Browsing Tag
LSE
12 posts
Carnival (NYSE: CCL) Q2 FY26 print meets Iran fuel shock as PROPEL 2029 targets land
Carnival (NYSE: CCL) just printed record Q1 and launched a USD 2.5B buyback. The Iran fuel shock is the part the bull case has to absorb.
SSE plc preliminary results show why the FTSE utility’s investment story is now bigger than one year of earnings
SSE plc’s FY2026 results spotlight a £33bn grid investment plan, EPS resilience and rising capex. Read how the strategy could reshape growth.
Anglo American agrees $3.9bn Australian coking coal sale to Dhilmar, completing steelmaking coal exit before Teck merger closes
Anglo American just sold its best non-copper asset for $3.88 billion. The buyer is barely 18 months old. The Teck merger countdown explains why.
South32 (S32) reveals $1.1bn Hermosa Taylor capex blowout, but stretches mine life to 33 years as zinc, silver upside grows
South32's Hermosa capex jumped US$1.1B on US tariffs and shaft delays. A 33-year mine life and US$4.5B spot NPV ask whether the market is pricing it right.
Reckitt Benckiser (LSE: RKT) holds FY2026 guidance at +4-5% despite Q1 cold season drag and Europe weakness
Reckitt Benckiser holds 2026 guidance at +4-5% LFL after Q1 shows 3.1% ex-seasonal growth. Emerging Markets surge but Europe drags. Read our analysis.
Tesco is the UK’s biggest grocer again — and its FY26 results explain exactly why Aldi and Lidl should be paying attention
Tesco PLC (LSE: TSCO) FY26 results: £3.15bn profit, record UK market share, £750m buyback. What the numbers mean for UK retail investors. Read more →
Liontrust Asset Management (LSE: LIO) to acquire River Global Holdings to lift AuMA to £24.4bn
Liontrust (LIO) agrees all-share acquisition of River Global Holdings for up to £9.7m, adding £2.7bn AuMA and value equity strategies. Read the full analysis.
Domino’s Pizza Group (LSE: DOM) FY25 results: profits fall sharply as supply chain costs and a weak UK consumer bite
Domino's Pizza Group (LSE: DOM) FY25 underlying profit fell 15% to £91.2m. Full analysis of earnings, CHICK 'N' DIP strategy, and what comes next. Read more.
Energean (LSE: ENOG) to acquire Chevron’s Angola oil stakes for $260m in first West Africa move
Energean plc acquires Chevron's Angola Block 14 interests for $260m, adding 13 kbbl/d net oil and $119m EBITDAX. Read the full strategic analysis.
GSK to sell linerixibat rights to Alfasigma for up to $690m as rare liver disease drug nears FDA approval
GSK and Alfasigma agree worldwide licence for linerixibat, a rare liver disease itch drug nearing FDA approval. Deal worth up to $690 million. Read more.