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| Yesterday’s UK 100 Leaders | Price (p) | % Chg |
| Whitbread PLC | 3,259.0 | 4.3% |
| Imperial Brands PLC | 1,989.5 | 2.0% |
| Entain PLC | 1,439.0 | 1.9% |
| Vodafone Group PLC | 91.3 | 1.8% |
| Gsk PLC | 1,500.2 | 1.8% |
| Yesterday’s UK 100 Laggards | Price (p) | % Chg |
| Associated British Foods PLC | 1,984.0 | -4.2% |
| Glencore PLC | 469.0 | -3.6% |
| Anglo American PLC | 2,426.0 | -3.4% |
| Rio Tinto PLC | 4,984.5 | -3.0% |
| Centrica PLC | 110.8 | -2.7% |
| Major World Indices | Price | % Chg | 1 YEAR |
| UK 100 INDEX | 7,891 | -0.3% | 6.8% |
| DOW JONES INDUS. AVG | 33,531 | -1.0% | 0.9% |
| DAX INDEX | 15,872 | 0.1% | 15.4% |
| NIKKEI 225 | 28,427 | -0.7% | 6.8% |
| S&P/ASX 200 INDEX | 7,316 | -0.1% | -2.1% |
| Commodities | Units | Price | % Chg |
| WTI Crude Oil (Nymex) | USD/bbl. | 77.73 | 0.86% |
| Brent Crude (ICE) | USD/bbl. | 81.34 | 0.71% |
| Gold Spot | USD/t oz. | 1,996 | -0.1% |
| Copper (Comex) | USd/lb. | 390 | 1.0% |
Click graph to enlarge
The UK 100 called to open -20 points at 7871. The UK 100 looks set to open lower this morning, following a fall in US markets yesterday on renewed concerns over the health of the banking sector, First Republic Bank shares slumped 49% after it reported a sharp decline of deposits at the bank dragging others in the sector lower. Wells Fargo, Bank of America and JPMorgan were among those to slip. However solid results from Microsoft and Alphabet after the closing bell in New York may limit the declines. The Dow Jones fell 344.57 points, or 1.02%, to end at 33,530.83. The S&P finished 1.58% lower at 4,071.63. The Nasdaq was the biggest faller on Wall Street, dropping 1.98% to close at 11,799.16. In Asia, markets were mixed. In Tokyo, the Nikkei 225 stock index was down 0.7%. In China, the Shanghai Composite was up 0.1%, while the Hang Seng index in Hong Kong was up 1.0%.
Bunzl report that their Q1 revenue +8.4% at actual exchange rates, +1.2% at constant exchange rates. They report Q1 organic growth +0.6%, driven by underlying revenue growth of 1.5%. They expect higher 2023 revenue, driven by organic growth and acquisitions.
Fresnillo Q1 silver production +5.1% on Q4, -0.9% YoY due to lower ore grade at San Julian and Cienega. Their Q1 gold production was 173,000 ounces, +3% on Q4, +16% YoY. They state that their 2023 production guidance is unchanged.
GSK beat expectations for Q1 revenue and profit, helped by the sales of its blockbuster shingles vaccine Shingrix. They reported an adjusted profit of 37p per share on revenue of about £7bn. Analysts were expecting 33.2p per share on revenue of about £6.5bn, according to analyst estimates.
Reckitt Benckiser have named Kris Licht as their new CEO to succeed Nicandro Durante as of May 1st. The company also reported better than expected L-f-L sales as they hiked prices to make up for cost inflation and declining volumes.
Smith & Nephew report Q1 revenue of $1,356m as they state that their FY 2023 guidance remains unchanged.
Standard Chartered reported that their Q1 pretax profit rose 21%, beating analyst estimates, as rising interest rates and increased trading in volatile markets boosted income. They reported a statutory pretax profit for Q1 of $1.81bn, compared with $1.49bn a year earlier and $1.43bn average analyst estimates.
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UK
Bunzl
CRH
Fresnillo
GSK
Reckitt Benckiser
Smith & Nephew
Standard Chartered
US
Automatic Data Processing
Boeing
CME Group
Thermo Fisher Scientific
Meta Platforms
QuantumScape
Roku Inc
ServiceNow Inc
UK
AstraZeneca
Barclays
Capricorn Energy
GCP Infrastructure Investments
Howden Joinery
Inchcape
London Stock Exchange Group
Sainsbury (J)
Schroders
Spectris
Taylor Wimpey
Unilever
WPP
US
AbbVie
Bristol-Myers Squibb
Caterpillar Inc
Eli Lilly and Co
Mastercard
Merck & Co
Amazon.com
Amgen
Gilead Sciences
Intel Corp
Mondelez
Snap Inc A
German Gfk Consumer Confidence Survey
US Durable Goods Orders
US Durable Goods Orders ex Defence
US Durable Goods Orders ex Transportation
US Nondefense Capital Goods Orders ex Aircraft
UK 100 companies going ex-dividend on 27th April 2023:
Legal & General Group
RELX
Fresnillo
Rightmove
Croda International
UK 250 companies going ex-dividend on 27th April 2023:
Bakkavor Group
Morgan Sindall Group
Derwent London
Sequoia Economic Infrastructure Inc Fnd
Coats Group
Bridgepoint Group
Greggs
City of London Investment Trust
Senior
Bankers Investment Trust
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