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| Yesterday’s UK 100 Leaders | Price (p) | % Chg |
| DCC PLC | 5,226.0 | 12.0% |
| Ocado Group PLC | 567.8 | 10.7% |
| Land Securities Group PLC | 644.4 | 6.5% |
| Anglo American PLC | 2,142.9 | 5.5% |
| Unite Group PLC | 1,004.0 | 5.3% |
| Yesterday’s UK 100 Laggards | Price (p) | % Chg |
| Vodafone Group PLC | 73.4 | -5.2% |
| Bae Systems PLC | 1,072.0 | -3.3% |
| M&G PLC | 202.7 | -2.4% |
| Relx PLC | 2,892.0 | -2.3% |
| Compass Group PLC | 2,057.0 | -2.1% |
| Major World Indices | Price | % Chg | 1 YEAR |
| UK 100 INDEX | 7,440 | 0.2% | 0.8% |
| DOW JONES INDUS. AVG | 34,809 | 1.4% | 3.7% |
| DAX INDEX | 15,614 | 1.8% | 9.1% |
| NIKKEI 225 | 32,696 | 0.3% | 16.8% |
| S&P/ASX 200 INDEX | 7,007 | 0.8% | -1.9% |
| Commodities | Units | Price | % Chg |
| WTI Crude Oil (Nymex) | USD/bbl. | 78.87 | 0.78% |
| Brent Crude (ICE) | USD/bbl. | 83.12 | 0.73% |
| Gold Spot | USD/t oz. | 1,963 | 0.8% |
| Copper (Comex) | USd/lb. | 369 | 0.5% |
Click graph to enlarge
The UK 100 called to open +50 points at 7,490. The UK 100 looks set to open higher this morning after data showed UK inflation has fallen to a two-year low. The consumer price index dropped to 4.6% in October, down from 6.7% in September, and below City expectations for a fall to 4.7%. This follows on from yesterday’s US CPI read which also saw inflation fall leading to a bumper day on Wall Street, The Dow Jones jumped 489.83 points, or 1.43%, to end at 34,827.70. The S&P rallied 1.91%, briefly trading above the key 4,500 level, to settle at 4,495.70. It was the best day since April for the broad-market index. The Nasdaq jumped 2.37% to close at 14,094.38.
Diversified Energy Company report a Q3 adjusted EBITDA of $140m with an adjusted EBITDA margin of 52%. Their average net daily production came in at 134.0 Mboepd with a September exit rate of 134.4 Mboepd. Their Q3 dividend was unchanged YoY at 4.375 US cents per share.
Experian reported an increase in their HY profit as they benefited from sustained key demand in key markets in North America and Europe. They posted benchmark earnings before interest and tax of $928m, compared with $873m in the same period last year.
Ninety One reports a H1 pretax profit of £104m, down 6% from £110.6m. They expect the market to stay cautious through FY, but state that they can regain growth.
SSE have reaffirmed their guidance for FY23/24 with more than 150p adjusted earnings per share.
Deutsche Bank Upgrades Compass Group to Buy from Hold (9 Buys / 9 Holds / 0 Sells)
UK
Diversified Energy Company
Experian
Intermediate Capital Group
Ninety One
SSE
US
Xpeng
Cisco Systems
Palo Alto Networks
UK
Assura
Aviva
Burberry Group
Close Brothers Group
Crest Nicholson Holdings
Halma
International Distribution Services
Investec
Liontrust Asset Management
Premier Foods
QinetiQ Group
Syncona
United Utilities
US
Alibaba Group
Walmart
Applied Materials
Chinese Industrial Production
Chinese Retail Sales
UK Consumer Price Index
UK PPI Core Output
UK Producer Price Index
UK Retail Price Index
BoE Monetary Policy Report Hearings
EU Industrial Production s.a.
NY Empire State Manufacturing Index
US Producer Price Index
US Retail Sales
US Retail Sales Control Group
Japanese Imports
Japanese Exports
Japanese Merchandise Trade Balance Total
UK 100 companies going ex-dividend on 16th November 2023:
Hargreaves Lansdown
Shell
GSK
Unilever
B&M European Value Retail S.A.
Bunzl
Marks and Spencer Group
Pershing Square Holdings
UK 250 companies going ex-dividend on 16th November 2023:
Fidelity Emerging Markets
NextEnergy Solar Fund
Schroder Oriental Income Fund
Octopus Renewables Infrastructure Trust
UK Commercial Property REIT
Baillie Gifford Japan Trust
Murray Income Trust
Empiric Student Property
BlackRock Greater Europe Inv Trust
Scottish American Investment Company
ICG Enterprise Trust
Bytes Technology Group
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