Stockopedia Articles

Daily Stock Market Report (Tue 12th May 2026) - GRG, FDEV, VOD, OTB, CCT, NWF

Roland Head — Tue, 12 May 2026 05:45:09 +0100

Good morning!

The two big stories of the moment remained in stalemate overnight. President Trump says the Iran ceasefire is “on massive life support”, but the fragile truce remains in place while Pakistan continues to try and broker a deal.

At home, Prime Minister Keir Starmer is still in charge, but seemingly by the slimmest of margins – senior ministers have reportedly suggested he set a departure date.

The UK’s woes are probably more relevant to government bond investors than equity markets. But the Middle East situation continues to have the potential to unleash widespread consequences.

While the accepted wisdom is that markets hate uncertainty, these markets don’t seem too concerned by the current geopolitical situation. The Samp;P 500 closed up 0.2% at a new record high yesterday, while the FTSE 100 remains within about 6% of the record high seen just before the start of the conflict.

Market futures suggest more of the same today, with oil remaining elevated and markets fairly calm, albeit opening lower:

FTSE 100 expected to open down by 0.6%
Samp;P 500 expected to open down by 0.2%
Brent Crude at $103.25 a barrel
Gold at $4,715/oz

Let's see...

Daily Stock Market Report (Mon 11th May 2026) - SHOE, VCT, CMCL, ASC, CPG

Roland Head — Mon, 11 May 2026 05:42:07 +0100

Roland Head wrote:

Good morning!

In the Middle East, President Trump has reportedly rejected a new peace proposal from Iran, describing it as “totally unacceptable”. Iranian media reported that Tehran also rejected Trump’s latest proposal.

Brent Crude oil rose by around 4% to $104 a barrel on the news, reversing some of last week’s decline.

At home, the fallout from Labour’s poor showing at last week’s local elections rumbled on over the weekend. The Prime Minister is now set to promise “urgent change” according to the FT, but the Guardian reports that various potential rivals are preparing for a leadership bid.

Finally, reports suggest airlines are cutting ticket prices for this summer to try and persuade holidaymakers to book trips despite concerns that jet fuel shortages could disrupt travel. We’ve seen evidence of this in the DSMR recently, with Jet2 warning on profits and reporting limited visibility on summer bookings.

Stock markets appear set for a fairly low-key start to the week

FTSE 100 to open up by 0.2% at 10,248
Samp;P 500 to open down 0.1% at 7,390
German DAX is expected to open down by 0.1% at 24,282
Brent Crude is up 3.7% at...

The Week Ahead (11-15 May): Middle East amp; UK politics in focus

Roland Head — Fri, 08 May 2026 13:23:19 +0100

Roland Head wrote:

US and Asian markets have climbed to new record highs this week, on hopes that the US will agree a peace deal with Israel to allow the Strait of Hormuz to reopen:

At the time of publishing, the US and Iranians both agreed that the ceasefire was holding despite an overnight exchange of fire. Negotiations are said to be ongoing around a potential settlement.

Commodity prices have fallen this week as fears of a supply crunch have eased (slightly), with Brent Crude dropping below $100 a barrel:

Press commentary has suggested that President Trump is feeling newfound urgency to bring an end to the conflict, which has lifted average petrol prices above $4.50 a gallon in the US. That’s likely to be unpopular with voters as the country heads into the summer driving season and could harm the Republicans in this year’s mid-term elections.

More broadly, projections suggest that commodity shortages could start to have more serious effects on the global economy if the Strait of Hormuz remains closed into June.

Global oil reserves fell at a record rate of 6.6m barrels a day in April, or around 200m...

Picks and shovels 2.0: A curated AI basket

Gareth Platt — Fri, 08 May 2026 11:18:09 +0100

Gareth Platt wrote:

Hey everyone, happy Friday!

Another post to build on the amazing recent webinar from Ed Croft and Graham Neary. This one delves deeper into the UK's AI opportunity, with a list of stocks carefully curated by the Stockopedia analysts.

