Daily Stock Market Report (Fri 24 Jan 2025) - ZTF, IOF, BMY, BRBY, REC, BEG

Good morning everyone,
I'm writing to you this morning while Storm Eowyn is having a blast. Good luck to everyone affected!
Megan and Mark have kindly provided us with a few backlog sections to get us started.
1pm: this report is complete, have a nice weekend everyone.

Spreadsheet accompanying this report (updated to 17/1/2025)

Companies Reporting
Name (Mkt Cap)RNSSummaryOur view (Author)Severn Trent (LON:SVT) (£7.4bn)TUIn line. Accepts Ofwat’s Final Determination for 2025-30. Dividend growth to match CPIH.Burberry (LON:BRBY) (£3.7bn)Q3 TUQ3 LfL store sales -4%. After festive period, now more likely H2 will broadly offset H1 loss.AMBER (Graham holds)Excellent rebound in H2. Stock does already price in a return to meaningful profitability.Paragon Banking (LON:PAG) (£1.6bn)TUFull year guidance reiterated.Renew Holdings (LON:RNWH) (£718m)TURail Sector is behind exps, so FY 2025 will be below exps but still ahead of 2024 (adj. profit £70.9m).Bloomsbury Publishing (LON:BMY) (£533m)New agreement with AmazonNew long term supply agreement. Reiterates confidence in consensus expectations.AMBER/GREEN (Graham)Last-minute deal agreed, terms unknown. Valuation somewhat full here?Begbies Traynor (LON:BEG) (£148m)Latest Red Flag Alert“Critical” financial distress climbs...