Investment 27 March 2026 - 30 March 2026

Rolls-Royce Shares Jump 10% as Ceasefire Rally Puts Buyback Back in Focus
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Rolls-Royce Shares Jump 10% as Ceasefire Rally Puts Buyback Back in Focus

Rolls-Royce Holdings shares surged 10% to 1,257.1 pence on Wednesday after a U.S.-Iran ceasefire lifted London markets and a filing showed ongoing share buybacks. Morgan Stanley purchased 736,316 shares for cancellation on April 7, bringing total repurchases to nearly 29 million. The FTSE 100 rose 2.9% by 1042 GMT as Brent crude fell 12.3% on hopes of resumed shipping through the Strait of Hormuz.
April 8, 2026
BHP Group Shares Lag Rio and Vale as Pilbara Recovery Turns Focus to April Review
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BHP Group Shares Lag Rio and Vale as Pilbara Recovery Turns Focus to April Review

BHP Group’s U.S. shares slipped 0.7% Monday, underperforming Rio Tinto’s 2.5% gain and Vale’s 0.3% rise. Investors continue to trade BHP on iron ore prospects, despite copper overtaking iron ore as its top earnings driver. No new filings appeared on the ASX, with BHP’s next operational update due April 22. Rio Tinto resumed Pilbara terminal loading after Cyclone Narelle and kept shipment guidance unchanged.
March 30, 2026
Haleon shares rise after 8.9 million-share buyback ahead of April update
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Haleon shares rise after 8.9 million-share buyback ahead of April update

Haleon bought back 8.94 million shares for cancellation under its £500 million repurchase plan, bringing total buybacks to about 19.5 million shares since March. Shares rose 2.53% to 376.2 pence in delayed London trading. UBS and Citi expect first-quarter organic sales growth of about 2.2%, below consensus, after weak respiratory demand. Haleon’s next trading update is due April 29.
March 30, 2026
Vodafone Shares Rise After Latest Buyback Filing as Germany Recovery Stays in Focus
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Vodafone Shares Rise After Latest Buyback Filing as Germany Recovery Stays in Focus

Vodafone bought back 2.7 million shares at an average 110.93 pence under its 500 million euro programme, bringing treasury holdings to 1.234 billion shares. The stock closed Monday up 2.1% at 112.60 pence in London. Germany and the UK made up 55% of group service revenue last quarter. Vodafone’s current buyback began in February and follows 3.5 billion euros of repurchases since May 2024.
March 30, 2026
SSE Shares Jump as Utility Maps Out £29 Billion Grid Push Ahead of RIIO-T3
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SSE Shares Jump as Utility Maps Out £29 Billion Grid Push Ahead of RIIO-T3

SSE said Monday its SSEN Transmission unit plans about £29 billion in gross capital spending, with £22 billion net to the group, under Ofgem’s new five-year price control. The company expects regulated asset value to rise from £7 billion in 2025 to £30 billion by 2030. SSE shares closed up 3.7% at £25.74. Near-term earnings guidance for 2026 is below last year’s results due to mixed weather.
March 30, 2026
Australia Stock Market Slips as Westpac Leads Bank Selloff, Rio Tinto and South32 Surge
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Australia Stock Market Slips as Westpac Leads Bank Selloff, Rio Tinto and South32 Surge

Australian shares fell 0.6% Monday, with the S&P/ASX 200 closing at 8,461 as banks and tech stocks dropped and miners gained on surging oil and aluminium prices. Westpac now expects three RBA rate hikes by August, while Canberra halved fuel excise for three months. Rio Tinto rose 4.9% and Westpac fell 4%. Brent crude neared $115 a barrel after its steepest March rise on record.
March 30, 2026
National Grid plc seals £3 billion Eastern Green Link 4 deals as UK grid upgrade speeds up
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National Grid plc seals £3 billion Eastern Green Link 4 deals as UK grid upgrade speeds up

National Grid secured £3 billion in supply-chain contracts for the 2-gigawatt Eastern Green Link 4 subsea power line between Fife and Norfolk, awarding Siemens Energy the converter stations and Prysmian the cable supply. Main construction is set for 2028–2033, pending planning consent. National Grid recently raised its FY31 investment plan to at least £70 billion. Shares rose about 2% in London.
March 30, 2026
Why Qube Holdings Shares Still Trail Macquarie’s A$11.7 Billion Buyout Offer
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Why Qube Holdings Shares Still Trail Macquarie’s A$11.7 Billion Buyout Offer

Qube Holdings shares closed about 5% below the dividend-adjusted value of Macquarie Asset Management’s A$11.7 billion takeover offer, reflecting uncertainty as key approvals remain pending. Qube last traded at A$4.89 versus an implied offer of A$5.1465. The shareholder vote is expected around June. The deal still requires regulatory, court, and independent expert clearance.
March 29, 2026
Evolution Mining Limited Back in Focus After UBS Upgrade, Northparkes Growth Push
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Evolution Mining Limited Back in Focus After UBS Upgrade, Northparkes Growth Push

UBS upgraded Evolution Mining to neutral from sell, setting a A$12.50 target after a stock pullback and improved copper outlook at Northparkes. The move follows similar upgrades by JPMorgan and Macquarie this month. Evolution posted record half-year profit of A$767 million in February and approved major copper and gold projects at Northparkes and Ernest Henry. A 20-cent interim dividend is due April 2.
March 29, 2026
NAB share price outlook: National Australia Bank Limited stock enters Monday under pressure after 8% weekly slide
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NAB share price outlook: National Australia Bank Limited stock enters Monday under pressure after 8% weekly slide

