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London Stock Exchange
142 posts
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.
Unilever PLC (LSE: ULVR) reports 3.8% underlying sales growth as Dove, India and Home Care drive Q1
Unilever volumes are recovering, but currency and portfolio risk remain. Can ULVR turn simplification into a cleaner growth story?
DCC rejects £4.95bn KKR and Energy Capital Partners bid as DCC stock faces takeover test
DCC says £4.95bn is too low. KKR and Energy Capital Partners now face a June 10 deadline to prove whether the value gap is real.
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.
GSK trades near 2,027p as Q1 core EPS rises 9%, full-year 2026 guidance reaffirmed
GSK beat the top line and held guidance, but the harder question is whether Specialty Medicines can keep outrunning the Vaccines and General Medicines drag.
Lloyds Banking Group (LSE: LLOY) Q1 2026 profit jumps 33% to £2bn as NIM hits 3.17% and guidance raised
Lloyds beat Q1 by 14%, lifted 2026 guidance, then watched its shares drop. The structural hedge is masking a UK macro reset that could test asset quality.
Döhler agrees £183m takeover of Treatt (LON: TET) at 305p as Natara’s lapsed offer reshapes the flavour ingredients map
Natara walked away. Döhler quietly built a 27.9% stake. Now it is buying Treatt at 305p, and the strategic logic looks different from a clean auction.
BP Q1 2026 profit doubles to $3.8bn as oil trading delivers exceptional quarter
BP doubled Q1 profit on an exceptional oil trading quarter. The harder question is whether new CEO Meg O'Neill can convert that windfall into durable returns.
Shell (NYSE: SHEL) to acquire ARC Resources in $16.4bn Montney bet
Shell just abandoned its 1% production growth promise. The Montney is now its growth engine, and 228 million new shares are the price.
Associated British Foods (LSE: ABF) faces investor test as Primark split lands alongside 18% profit decline
Primark may unlock value outside ABF. But Sugar losses, Europe weakness and Middle East risk make the split harder than the headline suggests.