Stock analysis posts tagged "uk equities" from Openbook.
Softcat's FY26 underlying operating profit rose 19.4% to £215.1m, yet the shares fell on an FY27 guide that excludes the $1.05bn GDT acquisition.
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.
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.
A £550m rights issue at 250p, a dividend rebased to about £125m and £3.6bn of AMP8 capex: Pennon's second equity call in 20 months, and what it funds.
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.
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.
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.
A Tesco stock analysis grounded in the FY2025/26 preliminary results. It covers segment margins, UK market share, free cash flow and the reported Central Europe sale.
Barratt Redrow closed up 11.7% at 345.20p after the government confirmed a 2.5%-deposit equity loan scheme, two weeks after it cut FY27 completions.
Revenue up 90% to USD 256.9m, units up just 17%: Raspberry Pi's record half was largely a memory price pass-through management says is already moderating.
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.
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.
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.
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.
The district attorney closed its criminal probe and Melrose capped claims at $100m. But the buyback is still paused and guidance excludes it.
The FTSE 250 record high is a supply signal, not a recovery signal. Mid-cap Britain is being bought and delisted faster than it is being replaced, and the index rises as the market shrinks.