Daily Stock Market Report (Wed 4th February 2026) - BEZ, ATYM, GSK, WOSG, DCC, YOU

Good morning and welcome to today's report.
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Spreadsheet accompanying this report: link.

Name (Mkt Cap)RNSSummaryOur View (Author)GSK (LON:GSK) (£79.3bn | SR91)Final ResultsRevenue +4% to £32.7bn, adj op profit +7% to £9.8bn. Adj EPS +8% to 172p, in line with exps. 2026 guidance unchanged for adj profit growth of 7% to 9%.AMBER/GREEN = (Roland - I hold)A solid set of results, with good progress on new medicines and unchanged guidance for continued growth in 2026. GSK looks in good shape and boasts strong quality metrics. With the stock trading on a forward P/E of 11, I don’t think this business looks too expensive. I’m happy to retain a broadly positive view in the hope that recent momentum can develop into sustainable growth.SSE (LON:SSE) (£29.4bn | SR71)Q3 Trading StatementFY26 adj EPS expected to be 144 to 152p (previous consensus 150p). Reports improvement in Renewables output due to capacity additions.Beazley (LON:BEZ) (£6.95bn | SR69)Joint Statement Regarding Possible OfferZurich and Beazley have reached agreement in principle on the key financial terms of a possible recommended cash offer for Beazley: total value up...