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LONDON MARKET CLOSE: FTSE 100 edges up as underperforms European peers
Market Summary - 22nd Jan 2026 17:01
- FTSE 100 Performance: Closed up 11.96 points (0.1%) at 10,150.05, underperforming European peers due to weak mining, energy, and defence stocks.
- FTSE 250 & AIM: FTSE 250 rose 1.3% to 23,370.93, AIM All-Share up 1.1% at 817.67.
- Trump's Tariff Reversal: US President Trump waived tariffs on European allies after a framework deal on Greenland, easing market concerns.
- European & US Markets: CAC 40 (+1.0%), DAX 40 (+1.2%), Dow Jones (+0.9%), S&P 500 (+0.7%), Nasdaq (+1.0%).
- UK Public Sector Borrowing: December borrowing (£11.58 billion) lower than expected, down 38% from December 2024.
- FTSE 100 Movers: Defence (BAE Systems -3.7%, Babcock International -1.4%), Miners (Antofagasta -2.2%, Glencore -2.0%), Admiral (-4.6% on downgrades), BP (-1.9%), Shell (-2.2%).
- FTSE 250 Highlights: Computacenter (+10% on strong 2025 trading), Senior (+8.8% on profit guidance upgrade).
- AIM News: Kitwave (+33% on £251 million takeover by OEP Capital Advisers).
- Commodities: Gold hit record high at $4,874.80/ounce, Brent oil down to $64.26/barrel.
- Upcoming Data: Flash composite PMI readings, Japan interest rate decision, UK consumer confidence, and retail sales data on Friday.
LONDON MARKET MIDDAY: Stocks in green, B&M cuts guidance
- London Stock Market:
- Stock prices higher at midday on Thursday, ahead of US data releases.
- FTSE 100 up 0.4% at 10,181.51, FTSE 250 up 0.9% at 23,284.41, AIM All-Share up 0.6% at 813.24.
- Cboe UK indices also showed gains: Cboe UK 100 up 0.3%, Cboe UK 250 up 1.0%, Cboe Small Companies up 1.4%.
- Market Sentiment:
- Donald Trump's recent statements calmed markets, with no plans for military action or new tariffs.
- AJ Bell's Russ Mould noted markets regaining balance but cautioned against over-optimism.
- Company Highlights:
- Beazley (FTSE 100): Shares up 1.5%; rejected Zurich Insurance's takeover bid, citing undervaluation.
- B&M European Value Retail (FTSE 250): Shares up 0.4% despite cutting full-year guidance; Q3 revenue rose 2.9% to GBP1.74 billion.
- Kitwave (AIM): Surged 33% after accepting a GBP251 million takeover bid from OEP Capital; reported 21% annual revenue growth.
- GENinCode (AIM): Dropped 39% after raising GBP3.9 million through a discounted share issue.
- Global Markets:
- European equities: CAC 40 up 1.1%, DAX 40 up 1.3%.
- US futures: Dow Jones +0.3%, S&P 500 +0.6%, Nasdaq +0.9%.
- Commodities: Brent oil down to USD64.14/barrel, gold down to USD4,827.86/ounce.
- Currencies: Pound lower at USD1.3418, euro at USD1.1697, dollar up against yen at JPY158.65.
- Economic Calendar:
- US data releases pending: Personal consumption expenditure, GDP, and weekly jobless claims.
- Bank of Japan meeting expected to influence yen and precious metals sentiment.
LONDON BROKER RATINGS: RBC cuts Admiral, Citigroup cuts Beazley
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- 22nd Jan 2026 09:24
- The following London-listed shares received analyst recommendations on Thursday morning and on Wednesday:
-
FTSE 100
- Citigroup cuts Beazley to 'neutral' - price target 1,280 (1,025) pence
- RBC cuts Admiral to 'sector perform' (outperform) - price target 3,100 (3,600) pence
- Deutsche Bank Research raises Vodafone price target to 150 (140) pence - 'buy'
- Deutsche Bank Research cuts Haleon price target to 335 (340) pence - 'sell'
- Goldman Sachs raises Persimmon price target to 1,540 (1,446) pence - 'buy'
- Goldman Sachs cuts JD Sports Fashion price target to 120 (130) pence - 'buy'
- Goldman Sachs raises IMI price target to 2,560 (2,330) pence - 'neutral'
- Goldman Sachs raises Halma price target to 4,250 (4,120) pence - 'buy'
- Goldman Sachs raises Berkeley price target to 3,875 (3,873) pence - 'sell'
- Goldman Sachs cuts Barratt Redrow price target to 445 (449) pence - 'buy'
- Citigroup raises Barclays price target to 475 (440) pence - 'neutral'
- Bernstein raises Diageo price target to 2,360 (2,310) pence - 'outperform'
- RBC raises Rio Tinto price target to 6,100 (6,000) pence - 'sector perform'
- Goldman Sachs raises Informa price target to 1,240 (1,210) pence - 'buy'
- Citigroup raises Informa price target to 1,000 (975) pence - 'neutral'
-
FTSE 250
- JPMorgan reinitiates Big Yellow with 'overweight' - price target 1,250 pence
