This report is not a personal recommendation and does not take into account your personal circumstances or appetite for risk.
The below stocks have been identified as having potential to register bigger than normal share price moves (up or down) today based on the news cited
Glencore Q4 Copper production +27% YoY, Cobalt +6% (stockpiled due to export ban for Uranium separation), Zinc +7%, Nickel +16%. FY19 guidance unchanged vs 3 Dec presentation. DRC halts development of Uranium-Cobalt ion separator which was expected to help resume cobalt exports.
Mylan launching its generic version of GlaxoSmithKline’s Advair Diskus in the second half of February. The UK’s Consort Medical will produce the inhaler.
TalkTalk cuts guidance due to IFRS 15 timing adjustments and investment growth. Q3 total revenue +2.9% YoY (on-net rev. +4.3%), on-net ARPU -2% QoQ. Customer growth accelerating. Expects significant FY profit growth due to cost reductions, customer growth and stabilising ARPU.
RPC (which has recommended a 782p bid from Apollo, but could receive another offer from Berry Global), Q3 organic sales +1.4%, growth tempered by weak Christmas, Operating profit flat; temporary headwind from polymer pricing. Planning for Brexit disruption
(Sources: Company newswires, Bloomberg, CNBC, FT, Reuters, Wall Street Journal)
For more information on any of these individual news items, call into the trading floor
| Shares | Close | High | Low |
| BT | -0.7% | 1.7% | -5.6% |
| Diageo | 4.7% | 4.7% | 2.1% |
| Royal Dutch Shell | 3.6% | 4.7% | 2.6% |
| Unilever | -2.0% | -0.8% | -3.9% |
| Polymetal | 1.2% | 1.9% | -0.9% |
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Prepared by Michael van Dulken, Head of Research