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#FTSE 100
Stock analysis posts tagged "FTSE 100" from Openbook.
UK Market Breakdown: Banks Rally, Builders Slump, Week of 26 October 2026
John Healey's first Budget spared the banks and hit the housebuilders, leaving the FTSE 100 flat for the week to Wednesday's close while the FTSE 250 gained 1.7%. HSBC, Reckitt and GSK all fell on results.
Is Reckitt Stock a Good Investment in 2026? RKT Fundamentals Explained
Reckitt cut full-year revenue growth guidance to 3.5%-4.5% after Lysol capacity limits hit North America. Shares closed 4.85% lower at 5,218p.
Is Smith and Nephew Stock a Good Investment in 2026? SN Fundamentals Explained
Smith & Nephew's talks to merge with J&J's DePuy Synthes unit collapsed over who would be chief executive, ending a deal valuing the business at up to $22bn.
Is Rentokil Stock a Good Investment in 2026? RTO Fundamentals Explained
Rentokil closed 8.61% higher at 341.80p after a Q3 update with 3.4% organic growth, a $200m buyback and the CFO's retirement all landed at once.
Inflation at 3.5% broke London's refuge trade: the FTSE 100's week
UK inflation at 3.5% took away the rate-cut cushion, and London's refuge trade broke: the FTSE 100's first weekly fall in three weeks, down about 2%.
UK Market Breakdown: Barclays Probe, Hot CPI Bite, Week of 19 October 2026
The FTSE 100 fell about 1.2% over the week's first three sessions as a Bank of England examination of Barclays knocked the banks and September inflation came in hotter than forecast at 3.5%. Energy was the one sector consistently in the green.
NatWest (NWG) Stock Analysis: Revenue Growth, Profit Margins and Valuation
Reports say the UK bank surcharge may rise to 8% from 3% at the 28 October Budget. KBW puts the cost at £2bn a year and about 6% of lenders' earnings.
London's refuge week: the FTSE 100's highest close since August
Tokyo fell 4.9% in a session and Seoul 6.12%, yet the FTSE 100 closed Thursday at 10,840.35, its highest since 26 August. Composition, not optimism.
How Experian (EXPN) Makes Its Money: Credit Data Fundamentals
This Experian stock analysis sets out FY26 revenue of US$8,425m, a 28.6% benchmark EBIT margin and the regional mix behind EXPN shares, plus the dividend, buybacks and leverage picture.
Aviva (AV) Shares: Motor Cover, Pensions and Wealth Platforms
An Aviva share price analysis of how the FTSE 100 insurer earns across general insurance, protection and wealth, and what the H1 2026 numbers show.
UK Market Breakdown: Banks Lead, Pill Cools Hikes, Week of 12 October 2026
The FTSE 100 hit a three-week high after the Bank of England's Huw Pill questioned market bets on four rate rises. Banks led Monday's rally, while London Stock Exchange Group slid on a $3.5bn deal.
Is LSEG Stock a Good Investment in 2026? LSEG Fundamentals Explained
LSEG confirmed talks to buy Permira's Octus for about $3.5bn and the shares fell around 5%. The price is roughly 2.7x the 2022 mark, with no EPS case.
Melrose Fundamental Analysis: MRO Revenue, Margins, Debt and Valuation
A $125m Garden Grove settlement has been filed in court. Melrose closed up 3.47% at 465.40p on a number it can absorb and a reiterated Q4 restart.
Gilts at 6% and oil at $105: how London still ended the week up
Gilts touched 6% and Brent hit $105.60, yet the FTSE 100 still finished the week about 0.9% higher. Friday's miner-led rally did all of the work.
Inside Vodafone (VOD) Shares: German Cable to African Mobile Money
A Vodafone stock analysis of the FY26 results and Q1 FY27 update, covering German broadband, VodafoneThree and African mobile money. Looks at revenue, margins, net debt and the dividend.
Imperial Brands (IMB): What the Fundamentals Show in Five Markets
An Imperial Brands stock analysis of the FY2025 and H1 FY2026 figures. It covers the five priority markets, NGP growth, cash conversion and the dividend.
UK Market Breakdown: Gilts at 6% Erase FTSE Gains, Week of 5 October 2026
The FTSE 100 gave back two days of gains on Wednesday as the 30-year gilt yield returned to 6%, knocking Prudential, Standard Chartered and HSBC. Informa struck a £2.24bn deal for Clarion and Asos slid on a hacking claim.
