Daily Stock Market Report (Thur 19th March 2026) - GKP, SYNT, IGG, TBLD, ECEL, TON, NANO, RBN, TUNE

Good morning!

Today's Agenda is complete. Spreadsheet accompanying this report: link.

Companies Reporting
Name (Mkt Cap)RNSSummaryOur view (Author)BP (LON:BP.). (£87.3bn | SR89)bp to sell Gelsenkirchen refinery to Klesch GroupAgreement to sell Gelsenkirchen refinery and related businesses to Klesch Group, an independent European refiner. Terms are confidential. bp's structural cost reduction target increases by around $1 billion to $6.5 to $7.5 billion by 2027.Investec (LON:INVP) (£5.26bn | SR64)FY26 Pre-Close Trading UpdateFY March 2026: The Group is expected to deliver a resilient performance. Adjusted EPS up 3% to 6% (81.6p to 84p). Basic EPS up 6% to 9% (76.9p to 79.2p). Adjusted operating profit before tax to be between £940.3 million and £965.9 million (FY2025: £920.0 million).IG group (LON:IGG) (£4.54bn | SR91)FY Results amp; Trading UpdateRevenue +7%, or +6% organically. EBITDA +1%, adjusted EPS +5% (115.3p), supported by ongoing share buybacks. New £125m buyback. Outlook: The Group expects 2026 EBITDA broadly in line with current consensus of £538.1 million, assuming market conditions broadly consistent with 2025, and is comfortable with consensus adjusted EPS of 119.5 pence.GREEN = (Graham)I’ve been GREEN on this (e.g. in December)...