This report is not a personal recommendation and does not take into account your personal circumstances or appetite for risk.
| Yesterday’s UK 100 Leaders | Price (p) | % Chg |
| Antofagasta PLC | 2,793.0 | 4.2% |
| Lloyds Banking Group PLC | 86.4 | 3.7% |
| Anglo American PLC | 2,900.0 | 3.2% |
| Haleon PLC | 340.8 | 3.2% |
| Fresnillo PLC | 2,368.0 | 3.0% |
| Yesterday’s UK 100 Laggards | Price (p) | % Chg |
| ICG PLC | 2,176.0 | -4.2% |
| Segro PLC | 647.2 | -3.1% |
| Spirax Group PLC | 6,960.0 | -2.3% |
| Croda International PLC | 2,823.0 | -1.7% |
| Londonmetric Property PLC | 180.6 | -1.4% |
| Major World Indices | Price | % Chg | 1 Year, not sorted |
| UK 100 INDEX | 9,549 | 0.7% | 15.8% |
| DOW JONES INDUS. AVG | 46,602 | 0.0% | 9.6% |
| DAX INDEX | 24,597 | 0.9% | 27.7% |
| NIKKEI 225 | 48,547 | 1.7% | 23.2% |
| S&P/ASX 200 INDEX | 8,970 | 0.3% | 9.6% |
| Commodities | Units | Price | % Chg |
| WTI Crude Oil (Nymex) | USD/bbl. | 62.52 | 0.08% |
| Brent Crude (ICE) | USD/bbl. | 66.25 | 0.00% |
| Gold Spot | USD/t oz. | 4,034 | 0.2% |
| Copper (Comex) | USd/lb. | 516 | 1.2% |
The UK 100 is called to open -14 Points this morning at 9,534. The UK 100 looks set to retreat from record highs, the pound has steadied this morning against the US dollar, holding currently, above $1.34.
Stateside yesterday saw the S&P and Nasdaq hit new all-time intraday and closing highs on Wednesday, a day after the broad market index snapped a seven-day winning streak because of a drop in Oracle that called to question the sustainability of the artificial intelligence trade. The U.S. government shutdown is also in its second week. The benchmark S&P climbed 0.58% to close at 6,753.72, supported by a rise in the index’s information technology, utilities and industrials sectors. All three sectors notched fresh closing highs. The Nasdaq advanced 1.12% to finish at 23,043.38. The Dow Jones fell 1.20 points to end the day at 46,601.78.
In Asia, Japan’s Nikkei 225 has lifted 1.5% after Softbank shares surged 11% on the back of AI investment plans. The gold price stands at $4037 an ounce and Brent Crude at $65.99 a barrel.
Grainger reported like-for-like rental growth of 3.6%, matching guidance, while occupancy at 98.1% is ahead of expectations. Grainger said it has a strong sales pipeline including around £25 million of sales exchanged in the first week of the new financial year. The firm said it remains on track to increase its earnings by 50% between the 2024 financial year and 2029 and its disposal programme has generated around £169 million.
Lloyds Banking Group said on Thursday morning it would “likely… be required” to hike its motor finance provisions following further updates on the regulatory redress scheme. The UK 100 banking titan – which owns the UK’s largest motor finance lender Black Horse – currently leads the pack for £1.2bn in provisions. The Financial Conduct Authority said on Tuesday it expects its redress programme to cost up to £11bn and cover 14.2m agreements dating back to 2007. Lloyds share price jumped 3.5% to 86.22 following the news, with many regarding the scheme – falling at the low end of cost expectations – a positive outcome.
UK
Volution Group (FAN)
US
Delta Air Lines (DAL) PMO
PepsiCo (PEP) PMO
UK
Hays (HAS)
US
BlackRock Inc (BLK) E
German Trade Balance
ECB Monetary Policy Meeting Accounts
Fed’s Chair Powell speech
US Initial Jobless Claims
Fed’s Bowman speech
ECB’s Lane speech
Fed’s Kashkari speech
Fed’s Barr speech
Fed’s Bowman speech
UK 100 companies going ex-dividend on 9th October 2025:
WPP
Barratt Redrow
Kingfisher
Tesco
UK 250 companies going ex-dividend on 9th October 2025:
Taylor Wimpey
Primary Health Properties
Barr (A.G)
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.
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.