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| Yesterday’s UK 100 Leaders | Price (p) | % Chg |
| Fresnillo PLC | 2,074.0 | 8.1% |
| Endeavour Mining PLC | 2,760.0 | 3.6% |
| Babcock International Group PLC | 1,066.0 | 3.3% |
| Antofagasta PLC | 2,197.0 | 3.1% |
| International Consolidated Airlines Group S.A. | 391.0 | 2.7% |
| Yesterday’s UK 100 Laggards | Price (p) | % Chg |
| Pearson PLC | 1,047.0 | -3.6% |
| BT Group PLC | 206.1 | -1.7% |
| BP PLC | 427.4 | -1.6% |
| Airtel Africa PLC | 215.2 | -1.6% |
| Shell PLC | 2,694.0 | -1.3% |
| Major World Indices | Price | % Chg | 1 Year |
| UK 100 INDEX | 9,178 | 0.7% | 10.6% |
| DOW JONES INDUS. AVG | 45,271 | -0.1% | 10.6% |
| DAX INDEX | 23,595 | 0.5% | 25.9% |
| NIKKEI 225 | 42,345 | 1.0% | 13.2% |
| S&P/ASX 200 INDEX | 8,799 | 0.7% | 10.7% |
| Copper (Comex) | Units | Price | % Chg |
| WTI Crude Oil (Nymex) | USD/bbl. | 63.69 | -0.44% |
| Brent Crude (ICE) | USD/bbl. | 67.35 | -0.37% |
| Gold Spot | USD/t oz. | 3,558 | 0.0% |
| Copper (Comex) | USd/lb. | 462 | -0.3% |
The UK 100 is called to open +10 points this morning at 9,188. The UK’s blue chip index looks set to follow US markets higher, as the pound drifted lower again the US greenback.
US markets rose following labour market data, which suggested job openings had fallen in the world’s largest economy. The data left investors feeling even more confident Fed officials will cut rates at their September meeting.
The S&P rose on Wednesday, boosted by tech shares after a federal court decision in an Alphabet antitrust case fuelled optimism that the tech giants will be able to weather regulatory threats. The tech-heavy Nasdaq gained 1.03% to end the day at 21,497.73, while the S&P climbed 0.51%, to finish at 6,448.26. The Dow Jones lagged, falling 24.58 points, or 0.05%, to settle at 45,271.23. Shares of the Google parent jumped 9.1% after a federal judge ruled Tuesday that Google can keep its Chrome browser but won’t be allowed to strike exclusive search deals and must share its search data. The decision avoided the worst-case outcome for the tech giant and largely drew from the idea that artificial intelligence has provided more choice to consumers.
In Asia on Thursday, the Nikkei index in Tokyo improved 1.5%. In China, the Shanghai Composite shed 1.6%, while the Hang Seng Index in Hong Kong lost 1.1%. The S&P/ASX 200 in Sydney was up 1.0%.
Anglo American has exited its stake in Valterra via a share sale, only a few months after spinning off the platinum business in South Africa.
Currys said trading in the first four months of the year was in line with expectations and announced a new £50 million share buyback to start immediately. Like-for-like revenue grew 3%, with strong sales in gaming, AI computing, large appliances, coffee machines and cooling products, offset by declines in TVs, tablets and air fryers. The firm also pointed to growth in credit and its virtual network iD Mobile, which grew 22% year-over-year to over 2.3 million subscribers. Staff cost increases were offset by operating leverage from higher sales, and the company is set to meet the market consensus for the full year, it said in a statement. The retailer’s shares have risen over 30% in the past 12 months after it restored dividends, although it’s vulnerable to any drop in consumer confidence and discretionary spending.
Jet2 said that visibility was limited, flagging a growing trend among customers to book closer to departure. The package holiday operator said that it still has the remainder of summer and much of its winter seat capacity to sell. Jet2 added that it is still too early to give guidance for the overall group profitability for its financial year.
Safestore, The self-storage centre operator reported a rise in sales for the third quarter and said its development pipeline remains on track.
Grafton, The building materials supplier has reported higher profit and revenue for the first half, said growth has improved in the second half and has announced a further £25 million buyback.
Genus, The animal genetics company reported a rise in interim profit and said market conditions are currently stable, though it remains vigilant of any geopolitically-driven volatility.
UK
Grafton Group (GFTU)
WAG Payment Solutions (WPS)
Genus (GNS)
US
NIO (NIO) E
Broadcom (AVGO) AMC
Docusign (DOCU) AMC
Lululemon Athletica (LULU) E
UiPath (PATH) AMC
UK
Ashmore Group (ASHM)
US
None
EU Retail Sales
US Challenger Job Cuts
US Initial Jobless Claims
US Nonfarm Productivity
UK 100 companies going ex-dividend on 4th September 2025:
Admiral Group
Antofagasta
UK 250 companies going ex-dividend on 4th September 2025:
Ithaca Energy
Hammerson
Foresight Environmental Infrastructure
Rathbones Group
Derwent London
Empiric Student Property
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