18 February 2026
So yet another record for the FTSE 100 yesterday as it rose to 10,556.17 and it has continued to move higher this morning, moving up towards 10,650! The rise has been led by defence stocks with good figures from BAE Systems (2100p) moving the shares higher. However, we would highlight the fact that underlying earnings per share only rose by 12% to 75.2p putting the shares on a p/e ratio of 27.9x. This leaves no room for error in our view although the valuations of a number of stocks are looking stretched.
Card Factory – 69.5p
28 January 2026 - trading update The leading retailer of gift cards and party accessories has issued a trading update for the eleven months to 31 December and this has confirmed that results for the year to 31 January will be in line with the revised expectations announced on 12...
Future – 575p
B&M European Value Retail – 165p
SDI Group – 69p
SDI Group – 83.5p
16 February 2026 - acquisition The supplier of specialist technology and scientific equipment has announced another acquisition with the purchase of PRP Optoelectronics Ltd for...
Manx Financial Group – 29.4p
11 February 2026 - trading update The AIM-listed Isle of Man financial services group has issued a trading update covering the final quarter of 2025...
Ramsdens – 440p
10 February 2026 - trading update The diversified financial services provider has issued a trading update on its current financial year to 30 September only...
One Health Group – 224p
10 February 2026 - trading update The AIM-quoted provider of NHS-funded surgical procedures has released an update on trading, which has confirmed that trading in...
Kelso – 2.9p
17 February 2026 - acquisition The investment company Kelso, which we tipped last month in the newsletter, has added to its portfolio by acquiring a...
Future – 485.5p
5 February 2026 - trading update The magazine and media company has issued a trading update covering the first four months of its financial year...
Watches of Switzerland – 497p
5 February 2026 - trading update The leading luxury watch and jewellery retailer has issued a trading update covering the 13 weeks to 25 January...
Smiths News – 68.2p
29 January 2026 - AGM trading update The company has issued a positive trading update ahead of its AGM confirming that trading in the current...
Kelso – 2.9p
Abingdon Health – 6.5p
Abingdon Health plc – 6.5p
Manx Financial – 25p
