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    The Week Ahead (26 – 30 Oct): Interest Rates, UK Budget, US Hyperscalers, UK Oil Majors
    Stock Picks
    		Photo of Mark SimpsonMark Simpson7
    PHP reduces risk with a cash inflow from Singapore's wealth fundPhoto of Graham NearyGraham Neary0
    boohoo posts adjusted profits but true financial success remains unprovenPhoto of Graham NearyGraham Neary1
    Daily Stock Market Report (Fri 23 Oct 2026) - RBN, BOO, PHPPhoto of Graham NearyGraham Neary20
    Robinson issues its third consecutive profit warning; balance sheet provides hopePhoto of Graham NearyGraham Neary1
    Serabi Gold: permit delays cut gold output guidance by about 17%, and we turn neutralPhoto of Graham NearyGraham Neary2
    Daily Stock Market Report (Wed 21st Oct 2026) - HDD, HFD, SRB, DUKEPhoto of Graham NearyGraham Neary77
    Arbuthnot Banking: specialist lending up 26% and profit ahead of expectations, and we turn positivePhoto of Dr James FoxDr James Fox1
    Daily Stock Market Report (Thur 22nd Oct 2026) - BMY, ARBB, CAM, REC, ESNTPhoto of Graham NearyGraham Neary85
    Daily Stock Market Report (Mon 19th Oct 2026) - BKS, MUL, SQZ, VLX, CLIGPhoto of Graham NearyGraham Neary35
    MYCELX: profit warning as a $2m project slips, and the CEO lends up to $500kPhoto of Graham NearyGraham Neary0
    Daily Stock Market Report (Thur 8th Oct 2026) - FAN, FSG, IGP, TSCO, MYXPhoto of Graham NearyGraham Neary40
    The Week Ahead (19 Oct – 23 Oct): Tesla & Bloom Energy to Report as the AI Trade Wobbles
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    		Photo of Dr James FoxDr James Fox9
    Essentra: like-for-like revenue up 10.8%, but 16x earnings keeps us neutralPhoto of Mark SimpsonMark Simpson0
    Record: £2.2m of performance fees and strong inflows lift our view after two profit warningsPhoto of Mark SimpsonMark Simpson0
    Camellia: weaker trading points to a £3m–£5m loss for the year, and we turn more cautiousPhoto of Mark SimpsonMark Simpson0
    Bloomsbury Publishing: first-half profit falls 30%, so it needs a big second halfPhoto of Mark SimpsonMark Simpson0
    Daily Stock Market Report (Tue 20th Oct 2026) - CRPR, WIX, G4M, SBRE, BPMPhoto of Graham NearyGraham Neary33
    Hardide: revenue more than doubles to £13.5m and profit beats forecastsPhoto of Edward SheldonEdward Sheldon0
    Volex – Providing Solutions for the Digital World
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    		Photo of Edward SheldonEdward Sheldon14
    Sabre Insurance: profit on track, but broker cuts premium forecast by 2.3%Photo of Graham NearyGraham Neary0
    Gear4music: revenue up 6%, but warehouse costs cut first-half EBITDA to £5.7mPhoto of Edward SheldonEdward Sheldon0
    Wickes: sales growth speeds up to 4.5% in Q3, on track for full-year forecastsPhoto of Graham NearyGraham Neary0
    James Cropper: full-year EBITDA now 10–20% ahead of expectationsPhoto of Edward SheldonEdward Sheldon0
    BP Marsh: NAV per share rises to 996p, but the shares still trade at a 32% discountPhoto of Graham NearyGraham Neary0
    City of London Investment Group: $667m of net outflows in the quarter hits the sharesPhoto of Mark SimpsonMark Simpson0
    Serica Energy: Triton delay cuts 2026 output to just below 40,000 boepdPhoto of Mark SimpsonMark Simpson0
    Mulberry: full-price sales lead an in-line first half under new creative directorPhoto of Graham NearyGraham Neary0
    Watches of Switzerland Group: A Play on the Top End of the K-Shaped Economy
    Stock Picks
    		Photo of Edward SheldonEdward Sheldon6
    Churchill China: net cash and a potential operational recovery priced at 8.8x earnings
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    		Photo of Dr James FoxDr James Fox7
    Market Musings 171026: Boring is BACK
    Folio Management
    		Photo of Edmund ShingEdmund Shing5
    Daily Stock Market Report (Fri 16th Oct 2026) - WISE, ENT, RNK, SSITPhoto of Graham NearyGraham Neary23
    Daily Stock Market Report (Thur 20th August) - JD., CGS, RBN, CAPD, AT., HAS, SDLF
    Stock Picks
    		Photo of Graham NearyGraham Neary33
    Seraphim Space Investment Trust: NAV up 103% on ICEYE, but valuations look stretchedPhoto of Graham NearyGraham Neary0
    Rank Group: UK digital revenue up 6%, but a rise in machine duty is the main riskPhoto of Graham NearyGraham Neary0
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