Stocks: 4 things to know before the open

CNN – 27 Mar

http://money.cnn.com/2015/03/27/investing/premarket-stocks-trading/

UK 100 called to open flat at 6895

Proactive Investors – 27 Mar

http://www.proactiveinvestors.co.uk/columns/morning-market-pulse/18097/UK Index 100-called-to-open-flat-at-6895-18097.html

UK Index LIVE: Footsie continues declining on fighting in Yemen, a slowing US economy and the prospect of Greek bankruptcy

This is Money – 27 Mar

http://www.thisismoney.co.uk/money/markets/article-3014261/UK Index -LIVE-Footsie-continues-declining-fighting-Yemen-slowing-economy-prospect-Greek-bankruptcy.html

Market Report: LSE’s largest shareholder Borse Dubai sells entire holding

Standard  – 26 Mar

http://www.standard.co.uk/business/markets/market-report-lses-largest-shareholder-borse-dubai-sells-entire-holding-10136149.html

Borse Dubai sells key stake in London Stock Exchange

AFP/Yahoo – 26 Mar

https://uk.finance.yahoo.com/news/borse-dubai-sells-key-stake-110609514.html

Greece hopes to secure vital reform deal next week – live updates

Guardian – 26 Mar

http://www.theguardian.com/business/live/2015/mar/26/greece-reform-deal-hopes-eurozone-bailout-live-updates

Arm Holdings Slump After U.S. Sell Off — Market Talk

Dow Jones – 26 Mar

Arm Holdings shares slump 4.5% to 1075p as Wednesday’s U.S. tech stock selloff proves contagious, says Augustin Eden at Accendo Markets. Worries that the smartphone and tablet markets are becoming saturated with many customers now opting for cheaper devices. “Crucially, these pay lower royalties to parts suppliers like ARM. With such tight competition in the sector, it’s hardly surprising that analysts are downgrading those stocks that supply an overpopulated market, seeing them as now overvalued,” says Mr. Eden. “The bears have entered the campsite.”

Gold & Oil rally on US growth/Middle-East jitters

Proactive Investors – 26 Mar

http://www.proactiveinvestors.co.uk/columns/morning-market-pulse/18086/gold-oil-rally-on-us-growthmiddle-east-jitters–18086.html

Market overview: LSE down as Dubai takes profits

Digital Look – 26 Mar

http://www.digitallook.com/cgi-bin/dlmedia/news.cgi?username=&ac=&view=full&story=22605685

UK 100 drops sharply but gold back in demand

Guardian – 26 Mar

http://www.theguardian.com/business/marketforceslive/2015/mar/26/UK Index -100-drops-sharply-but-gold-back-in-demand

Bellway Share Price Explodes

C-Suite – 26 Mar

http://www.thecsuite.co.uk/CEO/index.php/finance/216-royal-mail-shares-to-rise-45435

LSE Slumps After Borse Dubai Sells Stake — Market Talk

Dow Jones – 26 Mar

London Stock Exchange drops 9.1% to 2308p after Borse Dubai sells its nearly 17.4% stake via an investment bank-managed block sale, marking the end of a relationship that began almost a decade ago. Borse Dubai had purchased a 28% LSE stake for 1414p per share in 2007. Details remain scant, says Mike van Dulken, Head of Research at Accendo Markets, but the sale was probably worth around GBP1.5 billion and ends a 9-month stake reduction process designed to crystallise handsome gains.

Barclays falls on downgrade while SABMiller dips as bid hopes fade

Guardian – 25 Mar

http://www.theguardian.com/business/marketforceslive/2015/mar/25/barclays-falls-on-downgrade-while-sabmiller-dips-as-bid-hopes-fade

Mixed opinion on Bellway despite bumper half year earnings

Proactive Investors – 25 Mar

http://www.proactiveinvestors.co.uk/companies/news/78655/mixed-opinion-on-bellway-despite-bumper-half-year-earnings-78655.html

M&A helps offset rates and growth uncertainty

Proactive Investors – 25 Mar

http://www.proactiveinvestors.co.uk/columns/morning-market-pulse/18075/ma-helps-offset-rates-and-growth-uncertainty-18075.html

3G Capital’s possible $40bn bid for food giant Kraft hits rumoured target SABMiller

Evening Standard – 25 Mar

http://www.standard.co.uk/business/business-news/3g-capitals-possible-40bn-bid-for-food-giant-kraft-hits-rumoured-target-sabmiller-10132058.html

Bellway Gains as Spring Starts Well, But Deflation a Worry — Market Talk

Dow Jones – 25 Mar

Bellway gains 5.1% to 2107p, with its peers among the U.K.’s housebuilders also gaining, after it reported a strong start to the spring selling season. Sales are ahead of last year and the London market is holding up well. But there could be dark clouds on the horizon in the shape of yesterday’s record-low inflation numbers, Accendo Markets warns. Low inflation has made mortgages affordable, boosting Bellway and its ilk. “The moment inflation crosses the border into deflation, however, things are going to change and it won’t be rosy for the sellers. If prices are going down, would you buy that dream home (or first home) today? I wouldn’t,” writes Accendo’s Augustin Eden

Wolseley shares dip as struggling European markets offset U.S. strong demand

Reuters – 24 Mar

http://uk.reuters.com/article/2015/03/24/wolseley-results-idUKL6N0WQ10U20150324

Bourse Londres: le UK Index ouvre en baisse de 0,29% à cause de la Chine

AFP/Romandie – 24 Mar

http://www.romandie.com/news/Bourse-Londres-le-UK Index -ouvre-en-baisse-de-029-a-cause-de-la-Chine/577692.rom

China manufacturing contraction saps sentiment

Proactive Investors – 24 Mar

http://www.proactiveinvestors.co.uk/columns/morning-market-pulse/18065/china-manufacturing-contraction-saps-sentiment-18065.html

Centamin Share Rise After Capex Cut, Maiden Dividend — Market Talk

Dow Jones – 23 Mar

Centamin shares rise 15% to 61.95p on a bullish outlook for its main Suakri mine in Egypt and news that capital expenditure expansion has been put on hold for 2015. This keeps cash to hand and allows last year’s inaugural dividend policy to be completed with a final cash payment of $0.0199 on top of the interim $0.87, says Mike van Dulken of Accendo Markets. Centamin’s shares rise despite full-year revenue falling 6.2% and Ebitda dropping 29%, both missing consensus estimates due to a lower average gold price which more than offset a 6% increase in production. Accendo Markets also notes that litigation remains an overhang on the stock.

Oil Company Borrowing Sparks Talk of Mergers — Market Talk

Dow Jones – 23 Mar

The world’s largest oil-and-gas companies have borrowed record amounts of money so far in 2015, capitalizing on low interest rates as they seek to shore up balance sheets shocked by the fall in oil prices, writes Augustin Eden of Accendo Markets in a note on Monday. At the same time, smaller oil companies and explorers are having trouble. Big firms with lots of money and small companies struggling to stay afloat could mean a year of mergers ahead. “A flexible, resilient group of oil majors who can borrow at low costs leads many to believe that 2015 will be a ripe year for acquisitions,” Mr. Eden writes.

Bourse Londres: le Footsie baisse en début de séance, inquiété par la Grèce

Romandie – 23 Mar

http://www.romandie.com/news/Bourse-Londres-le-Footsie-baisse-en-debut-de-seance-inquiete-par-la-Grece/577358.rom

UK Index joins peers at highs; better late than never

Proactive Investors – 23 Mar

http://www.proactiveinvestors.co.uk/columns/morning-market-pulse/18057/UK Index -joins-peers-at-highs-better-late-than-never–18057.html