November 2026

Vertex has raised its full-year 2026 revenue guidance after third-quarter sales climbed 12%, but the Crinetics acquisition sharply increased costs and debt. The next major test arrives on 30 November, when US regulators are due to rule on povetacicept for IgA nephropathy.

Kimberly-Clark has completed its acquisition of Kenvue, leaving Kenvue shareholders with a mix of Kimberly-Clark stock and cash while ending Kenvue’s life as a standalone listed company. The transaction also transfers Kenvue’s debt and corporate obligations into a new wholly owned subsidiary.

Kimberly-Clark has completed its acquisition of Kenvue, issuing about 281.1 million shares and taking on an integration programme expected to cost US$3.1 billion before tax. The combined group is targeting US$2.1 billion in annual run-rate synergies by reshaping its brands, segments and operating model.

PSEG increased third-quarter non-GAAP operating earnings and reaffirmed its full-year outlook, even as GAAP net income fell sharply on market-related effects. The New Jersey utility is also advancing a US$24 billion to US$28 billion five-year investment programme without planned new equity issuance.

Marvell is seeking to absorb Lumentum in a US$115 billion all-stock deal that would unite electrical interconnect, lasers and optical networking under one roof. The companies are pitching a US$550 billion addressable market and more than US$1 billion in annual synergies, but completion remains well into the future and subject to regulatory and shareholder approval.

Entergy delivered a sharp rise in third-quarter earnings, while narrowing its 2026 adjusted EPS guidance and raising its quarterly dividend. Stronger electricity sales, regulatory recovery and construction-related returns drove the result, although rising debt and capital spending remain part of the equation.

Fox delivered a sharp first-quarter lift, with revenue up 22% and adjusted EBITDA up 54% as World Cup coverage, political advertising and Tubi drove a powerful television result. The catch is that a meaningful share of the uplift came from event-linked revenue and higher sports programming costs.

Estée Lauder delivered a sharp rebound in fiscal 2027’s first quarter, with sales, margins and earnings all improving materially. The beauty group has lifted its full-year outlook, although quarterly free cash flow remained negative and the plan still depends on sustained momentum in China, travel retail and fragrance.

Lumentum delivered a 136.5% year-on-year revenue surge in fiscal Q1 2027 and forecast a further step-up to as much as US$1.625 billion in the next quarter. Management also disclosed purchase commitments exceeding US$5 billion linked to a second major NPO/CPO win, though the timing and enforceability of those commitments were not detailed.

Marriott delivered broad-based third-quarter growth and lifted its full-year RevPAR forecast, while expanding its hotel pipeline to a record 634,000-plus rooms. The result also combined stronger earnings with heavier debt and substantial share buybacks.

IDEXX Laboratories has raised its 2026 revenue and earnings outlook after reporting 10% third-quarter revenue growth and an 18% rise in diluted EPS. The upgrade came alongside rapid adoption of its inVue Dx analyzers, although acquisition costs prompted a lower full-year operating margin forecast.

Loews Corporation (NYSE:L) reported third-quarter net income of US$306 million, down 39% from a year earlier, after CNA’s long-term care reserve review cut attributable earnings by US$125 million. Stronger hotel performance and share buybacks offered some support, but CNA’s underwriting trends remain a central concern.

Hawk Resources has acknowledged that historical portable XRF readings underpinning its Olympus scandium story lacked calibration, quality-control and detection-limit records, and were not reliable indicators of scandium grades. The company maintains its original disclosure complied with ASX rules and the JORC Code, but says it will no longer use the historical results.

First Au and Javelin Minerals have replaced their September takeover deed with an amended and restated agreement, keeping the core scrip exchange ratio unchanged. The transaction remains conditional, with the offer period scheduled to close on 30 November 2026 unless extended or withdrawn.

CAQ Holdings ended the September quarter with $487,000 in cash and an estimated 1.34 quarters of funding, while all $3.957 million of its financing facilities remained drawn. Property revenue was stable, but the company said its proposed debt extension had not been finalised.

Nagambie Resources says Alkane’s early drilling has extended the C2W lode 115 metres down-dip, with peak assays of 24g/t gold and 30.9% antimony. The results arrive as Alkane weighs whether to proceed beyond its 12-month option and fund up to A$27.5 million for an 80% joint venture interest.

Global Masters Fund will pay its first-ever dividend, a 15.0 cent per share special distribution that is fully franked and sourced from taxable capital gains. The payment marks a deliberate transition for the listed investment company, not the start of a regular dividend stream.

Dicker Data has completed its acquisition of Sektor Group, adding a NZD 440 million-revenue distribution business across Australia, New Zealand and Southeast Asia. The deal was funded by extending existing debt facilities and is expected to be earnings accretive in FY26, excluding one-off transaction and integration costs.

AMP says it knows of no undisclosed information behind a sharp intraday move in its shares, after ASX questioned a fall from $2.51 to $2.22. The company pointed instead to lower third-quarter profit at China Life Pension Company, while leaving its FY26 partnerships guidance unchanged.

Noxopharm has secured a $1.5 million placement and agreed to convert $3.78 million of shareholder notes as it prepares to test SOF-SKN in cutaneous lupus patients. The funding eases an immediate cash constraint, but the package also brings substantial dilution and remains partly subject to shareholder approval.

Savannah Goldfields has paused Georgetown production after processing its available Big Reef ore, with mining not expected to resume until the second quarter of 2027. The company ended September with A$1.23 million in cash and remains reliant on a material financing transaction while its securities stay suspended.

The FDA has granted orphan drug designation to Neuren’s NNZ-2591 for neonatal hypoxic-ischemic encephalopathy, giving the programme potential US exclusivity and regulatory fee relief. The company is completing a juvenile animal safety study before targeting an IND submission in the first half of 2027.

4DMedical has denied holding undisclosed information that could explain a sharp sell-off in its shares, after ASX queried a fall from $3.28 to $2.41. The company said it believes increased short interest was responsible and confirmed compliance with continuous disclosure rules.

Lithium Plus Minerals has secured A$1.6575 million at A$0.10 a share, with cornerstone backing from Suzhou CATH Energy Technologies and a further A$1 million SPP planned. The funding is aimed at moving the Lei direct shipping ore project into pre-feasibility while supporting resource growth and offtake discussions.