The clearest signal today sits on the credit-leaning side: Northern Ireland companies took 1.6x their usual share of this period's re-ratings (21 firms), the most solid concentration in a set of movements where 92% landed in a single day — an early snapshot, not yet a trend. On the exit-leaning side, motor trade ran modestly ahead of its share (1.5x, 19 companies); sharper lifts in electronics manufacturing, publishing and advertising rest on single-digit to low-teens counts and are too thin to call. Total re-ratings held broadly steady at 6,940, with the 446 companies moving both ways treated as churn, not a market split.
Anonymised by design: cohorts and counts only, never a named company.
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