Daily Stock Market Report (Wed 7th Jan 2026) - TPT, GSK, RKT, PSDL, ENSI
Good morning! Company news is still a little light at the moment.
Today's Agenda is complete.
Spreadsheet accompanying this report: link (updated to 16th December).
Companies Reporting
Name (Mkt Cap)RNSSummaryOur View (Author)GSK (LON:GSK) (£77.4bn | SR91)EU approval of Shingrix PFS amp; Positive phase 3 data for GSK’s bepirovirsenPFS means prefilled syringe - a more convenient delivery method. Shingles affects c.1.7m each year in Europe. Bepirovirsen is a treatment for chronic hepatitis B, which affects gt;250m people globally.AMBER/GREEN = (Roland - I hold) [no section below]I’ve commented on GSK several times already this year (here, here and here.) I don’t have anything to add today other than that from my layman’s perspective, these updates appear to provide further evidence of positive momentum within the group’s pipeline and portfolio. My broadly positive view remains unchanged.Reckitt Benckiser (LON:RKT) (£40.8bn | SR80)Special Dividend and Share ConsolidationWill return c.£1.6bn to shareholders through a special dividend of 235p per share, using proceeds from the sale of the Essential Home business. A 24 for 25 share consolidation will maintain share price comparability.AMBER/GREEN (Roland)This divestment is aimed at making Reckitt a...