Wise PLC (LSE:WISE) has unveiled plans for a corporate restructuring that would see the creation of Wise Holdco as a new parent company, alongside a proposed dual listing on a U.S. stock exchange in addition to its existing London listing. The move aims to improve the company’s visibility and access to capital, particularly in the strategically important U.S. market.
Although the proposal has drawn some pushback from a shareholder, Wise’s Board maintains strong support from the broader shareholder base and views the reorganization as a step aligned with the company’s long-term mission. The proposal features a dual-class share structure with a 10-year sunset clause, mirroring governance practices commonly found in the U.S. tech sector.
Wise continues to report solid financial performance and sustained growth, backed by robust operational metrics and strategic momentum. While technical indicators suggest potential short-term fluctuations, the company remains in a strong position, albeit with a moderate valuation and no current dividend offering.
About Wise PLC
Founded in 2011, Wise is a global financial technology company specializing in low-cost, cross-border money transfers and multi-currency account services. Through its Wise Account and Wise Business platforms, the company empowers individuals and enterprises to send, receive, and manage money across 40 currencies. In fiscal year 2025, Wise processed over $185 billion in transactions, saving customers an estimated $2.6 billion in fees. Widely regarded as one of the fastest-growing fintech firms globally, Wise continues to redefine the international payments space.
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Portmeirion Group PLC (LSE:PMP) has reported a 2.8% rise in revenue on a constant currency basis for the first half of 2025, with growth reaching 10.8% when excluding the impact of its U.S. operations. The company continues to face headwinds from U.S. import tariffs, which have prompted a strategic realignment, including ramping up domestic manufacturing in the UK and reshaping its approach to the American market.
Despite these challenges, Portmeirion posted strong performances in South Korea and other international markets. Its Wax Lyrical brand also delivered solid results in the UK. Looking ahead, the company expects modest sales growth in the second half of the year, driven by ongoing momentum in its international divisions, though it remains cautious about U.S. market conditions.
Portmeirion’s financial outlook is tempered by ongoing volatility in cash flow and revenue, contributing to a subdued valuation. While insider share purchases offer a degree of confidence, technical indicators currently suggest negative momentum. The company is focusing on operational stability and international expansion to strengthen its long-term prospects.
About Portmeirion Group PLC
Portmeirion is a renowned British homeware company headquartered in Stoke-on-Trent, England. The group owns a portfolio of six iconic brands—Spode, Portmeirion, Royal Worcester, Pimpernel, Wax Lyrical, and Nambé. Serving global markets, the company has a strong presence in the UK, North America, and South Korea, offering products that blend heritage craftsmanship with modern design.
This content is for informational purposes only and does not constitute financial, investment, or other professional advice. It should not be considered a recommendation to buy or sell any securities or financial instruments. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. You should conduct your own research and consult with a qualified financial advisor before making any investment decisions.
Assura plc (LSE:AGR) has announced solid financial results for the fiscal year ending March 31, 2025, underscored by a 17% rise in net rental income to £167.1 million and a boost in the value of its investment portfolio, which now stands at £3.1 billion. The healthcare-focused REIT executed a disciplined growth strategy, acquiring 14 independent hospitals and completing five key development projects during the year.
In parallel, Assura continued to advance its ESG agenda, achieving meaningful progress in net zero carbon developments and generating increased social value through its properties and initiatives. These accomplishments, coupled with active portfolio management and strong cash flows, have positioned the company to continue delivering shareholder returns through sustained growth and consistent dividend payouts.
Despite facing some profitability constraints due to recurring net losses, Assura’s robust asset base and focus on operational efficiency offer a promising outlook. Strategic actions and technical strength support growing investor confidence as the company continues to expand its role in the UK and Ireland’s healthcare infrastructure.
About Assura plc
Assura is a UK-based Real Estate Investment Trust (REIT) specializing in the development and ownership of healthcare properties. With a portfolio of over 600 medical buildings serving more than six million people, the company plays a key role in supporting primary care services across the UK and Ireland. Assura is listed on the FTSE 250 and the EPRA indices, and also maintains a secondary listing on the Johannesburg Stock Exchange. As the first FTSE 250 company to achieve B Corp certification, Assura places ESG principles at the core of its business model.
This content is for informational purposes only and does not constitute financial, investment, or other professional advice. It should not be considered a recommendation to buy or sell any securities or financial instruments. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. You should conduct your own research and consult with a qualified financial advisor before making any investment decisions.
Metals One PLC (LSE:MET1) has expanded its U.S. uranium footprint through the acquisition of the Squaw Creek Uranium Claims in Wyoming, marking the company’s second uranium asset in the region. The newly acquired claims are situated in a historically productive uranium district, close to key nuclear infrastructure, and are a strategic addition to Metals One’s growing North American portfolio. This move supports the company’s commitment to advancing the clean energy transition while reinforcing its long-term ambitions in the uranium sector. With global demand for uranium expected to climb, the acquisition is seen as a valuable step toward creating long-term shareholder value.
