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Morning Report - 14 October 2025

Yesterday’s UK 100 Leaders Price (p) % Chg
Endeavour Mining PLC 3,436.0 11.3%
Fresnillo PLC 2,592.0 9.1%
Antofagasta PLC 2,827.0 5.0%
Anglo American PLC 2,999.0 4.1%
Glencore PLC 357.3 3.3%
Yesterday’s UK 100 Laggards Price (p) % Chg
BAE Systems PLC 1,951.5 -1.6%
Intertek Group PLC 4,812.0 -1.5%
British American Tobacco PLC 3,788.0 -1.5%
Babcock International Group PLC 1,211.0 -1.5%
Burberry Group PLC 1,182.5 -1.4%
Major World Indices Price % Chg 1 Year, not sorted
UK 100 INDEX 9,443 0.2% 13.9%
DOW JONES INDUS. AVG 46,068 1.3% 7.0%
DAX INDEX 24,388 0.6% 25.0%
NIKKEI 225 46,740 2.8% 17.7%
S&P/ASX 200 INDEX 8,899 0.2% 7.8%

 

Commodities Units Price % Chg
WTI Crude Oil (Nymex) USD/bbl. 59.27 0.45%
Brent Crude (ICE) USD/bbl. 63.06 0.49%
Copper (Comex) USd/lb. 497 3.4%
The UK 100 is called to open -32 Points this morning at 9,410.

4 Hours; 3 Months

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Markets Overview:

The UK 100 is called to open -32 Points this morning at 9,410.  The UK 100 is expected to open lower today, futures indicate a 32.8 point or 0.3% drop, seeing the index opening at  9,410. This follows a Monday close of 9,442.87, up 15.40 points or 0.2%.

Stocks surged on Monday Stateside, rebounding from Friday’s sell-off after President Donald Trump said trade relations with China “will all be fine.”  The Dow Jones closed up 587.98 points, or 1.29%, to 46,067.58, which equates to 67% of its Friday loss. The S&P  climbed 1.56% to finish at 6,654.72, retracing 56% of its prior decline. The Nasdaq popped 2.21% to settle at 22,694.61 as beat-down technology stocks led the bounce.  Oracle rallied more than 5%, while Nvidia rose close to 3%. Broadcom surged almost 10% after making its partnership with OpenAI official on Monday morning.

Asian stock markets showed mixed performance overnight on Tuesday, October 14, 2025, despite an earlier rally on Wall Street. Heightened US-China trade tensions weighed on investor sentiment. In Japan, the Nikkei 225, declined by 1.18% to 47,520.57.  In Hong Kong, the Hang Seng slipped by 0.24% to 25,827.92.  The Kospi Index in South Korea added 1.01%.  China’s Shanghai Composite edged up by 0.2% to 3,897.56.

Company News & Broker Comments:

 

Company News:

Bellway reported significant growth in housing completions, revenue, and profits. The company announced a £150 million share buyback program as part of its refreshed capital allocation strategy. Despite facing market challenges, Bellway said it is well-positioned for future growth, supported by a robust land bank and a focus on capital efficiency. The company aims to increase volume output and shareholder returns, with plans to expand its timber frame facility and maintain its five-star homebuilder status.

 

THG reported its strongest quarter of organic sales growth since 2021, with a 6.3% increase in Q3 revenue, driven by significant growth in both THG Beauty and THG Nutrition. The company has returned to year-to-date revenue growth, aided by strategic changes and brand investments. Despite the impact of asset disposals and discontinued activities, THG Beauty achieved a 4.2% revenue growth, bolstered by a successful advent launch and strong UK retail momentum. THG Nutrition reported a 10.0% YoY growth, the highest in over two years, with expansion in the US and Middle East markets. The company remains optimistic about meeting its full-year performance expectations, entering its most profitable period.

 

Reporting Today:

 

UK

Bellway (BWY)

Bytes Technology Group (BYIT)*

THG (THG)

Integrafin Holdings (IHP)

Oxford Instruments (OXIG)

US

 

Citigroup Inc (C) PMO

The Goldman Sachs Group Inc (GS) PMO

Johnson & Johnson (JNJ) PMO

JPMorgan Chase & Co (JPM) PMO

Wells Fargo & Co (WFC) PMO

BlackRock Inc (BLK) PMO

Reporting Tomorrow:

UK

Jupiter Fund Management (JUP)

Rathbones Group (RAT)

US

Abbott Laboratories (ABT) PMO

Bank of America Corp (BAC) PMO

Morgan Stanley (MS) PMO

In Focus Today:

UK BRC Like-For-Like Retail Sales

IMF Meeting

German Harmonized Index of Consumer Prices

UK Average Earnings Including Bonus

UK Claimant Count Change

UK Claimant Count Rate

UK Employment Change

UK ILO Unemployment Rate

German ZEW Survey – Current Situation

German ZEW Survey – Economic Sentiment

EU ZEW Survey – Economic Sentiment

Fed’s Bowman speech

Fed’s Chair Powell speech

Fed’s Waller speech

This Week’s Ex-Dividends:

 

UK 100 companies going ex-dividend on 16th October 2025:

Howden Joinery Group

Diageo

Spirax Group

Persimmon

Games Workshop Group

Smiths Group

 

UK 250 companies going ex-dividend on 16th October 2025:

Coats Group

ITV

Senior

Hays

Anglo-Eastern Plantations

 

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