National Australia Bank shares closed at A$41.99 Friday, down 1.34% on the day and 7.9% over five sessions, now 12.4% below February’s record. The bank faces pressure after proposing about 170 job cuts in Australia and shifting roles offshore, while the Reserve Bank of Australia raised rates to 4.1% amid rising oil prices and Middle East tensions.
March 29, 2026
AIA Group Stock in Focus as Insurer Sets March 30 Start for $1.74 Billion Buyback
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AIA Group Stock in Focus as Insurer Sets March 30 Start for $1.74 Billion Buyback

AIA Group said it will start a US$1.743 billion share buyback on March 30, running up to four months, after a sharp stock drop linked to confusion over an $18 billion debt programme. The insurer’s 2025 value of new business rose 15% to US$5.516 billion, with Hong Kong leading growth. The board raised the final dividend 10%. AIA received a waiver to allow buybacks during restricted trading periods.
March 29, 2026
CATL Hong Kong Shares Stay Near Highs as Mainland Investors Build 3.72% Stake
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CATL Hong Kong Shares Stay Near Highs as Mainland Investors Build 3.72% Stake

Mainland investors held 5.82 million shares, or 3.72%, of CATL’s Hong Kong-listed stock as of March 27, exchange data showed. The stock closed Friday at HK$634, up 2.9% but 9% below its March 20 high. CATL’s 2025 net profit reached 72.2 billion yuan, while global power-battery market share stood at 39.2%. U.S. scrutiny continues over CATL’s Ford licensing tie-up.
March 29, 2026
UK & AU Stock Market Today: Live Updates 29.03.2026
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UK & AU Stock Market Today: Live Updates 29.03.2026

LIVEMarkets rolling coverageStarted: March 29, 2026, 12:00 AM EDTUpdated: March 29, 2026, 11:59 PM EDT Dunelm Group Analysts Divided as £11.93 Fair Value Target Holds March 29, 2026, 11:00 PM EDT. Analysts are split on the Dunelm Group's (LSE:DNLM) £11.93 per share fair value target. JPMorgan and Jefferies raised their outlooks, signaling confidence in the company's execution and risk-reward balance at recent prices. In contrast, Panmure Liberum downgraded Dunelm, citing concerns that the current valuation may be overly optimistic and reflecting execution risks. The stock is set for a share buyback starting February 2026, authorized for up to 20 million
March 29, 2026
National Australia Bank Stock Price Slides to One-Month Low as Job Cuts, Higher Rates Bite
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National Australia Bank Stock Price Slides to One-Month Low as Job Cuts, Higher Rates Bite

National Australia Bank shares closed at A$41.99 on Friday, down 1.34% and hitting a one-month low. The bank’s 0.25 percentage-point increase in variable home loan rates took effect the same day. NAB has proposed 447 redundancies and 277 new onshore roles, implying a net loss of about 170 jobs in Australia, plus 237 new offshore roles, according to the Finance Sector Union.
March 27, 2026
Commonwealth Bank of Australia Stock Price: CBA Holds at A$173 as Hike Hits Borrowers, Inflation Risk Rises
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Commonwealth Bank of Australia Stock Price: CBA Holds at A$173 as Hike Hits Borrowers, Inflation Risk Rises

Commonwealth Bank of Australia shares traded at A$173.63 late Friday after the bank warned an oil shock could push inflation to 5.4% by mid-2026, raising expectations of another Reserve Bank rate hike. CBA lifted variable home-loan rates by 25 basis points on March 27, following the RBA’s March 17 increase. The bank posted record first-half cash net profit of A$5.45 billion in February.
March 27, 2026
Victory Backs Off Janus Henderson Fight After Peltz’s $52 Bid — But One Risk Still Lingers
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Victory Backs Off Janus Henderson Fight After Peltz’s $52 Bid — But One Risk Still Lingers

Trian Fund Management and General Catalyst raised their Janus Henderson bid to $52 a share in cash, prompting Victory Capital to withdraw its competing offer on March 24. Janus’s board called the Trian-General Catalyst deal the only actionable proposal and kept the April 16 shareholder vote. Janus shares closed Friday at $51.35, just below the offer price. The board cited client concerns over Victory’s proposal.
March 27, 2026
HESTA Super Fund Under Fresh Pressure as Grow Inc Woes Collide With Executive Exits
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HESTA Super Fund Under Fresh Pressure as Grow Inc Woes Collide With Executive Exits

HESTA faces scrutiny after ABC reported its administrator Grow Inc has A$45 million in liabilities and A$24 million in assets, while auditors flagged doubts over Grow’s viability. The fund is also managing executive departures, with COO Stephen Reilly set to leave in June and CEO Debby Blakey stepping down in late 2026. APRA previously criticized HESTA’s switch to Grow for harming members.
March 27, 2026
ASX 200 Today: Australia Shares End Flat but Snap 3-Week Slide as Energy Holds Up
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ASX 200 Today: Australia Shares End Flat but Snap 3-Week Slide as Energy Holds Up

The S&P/ASX 200 closed down 0.1% at 8,516.30 on Friday but ended a three-week losing streak with a 1.2% weekly gain. Energy stocks rose while tech and gold shares fell. Iran’s rejection of a U.S. peace proposal and rising oil prices unsettled investors, with Brent crude jumping 2.45% to $110.66 a barrel. The Reserve Bank of Australia warned prolonged conflict could further disrupt growth and inflation.
March 27, 2026
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