Ekonomie 23 Březen 2026 - 19 Květen 2026

National Grid shares rose 1.85% to 1,210p in early London trading Monday, rebounding after Friday’s sharp drop following weaker-than-expected annual profit of £5.68 billion. The company forecast adjusted EPS growth of 13–15% for 2026/27 and announced record capital spending plans. Barclays raised its price target to 1,500p. Other utilities also fell sharply Friday as the FTSE 100 lost 1.71%.

SSE PLC shares fell 7.65% to 2,271 pence in London Friday, closing nearly 18% below their April peak amid a wider utilities selloff. The FTSE 100 dropped 1.71%. Rising UK government bond yields and political uncertainty pressured the sector. SSE will report preliminary annual results on May 28.

Commonwealth Bank of Australia shares rose 1.79% to 156.42 AUD Thursday, partially rebounding from a 10.43% plunge that erased nearly 30 billion AUD in market value. The recovery followed a quarterly update and new tax reforms in Canberra, which analysts say may slow mortgage growth and lower home prices. CBA reported a quarterly net profit of about 2.7 billion AUD and raised collective loan loss reserves by 200 million AUD.

Macquarie Group reported a full-year profit of A$4.85 billion, up 30% and its second-best result, driven by strong commodity trading and asset sales. Half-year profit to March 31 surged 93% to a record A$3.19 billion. Shares closed Friday at A$239.23, down 1.09%. Mortgage balances reached A$181 billion, a 7% market share.

Rheinmetall shares fell below €1,300 Friday after JPMorgan cut its rating and price target, deepening recent losses. First-quarter sales rose 7.7% to €1.94 billion, missing analyst forecasts; operating profit reached €224 million. JPMorgan cited repeated missed targets and lowered 2030 earnings estimates by up to 5%. Order backlog rose to €73 billion at the end of March.

HSBC shares fell 5.9% in London Tuesday after news of a $400 million fraud-related loss linked to private credit loans. The loss, tied to Atlas SP and failed lender Market Financial Solutions, pushed expected credit losses to $1.3 billion for the quarter. HSBC reported $9.4 billion in pre-tax profit, with revenue up 6% to $18.6 billion. The board approved a 10-cent interim dividend.

M&G Plc shares fell 2.1% Monday, closing at 297 pence ahead of Thursday’s 2025 results release. Analysts expect adjusted pre-tax operating profit of £820 million, down from £837 million in 2024, and capital generation of £729 million, down from £933 million. Assets under management are forecast to rise to £372 billion. The dividend is seen edging up to 20.5 pence per share.

Barclays shares fell 4.19% to 452.85 pence on Friday after concerns over losses tied to the collapse of UK lender Market Financial Solutions. Barclays froze MFS-linked accounts in January, according to weekend reports. MFS entered administration after allegations of financial irregularities, with only £230 million in assets backing £1.16 billion in loans. UK house prices rose 0.3% in February, beating forecasts.

NatWest Group shares rose 0.9% to about 540 pence Friday after Deutsche Bank raised its price target to 840 pence, calling the bank “unfairly undervalued.” Capital Group cut its stake below 5%. Chancellor Rachel Reeves met bank executives as 1.6 million UK borrowers face expiring fixed-rate mortgages this year. NatWest continued share buybacks, leaving 195.1 million shares in treasury.

Reckitt shares rose 0.59% to 5,110 pence Tuesday after the company bought back 157,000 shares as part of its ongoing £1 billion repurchase program. The stock remains well below its 52-week high. Investor concerns persist over margin warnings, currency pressures, and weak European demand. Reckitt now holds 29.4 million treasury shares, with 644.6 million voting shares outstanding.

Lloyds Banking Group shares hovered near 92.68 pence in London on Tuesday as investors awaited the UK regulator’s decision on motor finance compensation, due March 30 after markets close. The FCA estimated the cost of the plan at nearly £11 billion, with Lloyds among the banks most exposed. FTSE 100 was down 0.1% and UK banks fell 0.9% amid broader market volatility.

TABR Capital Management disclosed a $4.55 million stake in ADP in January, then reported a full exit by month’s end. ADP’s fiscal Q2 revenue rose 6% to $5.36 billion, with diluted EPS up 11% to $2.62. The board approved a new $6 billion share buyback. Institutional ownership signals remain mixed, with some funds cutting and others increasing positions.