Browsing Tag
FTSE 100
64 posts
British American Tobacco keeps FY26 guidance intact as $BATS market reaction exposes transition doubts
British American Tobacco lifted its Vuse and Velo outlook, but $BATS fell after group guidance stayed cautious. Find out what investors missed.
Intertek board opens door to EQT’s £60-a-share takeover bid as ITRK trades near 52-week high
Intertek says its strategy can create value. EQT is offering cash now. The £60-a-share bid turns patience into a boardroom test.
JD Sports (LSE: JD.) closes 4.6% lower as Nike exposure and FY27 guidance weigh
JD Sports trades at 5x forward earnings near a multi-year low. The market is pricing another profit decline, not a Nike recovery or a takeover bid.
Anglo American (LSE: AAL) closes 3.9% higher as copper hits record on China acid ban
Iran war disrupted sulphur. China halted acid exports. Chile's copper output is squeezed. Anglo American shareholders are watching the whole chain unfold.
IAG (LSE: IAG) jumps 6.4% as British Airways owner moves to wipe out €825m of bond dilution
Three days after a profit warning, IAG is buying back €825m of 2028 convertibles. The move kills 5.6% dilution before it happens, and the market noticed.
Airtel Africa (LSE: AAF) jumps 14.5% as Bharti Airtel readies $3bn stake mop-up
Bharti Airtel wants more of Africa before Airtel Money lists. The 16% promoter stake mop-up could cost $3 billion and reset AAF's London share register.
Whitbread (LSE: WTB) bounces off post-results lows as Premier Inn value case attracts buyers
Whitbread fell 6 percent on FY26 results. A week later it leads the FTSE 100 risers. Premier Inn Germany just turned profitable for the first time.
BT Group (LSE: BT.A) shares hit multi-year high as JP Morgan flags dividend doubling
BT Group's altnet bear case is fading. JP Morgan thinks the dividend doubles by 2030. The 21 May results will decide if the rerating sticks.
Vodafone (LSE: VOD) agrees £4.3bn buyout of CK Hutchison stake in VodafoneThree
Vodafone could have waited two more years to buy out CK Hutchison. It chose to pay £4.3 billion now. The synergy maths explains why.
Persimmon (LON: PSN) reports private forward sales up 7% to £1.8bn as Iran war cost inflation looms over H2 2026
Persimmon's private forward sales jumped 7% to £1.80bn, but the harder question is whether vertical integration can blunt the looming second-half cost shock.