If you've not seen the webinar yet, here's a link. And if you've got any thoughts or ideas on this article, please drop them into the comments below.

You may have heard of the AI data centres being run from a garden shed.

For those who haven’t, it’s a scheme where participants swap their boiler for a mini-data hub. The heat generated by the Raspberry Pi computers (more on them later) is transferred into the participants’ hot water system, saving hundreds of pounds a year.

Why bring this up? Well firstly it’s a fantastic example of British ingenuity. And secondly, a garden shed seems a good place to start talking about pick-and-shovel stocks.

Investors often say that when everyone’s rushing for gold, look for the companies making the picks and shovels. And as the UK’s AI landscape evolves, a whole spate of listed companies are springing into this space.

In this article, we’ll give you a curated basket of stocks drawn from Stockopedia’s recent analysis,...

Daily Stock Market Report (Fri 8th May 2026) - CFX, AAF, GMS, RMV

Roland Head — Fri, 08 May 2026 05:43:57 +0100

Roland Head wrote:

Good morning!

There was an exchange of fire overnight in the Strait of Hormuz, as the US retaliated with missile strikes following Iranian attacks on US warships transiting the Strait. But both sides appear increasingly desperate to maintain the fragile ceasefire, with President Trump claiming the arrangement is still “in effect” and Iranian state television reporting the situation as “back to normal”.

Closer to home, Labour is reported to have suffered significant losses in yesterday’s local elections, with corresponding gains for Reform. However, it’s too soon to be sure of the scale of any rout, as many key areas will not report results until later today.

European markets appear to be set to extend yesterday's declines, while oil remains below $100:

The FTSE 100 to open down by 0.7% at 10,220
Samp;P 500 to open up by 0.3% at 7,359
Germany's DAX is expected to open down by 0.8%
Brent Crude at $99.80 a barrel
Gold at $4,727/oz

Today's report is now complete. Thank you for reading and enjoy the weekend!

Spreadsheet accompanying this report: link.

Companies Reporting

Name (Mkt Cap)

RNS

Summary

Our view (Author)

International Consolidated Airlines SA (LON:IAG) (£17.7bn | SR81)

1st...

Daily Stock Market Report (Thu 7th May 2026) - BA., JD., MGAM, SFOR, HTWS, HBR

Roland Head — Thu, 07 May 2026 05:25:19 +0100

Roland Head wrote:

Good morning!

Hopes of a Middle East deal continued to buoy markets overnight, with Japan’s Nikkei 225 index up 6%. Press reports suggest Iran is reviewing a US-backed proposal that might allow negotiations over Iran’s nuclear program to be pushed back to a later stage.

The suggestion is that President Trump is now keen to find a route out of the current conflict, which has seen average US gas prices rise above $4.50 per gallon and is becoming unpopular with US voters.

After solid gains for stock indices yesterday and a sharp move lower for oil, markets are expected to open broadly flat this morning:

The FTSE 100 to open up by 0.2% at 10,460
Samp;P 500 to open up by 0.1% at 7,369
Brent Crude at $101 a barrel
Gold at $4,705/oz

The market has flip-flopped a number of times during the conflict, making it hard for investors to know how to successfully position themselves. In a new article yesterday, Gareth looked at some ideas for companies that are poised to benefit from volatility and uncertainty itself, regardless of the eventual outcome. I’d recommend taking a look if you haven’t seen it.

Daily Stock Market Report (Wed 6th May 2026) - RFX, TBCG, SEE, DGE, NXT, JDW, RCH

Roland Head — Wed, 06 May 2026 05:31:53 +0100

Roland Head wrote:

Good morning!

In overnight news, President Trump has paused US plans (announced on Sunday) to provide a safe escort for ships through the Strait of Hormuz. The decision has come after reported clashes between US and Iranian forces.

