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Week in Advance: 6-10 Feb

Monday 6 Feb

UK Results/Updates: easyJet (monthly traffic), Randgold Resources, Ryanair

EU Results/Updates: Ryanair, Telecom Italia

US Results/Updates: Loews, Tyson Foods, Sysco, Gap (Jan sales), 21st Century Fox

Intl Economic Announcements
01:45    Caixin PMI Services (CN)
07:00    Factory Orders (DE)
08:30    Construction PMI (DE)
09:30    Sentix Investor Confidence (EZ)

Tuesday 7 Feb

UK Results/Updates: BP, Bellway, DCC, FirstGroup, GW Pharma, Plus500, St Mowden Properties

EU Results/Updates: BNP Paribas, Munich Re, Statoil, Vinci

US Results/Updates: General Motors, Intercontinental Exchange, Michael Kors, Walt Disney

UK Economic Announcements
00:01    BRC LfL Sales
08:30    Halifax House Prices

Intl Economic Announcement
05:00    Leading & Coincident Index (JP)
07:00    Industrial Production (DE)
13:30    Trade Balance (US)
15:00 
   IBD/IPP Economic Optimism, JOLTS Job Openings (US)
23:50    Trade Balance (JP)

Wednesday 8 Feb

UK Results/Updates: Dunelm, Fidelity, GlaxoSmithKline, Hargreaves Lansdown, Redrow, Rio Tinto, Severn Trent, Smurfit Kappa, Sophos, Tullow Oil, Victrex, WS Atkins

EU Results/Updates: ABB, AP Moller Maersk, Sanofi, Swisscom

US Results/Updates: Allergan, Carlyle, Goodyear, Time Warner

Intl Economic Announcements
02:00    Foreign Direct Investment (CN)
12:00    Mortgage Applications (US)
15:30    Crude Oil Inventories (US)
23:50    Machine Orders (JP)

Thursday 9 Feb

UK Results/Updates: Ashmore, DFS Furniture, Dairy Crest, Enterprise Inns, Frontier Developments, Grainger, Henderson, Pennon, Smith & Nephew, Tate & Lyle, Thomas Cook

EU Results/Updates: Commerzbank, Deutsche Lufthansa (monthly traffic), Enel, L’Oreal, Monte Dei Paschi Di Siena, Pernod Ricard, Publicis, Puma, Societe Generale, Thyssenkrupp, Total, UniCredit, Zurich Insurance

US Results/Updates: Coca Cola, CVS, Expedia, Kellogg, News Corp, Reynolds American, Twitter, Viacom, Yum! Brands

 

Ex-Dividends (The estimated dividend impact on the UK 100 this week is -1.72pts)

UK 100 : Sage 9.4p, Unilever 27.7p

: Aberforth Smaller Companies Trust 2.8p + 18.8p, Daejan Holdings 35p, F&C Commercial Property Trust 0.5p, Greencoat UK Wind 1.6p, P2P Global Investments 11p, Rank Group 2p, Stagecoach 3.8p

 

UK Economic Announcements
00:01    RICS House Price Balance

Intl Economic Announcements
07:00    Trade Balance (DE)
13:30    Jobless & Continuing Claims (US)
15:00    Wholesale Inventories (US)

Friday 10 Feb

UK Results/Updates: Electrocomponents, Greene King, Shaftesbury

EU Results/Updates: Arcelor Mittal, Kering, Renault

US Results/Updates: Aon

UK Economic Announcements
09:30    Construction Output, Industrial & Manufacturing Production, Trade Balance
15:00    NIESR GDP Estimate 

Intl Economic Announcements
N/A       Trade Balance, Imports, Exports (CN)
04:30    Tertiary Industry Index (JP)
13:30     Import/Export Price Index (US)
15:00   University of Michigan Confidence (US)
18:00     Baker Hughes Rig Count (US)

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This research is produced by Accendo Markets Limited. Research produced and disseminated by Accendo Markets is classified as non-independent research, and is therefore a marketing communication. This investment research has not been prepared in accordance with legal requirements designed to promote its independence and it is not subject to the prohibition on dealing ahead of the dissemination of investment research. This research does not constitute a personal recommendation or offer to enter into a transaction or an investment, and is produced and distributed for information purposes only.

Accendo Markets considers opinions and information contained within the research to be valid when published, and gives no warranty as to the investments referred to in this material. The income from the investments referred to may go down as well as up, and investors may realise losses on investments. The past performance of a particular investment is not necessarily a guide to its future performance. Prepared by Michael van Dulken, Head of Research

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