- JPMorgan raises Computacenter price target to 3,500 (3,300) pence - 'overweight'
- Deutsche Bank Research raises Safestore price target to 880 (820) pence - 'buy'
- Jefferies raises Quilter price target to 250 (210) pence - 'buy'
- Berenberg raises Quilter price target to 215 (195) pence - 'buy'
- Goldman Sachs raises Quilter price target to 195 (189) pence - 'neutral'
- Deutsche Bank Research raises Quilter price target to 170 (165) pence - 'hold'
- Deutsche Bank Research raises Oxford Nanopore Technologies target to 225 (210) pence - 'buy'
- Goldman Sachs raises Aberdeen price target to 260 (255) pence - 'buy'
- Deutsche Bank Research cuts Aberdeen price target to 240 (245) pence - 'buy'
- Berenberg raises Hochschild Mining price target to 570 (430) pence - 'hold'
- Goldman Sachs cuts Taylor Wimpey price target to 107 (109) pence - 'neutral'
- Goldman Sachs cuts Bellway price target to 2,745 (2,844) pence - 'neutral'
- RBC raises Atalaya Mining price target to 1,075 (1,000) pence - 'outperform'
-
SMALL CAP
- Berenberg starts Concurrent Technologies with 'buy' - price target 275 pence
- RBC cuts Central Asia Metals to 'sector perform' (outperform)
- Berenberg cuts Judges Scientific price target to 5,600 (7,900) pence - 'buy'
- Berenberg raises Mears price target to 565 (550) pence - 'buy'
- Berenberg cuts Eurocell price target to 240 (270) pence - 'buy'
- JPMorgan raises Ryanair price target to 38 (34.50) EUR - 'overweight'
- JPMorgan raises Wise price target to 1,385 (1,375) pence - 'overweight'
- Related Shares:
LONDON MARKET OPEN: Stocks in green, AB Foods retail sales rise
- London Stock Market: Opened positively on Thursday, with FTSE 100 up 0.7%, FTSE 250 up 0.9%, and AIM All-Share up 0.2%.
- Trump's Greenland Announcement: US President Donald Trump confirmed no additional tariffs on European countries over Greenland, citing a framework deal for the Arctic Region.
- Market Reaction: Relief as tariff war risk eliminated, allowing markets to move forward without hysteria, according to Pepperstone's Michael Brown.
- FTSE 100 Performance: Associated British Foods rose 1.3%, with Primark sales up 1% but down 2.7% on a like-for-like basis.
- Smaller Caps: Gulf Keystone Petroleum lost 3.8% despite production meeting guidance, with 2025 production up 2.1% to 41,560 bopd.
- UK Public Sector Borrowing: December net borrowing was £11.58 billion, below market expectations of £13.5 billion, and down 38% year-on-year.
- European Equities: CAC 40 up 1.1%, DAX 40 up 1.2%.
- Currency Movements: Pound and euro lower against USD, while USD strengthened against JPY.
- Asian Markets: Nikkei 225 up 1.7%, Shanghai Composite and Hang Seng up 0.1%, S&P/ASX 200 up 0.8%.
- US Markets: Dow Jones, S&P 500, and Nasdaq Composite all closed up 1.2% on Wednesday.
- Commodities: Brent oil up to $64.97/barrel, gold down to $4,826.19/ounce.
- Upcoming Economic Data: Ireland's producer price inflation expected later on Thursday.
LONDON MARKET EARLY CALL: Stocks to rise, UK consumer mood perks up
- London Stocks: Set to open higher on Thursday after US President Donald Trump withdrew tariffs against European countries over Greenland.
- Trump's Announcement: Claimed a framework deal for Greenland and the Arctic Region after meeting with NATO Secretary General Mark Rutte.
- UK Consumer Sentiment: Improved slightly in January (net score of -32 vs -38 in December), but spending confidence cooled post-Christmas.
- FTSE 100 Futures: Indicated a 0.7% rise (70.9 points) at Thursday's open, after closing up 0.1% at 10,138.09 on Wednesday.
- Currency Movements: Sterling dipped to USD1.3423, Euro to USD1.1686, and Dollar rose to JPY158.77 against the yen.
- US Markets: Wall Street closed higher on Wednesday (Dow +1.2%, S&P 500 +1.2%, Nasdaq +1.2%).
- Treasury Yields: US 10-year at 4.26% (down from 4.27%), 30-year at 4.88% (down from 4.89%).
- Asian Markets: Nikkei 225 (+1.7%), Shanghai Composite (+0.1%), Hang Seng (-0.1%), S&P/ASX 200 (+0.8%).
- Commodities: Gold dipped to USD4,823.50/ounce, Brent oil rose to USD65.13/barrel.
- Corporate Calendar: Trading updates expected from AJ Bell, Auction Technology, and Associated British Foods.
- Economic Calendar: UK public sector net borrowing, Eurozone consumer confidence, and US GDP/PCE data releases.
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