About Metals One PLC
Metals One is a UK-based exploration and development company focused on critical and precious metals in politically stable regions. The company’s diverse asset base includes projects across the United States, Finland, and Norway, targeting resources such as uranium, gold, copper, nickel, cobalt, vanadium, and zinc. Its flagship project, the Black Schist Project in Finland, hosts a substantial polymetallic resource, including nickel, copper, cobalt, and zinc—key elements in the global energy transition.
This content is for informational purposes only and does not constitute financial, investment, or other professional advice. It should not be considered a recommendation to buy or sell any securities or financial instruments. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. You should conduct your own research and consult with a qualified financial advisor before making any investment decisions.
Midwich Group Plc (LSE:MIDW) has reported a dip in first-half 2025 revenues, largely impacted by macroeconomic headwinds, particularly in Germany’s corporate and education sectors. Despite these hurdles, the company recorded solid performance in the UK and Ireland, buoyed by a focus on higher-margin technical products that helped preserve overall gross margins. Midwich remains confident about its growth prospects, citing improved operational efficiencies and new vendor partnerships as key drivers for an anticipated rebound in the second half of the year.
While current technical indicators suggest neutral momentum, Midwich maintains a stable financial standing and is backed by strong shareholder confidence. Though short-term revenue challenges persist, the company’s long-term strategic direction and resilience position it well for future gains.
About Midwich Group Plc
Midwich is a global distributor specializing in professional audiovisual solutions. With a presence in over 50 countries through 23 regional hubs, the company delivers everything from hardware distribution to bespoke system integration. Serving diverse sectors—including education, enterprise, retail, and live entertainment—Midwich partners with top-tier tech brands to bring cutting-edge AV solutions to market.
This content is for informational purposes only and does not constitute financial, investment, or other professional advice. It should not be considered a recommendation to buy or sell any securities or financial instruments. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. You should conduct your own research and consult with a qualified financial advisor before making any investment decisions.
SolGold Plc (LSE:SOLG) has received a second installment of $33.3 million from streaming partners Franco-Nevada and OR Royalties, as part of a larger $100 million upfront agreement. The newly secured funds will support key development efforts at its flagship Cascabel project in Ecuador, particularly the Tandayama-Ameríca deposit. This phase includes ongoing drilling, permitting, and site mobilization, all aimed at achieving initial production by the fourth quarter of 2028. The company views the financing milestone as a critical step in unlocking future capital and advancing what could become one of the world’s most prominent new copper operations.
In tandem, SolGold is actively engaging institutional partners to enhance its market profile, while continuing to de-risk the project through strategic planning and financing initiatives.
Company Snapshot: SolGold Plc
SolGold is a mineral exploration and development company with a focus on copper and gold assets. Headquartered in Australia and listed on the London Stock Exchange, the company is best known for its Cascabel project in Ecuador. Despite ongoing financial hurdles—including sustained losses and cash flow issues—SolGold is working to improve its outlook through governance reforms and strategic partnerships. The company remains committed to responsible development, delivering value to shareholders, and contributing positively to local communities and the environment.
This content is for informational purposes only and does not constitute financial, investment, or other professional advice. It should not be considered a recommendation to buy or sell any securities or financial instruments. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. You should conduct your own research and consult with a qualified financial advisor before making any investment decisions.
Predator Oil & Gas Holdings Plc (LSE:PRD) has initiated rigless testing at its MOU-3 well, located in the Guercif region of Morocco. The ten-day program will focus on evaluating the shallow ‘A’ Sand reservoir, with the goal of unlocking additional gas resources. If successful, the operation could accelerate the company’s path to commercialization, taking advantage of Morocco’s attractive gas pricing and investor-friendly fiscal environment. A positive outcome may enhance profitability and reinforce Predator’s strategic position in the Moroccan energy sector.
About Predator Oil & Gas Holdings Plc
Headquartered in Jersey, Predator Oil & Gas Holdings Plc is an exploration and production company with interests in Morocco and Trinidad. In Morocco, the firm is targeting rapid gas monetization through compressed natural gas (CNG) development from its onshore assets. Meanwhile, its operations in Trinidad focus on optimizing output from established onshore oil fields, offering opportunities for both production growth and asset development.
This content is for informational purposes only and does not constitute financial, investment, or other professional advice. It should not be considered a recommendation to buy or sell any securities or financial instruments. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. You should conduct your own research and consult with a qualified financial advisor before making any investment decisions.
