Daily Stock Market Report (Wed 5th November 2025) - TCAP, VANQ, TRN, CWR, MKS, MNG, JDW, HEAD, VEL
Good morning!
With so much US news this week, I've tried watching CNBC's "Closing Bell" in the evenings. But the problem with CNBC is that it's far too exciting - it gets my adrenaline going more than a scary movie! So I'm ending this experiment already. Long live newspapers!
All done for today, thanks.
Spreadsheet accompanying this report: link (last updated to: 31st October).
Companies Reporting
Name (Mkt Cap)RNSSummaryOur View (Author)Coca-Cola Europacific Partners (LON:CCEP) (£30.3bn | SR58)Q3 Trading UpdateQ3 rev +1.0%, YTD +3.3%, with volumes up 3.7% YTD. Full-year guidance unchanged.Marks and Spencer (LON:MKS) (£7.9bn | SR82)Interim ResultsH1 adj PBT -55% to £184m, due to cyber incident. H2 profit to be “at least in line with last year”. Consumer environment remains uncertain.Updated forecasts from Shore Capital: FY26E adj EPS: 23.4p (prev. 20.6p excluding insurance). FY27E adj EPS: 33.9p (prev. 34.4p)AMBER (Roland)I am impressed by the way Mamp;S has handled its recovery from April’s cyber attack, but slightly disappointed that the “residual effects” are still ongoing and seemingly affecting trading results. I also note that the company’s house broker has cut its underlying forecasts for the current year, excluding the benefit of an...