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UK Equity Strategy

Companies: ALU AEP KIE LPA MPE TRI AVG HSP TND COST XPS SPR BRCK JNEO GFRD FRP GLE JOG NXR MHA LORD FSG AMCO

Kier Groups takes on 200 Carillion employees from HS2 & Highways England contracts

Companies: Kier Group plcCarillion plc

PANMURE LIBERUM: Autumn Budget: Taxes not cuts... and wage increases likely manageable

Companies: SDY BBY MTO KLR KIE MER FOUR SRP MGNS ITRK PAY STAF SFR COST PEBB GFRD YU/ DCC

How will markets react post election?

Companies: ANTOBBYHLMAHILSSABKIERIOCLLNSHRSSN/GSKBABAZNULVRFRESBHP

Morning Note – 14 November 2025

Companies: KIE FRP STX

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