Daily Stock Market Report (Thur 6 Feb 2025) - WOSG, TPX, W7L, TBLD, SRC, BBGI, ANX, BAB
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Spreadsheet accompanying this report (last updated to: 23rd Jan 2025)
Name (Mkt Cap)RNSSummaryOur view (Author)AstraZeneca (LON:AZN) (£173bn)Final ResultsRev +18%, Core EPS +13%. FY25 guidance: Rev + high single-digit %, Core EPS + low double-digit %.(Mark)Compass (LON:CPG) (£47.4bn)TUQ1 organic rev +9.2%. Organic growth drivers in line with exps. 2025 guidance unchanged.(Graham)Anglo American (LON:AAL) (£28.3bn)Production Report Q4Production guidance delivered. Forward guidance is unchanged in copper, reduced for diamonds.Babcock International (LON:BAB) (£2.7bn)Q3 TURevenue amp; underlying operating profit to exceed top end of the range. Revenue c. £4.9bn.AMBER (Graham)A very pleasant trading update and it's not due to success in just one area but in multiple areas, which makes it even better. I think BAB is fairly valued here.Watches of Switzerland (LON:WOSG) (£1.3bn)Q3 TUIn line. Confident in delivering guidance. Refinanced term loan in December, new £150m facility.AMBER/GREEN (Graham)Leaving my stance unchanged for now after another reassuring update. On track to almost match the profit performance of FY22, when the share price was approx. double what it is now.BBGI Global Infrastructure SA (LON:BBGI) (£870m)Rec. Cash...