UK equity research

Explore the most viewed and latest equity research and media content we have for listed companies based in the UK.

UK Equity Research

Broker research, valuations, and analysis on UK stocks

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Bezant Resources

Breakfast Today

"Just more fractional moves by the US major averages on Friday, but at least some of the downward pressure appeared to subside as they closed flat or with modest gains. The S&P-500, for example, eventually posted a 0.24% gain for the week that was dominated by a sharply falling oil price and increased uncertainty regarding the outlook for the Fed, and so global, central bank policy. Despite staging a modest recovery on Friday, its sub-index of energy stocks still notched up its biggest weekly decline in 18 months, with the slide in crude prices also pushing down projected inflation numbers, adding to concerns investors have already picked up suggesting above-trend US growth might finally be petering out. Reflecting this rather sharp reversal of sentiment, global equity fund inflows reportedly failed to break the US$1bn mark last week, having chalked-up a figure of almost 25-times that during the second week of June. US banks nevertheless end firmer as the Reserve stated that the largest of the nation's banks had survived its 'hypothetical' stress test, leading some traders to anticipate the opportunity for higher future dividend pay-outs from the sector. US government bonds meanwhile remained caught in their recent holding pattern, with yields slipping only slightly over the past fortnight, as investors await more convincing data to either confirm or challenge lowered inflation expectations; the yield on the 10-year Treasuries settled at 2.146%, compared with 2.153% on Thursday. Tech and commodity stocks helped Asia to close broadly firmer this morning as traders sought out oversold situations. Sentiment was helped by Tropical Storm Cindy which last week resulted in several oil rigs and platforms in the Gulf of Mexico, an area responsible for over 17% of the country's oil production being temporarily suspended, with press reports suggesting at least one sixth of normal output had been hit. Crude oil futures accordingly rose higher, pushing prices up a notch further from Friday's US close, with August-delivery Brent crude on London's ICE Futures exchange rising $0.48 or 1.1% to $46.02 a barrel. China continued to celebrate the inclusion of its A-shares in the MSCI Emerging Markets index, with its CSI300 closing up 1.14% this morning to a fresh 18 month high, while the region's other principal bourses chalked up more modest gains. On Friday, the STOXX Europe 600 slipped 0.2% amid losses in autos and food and beverage companies, with the Xetra Dax finishing off 0.47% and the CAC-40 down 0.3%. London's export-heavy FTSE-100 declined 0.2% as the Pound climbed 0.2% to $1.2708, paring the week's declines. At the end of last week, however, Theresa May's government appeared to be stumbling at the first post as Donald Tusk stated the UK's offer to EU nations could 'worsen the situation' and Deutsche bank suggested the country was headed for 'Zombie Government', noting on Friday that "The Conservatives have no appetite for another general election with polls now indicating a Labour lead. Meanwhile, the Labour leadership is likely to want the government to own the outcome of very messy Brexit talks." While the UK will probably not dip into recession, the fact remains that current proceedings are knocking confidence enough to affect consumer and household spending, particularly with residential property prices looking like they will shortly go into reverse. The only UK macro data due for release today is May's BBA Mortgage Approvals. Nothing is anticipated from the EU, but the US details its Chicago Fed National Activity Index and Durable Good data for may as well as the June's Fed Dallas Manufacturing Business Index. UK corporates due to release earnings or trading updates include just Benchmark Holdings and Sirius Real Estate. Traders will be seeking more information regarding weekend leaks that Sky Network television and Vodafone NZ have dropped their planned merger while the Queen's speech debate resumes in Parliament. Picking up on the more positive tone of the overnight markets, however, London is seen making modest gains at the opening, with the FTSE-100 seen rising 10 to 15 points in early trade."

  • 26 Jun 17
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