Articles by Daniel Marsh
Halma Gains as European Markets Recover, Investors Await March Update
Halma shares advanced 0.65% to 3,570p in early trading, outperforming the broader FTSE All-Share index. The stock's next catalyst will be a trading update scheduled for March 12.
Hedge Fund Titans Pivot to AI Infrastructure and Software Plays
Prominent hedge fund managers including Ken Griffin and Steven Cohen added positions in Palantir Technologies and Comfort Systems USA last quarter, signaling a broadening AI investment theme beyond semiconductors.
Standard Chartered Taps Ex-UBS Banker for Wealth Push Ahead of Earnings
Standard Chartered shares gained slightly after appointing former UBS banker Raza Jafree as global head of private client sales. Investors await full-year results on Feb. 24 for updates on wealth business momentum.
Idox Shares Hold Steady Near Takeover Bid Price as Deadline Approaches
Idox PLC shares remain near the 71.5p per share cash offer from Frankel UK Bidco, with the acquirer reporting 49.26% support as of early February. The deal requires majority acceptance by mid-March.
Vodafone Gains on Egypt Spectrum Acquisition Ahead of Key Financial Results
Vodafone shares advanced nearly 2% after its Egypt unit secured new 1,800 MHz spectrum for $100 million, with investors focused on cash flow and upcoming FY26 results.
National Grid Gains Amid Sterling Weakness, Bond Yield Focus
National Grid shares advanced 0.31% to 1,289p, nearing a 52-week high, as the FTSE rose 0.23%. Sterling fell following political uncertainty, impacting rate expectations ahead of the utility's May results.
Lloyds Shares Dip Amid Rate Cut Speculation and NatWest Deal
Lloyds Banking Group shares fell nearly 2% as UK rate cut bets intensified and NatWest's acquisition of Evelyn Partners weighed on sector sentiment.
NatWest Shares Slide on £2.7bn Evelyn Partners Acquisition
NatWest Group shares fell nearly 4% after announcing a major deal to buy wealth manager Evelyn Partners, raising investor concerns over capital impact and integration risks ahead of annual results.
Unilever Stock Downgraded by Deutsche Bank on Valuation Concerns
Unilever shares declined after Deutsche Bank lowered its rating to 'hold', citing a stretched valuation. Investors are focused on the upcoming results for volume and margin trends.
Experian Shares Gain on Fresh Buyback Activity, Investors Eye May Results
Experian shares advanced in early London trading after the credit data firm disclosed purchasing 400,000 shares. The company has now bought back over 2 million shares under its $1 billion program.
Reckitt Shares Dip Amid Dividend Focus and Margin Uncertainty
Reckitt shares declined 0.6% in early London trading as investors await a special dividend and full-year results. Broker caution persists over U.S. litigation and 2026 margin outlook.
LSEG Shares Gain on Regulatory Data Plan and India FX Recovery
London Stock Exchange Group shares advanced 0.7% in early trading, buoyed by a recovering FTSE 100 and the resolution of a technical outage on its Indian FX platform. UK regulators are considering enhanced trading data publication.