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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

How will markets react post election?

Companies: ANTOBBYHLMAHILSSABKIERIOCLLNSHRSSN/GSKBABAZNULVRFRESBHP

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

Small Cap Breakfast

Companies: PDL KIE SLNG AMP RECI CNS

Morning Note – 14 November 2025

Companies: KIE FRP STX

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