Daily Stock Market Report (Mon 10th November 2025) - DGE, JTC, MPE, APN, CHG, KNOS

Good morning! I hope you had a restful weekend.

Wrapping up the report there, thanks everyone!
Spreadsheet accompanying this report: link (last updated to: 5th November).

Companies Reporting
Name (Mkt Cap)RNSSummaryOur View (Author)Diageo (LON:DGE) (£38bn | SR51)Sir Dave Lewis appointed Diageo plc CEOFormer Tesco boss Sir Dave Lewis has been appointed CEO of Diageo. He’ll take charge from 1 January. Lewis will also step down from his current role as chair of Haleon at the same time.AMBER/RED (Roland) [no section below]Further to Mark’s comments on Diageo last week, I’m reluctant to upgrade our view on the strength of a CEO appointment alone. But I expect the market will be pleased with this hire. Dave Lewis is widely seen as having done an excellent job rebuilding Tesco after a difficult period. He also has deep global consumer goods experience from his previous career as a senior exec at Unilever (disc: I hold). I see this appointment as a positive development for Diageo, which remains a global market leader in many drinks categories.JTC (LON:JTC) (£2.3bn | SR48)Recommended Cash Acquisition of JTC plcSP-4% to 1300pA cash offer of 1,340p per share...