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| Yesterday’s UK 100 Leaders | Price (p) | % Chg |
| Smith & Nephew PLC | 1,053.8 | 5.8% |
| Coca-Cola Hbc AG | 3,896.6 | 3.8% |
| Pearson PLC | 1,195.8 | 3.5% |
| GSK PLC | 1,482.5 | 3.5% |
| British American Tobacco PLC | 3,234.0 | 2.5% |
| Yesterday’s UK 100 Laggards | Price (p) | % Chg |
| Glencore PLC | 240.0 | -9.1% |
| Anglo American PLC | 2,020.0 | -5.1% |
| Antofagasta PLC | 1,628.3 | -3.9% |
| HSBC Holdings PLC | 825.4 | -3.5% |
| Rio Tinto PLC | 4,432.5 | -2.5% |
| Major World Indices | Price | % Chg | 1 Year |
| UK 100 INDEX | 8,495 | 0.4% | 4.3% |
| DOW JONES INDUS. AVG | 40,669 | 0.4% | 7.6% |
| DAX INDEX | 22,497 | 0.3% | 25.3% |
| NIKKEI 225 | 36,045 | 0.6% | -5.8% |
| S&P/ASX 200 INDEX | 8,126 | 0.7% | 7.4% |
| Commodities | Units | Price | % Chg |
| WTI Crude Oil (Nymex) | USD/bbl. | 58.23 | -3.62% |
| Brent Crude (ICE) | USD/bbl. | 63.12 | -1.76% |
| Gold Spot | USD/t oz. | 3,305 | -0.4% |
| Copper (Comex) | USd/lb. | 461 | -5.5% |
Click graph to enlarge
The UK 100 called to open +22 points this morning at 8,517. The UK 100 eeked out a gain yesterday to extend its winning run to 13 consecutive session’s.
Ukraine and the US have announced they have reached a vital minerals deal following months of sometimes fraught negotiations. In Washington on Wednesday, the two countries said they signed an agreement on a joint fund to invest in Ukraine’s reconstruction, with a draft saying Washington would get preferential access to new Ukrainian natural resources deals.
On Wall Street yesterday the S&P posted narrow gains Wednesday in a bout of volatile trading after data showed that the U.S. economy contracted in the first quarter and investors’ recession fears ramped up. The broad market index advanced 0.15% to close at 5,569.06, while the Nasdaq slipped 0.09% to end at 17,446.34. The Dow Jones added 141.74 points, or 0.35%, settling at 40,669.36. While the S&P 500 and the Dow ultimately notched their seventh consecutive winning day, investors endured a rocky session. At their lows, the S&P 500 was down nearly 2.3%, while the Dow slid more than 780 points.
Japanese and Australian markets rose this morning. Several Asia-Pacific markets, including South Korea, Hong Kong, China and India were closed for the Labor Day holiday. Japan’s benchmark Nikkei 225 rose by 0.92% in choppy trade while the broader Topix index climbed 0.28% after the country’s central bank held interest rates steady at 0.5% in a unanimous vote. Over in Australia, the S&P/ASX 200 benchmark was up 0.14% at 8,137.4.
Lloyds Banking Group today reiterated confidence in its outlook and guidance for this year and in 2026 after publishing first quarter results today, Pre-tax profits of £1.5 billion fell 7% on a year earlier after the impairment provision rose to £309 million from £57 million in Q1 2024 and £160 million in the previous quarter. Net income lifted 4% to £4.4 billion. Underlying loans and advances to customers increased by £7.1 billion in the quarter to £466.2 billion, led by UK mortgages growth of £4.8 billion. Customer deposits increased in the quarter by £5 billion to £487.7 billion.
London Stock Exchange Group reported a strong start to 2025 with significant growth across its divisions, particularly in Data & Analytics and Markets. The company confirmed its full-year guidance, highlighting a robust performance driven by elevated market activity and strategic initiatives. Shareholder returns were bolstered by a share buyback program, and the company remains confident in its growth trajectory and profitability improvements.
Persimmon has reported a strong start to 2025, with a 17% increase in private forward sales, improved sales rates, and a rise in average selling prices. The company has expanded its network of outlets and continues to invest in new land, achieving significant planning success. Despite geopolitical uncertainties, Persimmon remains on track to deliver growth in home completions, with expectations to complete between 11,000 and 11,500 homes by the end of the year. The company has launched a new scheme, ‘New Build Boost,’ to assist customers with affordability challenges, and maintains a positive outlook due to strong market fundamentals and government planning reforms.
Rolls-Royce boss Tufan Erginbilgic today said the engine giant’s transformation is “progressing strongly” despite the uncertainty of global tariff increases. He reiterated 2025 guidance for £2.7 billion-£2.9 billion of underlying operating profit and £2.7 billion-£2.9 billion of free cash flow.
UK
Endeavour Mining (EDV)
London Stock Exchange Group (LSEG)
Persimmon (PSN)
Lloyds Banking Group (LLOY)
US
Amgen (AMGN) PMO
Eli Lilly and Co (LLY) PMO
The Estee Lauder Companies (EL) PMO
Mastercard (MA) PMO
McDonald’s Corp (MCD) PMO
Moderna (MRNA) PMO
Airbnb (ABNB) AMC
Amazon.com (AMZN) AMC
Apple Inc (AAPL) AMC
Block Inc (XYZ) AMC
Coinbase Global (COIN) E
Riot Platforms Inc (RIOT) AMC
Strategy (MSTR) AMC
Twilio (TWLO) AMC
UK
Shell (SHEL)
Standard Chartered (STAN)
Natwest (NWG)
US
Chevron (CVX) PMO
Exxon Mobil Corp (XOM) PMO
US Challenger Job Cuts
US Initial Jobless Claims
US ISM Manufacturing PMI
UK 100 companies going ex-dividend on 1st May 2025:
Glencore
Centrica
UK 250 companies going ex-dividend on 1st May 2025:
Senior
Inchcape
Greggs
Elementis
JD Wetherspoon
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