Daily Stock Market Report (Tue 10th February 2026) - IPF, SDG, BP., SUS, HERC, RFX, DNLM
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Spreadsheet accompanying this report: link.
Companies Reporting
Name (Mkt Cap)RNSSummaryOur View (Author)AstraZeneca (LON:AZN) (£215bn | SR70)Final ResultsRevenue up 9% to $58.7bn, adj EPS up 12% to $9.16. 2026 outlook: mid-high single digit revenue growth, low double-digit % EPS growth.GSK (LON:GSK) (£88bn | SR93)China CDE accepts Arexvy adults 60+ applicationAccepted for review. If accepted would be first RSV vaccine in China for adults over 60. RSV affects 6m over-60s in China each year.BP (LON:BP.). (£75bn | SR91)Fourth quarter and full year 2025Underlying RC profit -16% to $7.5bn, adj EPS -12% to 48.02c. Net debt $22.2bn. Buybacks suspended to strengthen balance sheet.AMBER = (Roland)In this review I highlight the way BP has failed to generate much shareholder value from several years of intensive buybacks, in contrast to FTSE peer Shell. A new focus on debt reduction now is welcome, but it looks like more draconian measures will be needed than previously thought to hit the group’s 2027 targets. While performance has been underwhelming at BP, today’s profit figures are broadly in line and the stock...