Daily Stock Market Report (Mon 22nd December 2025) - WJG, RNK, WINE, PZC, DUKE, HBR, CTG, PANR
Good morning and welcome to today's report.
Today's report is now complete (11.45). See you tomorrow!
Spreadsheet accompanying this report (updated to 24th November): link.
Companies Reporting
Name (Mkt Cap)RNSSummaryOur View (Author)AstraZeneca (LON:AZN) (£212bn | SR73)Update on LATIFY Phase III trial of ceralasertibTrial did not meet the primary endpoint of overall survival vs docetaxel in patients with NSCLC.GSK (LON:GSK) (£74.3bn | SR91)GSK to lower drug prices and expand access in USVoluntary agreement “delivers on all four of President Trump’s requests” and will reduce the cost of prescription medicines on products used to treat more than 40m patients in the US.Londonmetric Property (LON:LMP) (£4.34bn | SR57)£91 million of investment activitySold £64.4m of retail assets at NIY of 4.98%, in line with book values. Has acquired £26.2m of warehousing at a NIY of 6.90%. Expects further acquisitions shortly.Harbour Energy (LON:HBR) (£2.92bn | SR69)Strategic acquisition of LLOGAcquiring LLOG for $3.2bn ($2.7bn cash, $0.5bn HBR shares). Deal marks “strategic entry” into US Gulf of America. Oil-weighted production of 34 kboepd w/ op costs of $12/boe. 22yr reserve life.AMBER = (Roland)This is a fairly big deal...