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| Yesterday’s UK 100 Leaders | Price (p) | % Chg |
| BERKELEY GROUP HOLDINGS/THE | 4,897.0 | 3.1% |
| LLOYDS BANKING GROUP PLC | 47.9 | 2.8% |
| ROLLS-ROYCE HOLDINGS PLC | 109.7 | 2.8% |
| GLENCORE PLC | 331.3 | 2.6% |
| BARCLAYS PLC | 185.5 | 2.2% |
| Yesterday’s UK 100 Laggards | Price (p) | % Chg |
| SCOTTISH MORTGAGE INV TR PLC | 1139.5 | -6.2% |
| FLUTTER ENTERTAINMENT PLC-DI | 14040.0 | -4.0% |
| JUST EAT TAKEAWAY | 6874.0 | -3.3% |
| INTERTEK GROUP PLC | 5984.0 | -3.3% |
| WHITBREAD PLC | 3188.0 | -3.2% |
| Major World Indices | Price | % Chg | 1 YEAR |
| UK 100 INDEX | 7,124 | -0.1% | 19.9% |
| DOW JONES INDUS. AVG | 34,743 | -0.1% | 42.8% |
| DAX INDEX | 15,400 | 0.0% | 42.3% |
| NIKKEI 225 | 28,609 | -3.1% | 40.3% |
| S&P/ASX 200 INDEX | 7,097 | -1.1% | 30.0% |
| Commodities | Units | Price | % Chg |
| WTI Crude Oil (Nymex) | USD/bbl. | 64.63 | -0.45% |
| Brent Crude (ICE) | USD/bbl. | 67.98 | -0.50% |
| Gold Spot | USD/t oz. | 1,836 | 0.0% |
| Copper (Comex) | USd/lb. | 477 | 1.2% |
Click graph to enlarge
UK 100 is called to open -14 points this morning at 6932. The UK 100 is set to fall again today after yesterday suffering its biggest one-day tumble for nearly three months, closing down 2.5%. Inflation fears returned with a boom to hammer global markets yesterday. This red feel continued onto Wall Street yesterday, the Dow Jones closed 1.36% lower at 34,269, while the S&P 500 dropped 0.87% to trade at 4,152 and the Nasdaq fell 0.09% to 13,389, having recovered a significantly greater fall early in the session. The declines continued in parts of Asia this morning, with Japan’s Nikkei 225 down 1.97% while Hong Kong’s Hang Seng was up 0.08%. In focus today will be the latest UK GDP reading and inflation data from the US.
Coca-Cola HBC says their Q1 2021 has put the company on track to achieve their 2021 outlook, with a good start in a challenging environment.
Compass Group says they expect Q3 margins to improve sequentially, supported by cost cutting measures after reporting a pandemic-slump in H1 profit. Underlying profit fell 64.5% to £290m in H1.
Diageo sees their organic operating profit growth to be at least 14% in fiscal year 2021 as they plan to buy back up to £500m shares by November 12th.
Marston's names Andrew Andrea as their new CEO.
National Express sees a robust improvement in their trading during H2 as April's revenue was up by around 50% compared to 2020.
TP ICAP reported a 9% fall in Q1 revenue to £483m (2020: £530m). The revenue drop reflected an extremely volatile market in March last year due to the COVID-19 pandemic as trading activity in April 2021 returned to normal levels and was in line with the group's forecasts.
TUI reports that their H1 group loss widened to 1.50bn euros from 815m euro loss in 2020. They are "fully confident" typical seasonal inflow will materialise heading into peak summer. They expect Q3 departure volumes to be muted due to travel restrictions but will pick up in Q4.
Goldman Sachs Upgrades Aston Martin to Neutral from Sell (3 Buys / 3 Holds / 1 Sell)
Airtel Africa
Coca-Cola HCB
Compass Group
TUI
BT Group
Beazley
Brewin Dolphin Holdings
Burberry Group
Grainger
Greggs
Hargreaves Lansdown
UK Gross Domestic Product
German Harmonized Index of Consumer Prices
BoE's Governor Bailey speech
Consumer Price Index ex Food & Energy
UK Manufacturing Production
EU Industrial Production
NIESR GDP Estimate
UK Consumer Price Index
US Monthly Budget Statement
UK 100:
Avast
Royal Dutch Shell A
Royal Dutch Shell B
UK 250:
Serco Group
Spectris
Inchcape
Clarkson
Gamesys Group
FDM Group (Holdings)
IP Group
Fidelity Special Values
Greencoat UK Wind
UK Commercial Property REIT
Renewables Infrastructure Group
Tritax Big Box REIT
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