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Morning Report - 4 November 2025

Yesterday’s UK 100 Leaders Price (p) % Chg
Airtel Africa PLC 292.8 5.9%
Games Workshop Group PLC 16,420.0 3.1%
British American Tobacco PLC 4,008.0 2.7%
International Consolidated Airlines Group S.A. 427.6 2.3%
M&G PLC 268.4 1.9%
Yesterday’s UK 100 Laggards Price (p) % Chg
Vodafone Group PLC 87.4 -5.2%
WPP PLC 274.9 -4.4%
JD Sports Fashion PLC 90.1 -3.3%
Coca-Cola Europacific Partners PLC 6,600.0 -3.1%
Anglo American PLC 2,799.0 -2.6%
Major World Indices Price % Chg 1 Year, not sorted
UK 100 INDEX 9,701 0.2% 18.5%
DOW JONES INDUS. AVG 47,337 0.5% 13.3%
DAX INDEX 24,132 0.7% 26.0%
NIKKEI 225 51,497 1.7% 35.3%
S&P/ASX 200 INDEX 8,814 0.9% 8.0%
Copper (Comex) Units Price % Chg
WTI Crude Oil (Nymex) USD/bbl. 60.68 0.61%
Brent Crude (ICE) USD/bbl.
Gold Spot USD/t oz. 3,995 0.2%
Copper (Comex) USd/lb.

 

The UK 100 is called to open -44 points at 9657. 

4 Hours; 3 Months

Click graph to enlarge

Markets Overview:


The UK 100 is called to open -44 points at 9657.  
The UK 100 is predicted to open slightly higher today. The London benchmark is expected to rise 18 points, or 0.1%, to 9,735.  This follows a previous closing day that saw a dip of 42.81 points. Market sentiment appears to be looking ahead to manufacturing data releases in the UK and Eurozone.

Asian markets were mixed overnight, driven by tech sector optimism. South Korea’s KOSPI soared over 2% to a record high, fueled by AI momentum. Hong Kong’s Hang Seng also rose, while China’s Shanghai Composite saw smaller gains amid mixed economic data. Japanese markets were closed.

On Friday both the Nasdaq and the S&P rose, boosted by shares of tech giant Amazon on the heels of its strong quarterly results.  The tech-heavy Nasdaq advanced 0.61% to finish the session at 23,724.96, while the broad market index gained 0.26% to reach 6,840.20. The Dow Jones closed 40.75 points higher, or 0.09%, to 47,562.87.  Amazon shares rallied 9.6% after the e-commerce giant said its cloud computing unit’s revenue increased 20% in the third quarter, exceeding Wall Street’s estimates. The company’s CEO, Andy Jassy, said that AWS is “growing at a pace we haven’t seen since 2022” and that AI and core infrastructure are experiencing “strong” demand.

Company News & Broker Comments:

 

Company News:

Associated British Foods has reported a 13% fall in full-year profit, hurt by a weak performance in its sugar business that reflected low European prices.  But the company has forecast an improved outcome in its new financial year.

 

BP on Tuesday posted a third-quarter underlying replacement cost profit, or adjusted net income, of $2.21 billion, compared with the average $2.02 billion in a company-provided poll of analysts and $2.27 billion a year ago.  BP kept the pace of its quarterly share buyback programme at $750 million through the third quarter.  Chief Executive Murray Auchincloss said he expected completed or announced disposal agreements to reach around $5 billion for this year.

Reporting Today:

 

UK

Smiths News (SNWS)

BP (BP.)

Associated British Foods (ABF)

International Workplace Group (IWG)

 

US

Amgen (AMGN) PMO

Ball Corp (BALL) PMO

Pfizer Inc (PFE) PMO

Shopify Inc (SHOP) PMO

Spotify (SPOT) PMO

Uber Technologies Inc (UBER) PMO

Advanced Micro Devices (AMD) AMC

Arista Networks Inc (ANET) AMC

MARA Holdings Inc (MARA) AMC

Pinterest Inc (PINS) AMC

Rivian Automotive (RIVN) AMC

Super Micro Computer (SMCI) AMC

Upstart Holdings (UPST) AMC

 

 

Reporting Tomorrow:

 

UK

Marks & Spencer Group (MKS)

Trainline (TRN)

Burford Capital (BUR)

Barratt Redrow (BTRW)

 

US

Fiverr International (FVRR) PMO

McDonald’s Corp (MCD) PMO

Novo Nordisk (NVO) PMO

Unity Software Inc (U) PMO

AMC Entertainment (AMC) AMC

ARM Holdings (ARM) AMC

Jackson Financial (JXN) AMC

Lemonade Inc (LMND) AMC

Lucid Group (LCID) AMC

Markel Group (MKL) E

Qualcomm Inc (QCOM) AMC

Snap Inc (SNAP) AMC

 

 

In Focus Today:

 

Fed’s Bowman speech

BoE’s Breeden speech

US Factory Orders

JOLTS Job Openings

ECB’s Nagel speech

This Week’s Ex-Dividends:

 

UK 100 companies going ex-dividend on 6th November 2025:

Unilever

Airtel Africa

HSBC Holdings

 

UK 250 companies going ex-dividend on 30th November 2025:

ME Group International

Genus

Ashmore Group

Galliford Try Holdings

Softcat

Goodwin

 

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