LSEG has transformed from an exchange operator into a data and analytics platform via the Refinitiv acquisition. The Microsoft partnership is delivering co-developed AI-powered analytics tools embedded in Teams, opening incremental cross-sell to the corporate workflow. Post-trade (LCH) clearing revenues benefit from elevated rates volatility and Treasury clearing mandate. Capital Markets remains the smallest segment, insulating earnings from listing cyclicality.
Thesis reviewed May 29, 2026
London Stock Exchange Group is headquartered in United Kingdom, which is currently showing moderate signals.
π¬π§United Kingdom69NEUTRALView United Kingdom risk detail βπ¦Financials100NEUTRAL| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| GGAL | Grupo Financiero Galicia S.A. | 90 | +13% | β54% | ENTRY |
| MELI | MercadoLibre | 90 | -14% | β54% | AVOID |
| BBAR | BBVA Banco BBVA Argentina SA | 90 | +21% | β54% | ENTRY |
| BBD | Banco Bradesco S.A. (preferred ADR) | 90 | +5% | β54% | NEUTRAL |
| VIV | Telefonica Brasil (Vivo) | 90 | +8% | β54% | ENTRY |
| UBS | UBS Group AG | 90 | +17% | β54% | ENTRY |
| CIB | Bancolombia S.A. | 90 | +9% | β54% | NEUTRAL |
Investors who hold LSEGY may also have indirect exposure through these country funds.
LSEG-Microsoft Workspace product launches to Refinitiv customer base
LCH SwapClear records highest volumes amid central bank divergence
Estimates Β· Yahoo Finance Β· Not audited figures