Daily Stock Market Report (Mon 26th Jan 2026) - Agenda

Good morning!
Spreadsheet accompanying this report: In case you missed it, we have our spreadsheet up to date now.
Gold rally: gold has now soared through the symbolic $5,000 level.
Today's Agenda is complete.

Companies Reporting
Name (Mkt Cap)RNSSummaryOur View (Author)GSK (LON:GSK) (£73.4bn | SR91)European Commission approves Arexvy for adults 18+The RSV vaccine, Arexvy, has been approved by the European Commission for use in adults aged 18 years and older. Enables European countries to make the vaccine available to all adults (previously ages 50+ only).Grainger (LON:GRI) (£1.4bn | SR87)Grainger JV Acquires 195‑Home Build to Rent SchemeConnected Living London will forward fund and acquire a 195-home Build to Rent (BTR) scheme in West London to be developed in partnership by Barratt Redrow PLC. Purchase price £68.4 m.Thor Explorations (LON:THX) (£605m | SR99)Positive Pre-Feasibility Study for Douta ProjectDouta gold project in Senegal: “PFS confirms a robust, long‑life gold project with strong economics, a substantial Mineral Reserve base, and a clear, accelerated pathway to development - underpinned by significant potential for further resource expansion.”Costain (LON:COST) (£432m | SR77)New Pension Scheme Agreement amp; FY25 Trading UpdateRemoval of dividend parity...