Stocks surged to all-time highs following the news, with the Samp;P 500 closing up by 0.8% at 7,259 and South Korea’s Kospi index gaining 6% to a new record as investors redoubled bets on AI. Correction: the tech-heavy Nasdaq index also closed at new highs last night:

Oil prices fell, with Brent Crude down by around 1.5% to $108. However, UK Natural Gas rose by 2.6% as fears of shortages continued. Elsewhere, Norway has announced that it will reopen three gas fields that were closed in the late 1980s.

Markets are expected to open higher this morning, while oil has continued to fall:

FTSE 100 to open up by 1% at c.10,325
German Dax to open up 0.7% at c.24,555
Samp;P 500 to open up by 0.3% at c.7,280
Brent Crude down 1% at $107.5

I'm happy to report that I'm joined by Dr James Fox once again for today's report.

Today's report is...

Keller Group - An Undervalued Play on US Infrastructure Spending?

Edward Sheldon — Tue, 05 May 2026 14:14:42 +0100
Edward Sheldon wrote:
Welcome back to our Stock Pitch Series. Today, I’m going to focus on a FTSE 250 industrial stock with a StockRank of 98 and a ‘Super Stock’ rating. The company is Keller Group (LON:KLR). Here’s why it has caught my eye.

At the time of publication, Ed Sheldon had no position in KLR.
Share price at the time of publication: 2,256p
Market cap: £1.6bn

The Pitch

Keller Group is the world's largest geotechnical specialist contractor. Providing a wide range of advanced foundation and ground improvement solutions, it operates across five continents, taking on more than 5,000 projects every year.

Areas of construction in which the company operates include commercial (e.g. data centres, distribution centres, hotels), residential, infrastructure, power, industrial, and institutional. Last year, around 59% of revenue came from North America while EME and Asia generated 28% and 13% of revenue respectively.

The Big Picture

Keller looks set to enjoy some powerful tailwinds in the years ahead. Right now, the US is in the midst of a ‘mega project’ construction boom, fuelled by the digital revolution, the energy transition, reshoring of critical industries, and federal legislation such as Donald Trump’s ‘One Big...

One key rule for volatile markets

Gareth Platt — Tue, 05 May 2026 13:36:58 +0100
Gareth Platt wrote:
Hi everyone, I'm Gareth, a new member of the Stockopedia content bureau! I'll be providing short and long-form pieces on prevalent investing themes, complementing the amazing analysis from Graham and the team.

This article follows on from our recent webinar, 10 Results Seasons Opportunities, which analysed the strongest themes and shares in the current market. Didn’t catch it live? You can watch the full replay here.

When markets get choppy, it’s easy to get fixated on the direction of the headwinds.

Which companies are at risk? Which positions should I unwind?

But that’s first-order thinking. Derisking can be wise, but it also leaves us easily wrong-footed by capricious politicians and agenda-led reporters.

Take the current crisis. A quick sentiment analysis shows that since the Iran conflict erupted on Feb. 28, there have been eight significant ‘mood swings’ in the global news media about the prospects of a deal.

Both sides optimistic gt; Claim contradicted gt; A partial deal is announced… the market has turned on each flip and flop.

So try this rule instead

Instead of thinking about who wins and who loses, why not ask ‘who gets paid either way?’

Lots of companies benefit from volatility itself. Take brokers. Investors tend to trade furiously in...

Daily Stock Market Report (Tue 5th May 2026) - RWS, GMS, ASAI, RBN, PLUS, HSBA, AEP

Graham Neary — Tue, 05 May 2026 06:02:06 +0100
Graham Neary wrote:
Good morning!

There are few major overnight moves to report.

Brent crude is a little lower at $113.50.

UK natural gas futures are up 7% to 119p (the pre-war price was 75p).

The FTSE is set to open at c. 10,270.

In company news, I enjoyed watching interviews with Warren Buffett and Greg Abel over the weekend (disclosure: I'm long Berkshire Hathaway (NYQ:BRK.B)). Berkshire Hathaway's Annual Shareholder Meeting was on Saturday.

