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| Yesterday’s UK 100 Leaders | Price (p) | % Chg |
| Convatec Group | 234.0 | 4.5% |
| Antofagasta | 3,788.0 | 3.0% |
| Kingfisher | 308.2 | 2.7% |
| Burberry Group | 1,157.4 | 2.1% |
| ICG | 1,673.0 | 2.1% |
| Yesterday’s UK 100 Laggards | Price (p) | % Chg |
| Metlen Energy & Metals | 32.4 | -8.8% |
| BAE Systems | 2,194.0 | -3.3% |
| Sage Group | 817.6 | -2.2% |
| Compass Group | 27.6 | -1.9% |
| Babcock International | 1,257.5 | -1.8% |
| Major World Indices | Price | % Chg | 1 Year |
| UK 100 INDEX | 10,601 | 0.0% | 33.1% |
| DOW JONES INDUS. AVG | 47,917 | 0.6% | 19.2% |
| DAX INDEX | 23,804 | 0.0% | 16.8% |
| NIKKEI 225 | 56,470 | 0.8% | 68.2% |
| S&P/ASX 200 INDEX | 8,926 | 0.4% | 16.7% |
| Commodity | Units | Price | % Chg |
| WTI Crude Oil (Nymex) | USD/bbl. | 104.01 | 7.70% |
| Brent Crude (ICE) | USD/bbl. | 101.83 | 6.96% |
| Gold Spot | USD/t oz. | 4,732 | 0.4% |
| Copper (Comex) | USd/lb. | 592 | 0.5% |
Click graph to enlarge
The UK 100 is called to open -60 points at at 10,540. The UK 100 index is set to fall after President Trump’s plan for a naval blockade of the Strait of Hormuz caused the price of Brent crude to top $100 a barrel.
The oil benchmark’s surge of more than 7% to $102 a barrel also followed the failure of Saturday’s face-to-face negotiations between the US and Iran.
US equities closed mixed Friday with geopolitical risk building into the weekend. The S&P fell 0.1% to 6,816.89, the Dow declined 0.6% to 47,916.57, while the Nasdaq rose 0.4% to 22,902.89, supported by semiconductors hitting record highs. Sector divergence was clear: tech outperformed, while defensives lagged with consumer staples the weakest. Weekly performance remained strong, with all three indices posting their best gains since November.
Overnight, the macro driver shifted decisively. The collapse of US-Iran talks and confirmation of a US naval blockade triggered a sharp oil rebound and risk-off tone.
Asian equity indexes are trading lower on Monday, as this weekend’s peace talks between the US and Iran ended without agreement, and US President Donald Trump affirmed that the US military will enforce a blockade in the Strait of Hormuz. Japan’s Nikkei 225 drops 0.8%, the South Korean KOSPI Index trades 0.85% down, and the Hong Kong Hang Seng Index dives 1.16%. The Chinese Shanghai Composite Index is the exception, trading practically flat.
National Grid flagged a small hit to expected earnings per share for the year to March 2026, with trading mostly in line with expectations. The UK 100-listed electricity and gas network operator said performance was consistent with guidance given at its half-year results. However, it now expects a net impact of around 1p on underlying EPS, reflecting customer refund charges linked to a 19 March 2026 ruling by US regulator FERC on its New England transmission business, alongside higher than expected storm costs in its US operations. These pressures have been partly offset by slightly lower finance costs. At the start of March, National Grid had upgraded its profit targets alongside a new five-year investment plan, after accepting the UK regulator’s new price controls for its UK electricity transmission arm. Chief executive Zoë Yujnovich said the company is expanding levels of investment to at least £70 billion by the 2031 financial year, driving around 10% asset growth and an upgraded underlying EPS compound annual growth rate of between 8 and 10%. For the new financial year to March 2027, it guided to underlying earnings growth of 13-15%. Full-year results for the past year are due on 14 May.
Vistry said on Monday it has appointed Adam Daniels as chief executive officer, succeeding Greg Fitzgerald with immediate effect.
UK
None
US
Goldman Sachs Group Inc.
UK
Oxford Instruments (OXIG) – Trading Update
US
JPMorgan Chase & Co.
Johnson & Johnson
Wells Fargo & Company
Citigroup Inc.
US IMF Meeting
US Existing Home Sales Change
UK 100 companies going ex-dividend on 16th April 2026:
Convatec Group
London Stock Exchange Group
Diageo
Antofagasta
Games Workshop Group
UK 250 companies going ex-dividend on 16th April 2026:
Unite Group
Jupiter Fund Management
Rathbones Group
Johnson Service Group
Quilter
Costain Group
Travis Perkins
Kier Group
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