Daily Stock Market Report (Thur 8th Jan 2026) - TTG, DIA, CAML, ABF, MKS, GRG, TSCO
Good morning!
Today's Agenda is complete. Spreadsheet accompanying this report: link (updated to 16th Decembeer).
Companies Reporting
Name (Mkt Cap)RNSSummaryOur View (Author)Shell (LON:SHEL) (£152bn | SR63)Fourth quarter 2025 update noteShell narrowed its projected range for fourth-quarter liquefied natural gas production to between 7.5 million metric tons and 7.9 million (Reuters).Experian (LON:EXPN) (£31.6bn | SR67)Chair Announcement“After a highly successful tenure as Chair”, Mike Rogers intends to retire at the AGM in July. Was on the Board for nine years, seven as Chair.Tesco (LON:TSCO) (£28.9bn | SR78)Q3 amp; Christmas Trading Statement 2025/26Like-for-like sales: Q3 +3.1%, Christmas +2.4%. Total 19-week period: +2.9%. “Outperformed market on both value and volume basis”. Now expects FY26 adj. operating profit at upper end of the £2.9bn to £3.1bn guidance range.AMBER/GREEN = (Mark) [no section below]There is a theory in food retail that if you win Christmas, you win the rest of the year, as customers tend to stick with a particular retailer into the New Year.While we haven’t seen all the supermarkets report, the figures here look pretty strong and potentially mark Tesco out as a Christmas winner. It doesn’t...