A first read, and a big one: 5,821 companies were re-rated on live register events, almost all in a single day, so this is a snapshot to flag rather than a trend to call. The clearest concentration sits in IT and software services on the exit-leaning side — 1.5x its share of this period's re-ratings across 40 companies — while credit-leaning appetite skews toward wholesale (1.4x, 37 companies) and, more thinly, Northern Ireland (1.4x, just 13). Pattern-wise, "sector laggard" was the single biggest mover with 118 new matches; worth watching as more days land, not yet a story.
Anonymised by design: cohorts and counts only, never a named company.
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