Daily Stock Market Report (Wed 15 Jan 2025) - GYM, GLE, RWA, VTY, LIO, FDEV, CURY
Good morning! I have some backlog comments to start us off today.
Spreadsheet accompanying this report (updated to 10/1/2025)
Companies Reporting
Name (Mkt Cap)RNSSummaryOur view (Author)Experian (LON:EXPN) (£32bn)TUOrganic revenue +6% in Q3. FY exps unchanged - in line.Diploma (LON:DPLM) (£5.5bn)Q1 resultsQ1 in line. Organic rev +7%, reported rev (inc. acqs.) +12%. FY guidance unchanged.International Distribution Services (LON:IDS) (£3.5bn)Q3 TUOn track to return to adj op profit in FY25.PINK (Under offer)Vistry (LON:VTY) (£1.7bn)FY TUFY adj PBT to be c.£250m, in line with December’s revised guidance. Completions +7%, net debt £180m.AMBER/RED (Roland)Just (LON:JUST) (£1.5bn)FY TU2024 op profit to be more than 2x 2021 op profit. Just completed £1.8bn DB transaction for G4S.Mitchells amp; Butlers (LON:MAB) (£1.4bn)Q1 TULFL sales +3.9% during 15 wks to 11 Jan. Total sales +3.8% YTD. £100m of extra costs this year.Hays (LON:HAS) (£1.2bn)Q2 TUQ2 fee income -12% LFL, H1 adj profit of c.£25m “towards lower end of the consensus range”Ashmore (LON:ASHM) (£1.1bn)TU$0.4bn of net outflows in...