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| Yesterday’s UK 100 Leaders | Price (p) | % Chg |
| Ocado Group PLC | 785.0 | 14.3% |
| Vodafone Group PLC | 76.5 | 4.1% |
| Bt Group PLC | 126.0 | 2.3% |
| BP PLC | 483.7 | 1.7% |
| Persimmon PLC | 1,187.0 | 1.5% |
| Yesterday’s UK 100 Laggards | Price (p) | % Chg |
| Beazley PLC | 558.0 | -3.0% |
| Burberry Group PLC | 2,182.0 | -2.8% |
| Hargreaves Lansdown PLC | 906.8 | -2.2% |
| Sage Group PLC | 919.4 | -2.0% |
| Wpp PLC | 811.8 | -2.0% |
| Major World Indices | Price | % Chg | 1 YEAR |
| UK 100 INDEX | 7,679 | 0.2% | 5.1% |
| DOW JONES INDUS. AVG | 35,411 | 0.5% | 11.0% |
| DAX INDEX | 16,191 | 0.1% | 22.6% |
| NIKKEI 225 | 32,683 | -0.1% | 17.8% |
| S&P/ASX 200 INDEX | 7,340 | 0.5% | 8.1% |
| Commodities | Units | Price | % Chg |
| WTI Crude Oil (Nymex) | USD/bbl. | 79.00 | 0.33% |
| Brent Crude (ICE) | USD/bbl. | 82.96 | 0.27% |
| Gold Spot | USD/t oz. | 1,964 | 0.5% |
| Copper (Comex) | USd/lb. | 389 | 0.9% |
Click graph to enlarge
The UK 100 called to open +9 point at 7,686. The UK 100 looks set to open slightly higher this morning, ahead of a busy few days of companies reporting, added to that the start of the two-day FOMC meeting in the US and there is plenty to grab the attention of investors. Ahead of that meeting US equities advanced on Monday with the Dow Jones notching its 11th straight day of gains. The S&P 500 and Nasdaq also rose.
Compass Group maintained their annual outlook as they reported a 15% jump in quarterly organic revenue, benefiting from new businesses and more people returning to work and events. They expect their operating margin to be between 6.7-6.8% and organic revenue growth of around 18% for the year ending September 2023.
Croda International report that their H1 pretax profit has fallen 80% to £128.7m vs £636.5m YoY.
Games Workshop Group report a FY pretax profit of £170.6m, up from £156.6m YoY.
Shell will receive up to $650m for its 35% stake in an Indonesian gas project that they are exiting.
Unilever reported better-than-expected underlying quarterly sales as they raised prices to make up for higher costs. They reported a 7.9% rise in underlying sales, beating analysts’ average forecast of a 6.4% increase. H1 underlying operating profit came in at 5.21bn euros, up 3.3% from 5.04bn euros YoY.
Unite Group raises £296m through the placing of 32.7m shares.
888 Holdings appoints Per Widerstrom as their new CEO effective from the 16th October 2023.
JP Morgan Downgrades Auto Trader to Underweight from Neutral (7 Buys / 10 Holds / 0 Sells)
UBS Downgrades Moneysupermarket.com to Sell from Buy (3 Buys / 4 Holds / 1 Sell)
UK
Compass Group
Croda International
Games Workshop Group
Sthree
Tyman
Unite Group
Unilever
US
3M Co
General Electric
General Motors
Spotify Technology SA
Verizon Communications
Alphabet Inc C
Alphabet Inc A
Microsoft Corp
Mondelez
Snap Inc A
Teladoc Health
UK
Fresnillo
GSK
Lloyds Banking Group
Primary Health Properties
Rathbone Brothers
Reckitt Benckiser Group
Rio Tinto
US
AT&T
Automatic Data Processing
Boeing
CME Group
Coca-Cola
Shopify
Thermo Fisher Scientific
Etsy
Meta Platforms
QuantumScape
ServiceNow Inc
ECB Bank Lending Survey
German IFO – Business Climate
German IFO – Current Assessment
German IFO – Expectations
US Housing Price Index
US Consumer Confidence
UK 100 companies going ex-dividend on 27th July 2023:
SSE
UK 250 companies going ex-dividend on 27th July 2023:
NB Private Equity Partners
QinetiQ Group
Bankers Investment Trust
Monks Investment Trust
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