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| Yesterday’s UK 100 Leaders | Price (p) | % Chg |
| TAYLOR WIMPEY PLC | 160.4 | 4.2% |
| ADMIRAL GROUP PLC | 3,241.0 | 4.2% |
| ANTOFAGASTA PLC | 1,436.5 | 4.2% |
| GLAXOSMITHKLINE PLC | 1,707.8 | 4.1% |
| INFORMA PLC | 576.6 | 3.7% |
| Yesterday’s UK 100 Laggards | Price (p) | % Chg |
| UNILEVER PLC | 3662.0 | -7.0% |
| FLUTTER ENTERTAINMENT PLC-DI | 11125.0 | -1.3% |
| EVRAZ PLC | 573.0 | -1.2% |
| POLYMETAL INTERNATIONAL PLC | 1154.0 | -0.7% |
| FRESNILLO PLC | 804.2 | -0.4% |
| Major World Indices | Price | % Chg | 1 YEAR |
| UK 100 INDEX | 7,611 | 0.9% | 13.0% |
| DOW JONES INDUS. AVG | 35,912 | -0.6% | 16.5% |
| DAX INDEX | 15,934 | 0.3% | 15.6% |
| NIKKEI 225 | 28,334 | 0.7% | -0.7% |
| S&P/ASX 200 INDEX | 7,417 | 0.3% | 11.3% |
| Commodities | Units | Price | % Chg |
| WTI Crude Oil (Nymex) | USD/bbl. | 84.30 | 0.57% |
| Brent Crude (ICE) | USD/bbl. | 86.53 | 0.55% |
| Gold Spot | USD/t oz. | 1,819 | 0.1% |
| Copper (Comex) | USd/lb. | 443 | 0.3% |
The UK 100 is called to open -11 points today at 7600. A small dip is expected this morning for UK markets, after yesterday braking through the 7600 level for the first time in two years. ahead of unemployment data this morning and Wall Street returning after a long weekend. It was a mixed session in Asia this morning, as the Bank of Japan shifted its view on inflation risk for the first time since 2014, however, the BoJ made no change to its monetary stance on Tuesday, opting to keep its negative interest rate, asset purchases and yield curve control policies unchanged. The Nikkei in Japan slipped 0.27% and South Korea’s Kospi fell 0.89%. China’s Shanghai Composite gained 0.73% while Hong Kong’s Hang Seng index fell 0.31%. US markets were closed for Martin Luther King day.
Marshalls revises FY expectations to be ahead of previous guidance.
Rio Tinto reported a 5.4% drop in its Q4 iron ore shipments, hit by a delay in completion of a new greenfield mine in Western Australia and lower demand from top consumer China as it looks to cut carbon emissions. Rio Tinto shipped 84.1m tonnes of iron ore in the three months to Dec 31st down from 88.9m tonnes a year earlier. They have forecast weaker than expected iron ore shipments in 2022 of between 320-335m tonnes, against UBS expectation of 330-340m tonnes.
THG sees their FY revenue rise 35% to £2.18bn as FY22 revenue growth is seen to be between 22-25%, driven by their nutrition division. EBITDA for 21 seen to be between 7.4-7.7% (expectations were 7.9%).
Berenberg Downgrades Howden Joinery Group to Hold from Buy (9 Buys / 3 Holds / 0 Sells)
Goldman Sachs Raises BT Group to 'Conviction Buy List' (8 Buys / 5 Holds / 2 Sells)
Jefferies Upgrades Fevertree Drinks to Buy from Hold (7 Buys / 6 Holds / 2 Sells)
Hays
Rio Tinto
Antofagasta
BHP Group
Burberry Group
Centamin
Crest Nicholson
Diploma
Liontrust Asset Management
BoJ Interest Rate Decision
BoJ Monetary Policy Statement
BoJ Press Conference
UK Claimant Count Change
UK ILO Unemployment Rate
EcoFin Meeting
EU ZEW Survey – Economic Sentiment
German ZEW Survey – Economic Sentiment
FTSE 100:
Compass Group
FTSE 250:
Diploma
Games Workshop Group
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