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| Yesterday’s UK 100 Leaders | Price (p) | % Chg |
| Polar Capital Technology Trust PLC | 440.0 | 2.6% |
| Whitbread PLC | 2,973.0 | 2.5% |
| Fresnillo PLC | 2,408.0 | 2.4% |
| Airtel Africa PLC | 230.0 | 2.3% |
| Weir Group PLC | 2,850.0 | 2.3% |
| Yesterday’s UK 100 Laggards | Price (p) | % Chg |
| Pearson PLC | 1,088.5 | -2.8% |
| Metlen Energy & Metals PLC | 40.8 | -1.9% |
| Persimmon PLC | 1,152.0 | -1.8% |
| Associated British Foods PLC | 2,205.0 | -1.5% |
| Rightmove PLC | 665.4 | -1.5% |
| Major World Indices | Price | % Chg | 1 Year, not sorted |
| UK 100 INDEX | 9,404 | 0.5% | 13.1% |
| DOW JONES INDUS. AVG | 46,707 | 1.1% | 8.8% |
| DAX INDEX | 24,259 | 1.8% | 24.7% |
| NIKKEI 225 | 49,316 | 0.3% | 26.5% |
| S&P/ASX 200 INDEX | 9,095 | 0.7% | 9.0% |
| Commodities | Units | Price | % Chg |
| WTI Crude Oil (Nymex) | USD/bbl. | 57.57 | 0.09% |
| Brent Crude (ICE) | USD/bbl. | 61.05 | 0.07% |
| Gold Spot | USD/t oz. | 4,342 | 0.3% |
| Copper (Comex) | USd/lb. | 501 | 0.5% |
The UK 100 is called to open +23 Points this morning at 9,426. The UK 100 is called to open higher this morning, the index is called to open up 23 points higher, at 9,426 The projection comes after strong sessions in the US and Asia. This comes despite recent data showing that UK government borrowing for September hit its highest level in five years.
Stateside, Stocks moved higher on Monday, thanks to a rise in Apple shares, as investors looked ahead to a possible end to the ongoing U.S. government shutdown as well as a slew of big-name earnings reports and inflation data expected in the coming days. The Dow Jones closed 515.97 points, or 1.12%, higher at 46,706.58. The S&P also climbed 1.07% to settle at 6,735.13, while the Nasdaq advanced 1.37% to settle at 22,990.54.
Asian stock markets showed a generally positive performance following optimism about easing US-China trade tensions and strong gains in US tech stocks. Japan’s Nikkei 225 surged to a new record high, briefly crossing the 50,000 level for the first time. This rally was supported by the expectation of pro-stimulus policies from Japan’s new Prime Minister, Sanae Takaichi. The index closed at 49,277.47, a 0.19% increase for the day. South Korea’s KOSPI extended its recent record-breaking rally, surpassing 3,800 points to become the world’s best-performing major index this year. The rally was driven by a frenzy over semiconductor stocks. The index finished the day at 3,826.19, up 0.30%. Hong Kong’s Hang Seng Index also saw gains, rising 1.25% to close at 26,183.45. China’s Shanghai Composite Index closed at 3,915.37, representing a 1.33% increase.
BHP Group released its first-quarter operational review for fiscal year 2026 today, They saw mixed production results, he company reported an increase in copper and metallurgical coal production, but a decrease in iron ore and thermal coal production. Copper production was up, total copper production rose 4% year-over-year to 493.6 kilotons, driven by record processing at the Escondida mine in Chile. Full-year copper production guidance was maintained. Iron ore production down, Iron ore production fell by 2% in the quarter, largely due to planned maintenance at its Western Australia mines. However, BHP noted that maintenance on a car dumper was completed ahead of schedule. The full-year production forecast for iron ore was kept unchanged. Metallurgical coal output was higher, production of metallurgical coal increased by 8%. Thermal coal output lower: Thermal coal production saw a 4% decline. BHP said they had seen positive price trends, Despite the mixed production, BHP reported a 5% increase in the average realized price for iron ore sales, which could lead to strong revenue growth. Strategic projects: The company announced that Stage 1 of its Jansen potash project in Canada is 73% complete and on track for production in 2027.
Bunzl maintained its annual outlook on Tuesday after posting a rise in third-quarter sales and a moderation in margin declines compared with the first half, following moves to address market pressures.
SEGRO reported a robust third quarter for 2025, driven by improved occupier sentiment and a strong development pipeline. The company signed £22 million in new rent during the quarter, contributing to a total of £53 million for the year to date. SEGRO’s development program saw its most productive quarter since early 2024, with £7 million in pre-letting deals and a healthy pipeline of projects. The company is progressing with data centre developments in the UK and Europe, which are expected to double its rent roll and support future earnings growth. SEGRO’s financial position remains strong, with a disciplined approach to capital allocation and a new €360 million loan facility to support further growth opportunities.
UK
BHP Group (BHP)
Bunzl (BNZL)
Segro (SGRO)
US
3M Company (MMM) PMO
Coca-Cola Co (KO) PMO
GE Aerospace (GE) PMO
General Motors Co (GM) PMO
Philip Morris International Inc (PM) PMO
Verizon Communications Inc (VZ) PMO
Intuitive Surgical Inc (ISRG) AMC
Netflix Inc (NFLX) AMC
UK
Aberdeen Group (ABDN)
Barclays (BARC)
Reckitt Benckiser (RKT)
Fresnillo (FRES)
Hochschild Mining (HOC)
US
AT&T Inc (T) PMO
CME Group (CME) PMO
GE Vernova (GEV) PMO
Thermo Fisher Scientific (TMO) PMO
International Business Machines Corp (IBM) AMC
QuantumScape Corp (QS) AMC
Tesla Inc (TSLA) AMC
ECB’s Lane speech
ECB’s Escrivá speech
ECB’s President Lagarde speech
ECB’s Kocher speech
UK 100 companies going ex-dividend on 23rd October 2025:
BAE Systems
UK 250 companies going ex-dividend on 23rd October 2025:
PayPoint
Moonpig
Morgan Advance Materials
TBC Bank Group
Marshalls
JD Wetherspoon
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