Marcin Frąckiewicz

Why Anglo American plc’s latest filing puts its $53 billion Teck deal back in focus

Why Anglo American plc’s latest filing puts its $53 billion Teck deal back in focus

Anglo American confirmed 1,178,050,272 ordinary shares in its latest voting-rights filing ahead of its planned merger with Teck Resources. The company reported a 1% rise in copper output and a 31% drop in steelmaking coal for Q1. Chinese antitrust approval remains the last major hurdle for the merger, expected to close between September 2026 and March 2027. Anglo’s shares closed at 3,590 pence on Friday, up 0.10%.
May 2, 2026
GSK Wins UK Approval for Lynavoy — But Investors Still Want the Bigger Growth Story

GSK Wins UK Approval for Lynavoy — But Investors Still Want the Bigger Growth Story

Britain’s MHRA approved GSK’s Lynavoy for itching in adults with primary biliary cholangitis, following U.S. clearance in March. The decision comes days after GSK shares fell on investor concerns over first-quarter earnings quality. The approval triggers a $20 million payment in GSK’s licensing deal with Alfasigma, part of an agreement worth up to $690 million.
May 2, 2026
Halma plc Stock Nears Record High as Deals Put HLMA Back in the Spotlight

Halma plc Stock Nears Record High as Deals Put HLMA Back in the Spotlight

Halma shares climbed 2.72% to 4,527p on Friday, nearing a record high and outperforming a weaker FTSE 100. Cardioline said it acquired Cardios from Halma, while Halma recently bought California-based Surgistar for $90 million. Investors await Halma’s June 11 results after guidance for mid-teens organic revenue growth and a 22% adjusted EBIT margin. Financial terms of the Cardios sale were not disclosed.
May 2, 2026
Australia Stock Market This Week: ASX 200 Rebounds, But Rate Fears Keep the Week in the Red

Australia Stock Market This Week: ASX 200 Rebounds, But Rate Fears Keep the Week in the Red

The S&P/ASX 200 closed Friday up 0.74% at 8,729.8 but ended the week down 0.7%, as miners rallied and banks fell. Australian inflation rose to 4.6% in March, up from 3.7% in February, driven by a 32.8% surge in fuel prices. Thirty of 33 economists in a Reuters poll expect the Reserve Bank to raise rates to 4.35% at its May 5 meeting. Coles and Woolworths both reported higher sales for the quarter.
May 2, 2026
UK Stock Market Today: FTSE 100 Slips As BP, Shell And AstraZeneca Drag London Shares Lower

UK Stock Market Today: FTSE 100 Slips As BP, Shell And AstraZeneca Drag London Shares Lower

London’s FTSE 100 closed down 0.1% at 10,363.93 on Friday, marking a third consecutive weekly loss. AstraZeneca shares fell after a U.S. FDA panel voted against its breast cancer drug candidate. NatWest also dragged the index despite higher profits, as investors focused on economic risks and a large impairment charge. Brent crude dropped to $108.86 a barrel amid reports of a new Iranian peace proposal.
May 2, 2026
Shell Plc’s $15 Billion LNG Canada Prize Draws Wall Street Bidders After Export Record

Shell Plc’s $15 Billion LNG Canada Prize Draws Wall Street Bidders After Export Record

LNG Canada exported over 1 million metric tons of liquefied natural gas in April, its first month above that level. Apollo, Blackstone, and KKR are bidding for a Shell stake in the project, with offers expected to exceed $10 billion. Shell agreed April 27 to buy ARC Resources, adding 370,000 barrels of oil equivalent per day to its portfolio. All April LNG Canada cargoes went to Asia, mostly South Korea and China.
May 2, 2026
Barclays PLC’s $800 Million Best Egg Deal Lands as Credit Risk Clouds U.S. Lending Push

Barclays PLC’s $800 Million Best Egg Deal Lands as Credit Risk Clouds U.S. Lending Push

Barclays PLC has completed its $800 million acquisition of U.S. online lender Best Egg, folding it into Barclays Bank Delaware while keeping the brand. The deal closed May 1, days after Barclays reported a £228 million impairment tied to Market Financial Solutions and announced a £500 million share buyback, below analyst expectations. Barclays shares closed at 433.75 pence in London on May 1, up 0.53%.
May 2, 2026
Imperial Brands PLC Buyback Deepens Before May 12 Results Test

Imperial Brands PLC Buyback Deepens Before May 12 Results Test

Imperial Brands bought 220,000 shares for cancellation on May 1, spending about £6.2 million as part of its £1.45 billion buyback. The move comes ahead of first-half results due May 12, with the stock closing Friday at 2,816.5 pence, up 0.55%. Shares remain below their April 13 level after warnings of market share losses. UBS downgraded the stock to “neutral” following the update.
May 2, 2026
NAB Share Price Near $40: The Monday Result That Could Decide The Dividend Trade

NAB Share Price Near $40: The Monday Result That Could Decide The Dividend Trade

National Australia Bank will report first-half earnings on May 4, with investors watching a stock near A$40 amid higher bad-loan charges and a capital raising plan. NAB expects A$706 million in credit impairment charges and a A$1.35 billion pre-tax software amortisation. The results come one day before a widely expected Reserve Bank rate hike. NAB closed May 1 at A$39.83, down 0.13%.
May 2, 2026
Rolls-Royce Shares Rise as Profit Forecast Survives Middle East Shock

