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Yesterday’s UK 100 Leaders | Price (p) | % Chg |
Compass Group PLC | 2,290.0 | 4.5% |
Rolls-Royce Holdings PLC | 460.0 | 3.8% |
Melrose Industries PLC | 563.0 | 2.1% |
Beazley PLC | 662.0 | 1.9% |
Marks And Spencer Group PLC | 325.6 | 1.8% |
Yesterday’s UK 100 Laggards | Price (p) | % Chg |
Glencore PLC | 433.4 | -2.2% |
Anglo American PLC | 2184.5 | -2.2% |
Londonmetric Property PLC | 197.0 | -2.2% |
Airtel Africa PLC | 114.6 | -2.1% |
Prudential PLC | 687.4 | -1.9% |
Major World Indices | Price | % Chg | 1 YEAR |
UK 100 INDEX | 8,167 | -0.4% | 6.4% |
DOW JONES INDUS. AVG | 40,358 | -0.1% | 14.0% |
DAX INDEX | 18,558 | 0.8% | 14.6% |
NIKKEI 225 | 39,155 | -1.1% | 20.8% |
S&P/ASX 200 INDEX | 7,964 | -0.1% | 9.0% |
Commodities | Units | Price | % Chg |
WTI Crude Oil (Nymex) | USD/bbl. | 77.36 | 0.52% |
Brent Crude (ICE) | USD/bbl. | 81.42 | 0.51% |
Gold Spot | USD/t oz. | 2,418 | 0.3% |
Copper (Comex) | USd/lb. | 416 | -0.1% |
The UK 100 called to open -43 points at 8,124. The UK 100 looks set to open lower this morning after big tech results failed to live up to expectations in the States overnight, with google’s parent company Alphabet falling by 2% after hours and Tesla dropping by 8%. Focus today will be on PMI data due out at 9.30am.
Aston Martin Lagonda reported a bigger loss for H1 as they made fewer vehicles amid weakness in demand at the high end of the car market. They reported a pretax loss of £216.7m for the six months ended June 30th, compared with a loss of £142.2m reported a year earlier.
EasyJet reported a 16% rise in Q3 pretax profit, helped by strong summer travel demand and more customers looking for budget holidays. They posted a pretax profit of £236m for the quarter ended June 30th, compared with £203m reported a year earlier. They state that the outlook for fiscal 2024 is positive, without giving a specific forecast for profit. Demand for air travel has normalised after a post-COVID pandemic boom as travellers baulk at higher prices.
Fresnillo says they remain on track to meet their FY guidance.
Informa has offered to buy rival Ascential for £1.2bn.
Reckitt Benckiser is under pressure from their top shareholders to revisit a sale of its Mead Johnson nutrition business, following litigation and other setbacks at the division. They announce a reorganisation to focus on ‘Powerbrands’.
No new broker comments
UK
Aston Martin Lagonda Global Holdings PLC
Breedon Group PLC
Fresnillo PLC
Greencoat UK Wind PLC
Hochschild Mining PLC
Primary Health Properties PLC*
Reckitt Benckiser Group PLC
easyJet PLC
US
AT&T
CME Group
Thermo Fisher Scientific
Ford Motor Co
International Business Machines
Newmont
QuantumScape
ServiceNow Inc
UK
Airtel Africa PLC*
Anglo American PLC
AstraZeneca PLC
BT Group PLC
British American Tobacco PLC
Centamin PLC
Centrica PLC
Hammerson PLC*
Howden Joinary PLC
IG Group Holdings
ITV PLC
JTC PLC
Lloyds Banking Group PLC
RELX PLC
Rentokil Initial PLC
Unilever PLC
Vodafone Group PLC
US
AbbVie
GE Vernova
Keurig Dr Pepper
Mastercard
Willis Towers Watson
German GfK Consumer Confidence Survey
Eurogroup Meeting
German HCOB Composite PMI
German HCOB Manufacturing PMI
German HCOB Services PMI
EU HCOB Composite PMI
EU HCOB Manufacturing PMI
EU HCOB Services PMI
UK S&P Global/CIPS Composite PMI
UK S&P Global/CIPS Manufacturing PMI
UK S&P Global/CIPS Services PMI
30-y Bond Auction
US S&P Global Composite PMI
UK S&P Global Manufacturing PMI
US S&P Global Services PMI
US New Home Sales Change
UK 100 companies going ex-dividend on 25th July 2024:
SSE
UK 250 companies going ex-dividend on 25th July 2024:
Pennon Group
QinetiQ Group
Foresight Solar Fund
Bankers Investment Trust
City of London Investment Trust
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