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Single names, sectors, valuations and the trades behind the tape, explained in plain language.

Reformation IPO Tests US Market Appetite for Fashion Retail Stocks
Stocks

Reformation IPO Tests US Market Appetite for Fashion Retail Stocks

Reformation, a womenswear brand backed by private equity firm Permira, is seeking up to a $1 billion valuation in its NYSE IPO. The company

Eleanor Whitfield ·
BofA Restarts Experian Coverage with Buy Rating, Sees AI as Opportunity
Stocks

BofA Restarts Experian Coverage with Buy Rating, Sees AI as Opportunity

Bank of America has restarted coverage of Experian with a buy rating, highlighting the company's proprietary data and embedded services as k

Marcus Devlin ·
PayPal Board Skeptical of $53 Billion Take-Private Offer from Stripe and Advent
Stocks

PayPal Board Skeptical of $53 Billion Take-Private Offer from Stripe and Advent

PayPal has received a $53 billion take-private offer from payments rival Stripe and buyout firm Advent International. However, the board is

Marcus Devlin ·
UltraTech Cement Posts 17% Profit Jump, Accelerates Capacity Expansion Despite High Fuel Costs
Stocks

UltraTech Cement Posts 17% Profit Jump, Accelerates Capacity Expansion Despite High Fuel Costs

UltraTech Cement's quarterly profit rose nearly 17% as volumes jumped 12.2%. The company is accelerating capacity expansion to leverage scal

Eleanor Whitfield ·
BofA Sees ACS Lifting 2026 Guidance as Early as July 29 Results
Stocks

BofA Sees ACS Lifting 2026 Guidance as Early as July 29 Results

Bank of America says Spanish infrastructure group ACS could raise its full-year 2026 guidance as early as its July 29 second-quarter results

Marcus Devlin ·
Prologis Takes Segro Bid Directly to Shareholders After Board Rejects £13.5B Offer
Stocks

Prologis Takes Segro Bid Directly to Shareholders After Board Rejects £13.5B Offer

Prologis is appealing directly to Segro shareholders after the UK logistics landlord rejected its £13.5 billion takeover bid. The US warehou

Eleanor Whitfield ·
BofA Raises Atlas Copco Targets on Broader Rebound Beyond Chips
Stocks

BofA Raises Atlas Copco Targets on Broader Rebound Beyond Chips

Bank of America raised its price targets for Atlas Copco after the Swedish industrial giant reported 26% organic order growth in Q2. The ban

Marcus Devlin ·
Maruti Suzuki's Market Share Slips as India's Car Buyers Ditch Basic Models for SUVs
Stocks

Maruti Suzuki's Market Share Slips as India's Car Buyers Ditch Basic Models for SUVs

Maruti Suzuki, once the king of India's car market with its cheap and cheerful models, is losing ground. Reuters reports its market share ha

Marcus Devlin ·
Railpen Raises Bid for IP Group to 61p, Adds Oxford Nanopore Stake and Contingent Payout
Stocks

Railpen Raises Bid for IP Group to 61p, Adds Oxford Nanopore Stake and Contingent Payout

Railpen has increased its bid for IP Group to 61p per share in cash, plus IP Group's Oxford Nanopore stake and a possible extra payment link

Eleanor Whitfield ·
TIM Board Backs Poste Italiane's Tender Offer as Italy Debates Self-Defense Law
Stocks

TIM Board Backs Poste Italiane's Tender Offer as Italy Debates Self-Defense Law

Telecom Italia's board has backed Poste Italiane's tender offer, moving the deal forward. Meanwhile, Prime Minister Giorgia Meloni's comment

Eleanor Whitfield ·
Sky Metals Reports New Tin and Tungsten Zones at Tallebung Project
Stocks

Sky Metals Reports New Tin and Tungsten Zones at Tallebung Project

Sky Metals has reported new drill results at its Tallebung tin and tungsten project in New South Wales, with intercepts extending beyond the

Marcus Devlin ·
YouGov Eyes Ex-Kantar Boss Wayne Levings as CEO Amid Turnaround Push
Stocks

YouGov Eyes Ex-Kantar Boss Wayne Levings as CEO Amid Turnaround Push

YouGov is reportedly considering former Kantar UK and Ireland chief Wayne Levings as its next CEO. The search comes as the research firm war

Eleanor Whitfield ·