ArticlesTagged: ftse 100

#ftse 100

Stock analysis posts tagged "ftse 100" from Openbook.

A single sugar beet lying on parched, cracked earth beside a rusted, unused factory gate
Market Spotlight

Associated British Foods (ABF): Sugar Losses Set to Double in 2027

ABF upgraded FY26 earnings and the shares still fell 9.1 percent. Sugar losses guided to 70m-170m pounds for FY27 reset the base ahead of the demerger.

Jack Green·11 Sept 2026
A battered metal oil drum balanced at the edge of a rain-slicked London curb, just catching a shaft of morning light after a week of storms.
Week in Markets

Oil's 13% week: London's five-day slide and Friday's reprieve

Brent rose 13% to a four-month high of $109.97 and the FTSE 100 fell five sessions running. What our daily London notes flagged, and how the week resolved.

Jack Green·11 Sept 2026
An open pit copper mine terraced into dry desert rock under a clear sky.
Individual Stock Analysis

Antofagasta (ANTO) Shares: Copper, Molybdenum and Chilean Mines

Antofagasta stock analysis covers a copper producer with four Chilean mines. H1 2026 brought record margins on higher prices and 9 per cent lower output.

Jack Green·10 Sept 2026
Rows of oak whisky barrels stacked on racks in a dim maturation warehouse.
Individual Stock Analysis

Breaking Down Diageo (DGE) Shares: Scotch, Tequila and Stout

A Diageo stock analysis built on the FY2026 accounts: net sales, the North America slowdown, the rebased dividend, and reading pence quotes against dollar earnings.

Jack Green·10 Sept 2026
A metal oil can teetering on the edge of a worn wooden table as marbles tumble from the other end
Weekly Market Breakdown

UK Market Breakdown: Oil Tops $100, FTSE Slides, Week of 7 September 2026

Brent crude pushed above $100 a barrel on Wednesday and the FTSE 100 fell 1.38%, its worst session of the week so far. Victrex, Energean and Antofagasta rose, while Computacenter reversed a results-day rally.

Openbook Analytics·10 Sept 2026
A sturdy tree standing alone in a recently cleared forest, its lower branches freshly cut but new leaves sprouting at the crown
Market Spotlight

Entain (ENT): FTSE 100 Exit Confirmed as Gaming Duty Hits 40%

Entain leaves the FTSE 100 on 18 September after a 30% fall, yet its own CFO says it is taking share as rivals buckle under a 40% gaming duty.

Jack Green·4 Sept 2026
A narrow strait of choppy water with a line of oil tankers slowed to a crawl, distant refinery chimneys hazy on the horizon
Week in Markets

Oil up 8%, gilts at 2008 highs, FTSE 100 flat: London's week

Oil rose 8% and gilt yields touched their highest since 2008, yet the FTSE 100 closed at 10,823.71 — barely moved. The four London sessions, reviewed.

Jack Green·4 Sept 2026
A cracked teacup perched on the edge of a rain-soaked garden table, with ripples spreading in the puddles below
Weekly Market Breakdown

UK Market Breakdown: Gilts Bite, Bidders Circle, Week of 31 August 2026

London's two-session week was dominated by a global bond rout: 10-year gilt yields hit their highest since June 2008 and the FTSE 250 fell to a one-month low, even as three UK companies agreed takeovers in a single day.

Openbook Analytics·3 Sept 2026
A thick rope with a frayed end neatly tied off by a fresh knot, resting on a wooden table beside an unopened envelope
Market Spotlight

Reckitt Won the First NEC Bellwether. What That Actually Prices

A unanimous federal jury cleared Reckitt's Mead Johnson unit in the first NEC bellwether. The shares rose 4.3% - here is what one verdict prices.

Jack Green·2 Sept 2026
A sturdy copper pipe with a steady stream of water flowing through it, while a measuring cup beneath catches less than expected, set on a rocky, rain-dampened surface.
Market Spotlight

Copper's Squeeze Broke but the Price Held: Antofagasta's Read

The LME copper backwardation hit $550 a tonne, then collapsed in 48 hours. The price barely moved. What that split means for Antofagasta and LSE peers.

Jack Green·28 Aug 2026
A carpenter’s spirit level resting perfectly balanced on a rough wooden workbench, surrounded by scattered nails and shavings.
Week in Markets

London's flat week: the FTSE 100 ended 1.29 points higher

Five sessions, a six-day winning streak, a 0.8% slump and a Friday rebound left the FTSE 100 up 1.29 points on the week. Little of it was British news.

Jack Green·28 Aug 2026
Rows of stacked shipping containers waiting beside gantry cranes at a busy port terminal.
Individual Stock Analysis

Standard Chartered (STAN) Stock Analysis 2026: Asia Trade Corridors

A Standard Chartered stock analysis of the FTSE 100 bank: H1 2026 income, returns and capital, and the Asian trade and wealth flows behind the numbers.

Andrew Menzies·27 Aug 2026
A sturdy watering can overflowing into a half-built birdhouse while a small puddle forms nearby
Weekly Market Breakdown

UK Market Breakdown: Housing Cash Lifts Builders, Week of 24 August 2026

The FTSE 100 spent Monday to Wednesday inching towards 10,900 before easing back, while a near-£10bn government affordable-homes allocation gave Vistry its best day since 2020 and a third straight fall in Brent weighed on BP and Shell.

Openbook Analytics·27 Aug 2026
A sturdy wooden chest with its lid open, revealing a neat stack of cash inside, while a shadowy pile of unpaid bills and official-looking envelopes sits just beyond its reach
Market Spotlight

Melrose After Garden Grove: What the $100m Does Not Cover

The district attorney closed its criminal probe and Melrose capped claims at $100m. But the buyback is still paused and guidance excludes it.

