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Industrials Monthly - Sector earnings outlook is stabilising - October 2025

Companies: TAND BMS AVON CGS CKN GHH PEN ASY SCE SOLI TRI SYM IGE JDG AVAP PEG CSSG ABDP WPHO KETL SPSY

Implications of Trumponomics for equities

Companies: PWTN0QMWAHTBMSHILSHTGFOURULEVCTWEIRNFGBLTGCOBCHGMCROHNGBUR

Gooch & Housego (GHH LN) - Encouraging update; G&H has underperformed the photonics sector - BUY

Companies: Gooch & Housego PLC

Most popular equity research this week | 23 - 27 Oct

Companies: SEEFRXDSCVALUAEPAVONBOOTCARCHHGHHRE/SCEZYTRNOMPESIXHSOLILLOYGHTTRIAVGWILRBNSXXZOOIOFDOTDABDPAMPHTRTVELHDDFLOAXSMAB1G4MGTLYVANLVCPFCRMRADSOMZAM

Morning Note – 7 October 2025

Companies: Gooch & Housego PLC (GHH:LON)Cordel Group PLC (CRDL:LON)

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