Daily Stock Market Report (Fri 27th March 2026) - ASC, KMR, HEAD

Good morning!
The FTSE closed down 1.3% yesterday, as it continued to tussle with the 10,000 level.
This morning, it is set to open up 25 points, at around 9,995.
In war news, Trump has given Iran an additional 10 days to negotiate before he will approve strikes on their energy infrastructure.
Brent crude has been bubbling higher again, and is now back over $100. It’s up by around $30/barrel this month.
Israeli strikes on Iranian military assets continue.
So the mood music is still quite negative, but let’s try to find some positivity in the news today, if we can.
Backlog: there’s not much positivity in the backlog yet. I’ve given my views below on three shares that reported earlier this week. Please keep your requests coming, as we might be able to produce another couple of backlog sections today.
New writer: please give a very warm welcome to Dr. James Fox, who joins me in the DSMR cockpit today. James is a highly accomplished share analyst and stock picker, who holds a PhD in Development Economics, and we are lucky to get his perspective on shares today. Let’s try to make him feel at home!

Today's Agenda is...