Buffett is still sharp at 95, and Greg Abel seems to inspire a lot of confidence. But they always say that you should watch what an investor does, more than you listen to what they say. Berkshire Hathaway, with a market cap of $1 trillion, holds record cash reserves of $380 billion. If, like me, you think the US is still overheated, this should help to confirm your prior belief! Others will view this as an unacceptable degree of cash drag. I would point out that there are plenty of other funds and vehicles to choose from if you don't want any cash drag!

That's all for today, see you tomorrow! Spreadsheet accompanying this report: link.

Companies Reporting

Name (Mkt Cap) RNS Summary Our view (Author)
HSBC Holdings (LON:HSBA) (£234bn | SR70) Earnings Release 1Q26 Pre-tax profit down...

Market Musings 030526: Obvious themes, and what themes are emerging

Edmund Shing — Sun, 03 May 2026 14:55:37 +0100
Edmund Shing wrote:
Market Musings 030526:
Obvious themes, and what themes are emerging

Podcast this week:
Look for an entry point in commodities

2026 is proving to be another banner year for commodities. The Bloomberg equal-weight commodities index has risen 23% since the start of the year, following a 21% return for calendar 2025. All four main subindices are contributing to this strong performance, led by energy (oil amp; gas), but with industrial metals also performing strongly thanks in large part to aluminium (the closure of the Strait of Hormuz has reduced global aluminium supply by c. 9%).

While an eventual reopening of the Strait of Hormuz should trigger a near-term cooling of energy prices and thus a potential pull-back in commodity indices, we believe that the current bull market in place since early 2020 can continue in the medium term and maintain positive views on both precious metals (gold, silver) and strategic industrial metals (copper, aluminium). The global metals amp; mining sector is also well placed to continue to outperform the broader stock market on higher commodity prices, effective capital discipline and the potential for further sector consolidation.

Current themes: All about AI (again) and Energy

April has proven a strong month...

The Week Ahead (4 - 8 May): US NFPs amp; UK AGM season

Graham Neary — Fri, 01 May 2026 17:21:07 +0100
Graham Neary wrote:
Hello and welcome to The Week Ahead!

Interest rates: We just had a very busy week for central bank activity: meetings and announcements from the Federal Reserve, the Bank of England and the ECB.

Among them, the only major development was Jerome Powell’s indication that he will be staying on the Board of Governors of the Fed even after Kevin Wash takes over as Chair. He has every right to do this - but it’s unusual, and it stymies President Trump’s ability to reshape the Fed more to his liking. There is no love lost between these two men.

The rest was all talk: the ECB and the Bank of England left rates unchanged, but both institutions debated what to do about the oil price shock. Rate hikes are now probably on the menu for the rest of the year: the ECB is expected to hike soon, in June, while two hikes are priced in for the Bank of England in 2026.

Looking ahead, we have a short week coming up for the May bank holiday.

In macro news, the Strait of Hormuz remains closed which is the main issue facing the global economy and particularly the oil...

Daily Stock Market Report (Fri 1st May 2026) - SNYT, NWG, NRR, SRB, WTB

Graham Neary — Fri, 01 May 2026 06:03:22 +0100
Graham Neary wrote:
Good morning! Happy May Day - or Calan Mai, Beltane, Labour Day, or whatever you prefer to call it!

As it's Friday, I'll attempt to catch up on interesting stories we missed during the week.

Bank of England/ECB: there was lots of discussion yesterday about the need for rate hikes.

At the ECB, where rates are starting from a lower base, they considered hiking yesterday - but ended up pushing the decision back to June.

The Bank of England gave us a thought experiment - different inflation scenarios based on second-round effects kicking in from the oil supply shock.

No probabilities were attached to each scenario, but the one referred to as Scenario C was "likely to warrant a forceful tightening in monetary policy".

The consensus reads: "there is a risk of material second-round effects in price and wage-setting, which policy would need to lean against".

Markets are now pricing in two BoE rate hikes this year, although there is clearly the potential for more than that. Chief Economist Huw Pill wanted a hike yesterday.

