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Week in Advance: 28 Nov-2 Dec

Monday 28 Nov

UK Results/Updates: Aberdeen Asset Management

EU Results/Updates: Anheuser-Busch InBev, Stabilus

Intl Economic Announcements
15:30    Dallas Fed (US)
23:30    Unemployment, Retail Sales (JP)

Tuesday 29 Nov

UK Results/Updates: Clarkson, Countryside Properties, Cranswick, Drax, GW Pharma, Hogg Robinson, ITE, KCOM, Merlin Entertainment, Motorpoint, Premier Asset Management, Shaftesbury, SSP Topps Tiles, ST Mowden Properties

US Results/Updates: Mallinckrodt, Tiffany & Co

Intl Economic Announcements
07:45    GDP (FRA)
10:00    Confidence Indicators (EZ)
13:00    CPI (DE)
13:30    GDP, Personal Consumption (US)
15:00    Consumer Confidence (US)

Wednesday 30 Nov

UK Results/Updates: BCA Marketplace, Biffa, Britvic, Greene King, IG, Sage Group, Telford Homes, Zoopla

EU Results/Updates: Alpha Bank, Rocket Internet

US Results/Updates: American Eagle, Outfitters, First NBC Bank, PVH

UK Economic Announcements
00:01    Consumer Confidence
09:30    Mortgage Approvals

Intl Economic Announcements
01:45    MNI Consumer Sentiment (China)
08:55    Unemployment Rate (DE)
07:00    Retail Sales (DE)
10:00    CPI (EZ)
12:00    MBA Mortgage Applications (US)
13:30    Personal Consumption Expenditure, Income & Spending (US)
14:45    Chicago PMI (US)
15:30    Crude Oil Inventories (US)

Thursday 1 Dec

UK Results/Updates: Daily Mail & General Trust, Greencore

EU Results/Updates: Elekta AB

US Results/Updates: Costco, Ford, Gap, Kroger, L Brands, Smith & Wesson

 

Ex-Dividends (The estimated dividend impact on the UK 100 this week is -1.2pts)

UK 100 : International Consolidated Airlines 9.4p, Land Securities 9p, Severn Trent 32.6p

: Alliance Trust 2.8p*, Assura 0.6p*, Bellway 74p, British Empire Trust 2.8p + 9.7p, Britvic 17.6p*, Caledonia Investments 14.9p + 14.3p*, CMC Markets 3p, Diploma 13.8p, Electrocomponents 5p, Euromoney 16.4p, Greencore 4.1p, Intermediate Capital 7.5p, JD Sports 0.3p, Mitchell & Butlers 5p, Paypoint 12.2p + 15p, Perpetual Income & Growth Investment Trust 3p, Personal Assets Trust 140p, Pets at Home 2.5p, SSP 2.5p*, Telecom 23p, TR Property Investment Trust 4.1p

*Estimated

 

UK Economic Announcements
09:30    PMI Manufacturing

Intl Economic Announcements
00:30    Manufacturing PMI (JP)
01:00    Manufacturing & Non-Manufacturing PMI (China)
01:45    Caixin Manufacturing PMI (China)
8-9am   Manufacturing PMI (ITA, FRA, DE, EZ)
10:00    Unemployment (EZ)
13:30    Weekly Employment Figures (US)
15:00    Construction Spending, ISM Manufacturing & Prices Paid (US)

Friday 2 Dec

UK Results/Updates: Berkeley Group

US Results/Updates: Alaska Air Group, Delta Airlines, Sears

UK Economic Announcements
09:30    Construction PMI

Intl Economic Announcements
10:00    PPI (EZ)
13:30    Non-Farm Payrolls, Unemployment (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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