Browsing Tag
Berenberg
8 posts
Marks and Spencer (MKS) reports 23.8% profit drop to £671.4m as cyber incident bites but second half returns to growth
M&S profit fell 23.8% to £671.4m on a £131.3m cyber bill, yet Food surged 7% and the dividend rose 16.7%. The recovery case hinges on one fragile metric. Read more.
Spire Healthcare (LSE: SPI) takeover talks: Why Toscafund’s 250p bid could reshape the UK private hospital investment case
Spire Healthcare found a buyer before the market found conviction. Toscafund’s 250p approach now tests UK healthcare valuation logic.
Antofagasta (LSE: ANTO) surges 5% as Q1 output beats consensus and Centinela build holds schedule
Antofagasta (LSE: ANTO) rose 5% after Q1 2026 production beat consensus. Here's what the Centinela concentrator build means for retail investors. 158 chars.
ITM Power (LSE: ITM) stock jumps 10% as Great British Energy and DESNZ commit £86.5m to next-generation hydrogen manufacturing
ITM Power (LSE: ITM) secures £86.5m in UK government backing from Great British Energy and DESNZ to build a 1 GW Chronos electrolyser line in Sheffield. Read more.
Shell PLC (LON: SHEL): trading windfall meets Hormuz risk ahead of May earnings
Shell PLC (LON: SHEL) releases Q1 2026 update as Hormuz closure hits Qatar LNG volumes and boosts trading earnings. Full results due 7 May 2026.
BP (LSE: BP.) investor roadmap: What retail investors need to watch before the April 28 results
BP will release Q1 2026 results on April 28 under new CEO Meg O'Neill. Here is the full retail investor roadmap covering the reset strategy, Castrol sale, debt targets, and what to watch on the call.
Tracsis (LSE: TRCS) acquires Vesputi GmbH to plant its digital ticketing flag in Germany
Tracsis (TRCS) acquires German digital ticketing firm Vesputi for €5.8m, targeting Germany's Mobilitybox platform and public transport market. Read full analysis.
Why Evercore ISI hired Alexander Virgo now—and what it means for global industrial research
Evercore ISI hires Alexander Virgo as senior managing director in London to boost global industrial research. Find out what this means for sector coverage.