Daily Stock Market Report (Mon 12th Jan 2026) - JNEO, IQE, ATG, IPX, KGH, PLUS
Good morning!
I quite enjoyed writing up the latest Week Ahead article - this looks set to be a big week in the markets.
Hanging up the pen there, thanks everyone.
Spreadsheet accompanying this report: link (updated to 16th December).
Companies Reporting
Name (Mkt Cap)RNSSummaryOur View (Author)British Land (LON:BLND) (£4.1bn | SR68)Simon Carter to step down as CEOCarter is stepping down after a total of 18 years at the company to become CEO of a GIC-owned logistics property business.Plus500 (LON:PLUS) (£2.5bn | SR93)Year End Trading UpdateRevenue of c. $792m and EBITDA of c.$348m) are ahead of market expectations. Improved customer longevity, active customers -5% to 242k.GREEN = (Graham)Continues the strong momentum it has had for years with another strong update, and I'm not going to attempt to stand in its way with a cautious stance. When I turned positive on this two years ago it felt very late to do so, but the share price has already doubled since then and it is still not at a particularly expensive rating (P/E multiple 12.5x with a very strong balance sheet, $0.8 billion of cash).Renewables Infrastructure (LON:TRIG) (£1.65bn | SR75)