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Morning Report - 12 August 2025

Yesterday’s UK 100 Leaders Price (p) % Chg
Marks And Spencer Group PLC 341.8 3.0%
Fresnillo PLC 1,743.0 2.5%
Airtel Africa PLC 212.0 2.4%
Hikma Pharmaceuticals PLC 1,782.0 2.4%
Pershing Square Holdings LTD 4,104.0 2.3%
Yesterday’s UK 100 Laggards Price (p) % Chg
Croda International PLC 2,478.0 -3.5%
Intercontinental Hotels Group PLC 8,602.0 -2.5%
Mondi PLC 1,052.0 -2.5%
JD Sports Fashion PLC 85.8 -2.1%
Experian PLC 3,731.0 -1.9%
Major World Indices Price % Chg 1 Year
UK 100 INDEX 9,130 0.4% 11.2%
DOW JONES INDUS. AVG 43,975 -0.5% 11.7%
DAX INDEX 24,081 -0.3% 35.9%
NIKKEI 225 42,678 2.1% 22.0%
S&P/ASX 200 INDEX 8,881 0.4% 13.7%
Copper (Comex) Units Price % Chg
WTI Crude Oil (Nymex) USD/bbl. 64.26 0.47%
Brent Crude (ICE) USD/bbl. 66.98 0.53%
Gold Spot USD/t oz. 3,348 0.2%
Copper (Comex) USd/lb. 447 0.7%
The UK 100 called to open +12 points this morning at 9,141.

4 Hours; 5 Months

Click graph to enlarge

Markets Overview:

 

The UK 100 called to open +12 points this morning at 9,141. The UK 100 looks set to build on yesterday’s strong advance when it opens today, this comes after Donald Trump’s decision to pause trade hostilities with Beijing for a further 90 days.

It was a different story across the Atlantic on Monday, we saw stocks fall as traders braced for key U.S. inflation reports due out later in the week and largely ignored the somewhat positive development in the tariff saga.  The Dow Jones Industrial Average slipped 200.52 points, or 0.45%, and settled at 43,975.09. The S&P 500 lost 0.25% to close at 6,373.45, and the Nasdaq Composite was off 0.3% and ended at 21,385.40.

Asian stocks mostly gained on Tuesday, with Japan’s Nikkei hitting a fresh all-time record high.  The Nikkei jumped as much as 2.8%, or 1,162.86 points, to 42,983.34 in the afternoon before easing back slightly, surpassing its previous record of 42,426.77 set in July last year. Heavyweight shares led the charge — SoftBank Group surged 7.07%, Advantest climbed 7.34%, Toyota gained 3.14%, and Fast Retailing advanced 4.67%. Analysts at IwaiCosmo Securities cited easing tensions over US-China trade talks and speculation over imminent US interest rate cuts as key drivers of the rally.  The extension, announced Monday, staves off triple-digit duties on Chinese goods and removes one immediate risk for global markets. Trump signed an executive order delaying the planned tariff hike to allow more time for negotiations, with Beijing issuing a similar statement. Without the extension, tariffs on Chinese imports could have risen from an already steep 30 per cent.

Company News & Broker Comments:

 

Company News:

 

Bellway on Tuesday reported a 14.3% increase in home completions for the full year, as steadying mortgage rates supported consumer demand.  The company reported total housing completions of 8,749 homes for the year ended July 31, compared with 7,654 homes in the prior year.

 

Entain forecast its annual core profit outlook above market expectations on Tuesday, banking on strong performance in its largest market, the UK and Ireland.  Entain have also this morning raised its full year guidance.

Reporting Today:

 

UK

Bellway (BWY)

Entain (ENT)

Spirax Group (SPX)

Derwent London (DLN)

Page Group (PAGE)

US

Barrick Mining (B) PMO

AMC Entertainment (AMC) AMC

Reporting Tomorrow:

 

UK

Beazley (BEZ)

Evoke (EVOK)

Hill & Smith (HILS)

Persimmon (PSN)

Balfour Beatty (BBY)

US

Cisco Systems Inc (CSCO) AMC

In Focus Today:

UK BRC Like-For-Like Retail Sales

UK Average Earnings

UK Claimant Count Change

UK Claimant Count Rate

UK Employment Change

UK ILO Unemployment Rate

German ZEW Survey

US Consumer Price Index

US Fed’s Barkin speech

US Fed’s Schmid speech

US Monthly Budget Statement

This Week’s Ex-Dividends:

 

UK 100 companies going ex-dividend on 14th August 2025:

Rio Tinto

BP

Hikma Pharmaceuticals

GSK

Shell

Fresnillo

Unilever

Rentokil Initial

HSBC Holdings

Hiscox

Pearson

Haleon

IMI

London Stock Exchange Group

Melrose Industries

Pershing Square Holdings

 

 

UK 250 companies going ex-dividend on 14th August 2025:

Harbour Energy

Investec

Aberdeen Group

Renewables Infrastructure Group

Greencoat UK Wind

Vesuvius

4imprint Group

Domino’s Pizza Group

International Public Partnership

Assura

Keller Group

Lancashire Holdings

Rotork

TBC Bank Group

ICG Enterprise Trust

Elementis

Chemring Group

Just Group

 

 

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