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| Yesterday’s UK 100 Leaders | Price (p) | % Chg |
| Lloyds Banking Group PLC | 82.6 | 9.0% |
| St. James’s Place PLC | 1,353.0 | 4.2% |
| Endeavour Mining PLC | 2,428.0 | 3.8% |
| London Stock Exchange Group PLC | 9,636.0 | 3.5% |
| Natwest Group PLC | 527.8 | 3.2% |
| Yesterday’s UK 100 Laggards | Price (p) | % Chg |
| Haleon PLC | 355.8 | -2.6% |
| Rentokil Initial PLC | 354.3 | -2.0% |
| Next PLC | 12,115.0 | -1.7% |
| Spirax Group PLC | 6,130.0 | -1.7% |
| Croda International PLC | 2,590.0 | -1.4% |
| Major World Indices | Price | % Chg | 1 Year |
| UK 100 INDEX | 9,128 | 0.7% | 14.0% |
| DOW JONES INDUS. AVG | 44,174 | 1.3% | 14.1% |
| DAX INDEX | 23,758 | 1.4% | 37.0% |
| NIKKEI 225 | 40,550 | 0.6% | 29.0% |
| S&P/ASX 200 INDEX | 8,770 | 1.2% | 14.7% |
| Copper (Comex) | Units | Price | % Chg |
| WTI Crude Oil (Nymex) | USD/bbl. | 66.33 | 0.06% |
| Brent Crude (ICE) | USD/bbl. | 68.79 | 0.04% |
| Gold Spot | USD/t oz. | 3,367 | -0.2% |
| Copper (Comex) | USd/lb. | 445 | 0.3% |
Click graph to enlarge
The UK 100 called to open +40 points this morning at 9,168. The UK 100 is called to open higher ahead of the start of trading on Tuesday morning, continuing the rebound after the sell-off at the end of last week.
Across the pond, all the main Wall Street indices closed strongly higher overnight, with the tech-powered Nasdaq rising just under 2% and the domestically focused small cap Russell 2000 index up 2.1%, with the S&P 500 and Dow Jones adding 1.5% and 1.3% respectively.
Asian markets are mostly in green this morning, apart from Indian benchmarks, after Donald Trump threatened to ramp up tariffs on the country from their already 25% level, due to its buying and selling of Russian oil.
BP today reported a better-than-expected second quarter underlying profit of $2.4 billion (£1.8 billion). The figure is up from $1.4 billion in the previous three months but down from $2.8 billion a year earlier amid the impact of lower oil and gas prices. Analysts had forecast a figure of about $1.8 billion. A dividend of 8.32 US cents a share represents an increase of 4% on a year ago, while the company announced a further $750 million share buyback for the quarter.
Diageo today said it is braced for market conditions to remain challenging after reporting a 27.8% fall in annual operating profit to $4.3 billion (£3.2 billion). The decline reflected the impact of one-off write-downs and restructuring costs, as well as currency movements and sharp fall in operating margin to 21.4%. Organic net sales growth of 1.7% for the year to 30 June included a volume improvement of 0.9%, with the performance boosted by strong demand for Don Julio, Guinness and Crown Royal Blackberry. For the 2025/26 financial year, Diageo has forecast similar sales growth to 2024/25 as it continues to expect challenging market conditions. It added that growth should be more weighted toward the second half. Organic operating profit growth for the year is expected to be mid single digit, when including its current estimate for a $200 million impact from tariffs.
Fresnillo reported strong financial and operational results for the first half of 2025, with significant improvements in profitability driven by favourable precious metals prices and operational efficiencies. The company declared an interim dividend and increased its gold production guidance, while adjusting its silver production outlook due to the cessation of the Silverstream contract. Despite challenges in silver production, Fresnillo achieved substantial growth in gold output, particularly at the Herradura mine. The company remains committed to safety, cost control, and value creation for shareholders, even as it navigates operational challenges and a buyback agreement with Peñoles for the Silverstream contract.
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
UK
3i Group (III)
4imprint Group (FOUR)
Coca-Cola HBC AG (CCH)
Glencore (GLEN)
Ibstock (IBST)
Legal & General Group (LGEN)
Quilter (QLT)
Hiscox (HSX)
US
McDonald’s Corp (MCD) PMO
Novo Nordisk (NVO) PMO
Shopify (SHOP) PMO
Uber Technologies (UBER) PMO
The Walt Disney Co (DIS) PMO
Unity Software (U) PMO
Airbnb (ABNB) AMC
Jackson Financial (JXN) AMC
Occidental Petroleum (OXY) AMC
UK BRC Like-For-Like Retail Sales
Chinese Caixin Services PMI
German HCOB PMI
EU HCOB PMI
EU Producer Price Index
US S&P Global Composite PMI
US ISM Services PMI
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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