Daily Stock Market Report (Mon 13th October 2025) - Agenda

Good morning! I hope everyone is doing well. Today's Agenda is complete.

Spreadsheet accompanying this report: link (last updated to: 5th September).

Name (Mkt Cap)RNSSummaryOur view (Author)AstraZeneca (LON:AZN) (£198bn)Agreement with US Govt to lower medicine pricesVoluntarily agrees to measures enabling US patients to access medicines at prices equalized with those available in wealthy countries.Lloyds Banking (LON:LLOY) (£49bn)Motor Finance UpdateBased on the FCA proposals in their current form, intends to take an additional charge of £800 million.Oxford Instruments (LON:OXIG) (£1.1bn)Half Year Trading Update“...we expect H2 revenue to be marginally up versus H2 of the prior year… on an organic constant currency basis we now expect… full year revenue, adjusted operating profit and AOP margin to be similar to the prior year.”Renew Holdings (LON:RNWH) (£727m)Acquisition of Emerald Power Ltd£12m consideration. Emerald is “a specialist in overhead lines, focused on the maintenance and upgrade of electricity networks for Distribution Network Operators (DNOs) in the North West”.Serica Energy (LON:SQZ) (£699m)Proposed acquisition of North Sea assets from BPAgreement to acquire the entirety of BP's stake in the P111...