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Week In Advance: 3 – 7 August

Monday 3 Aug

Quarterly/Half-Year Results Coats Group  (COA), Fidessa Group  (FDSA), HSBC Holdings  (HSBA), Intertek Group (ITRK), Keller Group  (KLR), Ultra Electronics Holdings  (ULE), Trinity Mirror (TNI) EU: Commerzbank (CBK), Porsche (POR3), Heineken (HEIA) US: AIG (AIG), Tyson Foods (TSN) UK Economic Announcements (09:30) PMI Manufacturing Intl Economic Announcements (07:00) Retail Sales (GER) (08:55) PMI Manufacturing (GER) (09:00) PMI Manufacturing (EU) (13:30) Personal Consumption, Income, Spending (US) (15:00) Auto Sales; Construction Spending; ISM Manuf., Prices Paid (US)

Tuesday 4 Aug

Quarterly/Half-Year Results Clarke (T)  (CTO), Direct Line Insurance Group  (DLG), Fresnillo  (FRES), Just Eat (JE.), LSL Property Services  (LSL), Meggitt  (MGGT), Pendragon (PDG), Rotork  (ROR), Standard Life  (SL.), Travis Perkins  (TPK) EU: AXA (AXA), BMW (BMW), Continental (CON), Credit Agricole (ACA), Hugo Boss (BOSS) US: Coach (COH), Kellog (K), Sprint (S), Walt Disney (DIS)  UK Economic Announcement (09:30) PMI Construction Intl Economic Announcements (00:00) Factory Orders (US) (10:00) Producer Price Index (EU) (15:00) Goods Orders (US)

Wednesday 5 Aug

Quarterly/Half-Year Results Ferrexpo (FXPO),  Bank Pekao Sa (85PL), BBA Aviation  (BBA), IP Group  (IPO), Legal & General Group  (LGEN), London Stock Exchange Group  (LSE), Novae Group  (NVA), SOCO International  (SIA), StatPro Group  (SOG), Spirax-Sarco Engineering  (SPX), Standard Chartered  (STAN), Unite Group  (UTG) EU: Biersdorf (BEI), Hannover Re (HNR1), Societe Generale (GLE), Unicredit (UCG), US: Motorola Solutions (MSI), Ralph Lauren (RL), Priceline (PCLN) UK Economic Announcements (00:01) BRC Shop Price Index (09:30) Official Reserves; PMI Composite, Services Intl Economic Announcements (08:55) PMI Composite, Services (GER) (09:00) PMI Composite, Services (EU) (10:00) Retail Sales (EU) (12:00) MBA Mortgage Applications (US) (13:30) Balance of Trade (US) (15:00) ISM Services, Non-Manufacturing (US) (15:30) Crude Oil Inventories (US)

Thursday 6 Aug

Quarterly/Half-Year Results Aggreko  (AGK), Aviva  (AV.), Cobham  (COB), Genel Energy (GENL), GW Pharmaceuticals (GWP), Hill & Smith Holdings  (HILS), Inmarsat  (ISAT), Kennedy Wilson Europe Real Estate (KWE), Mondi  (MNDI), Old Mutual  (OML), Rio Tinto  (RIO), Randgold Resources Ltd (RRS), RSA Insurance Group  (RSA), Spirent Communications  (SPT) EU: Adidas (ADS), Deutsche Post (DPW), Deutsche Telekom (DTE), Munich Re (MUV2), Pirelli (PC), Telecom Italia (TIT), Zurich Insurance (ZURN) Trading Statements Enterprise Inns  (ETI), easyJet  (EZJ), SABMiller  (SAB) Ex-Dividends Anglo American (AAL), ($0.32); Funding For Homes (99GT),  (5.06p); Albion Enterprise VCT  (AAEV),  (2.5p); Aberdeen New Dawn Investment Trust  (ABD),  (2.8p); Avon Rubber  (AVON),  (2.43p); Sanctuary Housing (BB21),  (4.08p); Barclays (BARC), (1p); BP (BP), ($0.10); Beazley  (BEZ),  (3.3p); Creston  (CRE),  (2.85p); Dominos Pizza (DOM), (9p);  Halfords Group  (HFD),  (11p); Henderson Far East Income (HFEL),  (4.9p); Hargreave Hale AIM VCT 2  (HHVT),  (4p); Henderson International Income Trust  (HINT),  (1.15p); Hiscox (HSX), (8p); Inchcape (INCH), (6.8p); Independent Investment Trust  (IIT),  (2p); Japan Residential Investment Co Ltd (JRIC),  (1.8p); Latham (James)  (LTHM),  (8.8p); Melrose Industries (MRO), (12p); Microgen  (MCGN),  (1.4p); Northern Bear  (NTBR),  (1.5p); 1pm  (OPM),  (0.35p); Plastics Capital  (PLA),  (2.67p); Pennon Group  (PNN),  (21.82p); QinetiQ Group  (QQ.),  (3.6p); RELX (REL),  (7.4p); RPC Group  (RPC),  (11p); SABMiller  (SAB),  (55.68p); St Modwen Properties  (SMP),  (1.9p); Telecity (TCY), (5p);  Cayenne Trust  (the) (TCT),  (3.8p); BlackRockThrogmorton Trust  (THRG),  (1.1p); Unilever (ULVR),  (21.1p) UK Economic Announcements (09:00) New Car Registrations (09:30) BoE Inflation Report, Interest Rate Minutes (09:30) Industrial Production, Manufacturing Production (12:00) BoE Interest Rate Decision Intl Economic Announcements (08:30) PMI Construction (GER) (09:10) PMI Retail (EU) (09:10) PMI Retail (GER) (11:00) Factory Orders (GER) (13:30) Initial Jobless Claims,  Continuing Claims (US)

Friday 7 Aug

Quarterly/Half-Year Results William Hill  (WMH), Dragon Oil (DGO), Savills (SVS) EU: Allianz (ALV) Trading Statements Bellway  (BWY)  UK Economic Announcements (09:30) Balance of Trade Intl Economic Announcements (00:00) Balance of Trade (GER) (07:00) Current Account, Retail Price Index (GER) (11:00) Industrial Production (GER) (13:30) Non-Farm Payrolls, Unemployment Rate (US) (20:00) Consumer Credit (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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