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| Yesterday’s UK 100 Leaders | Price (p) | % Chg |
| Reckitt Benckiser Group PLC | 5,956.0 | 1.4% |
| Whitbread PLC | 3,368.0 | 1.4% |
| Centrica PLC | 159.7 | 1.1% |
| BT Group PLC | 118.4 | 0.9% |
| M&G PLC | 199.9 | 0.8% |
| Yesterday’s UK 100 Laggards | Price (p) | % Chg |
| Astrazeneca PLC | 10,628.0 | -5.7% |
| Barratt Developments PLC | 401.7 | -5.2% |
| Taylor Wimpey PLC | 107.0 | -4.3% |
| Anglo American PLC | 2,181.5 | -3.8% |
| Howden Joinery Group PLC | 638.2 | -3.6% |
| Major World Indices | Price | % Chg | 1 YEAR |
| UK 100 INDEX | 7,586 | -1.2% | 10.0% |
| DOW JONES INDUS. AVG | 33,830 | -0.5% | 10.8% |
| DAX INDEX | 15,095 | -1.0% | 18.8% |
| NIKKEI 225 | 32,042 | 0.0% | 17.6% |
| S&P/ASX 200 INDEX | 7,078 | 0.3% | 4.1% |
| Commodities | Units | Price | % Chg |
| WTI Crude Oil (Nymex) | USD/bbl. | 88.16 | 1.73% |
| Brent Crude (ICE) | USD/bbl. | 91.35 | 1.61% |
| Gold Spot | USD/t oz. | 1,944 | 1.1% |
| Copper (Comex) | USd/lb. | 358 | 0.1% |
Click graph to enlarge
The UK 100 called to open -44 points at 7,545. The UK 100 is expected to open lower as Middle East tensions sparked heavy falls in the US and Asian markets. In Asia, the Nikkei 225 was down 1.7%. In China, the Shanghai Composite was down 1.2%, while the Hang Seng index in Hong Kong was down 2.0%. It was a similar picture Stateside yesterday, The Dow Jones closed down 1.0%, the S&P fell 1.3%, and the Nasdaq declined 1.6%.
Centamin reports a Q3 pretax profit of $56.5m, down 7% YoY as their Q3 revenue also fell 8% YoY to $200.4m. Q3 gold sold came in at 103,807 oz, down 18% YoY and Q3 gold production also fell 21% YoY to 101,307 oz.
Deliveroo backs their FY outlook as they maintain their EBITDA outlook range at £60-80m.
Dunelm report that their Q1 sales rose 9% as customers spruced up their homes with new curtains, bedding and home decorations despite the cost-of-living crisis. Their total sales in Q1 came in at £390m.
Hargreaves Lansdown reported 8,000 net new clients for Q1, which was lower than the previous quarter, amid flailing investor confidence due to choppy markets. Their net new business fell to £600m in Q1, down from £1.7bn in the previous quarter and £0.7bn in the same quarter last year.
London Stock Exchange Group says they are on track to end the year towards the upper end of its growth targets, having established a “consistent track record” in data and analytics. Their annual subscription value growth came in at 7.1%.
Mondi report that demand in Q3 remained weak and is expected to stay subdued in the final quarter of the year. Their underlying core profit in Q3 came in at 261m euros, lower than the prior quarter due to a “much-reduced” fair value gain for its forestry assets.
Rentokil Initial report that their Q3 revenue increased 53% YoY to £1.38bn. They expect “good growth” in the rest of 2023 as they are on track to meet FY guidance.
Barclays Downgrades EasyJet to Equal Weight from Overweight (9 Buys / 6 Holds / 1 Sell)
Barclays Downgrades Tate & Lyle to Equal Weight from Overweight (5 Buys / 2 Holds / 0 Sells)
UK
Centamin
Dunelm Group
London Stock Exchange Group
Mondi
Rathbone Brothers
Rentokil Initial
US
AT&T
Blackstone
Philip Morris International
Taiwan Semiconductor Manufacturing
Intuitive Surgical
UK
None
US
American Express
SLB
US Initial Jobless Claims
Philadelphia Fed Manufacturing Survey
US Existing Home Sales Change
UK GfK Consumer Confidence
Japanese National Consumer Price Index
Japanese National CPI ex Food, Energy
UK 100 companies going ex-dividend on 19th October 2023:
Smiths Group
BAE Systems
UK 250 companies going ex-dividend on 19th October 2023:
Close Brothers Group
ITV
Foresight Solar Fund
Marshalls
Coats Group
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