@selfside_uk

Independent research and analysis on UK-listed equities. Not investment advice.

 London, England
selfside.co.uk
Joined May 2026
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Every trading morning before the open, the Selfside Premarket Bulletin reads the day's UK results and trading updates against the original filings, past results, guidance and consensus. Each story has tables, historical charts and sources. Sign up: selfside.co.uk/subscribe?lis…
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Elementis PLC $ELM.L's third-quarter trading update lifted full-year adjusted operating-profit guidance to $133m-$135m. Nine-month revenue rose 7% organically, but orders brought forward temper the upgrade, with an implied second-half profit decline of 15.6% to 18.3%. #ELM
Elementis statutory operating margin trajectory, 2016 to 2025, based on Selfside income statement data as of 28 Oct 2026.

ALT Elementis statutory operating margin trajectory, 2016 to 2025, based on Selfside income statement data as of 28 Oct 2026.

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Intertek Group $ITRK.L's trading update showed like-for-like growth accelerating to 6.4% from 4.9% in the first half. Trading supports the reiterated outlook, but the agreed cash acquisition fixes the consideration, leaving the prior share close 80p below the offer. #ITRK
Table: Divisional revenue and like-for-like growth for the third quarter and nine months to September 2026, with company full-year outlooks.

ALT Table: Divisional revenue and like-for-like growth for the third quarter and nine months to September 2026, with company full-year outlooks.

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Standard Chartered $STAN.L's third-quarter results lifted full-year return on tangible equity guidance to around 14%, from more than 12% previously. Operating income of $5,781m rose 14% at constant currency, with $20bn of net new money added by affluent clients. #STAN
Table: Client-segment operating income and pre-tax profit in the third quarter of 2026, with company-reported year-on-year profit changes.

ALT Table: Client-segment operating income and pre-tax profit in the third quarter of 2026, with company-reported year-on-year profit changes.

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GSK plc $GSK.L's third-quarter results showed turnover up 5% at constant exchange rates, at the top of its unchanged full-year range, but Core EPS rose just 1% to 54.6p as Core net finance expenses of £197m after the acquisitions restrained growth. #GSK
Table: Divisional turnover and operating profit in the third quarters of 2025 and 2026; constant-exchange-rate growth is company-reported.

ALT Table: Divisional turnover and operating profit in the third quarters of 2025 and 2026; constant-exchange-rate growth is company-reported.

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Unilever PLC $ULVR.L's third-quarter trading update raised the full-year underlying volume-growth floor to at least 3%. Group volume growth was 2.9%, but Foods volumes contracted 1.1%, leaving the divisional split uneven ahead of the McCormick combination. #ULVR
Table: Third-quarter turnover, reported change and underlying growth components by business group and for Unilever overall; all measures are company-reported.

ALT Table: Third-quarter turnover, reported change and underlying growth components by business group and for Unilever overall; all measures are company-reported.

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Banco Santander $BNC.L's 9M 2026 report has no new nine-month accounts, so cannot show trading against Q3 expectations. The republished first-half figures show underlying profit up 14.9% and CET1 at 14.0%; a ~150bps Webster deduction leaves 12.5%, below the 12.8% floor. #BNC
Table: First-half profit, income and capital measures for 2025 and 2026; year-on-year changes are Selfside calculations.

ALT Table: First-half profit, income and capital measures for 2025 and 2026; year-on-year changes are Selfside calculations.

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Premarket Bulletin, 28 October 2026 Today's stories: #BNC #ULVR #GSK #STAN #ITRK #ELM selfside.co.uk/daily/2026-10…

Premarket Bulletin, 28 October 2026: BNC, ULVR, GSK, STAN, ITRK, ELM — Selfside

Results and trading statements from the 28 October 2026 RNS tape: Banco Santander S.A. (BNC), 9M 2026 Financial report & Earnings presentation; Unilever PLC (ULVR), Q3 2026 Trading Statement; GSK plc...

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Luceco plc $LUCE.L: third-quarter Energy Transition revenue grew about 220%, and like-for-like revenue rose 17.0%. First-half statutory free cash flow was negative £0.9m. That gap is the whole investment case. 🧵 #LUCE selfside.co.uk/r/LUCE_LSE_27…

Luceco plc (LUCE) share analysis — Selfside Research

Luceco plc: third-quarter Energy Transition revenue grew about 220%, and like-for-like revenue rose 17.0%. First-half statutory free cash flow was negative £0.9m. That gap is the whole investment...

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8.7x sits near the 8.9x long-run median, not the 3.6x trough of 2022. Meeting the October expectation of £41.8m adjusted operating profit implies only about 7.1x a hypothetical 2026 EBITDA, an adjusted construction that assumes pricing recovery and inventory release arrive.
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Risk-reward at 197.5p looks balanced rather than clearly favourable. The central case makes the multiple reasonable, but it depends on a cash recovery that has yet to be reported. For information purposes only. Not investment advice. Independent research published by Selfside.
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Luceco plc $LUCE.L's third-quarter trading update showed adjusted operating profit up 60% year on year, supporting the company-compiled full-year consensus of £41.8m. Meeting it requires £26.0m of second-half profit, with the shift toward Energy Transition aiding the mix. #LUCE
Table: Bank net debt and leverage at three reporting dates, with rolling EBITDA calculated from the disclosed debt and leverage ratios.

ALT Table: Bank net debt and leverage at three reporting dates, with rolling EBITDA calculated from the disclosed debt and leverage ratios.

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Metals Exploration Plc $MTL.L's quarterly update reported $157.6m of nine-month gold sales, above the $152.2m mean of brokers' full-year revenue estimates. Runruno's $34.5m pre-tax free cash flow bridges to La India, where first gold has slipped to Q1 2027. #MTL
Runruno quarterly production, realised gold price, AISC, revenue and pre-tax free cash flow, Q3 2025 to Q3 2026.

ALT Runruno quarterly production, realised gold price, AISC, revenue and pre-tax free cash flow, Q3 2025 to Q3 2026.

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RWS Holdings $RWS.L's trading statement points to about £700m of revenue, below the £708.2m consensus, with organic growth back at about 3% after a 0.7% decline last year. The second half lost momentum, down 1.8%, as Generate's AI training demand normalised. #RWS
Table: RWS FY25 reported results and FY26 expectations, covering revenue, organic constant-currency growth, adjusted profit before tax, margin and net debt.

ALT Table: RWS FY25 reported results and FY26 expectations, covering revenue, organic constant-currency growth, adjusted profit before tax, margin and net debt.

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Informa $INF.L's nine-month trading update halved underlying revenue growth guidance to about 3% from about 6%, with no further Saudi contribution assumed this year. Nine-month group underlying growth was 6.5% excluding non-recurring data contracts, led by Live events. #INF
Table: Nine-month 2026 underlying revenue growth compares Informa's divisions and its two disclosed group bases.

ALT Table: Nine-month 2026 underlying revenue growth compares Informa's divisions and its two disclosed group bases.

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Reckitt Benckiser Group PLC $RKT.L's third-quarter results cut full-year Core growth guidance to 3.5%-4.5% from 4%-5%. Q3 core growth was 3.3%, North America fell 1.3% on supply constraints, and the unchanged margin target needs a stronger second half after 23.6% in H1. #RKT
Table: Third-quarter Core Reckitt revenue, geographic share and growth components; shares use total Core Reckitt revenue as their denominator.

ALT Table: Third-quarter Core Reckitt revenue, geographic share and growth components; shares use total Core Reckitt revenue as their denominator.

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