This report is not a personal recommendation and does not take into account your personal circumstances or appetite for risk.
| Yesterday’s UK 100 Leaders | Price (p) | % Chg |
| InterContinental Hotels Group | 160.8 | 3.1% |
| Fresnillo | 3,074.0 | 1.9% |
| Endeavour Mining | 4,569.0 | 1.9% |
| ConvaTec Group | 233.6 | 1.7% |
| Standard Chartered | 2,204.0 | 1.6% |
| Yesterday’s UK 100 Laggards | Price (p) | % Chg |
| Kingfisher | 297.5 | -3.8% |
| Computacenter | 5,315.0 | -3.5% |
| Metlen Energy & Metals | 46.6 | -3.2% |
| Experian | 2,876.0 | -3.2% |
| London Stock Exchange Group | 8,568.0 | -3.0% |
| Major World Indices | Price | % Chg | 1 Year |
| UK 100 INDEX | 10,756 | -0.3% | 18.0% |
| DOW JONES INDUS. AVG | 53,062 | 0.6% | 17.2% |
| DAX INDEX | 25,839 | -0.5% | 10.0% |
| NIKKEI 225 | 64,326 | -2.9% | 53.4% |
| S&P/ASX 200 INDEX | 8,978 | -1.0% | 2.7% |
| Commodity | Units | Price | % Chg |
| WTI Crude Oil (Nymex) | USD/bbl. | 90.77 | 0.61% |
| Brent Crude (ICE) | USD/bbl. | 95.38 | 0.77% |
| Gold Spot | USD/t oz. | 4,388 | 1.4% |
| Copper (Comex) | USd/lb. | 661 | 0.1% |
The UK 100 is called to open +13 points at at 10,768. The UK 100 is called to open slightly higher this morning
US President Donald Trump told reporters at the Oval Office on Wednesday that the US was prepared to launch another attack on Iran at “any time”. “We took out all of the new equipment that they tried to build along the Strait of Hormuz – some defensive, some offensive,” he said. “It was a very heavy attack last night, and we’re prepared to do another one any time we want.” Trump also said that a renewed campaign would not last “too long”.
In the US on Wednesday, Wall Street ended higher, with the Dow Jones Industrial Average up 0.6%, the S&P 500 up 0.5% and the Nasdaq Composite up 0.5%.
In Asia on Thursday, the Nikkei 225 index in Tokyo fell 0.4%. In China, the Shanghai Composite was marginally lower, while the Hang Seng index in Hong Kong fell 0.4%. The S&P/ASX 200 in Sydney rose 0.4%.
Grafton Group held on to its full-year earnings guidance after a solid first half, in which adjusted operating profits rose 8.2% year-on-year to £98.5m. The European construction products distributor said its first-half performance, which generated 6.7% higher revenues at £1.34bn, was supported by strong underlying trading and acquisitions in Iberia and Ireland. The firm still expects full-year adjusted operating profit to come in between £190m and £200m, despite ongoing challenges in Britain and Northern Europe.
Hilton Foods lifted its full-year profit guidance as it hailed a good interim performance from core meat and fresh prepared food, but weakness in the Foppen business. It now expects full-year adjusted profit before tax from continuing operations of between £66m and £71m, up from previous guidance of £60m to £65m and reflecting the removal of Dalco losses and favourable FX.
M&G reported a robust first‑half performance, with adjusted operating profits rising 15% to £435m, supported by £2.4bn of net inflows from open business and continued strength across its asset management division. It also delivered £1.7bn of bulk purchase annuity flows by the end of August, marking rapid progress in the newly launched proposition. However, M&G recorded an IFRS loss after tax of £165m, compared with a £248m profit last year, after £551m of adverse short‑term investment movements linked partly to proposed changes to ground‑rent legislation.
UK
Grafton Group (GFTU) – Half Year Results 2026
US
Docusign Inc (NASDAQ:DOCU) AMC
Lululemon Athletica Inc (NASDAQ:LULU) AMC
UiPath Inc Class A (NYSE:PATH) AMC
UK
None
US
None
EU HCOB Composite PMI
EU Producer Price Index
BoE Monetary Policy Report Hearings
US Challenger Job Cuts
US Initial Jobless Claims
US Nonfarm Productivity
US S&P Global Composite PMI
US ISM Services
UK 100 companies going ex-dividend on 3rd September 2026:
Admiral Group
Antofagasta
Aviva
UK 250 companies going ex-dividend on 3rd September 2026:
Ithaca Energy
Hammerson
Chesnara
Foresight Environmental Infrastructure
Rathbones Group
Vesuvius
Derwent London
Utilico Emerging Markets Trust
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.
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.