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Openbook author
Ovidio Bajel
Equity Analyst, Openbook
Equity analyst at Openbook, covering UK-listed companies, sectors and market structure.
Every piece uses the same Reward and Risk scoring methodology and the company's own reported numbers. Nothing here is investment advice.
Focus areas
Published on Openbook
UK Equities Are Pricing in a Stuck Bank of England. They Probably Shouldn't Be.
The FTSE 250's 30-40% discount to global peers reflects a market that has stopped believing in rate cuts. The pivot, when it comes, will be sharpest in real estate, utilities and selected consumer names.
Read analysisStock Analysis · 9 May 2026Five FTSE Growth Stocks Worth Researching in 2026
The FTSE 100's value-and-income reputation hides a substantial cohort of compounders. We profile five of them — what drives the growth, what the consensus debate is, and what the risks look like.
Read analysisStock Analysis · 8 May 2026Lloyds at Book Value: The Motor Finance Overhang Is the Whole Story
Lloyds trades close to tangible book value and yields over 5%. The relative cheapness is real. So is the FCA motor finance investigation that explains it.
Read analysisStock Analysis · 7 May 2026Rolls-Royce After the Re-Rating: What the Flying Hour Number Actually Tells You
Rolls-Royce has risen more than 400% from its 2022 low. The debate now is whether the civil aerospace flying hour trajectory and the SMR optionality can carry a multiple that prices both.
Read analysisDividends · 6 May 2026The Highest-Yielding FTSE 100 Stocks in 2026 — and What the Yield Is Telling You
A 9% yield on a FTSE 100 stock is either a generational income opportunity or a warning the market is pricing a dividend cut. The difference matters. We profile five of the index's top yielders.
Read analysis