Daily Stock Market Report (Tue 20th Jan 2026) - Agenda

Good morning! It's a little bit hectic today. Good luck if you have multiple portfolio holdings updating at the same time! Fortunately most of the company news today is very positive.
Today's Agenda is under construction.

Spreadsheet accompanying this report: link (updated to 16th December)

Companies Reporting
Name (Mkt Cap)RNSSummaryOur View (Author)BHP (LON:BHP) (£124bn | SR96)Quarterly Activities ReportCopper prices are up 32% and iron ore prices 4% higher. “We have increased FY26 group copper production guidance off the back of stronger delivery across our assets.”GSK (LON:GSK) (£74bn | SR92)GSK to acquire RAPT TherapeuticsRAPT is “a California-based, clinical-stage biopharmaceutical company dedicated to developing novel therapies for patients living with inflammatory and immunologic diseases”. Net of cash acquired, GSK's estimated upfront investment is $1.9 billion.Informa (LON:INF) (£11bn | SR54)Market Update amp; Strategic PartnershipFull year results in line with or ahead of market guidance. Increase in Group underlying revenue growth guidance to 6%±. £200m of new share buybacks. Partnership with Dubai World Trade Centre, combining their live events businesses in the region.Wise (LON:WISE) (£10.3bn | SR33)Wise Q3 FY26 trading updateQuarterly cross-border volume grew +25% YoY....