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From Turnaround to Takeoff: How Rolls-Royce (RR) Became One of the FTSE 100’s Best Stories

With the share price testing historic highs near the 1,245p-1,300p range, the narrative has shifted from one of survival to one of relentless operational execution and cash generation, positioning the firm as a premier industrial powerhouse for the late 2020s.

Team Kalkine | 23 January 2026

Are Ashtead and JD Sports the FTSE 100’s Best Recovery Plays Right Now?

ForAshtead, the narrative is one ofcapital discipline and a decisive trans-Atlantic shift, fueling optimism with a massive buyback program ahead of its historic US listing.Conversely,JD Sportsis enjoying a"relief rally,"having defied the gloom hanging over the UK high street by proving that its North American …

Team Kalkine | 23 January 2026

Endeavour vs. Fresnillo: Which FTSE 100 Miner is the Ultimate Inflation Hedge?

Investors are witnessing a "safe-haven supercycle," where the traditional safety of bullion is delivering growth-stock style returns, turning these excavators into the day's undisputed market leaders.

Team Kalkine | 23 January 2026

UK economic activity shows surprising resilience despite sticky inflation

Macro Update: Recent PMI data show UK businesses expanding at the fastest pace in nearly a year, led by services and manufacturing growth, and export orders increasing for the first time in almost four years—signs of broadening economic momentum heading into 2026. At the …

Team Kalkine | 23 January 2026

UK’s Dividend Elite: Five FTSE 100 Financial Stocks Redefining Income in 2026

In the high-yield theatre of the FTSE 100, a select group of financial stalwarts -Legal & General, Phoenix Group, Admiral, M&G, and Aviva- have transcended their traditional roles as steady income providers to become engines of aggressive capital return.

Team Kalkine | 23 January 2026

FTSE 100 Powers Past 10,200: Trump’s Tariff U-Turn Sparks Global Relief Rally

This "Tariff U-turn" has effectively removed a massive "tail risk" for UK multinationals, allowing investors to pivot back to fundamentals. Coupled with better-than-expected UK public borrowing data, the mood in the City has shifted from defensive to decisively bullish, with the index now eyeing …

Team Kalkine | 22 January 2026

Computacenter (LSE:CCC) Raises FY2025 Profit Outlook Following 2H Growth, Shares Jump

Computacenter plc (LSE:CCC) has released a pre-close trading update for the year ended 31 December 2025, reporting financial performance above earlier expectations. The update highlights higher revenue, improved profit guidance, regional performance trends, a strengthened balance sheet, and progress onacquisitions, ahead of the company’s …

Team Kalkine | 22 January 2026

Why B&M (LSE:BME) Lowers FY26 Guidance, Despite Posting Positive December Sales

B&M European Value Retail S.A. (LSE:BME) has released its trading update for the third quarter of FY26, reportingrevenuegrowth for both the quarter and year-to-date period, alongside revised financial guidance. The update covers the 13-week period from 28 September 2025 to 27 December 2025 and …

Team Kalkine | 22 January 2026

Computacenter's (CCC) Comeback: Why Investors are Flocking to this FTSE 250 Star

Computacenter PLC (LSE: CCC)ignited the FTSE 250 today, January 22, 2026, with a spectacular 9% surge in share price following an unscheduled and overwhelminglypositive full-year trading update.The technology services provider effectively "pulled forward" its financial disclosure to reveal a performance that significantly outpaced previous …

Team Kalkine | 22 January 2026

Aerospace Boom: Senior (SNR) Lifts Outlook as Commercial Jets Return to Skies

This marks the second time in just three months that the group haslifted its guidance,signaling apowerful recovery in commercial aviation and a disciplined execution of its "pure-play" strategic pivot.Investors responded with high volume, pushing the stock toward its 52-week highs as the company nears …

Team Kalkine | 22 January 2026

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