U.S. Inflation Rises as Corporate Earnings Fuel Market Highs
United States
Strong Earnings Lift Markets to New Highs The S&P 500 and Nasdaq Composite both hit new all-time highs last week, driven by strong Q2 earnings and generally positive economic data. The Russell 2000 also rose, while the Dow Jones Industrial Average and S&P Midcap 400 ended slightly lower.
The earnings season kicked off with major banks like JPMorgan Chase and Citigroup reporting better-than-expected results. Later in the week, consumer-facing companies such as PepsiCo, United Airlines, and Netflix also topped forecasts.
NVIDIA rallied after receiving approval from the Trump administration to sell its H2O AI chips to China. The company, which recently hit a $4 trillion market cap, surged on the news.
Inflation Picks Up; Retail Sales Rebound June CPI rose 0.3% month over month—its biggest jump in five months—matching expectations. On a year-over-year basis, inflation accelerated to 2.7%, while core CPI rose to 2.9%, up from 2.8% in May. Prices for household goods, recreation, and footwear saw notable increases, partly offset by declining vehicle prices.
Retail sales rose 0.6% in June, rebounding from May’s 0.9% drop. Midweek market jitters over reports that President Trump might remove Fed Chair Jerome Powell were quickly reversed after Trump denied the rumor.
Corporate Bonds Outperform Treasuries Intermediate- and long-term Treasury yields held steady, while short-term yields edged lower amid speculation around the Fed. Investment-grade corporate bonds outperformed Treasuries, with new issues largely oversubscribed.
Europe
Markets Mixed as Investors Eye Trade Talks The STOXX Europe 600 finished flat, as investors monitored progress in U.S.-EU trade discussions. Italy’s FTSE MIB rose 0.58%, France’s CAC 40 and Germany’s DAX were little changed, and the UK’s FTSE 100 gained 0.57%, helped by a weaker pound.
UK Inflation Surges; Labor Market Softens UK inflation surprised to the upside, rising to 3.6% in June—the highest since January 2024—driven by higher fuel prices. Core services inflation held at 4.7%, showing persistent cost pressures.
The job market weakened. The unemployment rate ticked up to 4.7%, and payrolls fell by 41,000 in June. Wage growth (excluding bonuses) came in at 5.0%, slightly above forecasts but down from 5.3% in May.
Eurozone Industrial Output Rebounds Industrial production in the euro area rose 1.7% in May, beating expectations and reversing April’s 2.2% drop. Strong output in energy, capital goods, and non-durable consumer goods contributed to the gain. Year over year, output rose 3.7%.
The region’s trade surplus widened to €16.2 billion, up from €12.7 billion a year ago, as exports grew and imports fell.
German Sentiment at 3-Year High Germany’s ZEW economic sentiment index rose for the third month in a row, reaching 52.7—the highest since February 2022. Optimism was driven by hopes for EU stimulus and resolution of U.S.-EU trade tensions.
Asia-Pacific
Japan: Modest Gains Ahead of Elections Japanese equities posted moderate gains, with the Nikkei 225 up 0.63% and the TOPIX rising 0.40%. Investors await results from the July 20 Upper House election, which could impact Prime Minister Shigeru Ishiba’s coalition majority.
The 10-year JGB yield rose to 1.53%, while the yen weakened toward 148 per U.S. dollar.
Cooling Inflation, Weak Exports Core CPI rose 3.3% in June, below expectations and down from 3.7% in May, due mainly to lower energy costs. Exports fell 0.5% year over year, missing forecasts, with declines in autos, parts, and pharmaceuticals. A new 25% U.S. tariff on Japanese goods is set to take effect August 1, though bilateral talks are ongoing.
China: Solid GDP, But Risks Loom Mainland Chinese markets advanced, with the CSI 300 up 1.09% and the Shanghai Composite up 0.69%. Hong Kong’s Hang Seng jumped 2.84%.
China’s Q2 GDP grew 5.2% year over year, slightly above expectations, easing near-term pressure for stimulus. However, deflation concerns, soft retail sales, and upcoming U.S. trade deadlines pose headwinds.
The real estate downturn persists: new home prices fell 0.27% in June, while existing home prices dropped 0.61%. Residential sales fell 12.6% year over year—the largest decline in 2025 so far.
Other Key Markets
Indonesia: Rate Cut and U.S. Trade Deal Indonesia’s central bank cut its benchmark rate from 5.50% to 5.25%, citing lower inflation forecasts and the need to support growth. Separately, the U.S. and Indonesia finalized a trade deal that set tariffs at 19%—down from an initially proposed 32%. Indonesia also agreed to purchase Boeing aircraft and import over $20 billion in U.S. energy and agricultural goods.
Peru: Central Bank Holds Steady Peru’s central bank kept its policy rate at 4.50%, as expected. Annual inflation remained at 1.7% in June, with stable 12-month inflation expectations at 2.3%. Policymakers noted that global inflation expectations—particularly in the U.S.—may slow the path back to target inflation locally.
