Stocks
Single names, sectors, valuations and the trades behind the tape, explained in plain language.
Fresnillo Q3 output seen steady as silver gains offset gold dip
RBC forecasts Fresnillo will report 22.4 million silver-equivalent ounces for Q3, roughly matching analyst expectations. Silver output is se
Berenberg sees longer AI-driven chip cycle for VAT Group, but keeps hold
Berenberg lifted its price target on VAT Group to 695 francs, citing a longer AI-driven semiconductor upcycle. However, the bank keeps a hol
Headlam to exit London market after £14.9m asset sale
Headlam has entered administration and agreed to sell certain assets to Likewise Group for £14.9 million. Shareholders are expected to recei
Antofagasta's 2026 copper target hinges on a strong Q4, RBC says
RBC Capital Markets expects Antofagasta to miss Q3 copper production estimates, setting up a late-year sprint. The miner would need 240,000
Porsche's 2035 plan shifts focus from volume to per-car profit
Porsche's new 'Sportwagenschmiede '35' strategy aims to boost profitability per car rather than sales volume, targeting a 10-15% operating r
Wyld Networks secures up to 20M kronor in convertible funding
Wyld Networks is lining up up to 20 million kronor in convertible funding from Alumni Capital Management. The deal includes two tranches, a
Ingenia's Peet acquisition expected to boost EPS 11% by fiscal 2026
Ingenia Communities expects its acquisition of property developer Peet to boost earnings per share by 11% in fiscal 2026, with double-digit
AusQuest's Peru survey reveals large copper target, broker holds price
AusQuest's latest geophysics at its Cangallo copper project in Peru has flagged fresh drill targets. Broker Euroz Hartleys sees a potentiall
Treasury Wine's US recovery advances, but inventory overhang persists
Jefferies sees Treasury Wine Estates' US business improving as Kim Crawford gains share, but excess distributor stock and higher per-case co
Arena REIT weighs lease sign-off as Goodstart moves to buy Edge centers
Arena REIT is deciding whether to approve lease handovers linked to Goodstart's conditional deal to buy 31 Edge Early Learning centers. The
SKS shares slide 13% as founders sell 10 million shares
SKS Technologies shares dropped 13% after the Jinks family sold 10 million shares, about 30% of their stake. The founders keep a 21% holding
US luxury spending fell 6% in September, Citi card data shows
Citi's credit card data shows US luxury spending fell 6% year-on-year in September, marking the third straight monthly decline. Watches and