Daily Stock Market Report (Fri 23rd Jan 2026) - TRU, REC, BAB, CCR, BEZ

Good morning!
Last night, with the Currys (LON:CURY) trading update having been released the day before, I published my post-Christmas retail review. It was not a bad festive season for the consumer or for consumer stocks: there were a few casualties, but also many "in line" updates, and even a few "aheads". A good environment for stock-picking!
That's the reports done for the week, thanks everyone!

Companies Reporting
Name (Mkt Cap)RNSSummaryOur View (Author)Babcock International (LON:BAB) (£7.3bn | SR64)Q3 trading update – strong delivery underpins FY amp; Babcock announces CEO retirement and successionConfident in delivering on the Board's expectations for FY March 2026, including meeting the FY26 margin target of 8%. Possible upside to current expectations (depending on the timing of delivery of maritime licences). CEO to retire by the end of calendar year 2026.AMBER/GREEN = (Graham) [no section below]The defence sector is very hot right now and Babcock’s very strong valuation (£7bn market cap vs. £300m forecast profits next year) reflects this. EPS forecasts have risen consistently over the past year as the company’s growing revenues and margins continue to surprise positively. Beware that the ValueRank is now only “16” and the stock is categorised...