UK stock market research
Yield Theory publishes 13 research issues on UK markets, covering London-listed companies, most of them in the FTSE 100. Each issue takes one company or one market question, works through the numbers, and links every figure to its source.

FTSE 100 vs S&P 500: Returns by Year in Pounds, Dividends Included

RELX, LSEG and Experian: Is the AI Sell-Off in UK Data Stocks Overdone?

Anglo American, Glencore, Rio Tinto: Mining Mergers and Copper

Tesco vs Sainsbury's vs Asda: Who Is Winning the UK Price War?

Why Diageo Shares Fell 60%: Spirits Slump, Tequila and the Dividend Cut

BAE Systems and UK Defence Stocks: What the Rearmament Trade Prices In

Unilever After Magnum: Demerger, Foods Exit and Valuation

AstraZeneca Stock: NYSE Listing, the $80bn Target and Valuation

Rolls-Royce Stock Turnaround: How Much Is Priced In?

The UK Takeover Wave: Who Is Buying Britain's Cheap Stocks

UK Housebuilder Stocks: Buy on Rate Cuts or a Value Trap?

BP vs Shell Stock: Buybacks, Debt, Takeover Talk and Valuation

UK Bank Stocks: Can Lloyds, Barclays and NatWest Keep Rallying?

Why Companies Are Leaving the London Stock Exchange
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The research stays open. Members get the monthly flagship, the weekly checkpoint, and the evidence that would break the call. $39/month or $249/year.
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