Daily Stock Market Report (Thur 8th Jan 2026) - TTG, DIA

Good morning!

 Today's Agenda is complete. Spreadsheet accompanying this report: link (updated to 16th Decembeer).

Companies Reporting
Name (Mkt Cap)RNSSummaryOur View (Author)Shell (LON:SHEL) (£152bn | SR63)Fourth quarter 2025 update noteShell narrowed its projected range for fourth-quarter liquefied natural gas production to between 7.5 million metric tons and 7.9 million (Reuters).Experian (LON:EXPN) (£31.6bn | SR67)Chair Announcement“After a highly successful tenure as Chair”, Mike Rogers intends to retire at the AGM in July. Was on the Board for nine years, seven as Chair.Tesco (LON:TSCO) (£28.9bn | SR78)Q3 amp; Christmas Trading Statement 2025/26Like-for-like sales: Q3 +3.1%, Christmas +2.4%. Total 19-week period: +2.9%. “Outperformed market on both value and volume basis”. Now expects FY26 adj. operating profit at upper end of the £2.9bn to £3.1bn guidance range.Associated British Foods (LON:ABF) (£15.3bn | SR86)Trading UpdatePrimark has had a challenging start to the financial year, with a mixed performance. Food businesses also mixed. 16 week period: group revenue +1%. “We now expect Group adjusted operating profit and adjusted EPS to be below last year”.BLACKMarks and Spencer (LON:MKS) (£6.76bn | SR52)Christmas Trading...