Is Informa Stock a Good Investment in 2026? INF Fundamentals Explained
Informa has agreed a £2.24bn deal for Clarion Events and launched a separation of Taylor & Francis, funding part of it with a £940m equity raise.
Is BT a Good Long-Term Investment? BT Growth, Profitability and Risks
BT has rescued TalkTalk from administration at an estimated £400m cash cost, adding 2.5 million customers — and triggering a public interest review.
National Grid Stock Analysis: What the Latest NG Results Mean for Investors
National Grid now expects FY27 EPS growth slightly above 13%-15%, but the entire upgrade comes from a £130m one-off gain in its Ventures division.
BP Stock Analysis 2026: BP Share Price, Earnings and Outlook
Brent settled at USD 100.32 as Middle East exports topped pre-war levels and the G7 freed 100m barrels. BP's deleveraging is the most oil-levered in the UK.
The 30-year gilt broke 6%: how London lost 233 points this week
A 30-year gilt yield above 6%, a 1.68% Thursday rout and a badly missed US jobs report: the week London's bond market, not its politicians, set the agenda.
UK Market Breakdown: Mid Caps Beat Blue Chips, Week of 28 September 2026
London's blue chips and its mid caps parted company in the week to Wednesday's close, as a new government equity-loan scheme sent housebuilders and their suppliers sharply higher while miners and energy dragged the FTSE 100 lower.
Gilts and oil ran London's week: the FTSE 100 added 64 points
London's week in review: the FTSE 100 gained 64 points, yet the gilt market and a $7 round trip in Brent crude, not company results, decided the path.
Wires, Wind Farms and Hydro Dams: SSE (SSE) Stock Analysis
SSE stock analysis for the FY2026 results, the RIIO-T3 price control and a 33 billion pound capital plan. What the numbers show and what would change them.
What Drives Coca Cola Europacific (CCEP) Shares: Europe to Australia
This Coca-Cola Europacific Partners (CCEP) stock analysis looks at the bottler behind the brand: H1 2026 revenue, margins, net debt and the dividend.
UK Market Breakdown: Oil Round Trip, $9bn IPO, Week of 21 September 2026
The FTSE 100 closed Wednesday at 10,719 after three sessions steered by the oil price, while Airtel Africa confirmed plans to float Airtel Money in London at up to $9bn. Kingfisher raised guidance and Craneware slumped a quarter.
Kingfisher Stock Analysis: What the Latest KGF Results Mean for Investors
Kingfisher raised full-year profit guidance to £595m-£635m after H1 adjusted pre-tax profit rose 9.9% to £404m. The shares closed about 8.6% higher.
IAG Share Price Analysis 2026: IAG Performance, Fundamentals and Risks
Brent has fallen back to around USD 100 while jet fuel sits near USD 182. That gap, not the crude headline, is what moves IAG's EUR 8.3bn fuel bill.
London's week: the Fed hiked, but the gilt market moved the FTSE
Oil opened London's week above $108, but it was the Bank of England's decision to stop selling long-dated gilts that moved the FTSE 100 most.
Haleon (HLN): What the Fundamentals Show in the Medicine Cabinet
This Haleon stock analysis covers the consumer health group behind Sensodyne and Panadol: FY2025 and H1 2026 figures, margins, dividend and risks.
3i Group (III) Fundamentals: Private Equity and Discount Retail
This 3i Group stock analysis examines how Action came to be three quarters of the portfolio, and what the latest NAV, dividend and gearing figures show.
UK Market Breakdown: Builders Fly as Gilts Ease, Week of 14 September 2026
Barratt Redrow jumped almost 12% on Wednesday as gilt yields backed away from 19-year highs, capping three choppy London sessions in which oil, UK inflation at 3.1% and a weak jobs report pulled the FTSE 100 in every direction.
Marks and Spencer (MKS): Shares Rise as Payrolls Fall 26,000
UK payrolls fell 26,000 in August and Marks and Spencer rose 2.64 percent. Why the rate read behind that move is not the one the market assumed.
Fresnillo (FRES): Spot Silver Falls 20 Percent Below H1 Price
Spot silver at USD 62.82 sits 20 percent below the price Fresnillo realised in the first half. What the precious metals unwind leaves the LSE miner.
Shell (SHEL): Brent Near 108 After Saudi Pipeline Shutdown
Saudi Arabia shut the pipeline that let its crude bypass Hormuz, and Brent traded near $108. Shell is at a record high, so how much is already priced?
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.