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| Yesterday’s UK 100 Leaders | Price (p) | % Chg |
| FRESNILLO PLC | 851.4 | 3.4% |
| POLYMETAL INTERNATIONAL PLC | 1,542.0 | 3.1% |
| BP PLC | 310.2 | 2.4% |
| IMPERIAL BRANDS PLC | 1,537.0 | 2.0% |
| BT GROUP PLC | 168.0 | 1.8% |
| Yesterday’s UK 100 Laggards | Price (p) | % Chg |
| INTERMEDIATE CAPITAL GROUP | 2076.0 | -5.0% |
| OCADO GROUP PLC | 2004.0 | -4.4% |
| PEARSON PLC | 793.4 | -4.4% |
| 3I GROUP PLC | 1226.0 | -4.4% |
| AVEVA GROUP PLC | 3330.0 | -4.3% |
| Major World Indices | Price | % Chg | 1 YEAR |
| UK 100 INDEX | 6,923 | -0.7% | 18.4% |
| DOW JONES INDUS. AVG | 34,133 | 0.1% | 42.9% |
| DAX INDEX | 14,856 | -2.5% | 38.5% |
| NIKKEI 225 | 28,813 | -0.8% | 46.9% |
| S&P/ASX 200 INDEX | 7,096 | 0.4% | 31.2% |
| Commodities | Units | Price | % Chg |
| WTI Crude Oil (Nymex) | USD/bbl. | 66.22 | 0.81% |
| Brent Crude (ICE) | USD/bbl. | 69.46 | 0.84% |
| Gold Spot | USD/t oz. | 1,776 | -0.2% |
| Copper (Comex) | USd/lb. | 455 | 0.7% |
Click graph to enlarge
UK 100 is called to open +23 points this morning at 6956. A positive open is expected today as yesterday's sentiment seems to have switched from negative to positive. It was a mixed session in the US yesterday as tech stocks weighed heavily on the market a mixed picture on Wall Street overnight, the Dow Jones scrapped out a 0.06% gain to close at 34,133 while the S&P 500 dropped 0.67% to 4,164 and the Nasdaq fell 1.88% to 13,633. It was a similarly negative picture in Asia this morning, with Japan’s Nikkei down by 0.83% while Hong Kong’s Hang Seng dropped 0.32%.
Boohoo says they have experienced strong revenue growth across all geographies, being up 41% in FY.
Croda has started a strategic review of its performance technologies and industrial chemicals unit which will considering keeping it or carrying out a full or partial divestment.
Direct Line Insurance reported a 4.7% fall in gross written premiums in Q1, pressured by low levels of new car sales and fewer new drivers as premiums fell to £752m.
ITV said that its advertising revenue was rebounding from the COVID-19 hit last year, with April up 68%, May expected to be up around 85% and June up between 85-90%, boosted by the Euros soccer tournament and the return of Love Island. They expected total ad revenue for H1 2021 to be up around 26% on 2020, despite pandemic restrictions being in place for nearly all of the period.
Ryanair's April air traffic was up to 1m customers (2020: 40,000 customers).
Virgin Money reported improved H1 earnings after setting aside less cash to cover pandemic-driven loan losses. They reported a statutory pre-tax profit of £72m (2020: £7m loss). They took an impairment charge of £38m, much lower than the £232m it saw earlier in the year.
Wizz Air's load factor in April fell to 59.2% (2020: 74.3%).
Barclays resumes rating Cineworld with Equal weight (2 Buys / 6 Holds / 1 Sell)
Direct Line Insurance Group
ITV
OneSavings Bank
Virgin Money
Barratt Developments
Derwent London
Mondi
Next
Rathbone Brothers
Trainline
US ADP Employment Change
US ISM Services PMI
German Markit PMI Composite
EU Markit PMI Composite
US Markit Services PMI
UK 100:
Polymetal International
Admiral Group
Reckitt Benckiser Group
BP
Croda International
UK 250:
GCP Infrastructure Investments
Lancashire Holdings
Hipgnosis Songs Fund
Edinburgh Investment Trust
Hochschild Mining
UK Commercial Property REIT
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