The bottom line? Domestic stocks are unlikely to get a boost from rate cuts any time soon.

All done for today, have a good weekend! Spreadsheet accompanying this report: link.

Companies Reporting

Name (Mkt Cap) RNS Summary Our...

Screening for bargains: 3 UK shares at 52-week lows

Roland Head — Thu, 30 Apr 2026 08:23:24 +0100
Roland Head wrote:
Share prices are usually much more volatile than the performance of the underlying business. It’s quite commonplace for shares in even large and mature companies to swing by 20% in either direction during the course of a year.

For this reason, buying shares in good companies when they’re temporarily depressed can be a profitable strategy – hence the popularity of screening for stocks at 52-week lows.

Against the backdrop of this year’s market volatility, I recently dusted off my 52-week low screen to search for potential bargains. In this article I’m going to look at three stocks we’ve rarely – or never – covered in the DSMR.

52-week lows: one sector dominates

I first created this screen in 2023. It uses some simple rules to find potentially businesses that might be interesting and are trading within 10% of their 52-week low share price:

The obvious caveat to any stock screen that highlights companies with falling share prices is that some of them will be falling for a good reason!

For this reason, I’ve used the StockRanks as an initial sanity check, stripping out any companies with a StockRank below 60.

At the time of...

Daily Stock Market Report (Thur 30th April 2026) - BBSN, MONY, IGR, DCC, ASAI, CSC

Graham Neary — Thu, 30 Apr 2026 06:01:43 +0100
Graham Neary wrote:
Good morning!

There was some drama at the Federal Reserve yesterday, as outgoing chair Jay Powell indicated that he will be staying on as a member of the Board of Governors, for an indefinite period of time.

Powell has the right to stay until 2028, but was expected to stand down promptly as most outgoing chairs do.

His reason for staying? "Legal attacks on the Fed, which threaten our ability to conduct monetary policy without considering political factors."

The economic significance of the decision is that it delays President Trump's ability to appoint someone else to the Board with a greater propensity to cut rates. And so Powell continues to be a source of real frustration for the 47th president of the United States.

The Bank of England should provide a more tranquil source of monetary news today, with rates expected to be kept unchanged at midday, at 3.75%.

In overnight moves:

The FTSE is expected to open lower again this morning, below 10,200
With no progress towards a resolution of the conflict in the Middle East, Brent Crude has broken out to new highs at $114.

Companies Reporting

Name (Mkt Cap) RNS Summary Our view (Author)
Rolls-Royce Holdings (LON:RR.) (£92.2bn | SR72)
AGM Statement and Trading Update
“Further confidence in...

Daily Stock Market Report (Wed 29th April 2026) - W7L, TET, JET2, KEYS, HFD, MCON, AML, MERC

Graham Neary — Wed, 29 Apr 2026 06:04:04 +0100
Graham Neary wrote:
Good morning!

We have a Fed interest rate decision this evening, where no change in rates is expected.

Its significance is that it's the last decision under outgoing Chair Jay Powell.

He will step down with rates stable in a 3.5-3.75% range, and with inflation at 3.3% - a two-year high - after oil prices spiked in March. Unemployment remains low at 4.3%.

No fireworks are expected this evening, and then next month we will enter the era of Kevin Warsh.

All done for today. Spreadsheet accompanying this report: link.

Companies Reporting

Name (Mkt Cap) RNS Summary Our view (Author)
AstraZeneca (LON:AZN) (£216bn | SR75)
1st Quarter Results
Q1 revenue up 13%. 2026 guidance is unchanged.
GSK (LON:GSK) (£82bn | SR94)
1st Quarter Results
Q1 revenue up 2%, 2026 guidance unchanged.
Lloyds Banking (LON:LLOY) (£58bn | SR76)
2026 Q1 Interim Management Statement
Pre-tax profit up 33% to £2bn, 2026 guidance unchanged.
HALEON (LON:HLN) (£31bn | SR59)
2026 Q1 Trading Statement
Q1 organic revenue up 2.2%, 2026 guidance unchanged.
Prudential (LON:PRU) (£28m | SR47)
Q1 2026 Performance Update
Q1 new business profit up 10% to $686m. “We remain confident in delivering double‑digit growth across our key financial metrics in 2026 and achieving our...

