adjusted working revenue jumped 16.5% to £995m. Free money movement surged 28.6% to £812.1m. What’s to not like?

On this case, it was a disappointing outlook. The board predicts underlying income development will sluggish to only 5% in 2025. A wider concern is that if international economic system struggles, as Donald Trump’s tariffs chew, the occasions business may see attendance and sponsorship revenues decline.

On the plus aspect, a three way partnership with the Dubai World Commerce Centre ought to open up new traces of income within the Center East.

The inventory solely yields 2.6% however the board hiked the dividend by 11.1% final week. It paid £425m share buybacks in 2024 too. The full money return is to £675m. I believe the market was a bit too robust on Informa final week.

Time to think about Bunzl shares?

Distribution group Bunzl (LSE: BNZL) has been on my watchlist for yonks. It’s the FTSE 100’s perennial darkish horse and a stable long-term performer, till lately.

The Bunzl share price fell 8.7% final week, and it’s flat over 12 months. Though over 5 years, it’s up 60%.

That’s much like Informa and right here’s one thing else they’ve in frequent. Bunzl additionally launched a poorly obtained set of full-year outcomes final week, on Monday 3 March.

Adjusted working revenue rose a wholesome 7.2% at fixed trade charges to £976m, however statutory working revenue edged up simply 1.3% to £799m.

Revenues rose simply 0.2% on a reported foundation to £11.8bn. They’ve now idled for the second yr in a row, as deflation squeezes costs amid robust competitors.

Bunzl’s profitable technique of development by means of acquisitions shines undimmed, however it must, amid indicators of a slowdown in its core operations. The trailing yield is 2.4%. Nonetheless, the board did raise the full-year dividend by a wholesome 8.2%. That’s prolonged its observe document of annual dividend development to a powerful 32 consecutive years.

I believe each Informa and Bunzl are effectively price contemplating with a long-term view. However I believe the following yr or two may stay sticky, amid international uncertainty. I like each, however wouldn’t go so far as calling them unmissable buys.