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| Yesterday’s UK 100 Leaders | Price (p) | % Chg |
| ROLLS-ROYCE HOLDINGS PLC | 68.3 | 2.3% |
| BAE SYSTEMS PLC | 825.0 | 2.0% |
| GLENCORE PLC | 486.8 | 1.3% |
| ANGLO AMERICAN PLC | 2,760.0 | 1.2% |
| RECKITT BENCKISER GROUP PLC | 6,124.0 | 0.9% |
| Yesterday’s UK 100 Laggards | Price (p) | % Chg |
| NEXT PLC | 4674.0 | -12.2% |
| OCADO GROUP PLC | 469.3 | -10.2% |
| AUTO TRADER GROUP PLC | 495.1 | -8.5% |
| RIGHTMOVE PLC | 466.6 | -7.1% |
| FRASERS GROUP PLC | 667.0 | -6.5% |
| Major World Indices | Price | % Chg | 1 YEAR |
| UK 100 INDEX | 6,909 | 0.2% | -1.5% |
| DOW JONES INDUS. AVG | 29,491 | 2.7% | -14.1% |
| DAX INDEX | 12,209 | 0.8% | -19.4% |
| NIKKEI 225 | 26,992 | 3.0% | -5.1% |
| S&P/ASX 200 INDEX | 6,699 | 3.8% | -8.0% |
| Commodities | Units | Price | % Chg |
| WTI Crude Oil (Nymex) | USD/bbl. | 83.90 | 0.32% |
| Brent Crude (ICE) | USD/bbl. | 89.27 | 0.46% |
| Gold Spot | USD/t oz. | 1,703 | 0.2% |
| Copper (Comex) | USd/lb. | 346 | 1.6% |
Click graph to enlarge
The UK 100 is called to open +52 points this morning at 6960. A positive open is expected this morning following strong gains in the US on Monday. Markets may take some comfort from the news that the chancellor plans to bring forward publication of fiscal forecasts which will show how his plans will be funded. On Wall Street at the close the Dow Jones was up 765 points at 29,490, the S&P soared 93 points to 3,678 while the Nasdaq advanced 240 points to 10,815.
Anglo American forms Envusa Energy in South Africa with EDF Renewables.
Great Portland Estates sells 50 Finsbury Square EC2 for £190m.
Greggs expects their FY outcome to be in line with previous expectations as total sales in the 13 weeks to October 1st were +15% YoY. They have 90 net new shops opened YTD and they expect 150 net shop openings in 2022.
Legal & General state that their annuity portfolio has continued to perform well as they expect to meet FY22 expectation of £1.8bn capital generation. They are on track to deliver good growth in key financial metrics for FY22.
Ryanair report that their September guests were +49% YoY to £15.9m v 10.6m last year.
Wizz Air report that their September passenger numbers were +52% YoY to £4.5m v £3m previously.
Citi Group Upgrades National Grid to Neutral from Sell (3 Buys / 7 Holds / 1 Sell)
Jefferies Upgrades AJ Bell to Hold from Underperform (6 Buys / 2 Holds / 1 Sell)
RBC Upgrades Pennon Group to Outperform from Sector Perform (3 Buys / 6 Holds / 1 Sell)
RBC Upgrades Severn Trent to Outperform from Sector Perform (2 Buys / 8 Holds / 0 Sells)
Greggs
Tesco
EcoFin Meeting
Fed's Williams speech
US Factory Orders
UK 100 companies going ex-dividend on 6th October 2022:
Smith (DS)
Kingfisher
Centrica
F&C Investment Trust
UK 250 companies going ex-dividend on 6th October 2022:
Hammerson
Vistry Group
Bank of Georgia Group
Synthomer
TP ICAP Group
Morgan Sindall Group
Travis Perkins
Supermarket Income REIT
Bodycote
Kainos Group
Hammerson
Murray International Trust
Weir Group
RIT Capital Partners
Spectris
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