This content is for informational purposes only and does not constitute financial, investment, or other professional advice. It should not be considered a recommendation to buy or sell any securities or financial instruments. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. You should conduct your own research and consult with a qualified financial advisor before making any investment decisions.
U.S. stocks ended Friday on a mixed note, with the S&P 500 closing flat amid renewed trade tensions with Europe. Despite the muted session, the benchmark index posted a gain for the week.
By the closing bell, the Dow Jones Industrial Average fell 142 points (0.3%), the S&P 500 was virtually unchanged, and the NASDAQ Composite ticked up 0.1%.
Market sentiment took a hit after the Financial Times reported that President Donald Trump is considering tariffs of 15% to 20% on goods imported from the European Union. The proposed levy—well above the 10% the EU had hoped for—suggests trade negotiations may have stalled. With the August 1 deadline fast approaching, the move appears designed to pressure the EU into making broader concessions.
Earnings Season Gathers Momentum
Investors continue to digest second-quarter earnings, which have been largely better than expected so far:
American Express (AXP) climbed after the credit card company beat profit estimates, fueled by strong spending from high-income consumers.
3M (MMM) rose after raising its full-year earnings outlook, benefiting from cost-cutting efforts and a shift toward higher-margin products.
Charles Schwab (SCHW) advanced after reporting strong quarterly results driven by asset growth and improved net interest margins.
Netflix (NFLX) delivered solid earnings and raised its revenue guidance for the year, but shares pulled back slightly as results fell short of sky-high analyst expectations. Even so, Netflix stock is up over 43% year-to-date, supported by confidence in its dominance in the streaming sector.
Looking ahead, the earnings calendar remains busy next week, with reports expected from Coca-Cola (KO), Texas Instruments (TXN), Alphabet (GOOGL), and Tesla (TSLA).
Consumer Sentiment Improves as Inflation Expectations Ease
The University of Michigan’s consumer sentiment index rose to 61.8, slightly above expectations of 61.5. One-year inflation expectations dropped to 4.4%, down from 5.0% previously—an encouraging sign for consumers and policymakers.
Recent economic data has shown resilience: retail sales beat forecasts, weekly jobless claims declined, and June inflation remained largely in line with estimates. However, tariffs are beginning to put upward pressure on select consumer goods.
Amid these developments, the Federal Reserve has adopted a cautious, wait-and-see stance. Still, Fed Governor Christopher Waller said Thursday that a rate cut at the Fed’s next meeting could be warranted, citing growing risks to the economy.
Waller also emphasized that the recent inflation uptick driven by tariffs is likely temporary and shouldn’t alter the Fed’s broader policy outlook.
Meanwhile, President Trump continues to push the Fed to act more aggressively in lowering interest rates to support economic growth.
This content is for informational purposes only and does not constitute financial, investment, or other professional advice. It should not be considered a recommendation to buy or sell any securities or financial instruments. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. You should conduct your own research and consult with a qualified financial advisor before making any investment decisions.
European equities exhibited a mixed bag of results on Friday, buoyed in part by encouraging U.S. economic indicators and solid technology sector earnings, which have temporarily eased fears surrounding tariffs.
The German DAX slipped 0.3%, while the French CAC 40 edged up 0.1%, and London’s FTSE 100 gained 0.2%.
On the economic front, German producer prices continued their downward trend, falling for the fourth consecutive month in June, driven by lower energy costs, according to Destatis. The producer price index registered a 1.3% decline year-over-year, accelerating from May’s 1.2% drop.
In corporate news, engineering firm Senior (LSE:SNR) rallied after announcing the sale of its Aerostructures business for up to £200 million and unveiling a £40 million share repurchase plan.
Luxury goods company Burberry Group (LSE:BRBY) also saw its shares climb following a better-than-anticipated performance in first-quarter comparable sales.
Chemical industry heavyweight BASF SE (TG:BAS) rose after finalizing a decade-long natural gas supply contract with Equinor.
Defense contractor Saab (BIT:1SAAB) jumped after reporting stronger-than-expected profits and sales for the second quarter.
Conversely, Salzgitter AG (TG:SZG) shares tumbled after the German steelmaker lowered its full-year outlook due to a sluggish second quarter.
Pharmaceutical giant GSK (LSE:GSK) faced pressure after a U.S. FDA advisory panel advised against approval of its blood cancer treatment, Blenrep.
Lastly, Electrolux, the Swedish appliance manufacturer, dropped sharply despite posting second-quarter operating profits above forecasts.
This content is for informational purposes only and does not constitute financial, investment, or other professional advice. It should not be considered a recommendation to buy or sell any securities or financial instruments. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. You should conduct your own research and consult with a qualified financial advisor before making any investment decisions.