Kooth: Market misdiagnosis?

Mark Simpson — Tue, 28 Apr 2026 20:56:12 +0100
Mark Simpson wrote:

I'm continuing to use my cheap growing companies screen as inspiration for Stock Pitch articles. Looking through the screen results, another platform business stands out as being particularly cheap on historical measures, with an EV/EBITDA below three. Kooth (LON:KOO) has appeared undervalued for a while (its three brokers rate it a Buy, with price targets from 250p to 330p, against a current share price of 132p), so I own shares in the company. But perhaps I'm missing something. A Stock Pitch article is a great way to get to the heart of the matter.

[Disclosure: At the time of publication, I hold a long position in Kooth.]

The Pitch

Kooth is a UK-headquartered provider of digital mental health services, founded in 2000 and listed on the AIM market in September 2020. Its StockRank is a relatively modest 65, held back by a middling Value Rank of 49. Despite this, the stock looks cheap on earnings measures, just that the algorithms are picking up the lack of yield and the relatively high Price to Book. However, these don't look out of place for a platform business looking to scale, suggesting this is...

Daily Stock Market Report (Tue 28th April 2026) - TEP, CARD, TW., ELCO, LIKE, EMAN, HDD, CBOX, TPK

Graham Neary — Tue, 28 Apr 2026 06:07:28 +0100
Graham Neary wrote:
Good morning!

There are no major overnight developments, but the price of oil continues to climb.

Brent crude futures are trading around $110, very close to the highs they reached in March and early April.

All done for today, thank you.

Spreadsheet accompanying this report: link.

Companies Reporting

Name (Mkt Cap) RNS Summary Our view (Author)
AstraZeneca (LON:AZN) (£217bn | SR76)
Breztri approved in the US for asthma
Breztri approved in the US for asthma as first and only triple therapy for patients 12 years of age and older.
BP (LON:BP.). (£89bn | SR88)
1Q26 SEA Part 1 of 1
Underlying replacement cost profit $3.2bn (Q125: $1.4bn). Without adjustments: replacement cost profit $662m (Q125: $569m).
GSK (LON:GSK) (£82bn | SR94)
Bepirovirsen priority review US filing acceptance
FDA has accepted for priority review a New Drug Application for bepirovirsen, for the treatment of adults with chronic hepatitis B.
Barclays (LON:BARC) (£58bn | SR84)
1st Quarter Results
ROTE 13.5% (Q1 2025:14%). EPS 14.1p (Q1 2025: 13p). “Another solid quarter… despite a one-off charge and impairments in the quarter… we remain confident in delivering all our financial targets across a range of environments.”
Anglo American (LON:AAL) (£43bn | SR62)

Daily Stock Market Report (Mon 27th April 2026) - ING, CTG, HEAD, OHGR, VANQ, BGO, PWR, PBEE

Graham Neary — Mon, 27 Apr 2026 06:06:21 +0100
Graham Neary wrote:
Good morning! I hope you had a relaxing weekend.

There are no big overnight moves to report. But there is reportedly a plan to reopen the Strait of Hormuz and end the war, that has been written up by Iranian negotiators. So perhaps this week will be a good one for macro news.

This is also a big week for interest rates: no rate changes are expected, but there will be decisions from the BoJ, Fed, ECB and BoE! So we should get some interesting commentary to go with those decisions.

The FTSE is set to open just below 10,400.

All done for today, thank you. Spreadsheet accompanying this report: link.

