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| Yesterday’s UK 100 Leaders | Price (p) | % Chg |
| British American Tobacco PLC | 3,150.0 | 4.7% |
| Convatec Group PLC | 248.4 | 3.8% |
| GSK PLC | 1,402.0 | 3.4% |
| Airtel Africa PLC | 129.3 | 2.6% |
| Unilever PLC | 4,643.0 | 2.2% |
| Yesterday’s UK 100 Laggards | Price (p) | % Chg |
| Anglo American PLC | 2378.0 | -6.2% |
| Scottish Mortgage Investment Trust PLC | 1004.5 | -5.2% |
| Glencore PLC | 361.5 | -3.7% |
| Antofagasta PLC | 1696.5 | -3.3% |
| JD Sports Fashion PLC | 81.4 | -3.1% |
| Major World Indices | Price | % Chg | 1 Year |
| UK 100 INDEX | 8,504 | 0.0% | 11.4% |
| DOW JONES INDUS. AVG | 44,714 | 0.7% | 17.1% |
| DAX INDEX | 21,282 | -0.5% | 25.5% |
| NIKKEI 225 | 39,566 | -0.9% | 10.7% |
| S&P/ASX 200 INDEX | 8,409 | 0.4% | 11.3% |
| Commodities | Units | Price | % Chg |
| WTI Crude Oil (Nymex) | USD/bbl. | 73.04 | -2.17% |
| Brent Crude (ICE) | USD/bbl. | 76.91 | -2.03% |
| Gold Spot | USD/t oz. | 2,743 | -1.0% |
| Copper (Comex) | USd/lb. | 424 | -1.8% |
Click graph to enlarge
The UK 100 called to open +16 points at 8,520. The UK 100 looks set to open higher this morning.
The S&P and Nasdaq were down sharply Monday on concern about an artificial intelligence stock bubble popping because of the emergence of Chinese startup DeepSeek, which has possibly made a competitive AI model for a fraction of the billions Silicon Valley is spending. The Nasdaq lost 3.07%, falling to 19,341.83, and the S&P slid 1.46% to 6,012.28. The Dow Jones added 289.33 points, or 0.65%, to close at 44,713.58. Gains in Apple, Johnson & Johnson and Travelers helped lift the 30-stock index.
Halfords has bolstered profit guidance after it returned to sales growth over the Christmas quarter and recent trading benefited from the cold weather. The company now expects to deliver underlying pre-tax profits for 2024/25 of between £32 million and £37 million, versus the City consensus of £28.3 million. The group said: “In recent months we have seen an improvement in trading alongside continued progress on a number of key initiatives, including our pricing and promotion strategies and cost reduction measures.” Strong demand for promotions in cycling contributed to retail like-for-like sales growth of 13.1% in December. The cold weather meant motoring product sales delivered underlying growth in January of 5.5%.
Pets at home this morning, reported that revenue fell 0.2 per cent to £361.6m in the 12 weeks to January 2. Retail revenue fell 2.8 per cent like for like, which Pets at Home attributed to a “more challenging UK consumer backdrop with particularly weak footfall from October”. Growth was instead driven by revenue in its veterinary arm, with like-for-like growth of 19.9 per cent supported by “growth in subscriptions, visits, and average transaction values”. The company has 400 surgeries across the UK.
SThree reported its financial results for the year ended November 30, 2024, showing a decline in key metrics due to challenging global economic conditions. Despite a 9% year-on-year decrease in group net fees, the company maintained a resilient performance with an operating profit conversion ratio of 18% and a robust balance sheet with net cash of £69.7 million. The company continues to focus on its strategic STEM and Contract approach, supported by the ongoing Technology Improvement Programme, positioning itself for future growth as market conditions improve.
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UK
Pets at Home Group (PETS)
AG Barr (BAG)*
Computacenter (CCC)
Harwort Group (HWG)
PPHE Hotel Group (PPH)
Sthree (STEM)*
US
Boeing (BA) PMO
General Motors (GM) PMO
Starbucks Corp (SBUX) AMC
UK
AJ Bell (AJB)
PayPoint (PAY)*
WH Smith (SMWH)
US
Automatic Data Processing (ADP) PMO
International Business Machines (IBM) AMC
Meta Platforms (META) AMC
Microsoft Corp (MSFT) AMC
ServiceNow (NOW) AMC
Tesla (TSLA) AMC
ECB Bank Lending Survey
US Durable Goods Orders
US Durable Goods Orders ex Defense
US Durable Goods Orders ex Transportation
US Nondefense Capital Goods Orders ex Aircraft
US Housing Price Index
US Consumer Confidence
BoJ Monetary Policy Meeting Minutes
UK 100 companies going ex-dividend on 30th January 2025:
None
UK 250 companies going ex-dividend on 30th January 2025:
Pennon Group
SSP Group
Hollywood Bowl Group
Supermarket Income REIT
Sequoia Economic Infrastructure Inc Fnd
Edinburgh Investment Trust
Schroder Oriental Income Fund
IG Group Holdings
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