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| Yesterday’s UK 100 Leaders | Price (p) | % Chg |
| TUI AG-DI | 901.4 | 7.2% |
| FRESNILLO PLC | 742.4 | 3.5% |
| UNILEVER PLC | 4,867.5 | 1.5% |
| COMPASS GROUP PLC | 2,030.0 | 1.3% |
| RELX PLC | 1,879.5 | 1.2% |
| Yesterday’s UK 100 Laggards | Price (p) | % Chg |
| NMC HEALTH PLC | 2702.0 | -7.2% |
| SMITHS GROUP PLC | 1559.0 | -4.8% |
| GLENCORE PLC | 249.1 | -2.9% |
| SCHRODERS PLC | 3042.0 | -2.7% |
| RSA INSURANCE GROUP PLC | 524.4 | -2.7% |
| Major World Indices | Price | % Chg | 1 Year |
| UK 100 INDEX | 7,326 | -0.3% | -1.8% |
| DOW JONES INDUS. AVG | 26,950 | 0.1% | 1.5% |
| DAX INDEX | 12,342 | -1.0% | -0.1% |
| NIKKEI 225 | 22,114 | 0.2% | -7.3% |
| S&P/ASX 200 INDEX | 6,749 | 0.0% | 9.1% |
| Commodities | Units | Price | % Chg |
| WTI Crude Oil (Nymex) | USD/bbl. | 58.27 | -0.63% |
| Brent Crude (ICE) | USD/bbl. | 64.34 | -0.66% |
| Gold Spot | USD/t oz. | 1,521 | -0.1% |
| Copper (Comex) | USd/lb. | 262 | 0.2% |
Click graph to enlarge
UK 100 called to open +30 points at 7355; In focus today will be the U.K. Supreme Court rules on whether Boris Johnson acted lawfully when he suspended Parliament. It's unclear how definitive the ruling will be. Positive sentiment comes as it was confirmed overnight that US-China trade talks will resume in 2 weeks time when China’s Liu He visits Washington. Elsewhere the US Secretary of State Mike Pompeo releases a statement thanking Germany, France and Britain after the three nations released a statement saying Iran “bears responsibility” for the recent Saudi oil attacks (watch oil prices today!) Stateside stocks closed little changed Monday as weak economic data out of Europe stoked worries over the state of the global economy. The Dow Jones gained just 14.92 points, or 0.1% to 26,949.99. Overnight oil prices steadied at just shy of $65 a barrel, whilst gold continued to march on amid geopolitical unsettle to break back above $1520.
AA announced that their H1 2019 Revenue +2.3%, Operating profit +3.4%, Profit before tax +50% & Basic EPS +44.7%. Overall performance was in line with expectations; on-track to deliver trading EBITDA growth & strong cash flow generation in FY20.
Card Factory have reported continued sales growth & maintained their special dividend in their H1 2019 results. Sales Growth +5.5%, Profit before tax -14.4% and basic EPS -14.9%.
Galliford Try have been appointed to new highways projects valued at £461m.
Source: Bloomberg, FT, Reuters, DJ Newswires, AlphaTerminal
Pets at home downgraded to underweight/in-line by Morgan Stanley (Bloomberg: 3 buys/ 4 holds/ 2 Sells)
Royal Mail downgraded to Sell by Liberum (Bloomberg: 3 buys/ 6 holds/ 5 Sells)
Weir Group downgraded to Hold by Peel Hunt (Bloomberg: 14 buys/ 7 holds/ 0 Sells)
UK CBI Industrial Order Data
US Richmond Manufacturing Index
US Consumer Confidence
AA, Card Factory, Close Brothers
Babcock, Halma, United Utilities, Boohoo, Sophos
Carnival, Mitchells & Butler, DFS, Pennon Group
(Full list available on Week in advance)
Morrisons - 1.9%
Hargreaves Lansdown - 1.6%
Smurfit Kappa Group - 1.0%
IG Group - 5.1%
Bovis Homes - 1.9%
(Full list available on Week in advance)
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