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Morning Report - 5 November 2025

Yesterday’s UK 100 Leaders Price (p) % Chg
Metlen Energy & Metals PLC 45.4 3.7%
Convatec Group PLC 245.0 2.6%
Land Securities Group PLC 627.5 2.0%
GSK PLC 1,789.5 1.9%
Segro PLC 708.6 1.7%

 

Yesterday’s UK 100 Laggards Price (p) % Chg
JD Sports Fashion PLC 85.8 -4.8%
Burberry Group PLC 1,168.5 -3.8%
Entain PLC 761.8 -3.5%
Hikma Pharmaceuticals PLC 1,763.0 -3.2%
Antofagasta PLC 2,663.0 -3.0%

 

Major World Indices Price % Chg 1 Year, not sorted
UK 100 INDEX 9,715 0.1% 18.9%
DOW JONES INDUS. AVG 47,085 0.5% 11.5%
DAX INDEX 23,949 0.8% 24.4%
NIKKEI 225 50,212 2.5% 30.5%
S&P/ASX 200 INDEX 8,802 0.1% 8.2%

 

Copper (Comex) Units Price % Chg
WTI Crude Oil (Nymex) USD/bbl. 60.51 0.08%
Brent Crude (ICE) USD/bbl.
Gold Spot USD/t oz. 3,965 0.9%
Copper (Comex) USd/lb.
The UK 100 is called to open -28 points at 9686.

4 Hours; 3 Months

Click graph to enlarge

Markets Overview:


The UK 100 is called to open -28 points at 9686. 
The UK 100 is called lower this morning, having sold off heavily yesterday before recovering all of the point loss suffered early in the session before finally closing out the day higher by 14 points.

Stocks fell Stateside on Tuesday, pressured by declines in artificial intelligence-related names like Palantir, as investors grew increasingly concerned about valuations in the bull market-leading shares.  The S&P declined 1.17% to close at 6,771.55, while the Nasdaq traded down 2.04% to finish at 23,348.64. The Dow Jones lost 251.44 points, or 0.53%, to 47,085.24.

Asian markets closed mostly down overnight, with major technology and AI-related stocks leading a widespread sell-off, echoing declines seen on Wall Street. Japan’s Nikkei 225 index had the most significant drop, closing down nearly 3%. South Korea’s KOSPI index and Hong Kong’s Hang Seng index also saw losses. In contrast, China’s Shanghai Composite Index managed a slight gain.

Company News & Broker Comments:

 

Company News:

Barratt Redrow reports a resilient performance amid challenging market conditions, with a focus on sustainable growth and operational excellence. The company aims to complete 22,000 homes annually and is on track to achieve £100 million in cost synergies, with significant progress in integrating Redrow’s operations. The forward order book remains strong, and the company is optimistic about its FY26 guidance, despite uncertainties related to government policy and market demand.

 

Marks & Spencer today reported a 55% slide in half-year profits to £184.1 million, driven lower by the impact of the cyber attack earlier this year.  Chief executive Stuart Machin said: “The first half of this year was an extraordinary moment in time for M&S.  “However, the underlying strength of our business and robust financial foundations gave us the resilience to face into the challenge and deal with it. We are now getting back on track.”  Machin said profit in the second half of the year is expected to be at least in line with last year. He added: “This should give us a springboard into the new financial year and set M&S up for further growth.”

Reporting Today:

 

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

Reporting Tomorrow:

 

UK

BT Group (BT.A)

TBC Bank Group (TBCG)

Wise (WISE)

IMI (IMI)

National Grid (NG.)

AstraZeneca (AZN)

J Sainsbury (SBRY)

Watches of Switzerland Group (WOSG)

Tate & Lyle (TATE)

Howden Joinery (HWDN)

Vistry Group (VTY)

Auto trader Group (AUTO)

RS Group (RS1)

Diageo (DGE)

US

Moderna (MRNA) PMO

Viatris (VTRS) PMO

Airbnb (ABNB) AMC

Block Inc (XYZ) AMC

Cloudflare (NET) E

Take-Two Interactive Software (TTWO) AMC

The Trade Desk Inc (TTD) AMC

 

 

In Focus Today:

 

Chinese RatingDog Services PMI

German Factory Orders

German HCOB Composite PMI

German HCOB Services PMI

EU HCOB Composite PMI

ECB’s Nagel speech

EU Producer Price Index

US ADP Employment Change

US S&P Global Composite PMI

US ISM Services Employment Index

US ISM Services New Orders Index

US ISM Services PMI

US ISM Services Prices Paid

BoE’s Breeden speech

Tomorrow’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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