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| Yesterday’s UK 100 Leaders | Price (p) | % Chg |
| Ocado Group PLC | 806.8 | 5.0% |
| Taylor Wimpey PLC | 118.0 | 2.9% |
| Halma PLC | 2,178.9 | 2.5% |
| Bt Group PLC | 130.1 | 2.4% |
| Kingfisher PLC | 271.6 | 2.3% |
| Yesterday’s UK 100 Laggards | Price (p) | % Chg |
| Beazley PLC | 629.0 | -4.3% |
| Rio Tinto PLC | 6,112.0 | -1.7% |
| Rolls-Royce Holdings PLC | 107.0 | -1.6% |
| Admiral Group PLC | 2,153.0 | -1.4% |
| National Grid PLC | 1,021.8 | -1.1% |
| Major World Indices | Price | % Chg | 1 YEAR |
| UK 100 INDEX | 7,860 | 0.2% | 4.1% |
| DOW JONES INDUS. AVG | 34,303 | 0.3% | -4.5% |
| DAX INDEX | 15,151 | 0.4% | -4.6% |
| NIKKEI 225 | 25,822 | -1.1% | -8.9% |
| S&P/ASX 200 INDEX | 7,388 | 0.8% | -0.4% |
| Commodities | Units | Price | % Chg |
| WTI Crude Oil (Nymex) | USD/bbl. | 78.80 | -1.33% |
| Brent Crude (ICE) | USD/bbl. | 84.08 | -1.41% |
| Gold Spot | USD/t oz. | 1,915 | -0.3% |
| Copper (Comex) | USd/lb. | 415 | -1.5% |
Click graph to enlarge
The UK 100 called to open -8 points at 7853. The UK 100 looks set to open modestly lower this morning, UK unemployment data showed average earnings have risen both month and month and year on year, whilst unemployment rate came in inline with expectations. With US markets closed for Martin Luther King day direction has come from Asia where markets were mixed with the Nikkei up but the Hang Seng down. Economic growth in China was 3% in 2022, official data showed, one of the weakest rates in 40 years owing to the Covid-19 pandemic and a real estate crisis with a quarter four advance of 2.9%, down from 3.9% in quarter three.
Crest Nicholson report a FY22 pretax profit of £32.8m down from £86.9m YoY. They declare a total dividend of 17p, up 25% as they enter FY23 with a strong forward order book.
Diageo acquires Don Papa Rum upfront for 260m euros, with further potential 177.5m euros to 2028.
Experian posted a 7% increase in quarterly revenue as they benefited from steady demand for loans and launch of new products.
Hays reported a rise in its second-quarter net fees as hiring in its temporary and contracting segment grew at a faster rate than permanent jobs for the first time in seven quarters. Their like-for-like net fees for three months ended on Dec 31st grew 8%, with temporary segment up 9%.
Ocado reported a rise in quarterly sales and in the run-up to Christmas, though an increase in customer numbers was partially offset by fewer items being purchased per order. Their Q4 sales to Nov 27th rose 0.3% and were up 15% over the five days before Christmas.
Rio Tinto report that their quarterly iron ore shipments rose 3.8% benefiting from a continued ramp-up at its Guadi-Darri mine in Australia. They maintained their FY iron ore shipments forecast at 320-335 Mt. They raised their 2023 production guidance for copper to 600 - 655 kt, from 550-600 kt.
Bernstein Downgrades Unilever to Underperform from Market-perform (5 Buys / 8 Holds / 1 Sell)
JP Morgan Downgrades Quilter to Underweight from Neutral (4 Buys / 5 Holds / 0 Sells)
UK
Bankers Investment Trust
Experian
Hays
Ocado Group
US
Goldman Sachs
Morgan Stanley
Burberry Group
Ibstock
Chinese Gross Domestic Product
Chinese Industrial Production
Chinese Retail Sales
UK Claimant Count Change
UK ILO Unemployment Rate
Eurogroup Meeting
German Harmonized Index of Consumer Prices
Chinese FDI - Foreign Direct Investment
EU ZEW Survey – Economic Sentiment
German ZEW Survey – Current Situation
UK 100 companies going ex-dividend on 19th January 2023:
Compass Group
UK 250 companies going ex-dividend on 19th January 2023:
Diploma
Future
AJ Bell
Victrex
Games Workshop Group
Balanced Commercial Property Trust
Supermarket Income REIT
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