32Red

Abbey

Accrol Group Holdings

Action Hotels

Air China Ltd.

AIREA

Air Partner

Amtek Auto Ltd. GDR (Reg S)

Angling Direct

AO World Plc

Applegreen

Arena Events Group

Ashley (Laura) Holding

ASOS Plc

Auto Trader Group Plc

Bagir Group Ltd.

Bajaj Holdings & Investment Ltd GDR (Reg S)

Barratt Developments Plc

Bellway Plc

Berkeley Group Holdings Plc

Best of the Best

B&M European Value Retail SA

Bonmarche Holdings

Boxhill Technologies

Burberry Group Plc

Caffyns Plc

Cairn Homes

Cambria Automobiles

Card Factory

Carnival

Carpetright

Cathay International Holdings Ltd.

Celtic

Churchill China Plc

Cineworld Group Plc

Colefax Group

Compass Group Plc

Comptoir Group Plc

Concha

Countryside Partnerships

Creightons Plc

Crest Nicholson Holdings

Currys plc

CVS Group Plc

Dalata Hotel Group

Debenhams

Debenhams Group plc

Depa Limited GDR (Reg S)

DFS Furniture Plc

Dignity Plc

Domino's Pizza Group Plc

DP Eurasia NV

DP Poland Plc

Dunelm Group Plc

easyHotel

easyJet Plc

EI Group

Elegant Hotels Group

Entain Plc

Entu (UK)

Escape Hunt

Everyman Media Group Plc

evoke plc

Fastjet

FirstGroup Plc

Fishing Republic

Fitbug Holdings

FLTR

Flybe Group

Focusrite Plc

Footasylum Plc

FRAS

French Connection Group

Frontier Developments Plc

Fuller, Smith & Turner Plc

Game Digital

Games Workshop Group Plc

Gamesys Group plc

Gear4music (Holdings)

Glenveagh Properties

Goals Soccer Centres

Greene King

Halfords Group Plc

Hanatour Service Inc. GDR (Reg S)

Havelock Europa

Headlam Group Plc

Heavitree Brewery

Heavitree Brewery 'A' Shares

Hella Kgaa Hueck & Co

Hermes Pacific Investments Plc

Hornby

Hostelworld Group Plc

HYUD

IG Design Group Plc

Imaging Biometrics Limited

Inchcape Plc

Infinity Energy S.A

InnovaDerma Plc

Integumen

McBride Plc

McBride has announced a transformational business win, with a strategic contract manufacturing partnership for laundry liquids with Vestacy, the global home care company behind brands including Calgon, Woolite, Air Wick, Cillit Bang and Mortein.

Two long-term (5-8 years) contracts have been signed that are anticipated to generate for McBride £170m revenues at maturity, driving a c.16% increase in our FY29E revenues, Adj. PBT and Adj. EPS.

It has agreed to acquire two dedicated manufacturing facilities in Spain and Portugal for a nominal consideration and will also manufacture a variety of household products for Vestacy from its existing sites across Belgium, Italy, Poland, the UK and France.

This partnership is highly earnings accretive and, along with the recent strategic acquisition of Eurotab, highlight McBride’s multiple levers for profitable growth. We raise our Fair Value / share from 245p to 265p, the latter equivalent to c.10x cal 2027 PER.

Equity Development - McBride plc: strategic partnership drives c.16% FY29E PBT uplift

Watkin Jones

Watkin Jones highlights its continued diversification strategy in the face of rental sector challenges in today’s update for the year to 30 September 2026. As stated in its Q3 update, a small number of transactions had the potential to complete in Q4, but the Board now concludes it is unlikely that all of them will be finalised by the year-end, with the FY26E adjusted operating profit likely to match the first half. However, net cash should exceed the £61m at the half year and the group remains ‘well positioned to capitalise on the attractive long-term fundamentals’ of private rental.

PROGRESSIVE: Watkin Jones- FY outlook dependent on transaction timing

Vertu Motors

The trading update released today provides encouraging news. Both new and used vehicles are performing well and ‘Value Cars by Vertu’ has been launched successfully. The portfolio exposure to leading Chinese brands is building; the focus on costs is a constant. Management welcomes the government consultation on the ZEV mandate, albeit with a note of caution. Orders for the July-September quarter ahead of the September plate change give management the confidence to anticipate FY27 results ahead of market expectations, and we raise our FY27 adjusted PBT estimate accordingly.

PROGRESSIVE: Vertu Motors- Strong trading drives forecast upgrade

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Equity Development - McBride plc: strategic partnership drives c.16% FY29E PBT uplift

PROGRESSIVE: Watkin Jones- FY outlook dependent on transaction timing

PROGRESSIVE: Vertu Motors- Strong trading drives forecast upgrade