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Week in Advance: 27 Feb – 3 March

Monday 27 Feb

UK Results/Updates: Associated British Foods, Bunzl, Dechra Pharma, Hiscox, Keller, Persimmon, Rotork, Senior, Trinity Mirror

US Results/Updates: Hertz

Intl Economic Announcements
07:45    CPI (FR)
10:00    Confidence Indicators (EZ)
13:30    Durable Goods Orders (US)
15:00    Pending Home Sales (US)
23:50    Industrial Production, Retail Trade (JP)

Tuesday 28 Feb

UK Results/Updates: Babcock, Bodycote, Croda, Derwent, Fresnillo, GKN, Go-Ahead Group, Greggs, Interserve, Laird, Meggitt, Moneysupermarket.com, Provident Financial, St James’s Place, Taylor Wimpey, Virgin Money

EU Results/Updates: Campari, Novartis, Thales

US Results/Updates: Autozone, Domino’s Pizza, Palo Alto, Salesforce.com, Target

UK Economic Announcements
00:01    GfK Consumer Confidence, Lloyds Business Barometer

Intl Economic Announcements
06:30    Q4 GDP (FR)
07:45     CPI (FR)
10:00   CPI (EZ)
13:30    Q4 GDP, Advance Goods Trade Balance, Wholesale Inventories (US)
14:00    House Price Index (US)
15:00    Consumer Confidence, Richmond Fed Manuf. Index (US)

Wednesday 1 Mar

UK Results/Updates: BBA Aviation, Carillion, CRH, Elementis, Evraz, Inchscape, ITV, Man Group, RIT Capital Partners, Riverstone Energy

EU Results/Updates: Areva, Eni

US Results/Updates: Best Buy, Dollar Tree, Ford, Mylan

UK Economic Announcements
00:01     BRC Shop Price Index
09:30    Manufacturing PMI, Mortgage Approvals

Intl Economic Announcements
01:00    Manufacturing, Non-Manufacturing PMI (CN)
08:55      Manufacturing PMI (DE)
09:00    Unemployment Rate (DE)
09:00    Manufacturing PMI (EZ)
12:00     Mortgage Approvals (US)
13:00     CPI (DE)
13:30     Personal Income & Consumption (US)
14:45       Manufacturing PMI (US)
15:00     ISM Manufacturing & Employment, Construction Spending (US)
15:30      DOE Crude Oil Inventories (US)
19:00      Fed Beige Book (US)

Thursday 2 Mar

UK Results/Updates: Capita, Cobham, Convatec, Hastings Group, Merlin Entertainment, Schroders, Spire Healthcare, Travis Perkins, Vesuvius

EU Results/Updates: Anheuser-Busch InBev, Continental AG, Deutsche Telekom, Engie

US Results/Updates: Costco, Kroger, L Brands

 

Ex-Dividends (The estimated dividend impact on the UK 100 this week is -1.3pts)

UK 100 : Barclays 2p, RSA 11p

: Beazley 10p +7p, Berkeley Group 85.2p, Centamin 10.8p, Genus 7.4p, Hays 1p, HICL Infrastructure 1.9p, SSP 2.9p, Witan Investment Trust 6.3p

 

UK Economic Announcements
09:30    Construction PMI

Intl Economic Announcements
10:00    CPI, PPI (EZ)
12:30    Challenger Job Cuts (US)

13:30    Weekly Jobless Claims (US)
14:45    ISM New York (US)
23:30    CPI, Jobless Rate (JP)

Friday 3 Mar

UK Results/Updates: Berendsen, IAG (Traffic update), London Stock Exchange Group, WPP

UK Economic Announcements
09:30    Services PMI 

Intl Economic Announcements
00:30      PMI Services (JP)
01:45       PMI Services (CN)
05:00      Consumer Confidence (JP)
08:55     Services PMI (DE)
09:00    Services PMI (EZ)
09:00      GDP (IT)
10:00     Retail Sales (EZ)
14:45       Markit Services (US)
15:00     ISM Services (US)
18:00      Baker Hughes Rig Count (US)
18:00    Janet Yellen Speaks in Chicago (US)

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This research is produced by Accendo Markets Limited. Research produced and disseminated by Accendo Markets is classified as non-independent research, and is therefore a marketing communication. This investment research has not been prepared in accordance with legal requirements designed to promote its independence and it is not subject to the prohibition on dealing ahead of the dissemination of investment research. This research does not constitute a personal recommendation or offer to enter into a transaction or an investment, and is produced and distributed for information purposes only.

Accendo Markets considers opinions and information contained within the research to be valid when published, and gives no warranty as to the investments referred to in this material. The income from the investments referred to may go down as well as up, and investors may realise losses on investments. The past performance of a particular investment is not necessarily a guide to its future performance. Prepared by Michael van Dulken, Head of Research

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