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Morning Report - 4 August 2025

Yesterday’s UK 100 Leaders Price (p) % Chg
Pearson PLC 1,137.5 6.1%
Melrose Industries PLC 537.8 5.0%
Unilever PLC 4,531.0 2.8%
British American Tobacco PLC 4,131.0 2.3%
Fresnillo PLC 1,429.0 2.1%
Yesterday’s UK 100 Laggards Price (p) % Chg
Intertek Group PLC 4,610.0 -6.7%
Weir Group PLC 2,502.0 -6.2%
Rentokil Initial PLC 361.6 -4.7%
Babcock International Group PLC 997.5 -4.0%
Barclays PLC 356.7 -4.0%
Major World Indices Price % Chg 1 Year
UK 100 INDEX 9,069 -0.7% 10.9%
DOW JONES INDUS. AVG 43,589 -1.2% 9.7%
DAX INDEX 23,426 -2.7% 32.6%
NIKKEI 225 40,298 -1.2% 12.1%
S&P/ASX 200 INDEX 8,664 0.0% 9.1%

 

Copper (Comex) Units Price % Chg
WTI Crude Oil (Nymex) USD/bbl. 67.44 0.16%
Brent Crude (ICE) USD/bbl. 69.70 0.04%
Gold Spot USD/t oz. 3,361 -0.1%
Copper (Comex) USd/lb. 444 0.0%

 

The UK 100 called to open +20 points this morning at 9,088.

4 Hours; 5 Months

Click graph to enlarge

Markets Overview:

 

The UK 100 called to open +20 points this morning at 9,088. The UK 100 looks set to bounce back at the start of the week, after the last one finished with a widespread sell-off as US ‘reciprocal’ tariffs were confirmed for many countries and Donald Trump sacked one of the country’s chief statisticians.

Stateside Friday saw severe drops across indices as weak US official jobs data, with 73,000 nonfarm payroll gains for June far below expectations, President Trump fired the chief of the Bureau of Labor Statistics.

The Dow Jones dropped 542.40 points, or 1.23%, closing at 43,588.58 and notching its worst decline since June 13. The S&P shed 1.60% to end at 6,238.01 and post its worst day since May 21, while the Nasdaq dipped 2.24% and settled at 20,650.13 for its biggest slide since April 21.

 

Company News & Broker Comments:

 

Company News:

Lloyds Banking Group says it believes the impact is “unlikely to be material” for the company.  The UK’s highest court ruled that, in many cases, commission payments could be legal, but some lenders did act unfairly due in part to the size of the commission they paid to motor dealers and how it was disclosed.  The Financial Conduct Authority issued a follow-up statement on Sunday, confirming its previous guidance proposing a redress scheme for customers affected, but with individual payouts not expected to be particularly large.   A consultation will be launched on the redress scheme for discretionary commission arrangements (DCA) and to decide which non-DCA arrangements and other factors should be included.  Lloyds said in a statement that there remain “a number of uncertainties” and there could be “further interventions”, but “the group currently believes that if there is any change to the provision it is unlikely to be material in the context of the group”.

Reporting Today:

 

UK

None

US

Palantir Technologies (PLTR) AMC

Vertex Pharmaceuticals (VRTX) AMC

Reporting Tomorrow:

 

UK

Fresnillo (FRES)

Domino’s Pizza Group (DOM)

International Workplace Group (IWG

Keller Group (KLR)

Serica Energy (SQZ)

Sig (SHI)

Smith & Nephew (SN.)

Travis Perkins (TPK)

BP (BP.)

Diageo (DGE)

US

Amgen (AMGN) PMO

Ball Corp (BALL) PMO

Caterpillar Inc (CAT) PMO

Pfizer (PFE) PMO

Advanced Micro Devices (AMD) AMC

Arista Networks (ANET) AMC

Lemonade Inc (LMND) AMC

Lucid Group (LCID) AMC

Rivian Automotive (RIVN) AMC

Snap Inc A (SNAP) AMC

Super Micro Computer (SMCI) AMC

Upstart Holdings (UPST) AMC

In Focus Today:

EU Sentix Investor Confidence

US Factory Orders

US Loan Officer Survey

This Week’s Ex-Dividends:

 

UK 100 companies going ex-dividend on 7th August 2025:

BT Group

Ashtead Group

Informa

RELX

Reckitt Benckiser Group

NatWest Group

Barclays

AstraZeneca

Standard Chartered

Rolls-Royce Holdings

SEGRO

St. James’s Place

 

 

UK 250 companies going ex-dividend on7th August 2025:

Avon Technologies

Jupiter Fund Management

GCP Infrastructure Investments

Inchcape

Man Group

 

 

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