Getting latest data loading
Home / Morning Report / Morning Report – 5th May 2026

This report is not a personal recommendation and does not take into account your personal circumstances or appetite for risk.

Morning Report - 5 May 2026

Yesterday’s UK 100 Leaders Price (p) % Chg
Entain 567.8 5.0%
Whitbread 2,323.0 4.0%
DCC 5,805.0 4.0%
Pearson 1,115.0 3.0%
Unilever 4,411.0 2.8%
Yesterday’s UK 100 Laggards Price (p) % Chg
NatWest Group 563.4 -3.7%
Weir Group 2,581.0 -2.9%
Severn Trent 3,181.0 -2.8%
Endeavour Mining 4,295.0 -2.7%
BP 569.3 -2.5%
Major World Indices Price % Chg 1 Year
UK 100 INDEX 10,364 0.1% 20.6%
DOW JONES INDUS. AVG 48,942 1.1% 18.5%
DAX INDEX 23,991 1.2% 3.9%
NIKKEI 225 59,513 0.4% 61.8%
S&P/ASX 200 INDEX 8,697 0.4% 6.6%
Commodity Units Price % Chg
WTI Crude Oil (Nymex) USD/bbl. 106.42 4.39%
Brent Crude (ICE) USD/bbl. 114.14 5.52%
Gold Spot USD/t oz. 4,523 0.0%
Copper (Comex) USd/lb. 585 2.3%
The UK 100 is called to open -100 points at at 10,263. 

4 Hours; 4 Months

Click graph to enlarge

Markets Overview:


The UK 100 is called to open -100 points at at 10,263.  
The UK 100 is returning from the long weekend to little change amidst the conflict in the Middle East.  A day of tensions on Monday have kept question marks hanging over the Strait of Hormuz as nations scramble to combat fuel shortages.  The US and Iran traded threats over the Strait of Hormuz, while a missile and drone attack on civilian infrastructure in Fujairah in the UAE was intercepted.  Yesterday, Washington announced it would escort ships through the Strait of Hormuz, before Iran warned it would retaliate.  Reports suggest what President Trump is calling ‘Project Freedom’ began on Monday, with US Central Command claiming two commercial tankers had managed to traverse the Strait.

Stocks fell on Monday as the latest developments in the Middle East sent oil prices higher, sparking further worries about instability in the region.  The Dow Jones shed 557.37 points, or 1.13%, closing at 48,941.90. The S&P slid 0.41% to end at 7,200.75, while the Nasdaq lost 0.19% to settle at 25,067.80.

 

Company News & Broker Comments:

 

Company News:

 

HSBC missed its profit target in the first quarter of the year after the blue-chip lender booked a mammoth credit charge.  The UK 100 giant – which boasts a huge £230bn market cap – recorded a pre-tax profit of $9.4bn (£6.5bn), missing the $9.6bn pencilled in by analysts. This figure is also down $100m on the sum recorded for the same period last year.  The fall came despite revenue notching six per cent growth at $18.6bn following a continued strong performance in the bank’s wealth division.  Net new money for the wealth arm topped $39bn in the quarter, with the lion’s share of $34bn of this coming Asia.  HSBC’s net interest margin reached 1.6%,  just a basis point higher than last year. But the bank upgraded its net interest income target to around $46bn for 2026, from “at least $45bn” previously.

 

Vodafone announced they were to take full ownership of VodafoneThree for £4.3bn.

 

 

Reporting Today:

 

UK

None

 

US

Ball Corp (BALL) PMO

PayPal (PYPL) PMO

Pfizer (PFE) PMO

Shopify (SHOP) PMO

Advanced Micro Devices (AMD) AMC

Arista Networks (ANET) AMC

Jackson Financial (JXN) AMC

Lucid Group (LCID) AMC

Occidental Petroleum (OXY) AMC

Strategy (MSTR) AMC

Super Micro Computer (SMCI) AMC

Upstart Holdings (UPST) AMC

 

 

Reporting Tomorrow:

 

UK

Smith & Nephew (SN.) – Q1 2026 Trading Report

Flutter Entertainment (FLTR) – Q1 2026 Earnings

TBC Bank Group (TBCG) – Q1 2026 Financial Results

Trainline (TRN) – Full Year Results

 

US

The Kraft Heinz (KHC) PMO

Novo Nordisk (NVO) PMO

Uber Technologies (UBER) PMO

The Walt Disney Co (DIS) PMO

AMC Entertainment (AMC) AMC E

ARM Holdings (ARM) AMC

IonQ Inc (IONQ) AMC

Snap Inc (SNAP)​​​​​​​ AMC

 

 

In Focus Today:

 

US S&P Global Composite PMI

US ISM Services PMI

US JOLTS Job Openings

US New Home Sales Change

 

This Week’s Ex-Dividends:

 

UK 100 companies going ex-dividend on 7th May 2026:

Admiral Group

RELX

Glencore

 

UK 250 companies going ex-dividend on 7th May 2026:

ME Group International

Inchcape

Barr (A.G.)

Coats Group

Clarkson

Ibstock

Wetherspoon (JD)

Hochschild Mining

 

For any help you may require placing trades or in terms of market information, put a call in to our trading floor – it’s all part of the service.


Back to Top

This research is produced by Accendo Markets Limited. Research produced and disseminated by Accendo Markets is classified as non-independent research, and is therefore a marketing communication. This investment research has not been prepared in accordance with legal requirements designed to promote its independence and it is not subject to the prohibition on dealing ahead of the dissemination of investment research. This research does not constitute a personal recommendation or offer to enter into a transaction or an investment, and is produced and distributed for information purposes only.


Accendo Markets considers opinions and information contained within the research to be valid when published, and gives no warranty as to the investments referred to in this material. The income from the investments referred to may go down as well as up, and investors may realise losses on investments. The past performance of a particular investment is not necessarily a guide to its future performance.

Spread bets and CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage.
Spread bets and CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 69% of retail investor accounts lose money when spread betting and/or trading CFDs with this provider. You should consider whether you understand how spread bets and CFDs work and whether you can afford to take the high risk of losing your money.
.