Getting latest data loading
Home / Morning Report / Morning Report – 14th August 2025

This report is not a personal recommendation and does not take into account your personal circumstances or appetite for risk.

Morning Report - 14 August 2025

Yesterday’s UK 100 Leaders Price (p) % Chg
Astrazeneca PLC 11,444.0 3.2%
Spirax Group PLC 7,050.0 3.0%
GSK PLC 1,435.0 2.2%
Convatec Group PLC 231.6 2.0%
Berkeley Group Holdings (The) PLC 3,842.0 2.0%
Yesterday’s UK 100 Laggards Price (p) % Chg
Beazley PLC 800.0 -12.3%
Entain PLC 895.0 -2.5%
London Stock Exchange Group PLC 9,146.0 -2.5%
St. James’s Place PLC 1,284.0 -2.3%
British American Tobacco PLC 4,200.0 -2.1%
Major World Indices Price % Chg 1 Year
UK 100 INDEX 9,165 0.2% 10.7%
DOW JONES INDUS. AVG 44,922 1.0% 12.3%
DAX INDEX 24,186 0.7% 35.2%
NIKKEI 225 42,652 -1.4% 17.2%
S&P/ASX 200 INDEX 8,874 0.5% 13.0%
Copper (Comex) Units Price % Chg
WTI Crude Oil (Nymex) USD/bbl. 63.04 0.62%
Brent Crude (ICE) USD/bbl. 66.01 0.58%
Gold Spot USD/t oz. 3,359 0.1%
Copper (Comex) USd/lb. 455 -0.1%
The UK 100 called to open -21 points this morning at 9,146.

4 Hours; 5 Months

Click graph to enlarge

Markets Overview:

 

The UK 100 called to open -21 points this morning at 9,146.  The UK 100 is called to open lower this morning, albeit on a day that’s the blue-chip index is giving up just over 30 points in dividends.  Data out this morning showed the UK economy grew by more than expected in the second quarter, up 0.3% compared with City forecasts for a 0.1% rise.  The performance, which followed growth of 0.7% in the first quarter, was driven by a forecast-beating rise of 0.4% in June.  It also reflected an upward revision to April’s output estimate from 0.3% lower to a decline of 0.1%.

Asia markets fell back this morning after a recent strong run, with the Nikkei 225 down by more than 1%. The pound is at $1.3573 ahead of today’s GDP figures.

Stateside yesterday saw stocks rise, adding to their recent momentum as expectations for lower U.S. Federal Reserve rates continue driving the major indexes to all-time highs. The Dow Jones gained 463.66 points, or 1.04%, at 44,922.27. The S&P added 0.32% to finish at 6,466.58, while the Nasdaq settled up 0.14% at 21,713.14. Both indexes closed at record highs for the second straight day.  AMD popped 5.4% to lead gains in tech. Apple also advanced 1.6%. Shares of Paramount Skydance soared 36.7%.

Company News & Broker Comments:

 

Company News:

Admiral Group reported a 67% jump in half-year pretax profit on Thursday, underpinned by competitive pricing and strong performance in its core UK motor insurance arm.  The company, which sold its U.S. motor insurance business in April, logged 516.1 million pounds ($700.81 million) of group pretax profit for the six-month period ended June 30, above the 309.8 million pounds reported last year.

 

Antofagasta posted a nearly 60% increase in half-year core earnings on Thursday, on higher production and sales of its copper.  Earnings before interest, tax, depreciation and amortisation (EBITDA) for the first six months of the year rose to $2.2 billion from $1.39 billion last year, in line with analysts’ consensus expectations.

 

Aviva this morning announced half-year operating profit rose by 22% to £1.1 billion.  The results do not include Direct Line after the acquisition of the Churchill and Green Flag insurer completed on 1 July. Aviva intends to publish more details on the integration and its targets for the business in November.  The company reiterated its group targets for 2026, which include an ambition to deliver an operating profit of £2 billion. Shareholders are set to receive an interim dividend of 13.1p a share, up 10% on a year earlier.

 

Centrica today announced the acquisition of the Isle of Grain liquified natural gas terminal in a deal valued at about £1.5 billion.  The site, which is currently owned by National Grid, provides import and export facilities, regasification and rapid response gas storage capacity to balance the energy system.  The acquisition, which has been made in conjunction with Bridgepoint business Energy Capital Partners, involves a Centrica equity investment of £200 million.

Reporting Today:

 

UK

Antofagasta (ANTO)

Savills (SVS)

ITM Power (ITM)

Rank Group (RNK)

Aviva (AV.)

Admiral Group (ADM)

US

Deere & Co (DE) PMO

JD.com (JD) PMO

Applied Materials (AMAT) AMC

Reporting Tomorrow:

 

UK

None

US

None

In Focus Today:

UK Gross Domestic Product

UK Industrial Production

UK Manufacturing Production

EU Employment Change

EU Gross Domestic Product

EU Industrial Production

US Initial Jobless Claims

US Producer Price Index

Fed’s Barkin speech

Today’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

 

 

For any help you may require placing trades or in terms of market information, put a call in to our trading floor – it’s all part of the service.


Back to Top

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.

Spread bets and CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage.
Spread bets and CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 69% of retail investor accounts lose money when spread betting and/or trading CFDs with this provider. You should consider whether you understand how spread bets and CFDs work and whether you can afford to take the high risk of losing your money.
.