Daily Stock Market Report (Thur 13th November 2025) - Agenda

Morning!

Mello update: Mello London is next week, and several of us will be there! If you are thinking of going, they have given us a 25% discount code: STOCKOPEDIA25. This will make a 1 day ticket £74.25 (instead of £99) or a 2 day ticket £126.75 (instead of £169).
Tickets can be bought here and the programme is here.

Spreadsheet accompanying this report: link (last updated to: 5th November).

Companies Reporting
Name (Mkt Cap)RNSSummaryOur view (Author)Rolls-Royce Holdings (LON:RR.) (£96.9bn | SR70)Trading UpdatePerformance in line, and “further confidence in our Full Year 2025 guidance… (underlying operating profit £3.1bn - £3.2bn, free cash flow £3.0bn - £3.1bn) despite continued supply chain challenges.”3i (LON:III) (£40.4bn | SR91)Results for the six months to 30 September 2025H1 return of 13% on opening funds. NAV per share 2,857 pence benefiting from FX translation. 60.1% ownership of Action.Flutter Entertainment (LON:FLTR) (£31.3bn | SR55)Q3 2025 Update“Solid” performance. Players +9%, revenue +17%. Guidance: revenue $16.69bn (down $380m from previous guidance), adjusted EBITDA $2.915bn (down $570m). Reason: sports results have been customer friendly, and various other factors.BLACKAviva (LON:AV.) (£21.2bn | SR83)In Focus and Q3...