Companies Reporting

Name (Mkt Cap) RNS Summary Our view (Author)
AstraZeneca (LON:AZN) (£216bn | SR73)
Saphnelo self-administration approved in the US
Saphnelo approved in the US for subcutaneous self-administration as a new autoinjector for the treatment of systemic lupus erythematosus.
GSK (LON:GSK) (£82m | SR95)
TESARO update on AnaptysBio Inc. litigation
The Delaware Chancery Court has granted the motion to dismiss filed by AnaptysBio, Inc. against TESARO's claim for anticipatory breach. The court’s ruling does not address the merits of the dispute between the parties; GSK and TESARO remain focused on pursuing the claim at trial.

The Week Ahead (27 Apr – 1 May): Interest Rates, UK House Prices, Mag 5, Sanderson Design

Mark Simpson — Fri, 24 Apr 2026 11:48:48 +0100
Mark Simpson wrote:
A strong week for the Samp;P 500 and weakness elsewhere mean this still leads the pack over the last month:

US markets appear to have largely shrugged off the ongoing impacts of the Iran war, which may add to the risks of a correction if tensions in the Middle East start to rise again.

Here's what we can look forward to next week:

Economic Calendar
...

Monday 27 Apr

07:00

Germany

GFK Consumer Confidence

Tuesday 28 Apr

04:00

Japan

BoJ Interest Rate

15:00

United States

Consumer Confidence

21:30

United States

API Crude Stocks

Wednesday 29 Apr

10:00

Euro Area

Economic Sentiment

12:00

United States

MBA Mortgage Rate

13:00

Germany

Inflation

Stockopedia Articles

Daily Stock Market Report (Tue 12th May 2026) - GRG, FDEV, VOD, OTB, CCT, NWF

Daily Stock Market Report (Mon 11th May 2026) - SHOE, VCT, CMCL, ASC, CPG

The Week Ahead (11-15 May): Middle East amp; UK politics in focus

Picks and shovels 2.0: A curated AI basket

Daily Stock Market Report (Fri 8th May 2026) - CFX, AAF, GMS, RMV

Companies Reporting

Daily Stock Market Report (Thu 7th May 2026) - BA., JD., MGAM, SFOR, HTWS, HBR

Daily Stock Market Report (Wed 6th May 2026) - RFX, TBCG, SEE, DGE, NXT, JDW, RCH

Keller Group - An Undervalued Play on US Infrastructure Spending?

The Pitch

The Big Picture

One key rule for volatile markets

So try this rule instead

Daily Stock Market Report (Tue 5th May 2026) - RWS, GMS, ASAI, RBN, PLUS, HSBA, AEP

Companies Reporting

Market Musings 030526: ﻿﻿Obvious themes, and what themes are emerging

Market Musings 030526: Obvious themes, and what themes are emerging

Podcast this week:Look for an entry point in commodities

Current themes: All about AI (again) and Energy

The Week Ahead (4 - 8 May): US NFPs amp; UK AGM season

Daily Stock Market Report (Fri 1st May 2026) - SNYT, NWG, NRR, SRB, WTB

Companies Reporting

Screening for bargains: 3 UK shares at 52-week lows

52-week lows: one sector dominates

Daily Stock Market Report (Thur 30th April 2026) - BBSN, MONY, IGR, DCC, ASAI, CSC

Companies Reporting

Daily Stock Market Report (Wed 29th April 2026) - W7L, TET, JET2, KEYS, HFD, MCON, AML, MERC

Companies Reporting

Kooth: Market misdiagnosis?

The Pitch

Daily Stock Market Report (Tue 28th April 2026) - TEP, CARD, TW., ELCO, LIKE, EMAN, HDD, CBOX, TPK

Companies Reporting

Daily Stock Market Report (Mon 27th April 2026) - ING, CTG, HEAD, OHGR, VANQ, BGO, PWR, PBEE

Companies Reporting

The Week Ahead (27 Apr – 1 May): Interest Rates, UK House Prices, Mag 5, Sanderson Design

Economic Calendar

Market Musings 030526: Obvious themes, and what themes are emerging

Market Musings 030526:
Obvious themes, and what themes are emerging

Podcast this week:
Look for an entry point in commodities