Rolls-Royce Shares Rise as Profit Forecast Survives Middle East Shock

Rolls-Royce shares closed up 1.46% at 1,199.20 pence Friday after the company reaffirmed its 2026 profit and cash flow targets. Engine flying hours in the Middle East recovered to pre-conflict levels following earlier disruption from the Iran war. The stock outperformed the FTSE 100, which slipped 0.14%. Investors remain alert to risks from higher fuel costs and airline capacity cuts.
May 2, 2026
HSBC Earnings Loom: Dividend Decision and Asia Growth Put Bank Rally to Test

HSBC Earnings Loom: Dividend Decision and Asia Growth Put Bank Rally to Test

HSBC will report first-quarter earnings on Tuesday, with investors focused on a possible interim dividend and the bank’s ability to sustain recent share gains. Shares closed Friday at 1,359.40 pence. Two senior executives acquired shares through automatic dividend reinvestment, according to a Friday filing. Peer banks NatWest and Standard Chartered posted profit gains but took impairment charges linked to the Middle East conflict.
May 2, 2026
Unilever PLC Price Hikes Are Back: Dove Maker Beats Forecasts, Then Flags Cost Squeeze

Unilever PLC Price Hikes Are Back: Dove Maker Beats Forecasts, Then Flags Cost Squeeze

Unilever reported first-quarter underlying sales growth of 3.8%, beating forecasts as volume rose 2.9%. The company plans selective price increases in the second half of 2026 due to higher costs linked to the Iran war, with inflation now expected at up to 900 million euros for the year. Shares rose 2.56% on Friday. Finance chief Srinivas Phatak said price hikes could reach 3% if cost pressures persist.
May 2, 2026
Why Lloyds Banking Group plc’s New AI Agent Push Matters Now

Why Lloyds Banking Group plc’s New AI Agent Push Matters Now

Lloyds Banking Group has launched Envoy, an internal AI agent platform built with Google Cloud, aiming to boost productivity across its operations. In Q1, Lloyds reported net income of £4.8 billion, up 9%, and statutory profit after tax of £1.6 billion, up 37%. The bank booked a £151 million charge related to the Iran war’s impact on global growth. Lloyds raised its net interest income outlook to over £14.9 billion for 2026.
May 2, 2026
Cochlear Limited Stock Bounces After Profit Shock — Why ASX Investors Are Still Nervous

Cochlear Limited Stock Bounces After Profit Shock — Why ASX Investors Are Still Nervous

Cochlear shares closed Friday at A$98.77, up 5.1% but still down 41.6% for the month after a sharp profit downgrade. The company cut its FY26 underlying net profit guidance to A$290 million–A$330 million, citing weak demand, hospital bottlenecks, and Middle East uncertainty. The ASX is closed for the weekend, making Friday’s close the latest price. Analysts say the downgrade was worse than expected.
May 2, 2026
Goodman Group Shares Rise as AI Data Centre Bet Gets Fresh Investor Backing

Goodman Group Shares Rise as AI Data Centre Bet Gets Fresh Investor Backing

Goodman Group shares rose 1.3% in Sydney Friday, extending gains as investors focused on its data centre projects, which now make up 73% of its A$14.4 billion development pipeline. The company reported A$1.20 billion in first-half operating profit and expects work in progress to reach A$18 billion by June 30. Goodman has secured 6.0 gigawatts of power capacity across 16 cities.
May 2, 2026
Mineral Resources stock jumps after POSCO lithium deal clears key hurdle

Mineral Resources stock jumps after POSCO lithium deal clears key hurdle

Mineral Resources signed agreements to sell a 30% stake in its new lithium joint venture LithCo to POSCO Holdings for US$765 million, advancing the deal to regulatory review. LithCo will hold MinRes’ 50% interests in the Wodgina and Mt Marion mines. MinRes reported net debt fell by about A$400 million in the March quarter. Completion is now expected in the first half of fiscal 2027, later than previously targeted.
May 2, 2026
Northern Star Resources Buyback Moves: 1.3 Million Shares Cancelled as A$500 Million Plan Kicks In

Northern Star Resources Buyback Moves: 1.3 Million Shares Cancelled as A$500 Million Plan Kicks In

Northern Star Resources cancelled 1,316,181 shares under its buyback, reducing its share count to 1.4298 billion, according to a May 2 filing. The company spent A$28.995 million on the cancelled shares, with total buyback purchases now at 2.37 million shares for about A$51.33 million. Northern Star reported A$301 million in free cash flow and A$1.183 billion in cash and bullion at the March quarter’s end.
May 2, 2026
Coca-Cola Europacific Partners Stock Gets Barclays Lift After Q1 Sales Jump, But Easter Boost Clouds the Read

Coca-Cola Europacific Partners Stock Gets Barclays Lift After Q1 Sales Jump, But Easter Boost Clouds the Read

Barclays raised its price target on Coca-Cola Europacific Partners to $108 after the company reported first-quarter revenue of €5.00 billion, up 6.7% year-on-year. Volume rose 8.5%, boosted by six extra consumption days, while comparable daily volume grew 1.6%. CCEP maintained its 2026 outlook and declared a €0.82 interim dividend. The company expects cost of sales per unit case to rise about 1.5% this year.
May 2, 2026
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