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| Yesterday’s UK 100 Leaders | Price (p) | % Chg |
| Burberry Group PLC | 1,205.0 | 3.1% |
| Whitbread PLC | 2,874.0 | 2.6% |
| Intercontinental Hotels Group PLC | 9,552.0 | 2.6% |
| British American Tobacco PLC | 4,142.0 | 2.3% |
| Coca-Cola Europacific Partners PLC | 6,830.0 | 2.3% |
| Yesterday’s UK 100 Laggards | Price (p) | % Chg |
| Smith & Nephew PLC | 1,393.5 | -1.7% |
| Babcock International Group PLC | 1,193.0 | -1.7% |
| Scottish Mortgage Investment Trust PLC | 1,134.5 | -1.6% |
| JD Sports Fashion PLC | 84.6 | -1.4% |
| Fresnillo PLC | 2,146.0 | -1.2% |
| Major World Indices | Price | % Chg | 1 Year, not sorted |
| UK 100 INDEX | 9,777 | 0.6% | 19.7% |
| DOW JONES INDUS. AVG | 47,311 | 0.5% | 8.2% |
| DAX INDEX | 24,050 | 0.4% | 26.3% |
| NIKKEI 225 | 50,884 | 1.3% | 28.9% |
| S&P/ASX 200 INDEX | 8,828 | 0.3% | 7.7% |
| Copper (Comex) | Units | Price | % Chg |
| WTI Crude Oil (Nymex) | USD/bbl. | 59.90 | 0.50% |
| Brent Crude (ICE) | USD/bbl. | ||
| Gold Spot | USD/t oz. | 4,005 | 0.7% |
| Copper (Comex) | USd/lb. |
Click graph to enlarge
The UK 100 is called to open +5 points at 9782. The UK 100 index is set to consolidate its position at a record high, having closed last night 62.12 points or 0.6% higher at 9777.08.
In focus will be the Bank of England interest decision, Interest rates are widely expected to be kept at 4% when the Bank of England’s monetary policy committee announces its latest decision at noon. A split vote is forecast, with the majority of members believing it is better to wait for details of this month’s Budget and further evidence that inflation is cooling.
U.S. equities rose on Wednesday as the Supreme Court’s tough questions about President Donald Trump’s tariffs raised hopes that some of the duties may be rolled back. Chipmaker Advanced Micro Devices and other names in the artificial intelligence trade also rebounded from valuation concerns that plagued the market in the prior day. The Dow Jones gained 225.76 points, or 0.48%, to close at 47,311.00. The S&P rose 0.37% to finish at 6,796.29, while the Nasdaq Composite advanced 0.65% to settle at 23,499.80.
Asian markets posted gains overnight, continuing the positive momentum from Wall Street’s record-setting session. Hong Kong’s Hang Seng index closed up by 1.86%, Japan’s Nikkei 225 rose by 1.35%, and the Shanghai Composite finished higher by 0.93%. South Korea’s KOSPI also advanced by 0.70%, while Australia’s S&P/ASX 200 increased by 0.26%.
AstraZeneca beat third-quarter earnings expectations on Thursday, helped by strong sales of its cancer, heart and kidney disease drugs, prompting London’s most valuable listed company to retain its full-year forecasts. AstraZeneca is making big strides to achieve its goal of $80 billion in annual revenues by 2030 and is betting on its expansion plans and drug pricing deal in the U.S., its biggest market, to provide some relief from import tariffs.
BT raised its interim dividend to 2.45 pence a share and said it was on track to increase free cash flow to 2 billion pounds by March 2027. The company reported a 3% drop in revenue to 4.93 billion pounds ($6.62 billion) and flat adjusted core earnings of 2.08 billion pounds for the second quarter, broadly in line with market expectations, on Thursday.
Diageo today scaled back guidance amid weakness in the Chinese white spirits market and a softer US consumer environment. The Guinness and Smirnoff maker now expects net sales for the year to June to be flat or slightly down and operating profit growth to be low to mid-single digit. The company’s previous guidance had been for an unchanged sales performance and mid-single digit profit growth. Net sales were flat in the quarter to the end of September, despite growth in Europe, Latin America and Africa. Interim boss Nik Jhangiani said: “We are not satisfied with our current performance and are focused on what we can manage and control; acting with speed to drive efficiencies, prioritising investment and adapting more quickly to an evolving consumer environment.”
National Grid reported first-half adjusted profit slightly ahead of market expectations on Thursday, helped by higher UK electricity transmission revenue and increased investment across its regulated businesses. The company has been reshaping its portfolio under long-time Chief Executive John Pettigrew to focus on regulated electricity and gas networks by selling its U.S. onshore renewables arm and agreeing to divest the Grain LNG terminal.
Sainsbury’s second biggest supermarket group, on Thursday followed industry leader Tesco in raising its full-year profit outlook after delivering a first half sales and profit performance ahead of its expectations. The group, whose UK grocery market share has grown to a near decade high of 15.3%, said it now expected to deliver retail underlying operating profit of “more than 1 billion pounds” for its year to March 2026.
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
UK
Record (REC)
International Consolidated Airlines Group SA (IAG)
US
Anglogold Ashanti (AU) PMO
German Industrial Production
EU Retail Sales
BoE Interest Rate Decision
BoE Minutes
BoE Monetary Policy Report
BoE Monetary Policy Summary
BoE MPC Vote
ECB’s Nagel speech
BoE’s Governor Bailey speech
US Challenger Job Cuts
US Initial Jobless Claims
ECB’s Nagel speech
Fed’s Barr speech
Fed’s Williams speech
Fed’s Hammack speech
Fed’s Musalem speech
Fed’s Waller speech
Fed’s Paulson speech
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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