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| Yesterday’s UK 100 Leaders | Price (p) | % Chg |
| Centrica PLC | 133.0 | 7.2% |
| Relx PLC | 2,663.0 | 4.8% |
| Informa PLC | 778.6 | 4.4% |
| Airtel Africa PLC | 114.1 | 4.0% |
| Burberry Group PLC | 2,251.0 | 3.2% |
| Yesterday’s UK 100 Laggards | Price (p) | % Chg |
| St. James’s Place PLC | 988.6 | -16.4% |
| Sse PLC | 1,708.0 | -5.5% |
| Barclays PLC | 155.7 | -5.1% |
| Endeavour Mining PLC | 1,866.0 | -3.4% |
| Bt Group PLC | 123.1 | -2.7% |
| Major World Indices | Price | % Chg | 1 YEAR |
| UK 100 INDEX | 7,698 | 0.3% | 4.8% |
| DOW JONES INDUS. AVG | 35,538 | 0.1% | 10.4% |
| DAX INDEX | 16,381 | 1.6% | 24.1% |
| NIKKEI 225 | 32,891 | 0.7% | 18.3% |
| S&P/ASX 200 INDEX | 7,456 | 0.7% | 8.2% |
| Commodities | Units | Price | % Chg |
| WTI Crude Oil (Nymex) | USD/bbl. | 80.13 | 1.71% |
| Brent Crude (ICE) | USD/bbl. | 84.14 | 1.47% |
| Gold Spot | USD/t oz. | 1,945 | -1.4% |
| Copper (Comex) | USd/lb. | 388 | -0.7% |
Click graph to enlarge
The UK 100 called to open +15 point at 7,707. The UK 100 looks set to open in the green this morning, this comes after, a mixed session In the US yesterday, the Dow snapped a 13-day winning streak. A 14th straight day of gains would have been its longest winning streak since 1897 - a year after the Dow was created. The Dow Jones fell 0.7% while the S&P 500 and Nasdaq slipped 0.6%. In Asia, the Nikkei 225 was 1.5% lower after the Bank of Japan has tweaked a longstanding pillar of its ultra-loose monetary policy, sending bond yields higher and causing the yen to fluctuate.
AstraZeneca delivered better-than-expected profits and sales in the second quarter as a strong performance of its blockbuster cancer drugs helped offset the loss of COVID-19 vaccine sales. The FTSE 100-listed firm posted an adjusted profit of US$2.15 per share, up 25% and above the US$1.98 per share expected in company-compiled consensus estimates. Total revenue in the quarter was US$11.4bn, up 6% and beating company-compiled analyst estimates of US$10.97bn. The firm held guidance for 2023 total revenue and core EPS.
IAG posted much stronger profits for the second quarter than expected as holidaymakers flooded back to the skies. A quarterly operating profit before exceptional items of €1.25bn was reported by the Anglo-Iberian airline for the three months to end-June, up from €295mln a year ago and some way ahead of the €895mln average analyst forecast.
Standard Chartered launched a new US$1bn share buyback programme, as it reported a 20% rise in profit in the first half of 2023 and raised its guidance for the full year.
NatWest reported this morning a pre-tax profit in the six months to June 30 of £3.6bn, up from £2.6bn a year prior, and above the company compiled forecast of £3.3bn.Rising interest rates helped boost net interest income to £5.73bn from £4.33bn with net interest margin (NIM) of 3.2% in the first-half compared to 2.58% a year ago although it fell to 3.13% in the second quarter. For the full-year, the bank lowered its NIM forecast to around 3.15% from 3.20 before although all other guidance was retained. Similar to rivals Lloyds and Barclays, NatWest saw a jump in impairment charges to £223mln from a release of £54mln before.
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UK
AstraZeneca
International Consolidated Airlines Group
Intertek Group
NatWest Group
Rightmove
Standard Chartered
US
Aon
Chevron
Exxon Mobil
Procter & Gamble
UK
Senior
Spectris
US
Arista Networks
BoJ Interest Rate Decision
BoJ Monetary Policy Statement
BoJ Outlook Report
BoJ Press Conference
EU Business Climate
EU Consumer Confidence
EU Economic Sentiment Indicator
German Consumer Price Index
US Core Personal Consumption Expenditures - Price Index
US Personal Income
US Personal Spending
Chicago Purchasing Managers' Index
Michigan Consumer Sentiment Index
UoM 5-year Consumer Inflation Expectation
UK 100 companies going ex-dividend on 3rd August 2023:
BT Group
Unilever
Lloyds Banking Group
Reckitt Benckiser Group
RELX
Rentokil Initial
UK 250 companies going ex-dividend on 3rd August 2023:
Oxford Instruments
Schroder Oriental Income Fund
Moneysupermarket.com Group
Games Workshop Group
Tyman
Rathbones Group
Aberforth Smaller Companies Trust
Jupiter Fund Management
Inchcape
Vesuvius
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