Jack Green·26 Aug 2026
A sturdy bridge under repair with scaffolding on one side and traffic cautiously crossing over, while a toolbox sits open beside unfinished work.
Market Spotlight

Smith+Nephew After the CFO Exit: What the Turnaround Numbers Say

Smith+Nephew fell 3.5% when its CFO quit for Baxter. The turnaround numbers underneath are better than the revenue line suggests — and unfinished.

Jack Green·22 Aug 2026
A sturdy wooden bridge with a missing plank near the middle, its span intact but travelers on one side hesitating to cross
Market Spotlight

Why the JD Sports Share Price Fell: A £50m Cut, £644m Gone

JD Sports cut profit guidance by £50m and lost £644m of value in a day. The regional split says this is a North America problem, not a UK one.

Jack Green·22 Aug 2026
Rows of bound legal reference volumes lining the wooden shelves of a law library.
Individual Stock Analysis

RELX (REL) Shares: Legal, Scientific and Risk Data Subscriptions

A RELX stock analysis of how the FTSE 100 information group earns its revenue, and what the latest reported growth, margin and debt figures show.

Andrew Menzies·21 Aug 2026
Rows of server racks with bundled cables inside a data centre hall.
Individual Stock Analysis

Where London Stock Exchange Group (LSEG) Shares Get Their Income

A London Stock Exchange Group (LSEG) stock analysis of how its income splits. We look at H1 2026 margins, subscription growth and capital returns.

Jack Green·21 Aug 2026
Bottles of household disinfectant and cleaning spray lined up on a shop shelf.
Individual Stock Analysis

Reckitt Benckiser (RKT): What the Fundamentals Show in Germ Protection

A Reckitt Benckiser stock analysis of the H1 2026 numbers: revenue, margins, dividend, the Essential Home disposal and the unresolved Mead Johnson exit.

Andrew Menzies·21 Aug 2026
A kettle simmering steadily on a stove while a single droplet of water trembles on the spout
Weekly Market Breakdown

UK Market Breakdown: Oil and CPI Pin the FTSE 100, Week of 17 August 2026

The FTSE 100 ended Monday to Wednesday all but flat as Brent near $92 lifted BP and Shell, while UK inflation rose to 2.9% and the FTSE 250 slipped 0.9%. Kainos and Made Tech surged on guidance upgrades; Smith & Nephew fell as its finance chief quit.

Openbook Analytics·20 Aug 2026
Stacks of copper cathode sheets waiting on pallets in a metals warehouse.
Individual Stock Analysis

Glencore (GLEN) Shares: Copper, Coal and a Global Trading Desk

A Glencore share price analysis of the miner and its trading desk: what the H1 2026 numbers showed, how cash gets returned, and the risks to watch.

Andrew Menzies·14 Aug 2026
A partially built naval ship hull standing in a covered dockyard hall during construction.
Individual Stock Analysis

BAE Systems (BA): What the Fundamentals Show in Jets and Ships

A BAE Systems stock analysis of the FTSE 100 defence group: what its five segments earn, what the H1 2026 numbers show, and which risks matter most.

Andrew Menzies·14 Aug 2026
A row of stainless steel serving counters holding trays of hot food in a large staff canteen.
Individual Stock Analysis

Compass Group (CPG) Stock Analysis 2026: Canteens and Contracts

A Compass Group stock analysis of the FTSE 100 caterer: how contract catering earns its margin, what FY2025 and H1 2026 show, and what to watch.

Andrew Menzies·14 Aug 2026
A kettle left whistling and steaming on a stove as a cracked teacup sits nearby
Weekly Market Breakdown

UK Market Breakdown: Hormuz Oil Stalls FTSE 100, Week of 10 August 2026

London's blue chips slipped in all three sessions from Monday to Wednesday as Brent crude neared $90 a barrel, with Imperial Brands, Spirax and Legal & General among the fallers while Balfour Beatty hit a record high.

Openbook Analytics·13 Aug 2026
Rows of broad green tobacco leaves growing in a sunlit field.
Individual Stock Analysis

British American Tobacco (BATS): Nicotine Portfolio Fundamentals

A British American Tobacco stock analysis: how BATS earns from cigarettes and smokeless nicotine, and what its dividend, debt and risks show.

Jack Green·7 Aug 2026
High-voltage electricity pylons carrying transmission lines across open countryside.
Individual Stock Analysis

National Grid (NG) Stock Analysis 2026: Wires on Two Continents

A National Grid share price analysis of the FY2026 results: record 11.6bn capital investment, 78.0p underlying EPS and the new RIIO-T3 price control.

Jack Green·7 Aug 2026
A porcelain teacup wobbling on a saucer as a spoon stirs a swirl of dark liquid
Weekly Market Breakdown

UK Market Breakdown: FTSE 250 Records, Astra Slides, Week of 3 August 2026

AstraZeneca fell 9% on a reported Bristol Myers Squibb merger approach, Prologis agreed a £14bn deal for SEGRO, and a slide in oil reshaped London's week as the FTSE 250 set back-to-back record closes.

Openbook Analytics·6 Aug 2026
A battered oil can teetering atop a stack of smooth river stones, one stone slipping from the pile
Weekly Market Breakdown

Market Breakdown: Oil Swings Lift London to a Record, Week of 27 July 2026

London's blue chips closed at a record on Wednesday as oil swung from an 8.7% slump to a 7.9% rebound, while Wall Street suffered its worst day since April 2025. Unilever, Croda and Rio Tinto led the FTSE 100 higher; Barclays fell.

Openbook Analytics·31 Jul 2026