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| Yesterday’s UK 100 Leaders | Price (p) | % Chg |
| Coca-Cola Hbc AG | 2,866.0 | 2.0% |
| Vodafone Group PLC | 70.0 | 2.0% |
| Fresnillo PLC | 709.5 | 1.9% |
| BT Group PLC | 143.6 | 1.2% |
| Admiral Group PLC | 2,727.0 | 0.9% |
| Yesterday’s UK 100 Laggards | Price (p) | % Chg |
| Jd Sports Fashion PLC | 85.0 | -4.7% |
| Scottish Mortgage Investment Trust PLC | 1,041.5 | -4.1% |
| Pershing Square Holdings LTD | 4,112.0 | -4.0% |
| Croda International PLC | 3,224.0 | -3.6% |
| Weir Group PLC | 2,354.0 | -3.0% |
| Major World Indices | Price | % Chg | 1 YEAR |
| UK 100 INDEX | 8,584 | -1.0% | 12.7% |
| DOW JONES INDUS. AVG | 44,422 | -0.3% | 14.9% |
| DAX INDEX | 21,428 | -1.4% | 26.7% |
| NIKKEI 225 | 38,798 | 0.7% | 7.3% |
| S&P/ASX 200 INDEX | 8,374 | -0.1% | 8.8% |
| Commodities | Units | Price | % Chg |
| WTI Crude Oil (Nymex) | USD/bbl. | 71.94 | -1.67% |
| Brent Crude (ICE) | USD/bbl. | 75.22 | -0.97% |
| Gold Spot | USD/t oz. | 2,810 | -0.2% |
| Copper (Comex) | USd/lb. | 433 | 0.7% |
Click graph to enlarge
The UK 100 called to open -22 points at 8561. The UK 100 looks set to open lower this morning after President Donald Trump had confirmed levies on Chinese, Canadian and Mexican goods on Saturday, before threatening similar measures against the European Union. Tariffs on Canadian and Mexican goods were subsequently delayed after respective deals, with China laying out plans for levies of 10% to 15% on US goods in response.
Stateside yesterday saw The Dow Jones stage a major comeback, recovering steep losses from earlier in the session after President Donald Trump after tariffs against Mexico would be paused for one month by President Trump.
The 30-stock Dow ended the day down 122.75 points, or 0.28%, to close at 44,421.91. At its lows of the day, the Dow was down 665.6 points, or 1.5%. The S&P slid 0.76% to 5,994.57, and the Nasdaq slumped 1.2% to 19,391.96.
Crest Nicholson Holdings reported its full-year 2024 results, meeting initial guidance despite challenging conditions and a disappointing year. The company has made significant strides in operational progress, including improved governance and customer satisfaction, and is addressing legacy issues with a comprehensive fire remediation provision. CEO Martyn Clark outlined new strategic priorities aimed at sustainable growth, profitability, and shareholder value. Despite economic and political challenges, there is optimism due to pent-up demand for high-quality homes, with encouraging early indicators of customer interest. The company’s financials showed a significant statutory loss due to exceptional charges, though it remains cautiously optimistic about future prospects with a strong land bank and brand positioning.
Diageo today reported a return to sales growth but warned that US tariffs could impact the company’s “building momentum”. It has also removed medium-term guidance due to macroeconomic and geopolitical uncertainty in many of its key markets. Organic net sales increased 1% in the six months to 31 December, reflecting price and mix after a 0.2% volume decline. Reported operating profit declined 4.9%. In North America, Diageo said it outperformed the market driven by the strong performances of Don Julio and Crown Royal. Guinness delivered double-digit growth for an eighth consecutive half.
Vodafone reported this morning, another deterioration in Germany, its biggest market, in its third quarter, a weak point amid otherwise stronger trading in Britain, Turkey and Africa. Service revenue in Germany fell 6.4% in the quarter, worse than the 6.2% drop in the second quarter, which it said was mainly due to the impact of a change in pay-TV laws and to a lesser extent increased competition in mobile. Vodafone’s CEO said service revenue for the group accelerated to 5.2% in the three months to the end of December, driven by a step-up in the UK and strong performances in Turkey and Africa.
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UK
Crest Nicholson Holdings (CRST)
Diageo (DGE)
Vodafone Group (VOD)
US
Amgen (AMGN) PMO
Ball Corp (BALL) PMO
The Estee Lauder Companies (EL) PMO
Merck & Co (MRK) PMO
PayPal Holdings (PYPL) PMO
PepsiCo (PEP) PMO
Pfizer (PFE) PMO
Spotify Technology SA (SPOT) PMO
Willis Towers Watson (WTW) PMO
Advanced Micro Devices (AMD) AMC
Alphabet Inc C (GOOG) AMC
Alphabet Inc A (GOOGL) AMC
Mondelez (MDLZ) AMC
Snap Inc A (SNAP) AMC
UK
DCC (DCC)
GSK (GSK)
Grainger (GRI)
JTC (JTC)
US
Novo Nordisk (NVO) PMO
Uber Technologies (UBER) PMO
The Walt Disney Co (DIS) PMO
ARM Holdings (ARM) AMC
Ford Motor Co (F) AMC
MicroStrategy (MSTR) AMC
Qualcomm Inc (QCOM) AMC
UK BRC Like-For-Like Retail Sales
US Factory Orders
US JOLTS Job Openings
Fed’s Bostic speech
UK 100 companies going ex-dividend on 6th February 2025:
None
UK 250 companies going ex-dividend on 6th February 2025:
Paragon Banking Group
Bluefield Solar Income Fund
Aberforth Smaller Companies Trust
GCP Infrastructure Investments
Merchants Trust
Polar Capital Global Financials Trust
Henderson Smaller Cos Inv Tst
Impax Environmental Markets
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