Daily Stock Market Report (Thur 18th December 2025) - TGP, SYNT, CURY, CSC

Good morning!

Today's Agenda is complete.
Spreadsheet accompanying this report (updated to 24th November): link.

Companies Reporting
Name (Mkt Cap)RNSSummaryOur View (Author)BP (LON:BP.). (£66.5bn | SR87)Leadership TransitionThe existing CEO has decided to step down, effective today. Meg O’Neill, CEO of Woodside Energy, appointed BP’s next CEO, effective April 2026.Big Yellow (LON:BYG) (£1.99bn | SR42)Planning UpdatePlanning consent obtained for a 58,000 sq ft storage centre on its site in Leicester.Currys (LON:CURY) (£1.41bn | SR98)Performance continues to strengthen (H1 results)SP +8%H1 adjusted PBT £22m, +144% YOY. Group trading since the period end has been consistent with the Board's expectations, full year guidance maintained.GREEN = (Graham)Happy to leave our positive stance unchanged. There is no change to expectations which is great news for a stock which the market corrects treats as high-risk and puts on a PER of 10x. The peak trading period is all-important and if the CEO is happy with performance so far, then the company should be in great shape to hit expectations for the full-year. The balance sheet isn't overly strong but it does have a buyback-enabling net cash position, along with a modest...