Forward Diary: 15th - 19th August 2016 - Beaufort Securities Breakfast Today

Forward Diary: 15th – 19th August 2016

Published: August 12th, 2016 Updated: August 12th, 2016

Companies reporting
Time		Mkt. Cap. (£)	Ticker	Sector	Period	Expected sales (£)	Expected EPS (p)

Monday 15th August
9:00am	Bovis Homes	1.1bn	BVS.L	Consumer Discretionary	H1 2016	412.0m	41.70

Tuesday 16th August
9:00am	Cairn Energy	1.1bn	CNE.L	Energy	H1 2016	–	US$(0.06)
9:00am	John Wood		WG/.L		H1 2016	US$2.6bn	US$0.28
9:30am	Antofagasta	5.1bn	ANTO.L	Materials	H1 2016	US$1.4bn	US$0.04
2:30pm	Hochschild Mining	1.5bn	HOC.L	Materials	H1 2016	–	US$0.08
–	BHP Billiton	60.4bn	BLT.L	Materials	FY 2016	US$30.9bn	US$0.23

Wednesday 17th August
7:00am	Admiral	6.3bn	ADM.L	Financials	H1 2016	261.5m	54.39
7:00am	Gem Diamonds	174.6m	GEMD.L	Materials	H1 2016	US$112.0m	US$0.10
9:00am	Balfour Beatty	1.6bn	BBY.L	Materials	H1 2016	–	–

Thursday 18th August
7:00am	KAZ Minerals	709.8m	KAZ.L	Materials	H1 2016	US$305.0m	US$(0.02)
–	Kingfisher	7.9bn	KGF.L	Consumer Discretionary	Q2 2016	2.9bn	–
–	Premier Oil	325.6m	PMO.L	Energy	H1 2016	US$394.2m	US$(0.09)
–	Rank	818.9m	RNK.L	Consumer Discretionary	FY 2016	756.5m	15.60
–	Evraz	2.4bn	EVR.L	Materials	H1 2016	US$3.6bn	US$0.04

Friday 19th August
–	–	–	–	–	–	–	–

Economic releases
Time	Region	Release	Indicator	Period	Previous	Expected

Monday 15th August
0:01am	UK	Rightmove House Prices	m-o-m%	August	-0.9	–
0:01am	UK	Rightmove House Prices	y-o-y%	August	4.5	–
1:30pm	US	Empire Manufacturing	Index	August	0.6	2.0
3:00pm	US	NAHB Housing Market Index	Index	August	59.0	60.0
9:00pm	US	Total Net TIC Flows	US$bn	June	-11.0	–
9:00pm	US	Net Long-term TIC Flows	US$bn	June	41.1	–

Tuesday 16th August
9:30am	UK	CPI	m-o-m%	July	0.2	-0.1
9:30am	UK	CPI	y-o-y%	July	0.5	0.5
9:30am	UK	CPI Core	y-o-y%	July	1.4	1.3
9:30am	UK	Retail Price Index	Index	July	263.1	262.9
9:30am	UK	RPI	m-o-m%	July	0.4	-0.1
9:30am	UK	RPI	y-o-y%	July	1.6	1.7
9:30am	UK	RPI Ex Mort Int.Payments	y-o-y%	July	1.7	1.7
9:30am	UK	PPI Input NSA	m-o-m%	July	1.8	0.5
9:30am	UK	PPI Input NSA	y-o-y%	July	-0.5	1.4
9:30am	UK	PPI Output NSA	m-o-m%	July	0.2	0.3
9:30am	UK	PPI Output NSA	y-o-y%	July	-0.4	0.1
9:30am	UK	PPI Output Core NSA	m-o-m%	July	0.1	0.1
9:30am	UK	PPI Output Core NSA	y-o-y%	July	0.7	0.8
9:30am	UK	House Price Index	y-o-y%	June	8.1	–
10:00am	Eurozone	Trade Balance SA	€bn	June	24.5	–
10:00am	Eurozone	Trade Balance NSA	€bn	June	24.6	–
10:00am	Germany	ZEW Survey Current Situation	Index	August	49.8	–
10:00am	Germany	ZEW Survey Expectations	Index	August	-6.8	–
10:00am	Eurozone	ZEW Survey Expectations	Index	August	-14.7	–
1:30pm	US	Housing Starts	Thousands	July	1,189.0	1,176.0
1:30pm	US	Housing Starts	m-o-m%	July	4.8	-1.1
1:30pm	US	Building Permits	Thousands	July	1,153.0	1,160.0
1:30pm	US	Building Permits	m-o-m%	July	1.5	0.6
1:30pm	US	CPI	m-o-m%	July	0.2	0.0
1:30pm	US	CPI Ex Food and Energy	m-o-m%	July	0.2	0.2
1:30pm	US	CPI	y-o-y%	July	1.0	0.9
1:30pm	US	CPI Ex Food and Energy	y-o-y%	July	2.3	2.3
1:30pm	US	CPI Index NSA	Index	July	241.0	240.8
1:30pm	US	CPI Core Index SA	Index	July	247.4	247.8
1:30pm	US	Real Avg Weekly Earnings	y-o-y%	July	1.2	–
2:15pm	US	Industrial Production	m-o-m%	July	0.6	0.2
2:15pm	US	Capacity Utilization	%	July	75.4	75.6
2:15pm	US	Manufacturing (SIC) Production	%	July	0.4	0.2

Wednesday 17th August
9:30am	UK	Claimant Count Rate	%	July	2.2	2.2
9:30am	UK	Jobless Claims Change	Thousands	July	0.4	5.0
9:30am	UK	Average Weekly Earnings	3m/yr%	June	2.3	2.5
9:30am	UK	Weekly Earnings ex-Bonus	3m/yr%	June	2.2	2.3
9:30am	UK	ILO Unemployment Rate	3m%	June	4.9	4.9
9:30am	UK	Employment Change	3m/3m%	June	176.0	158.0
12:00pm	US	MBA Mortgage Applications	w-o-w%	12th August	7.1	–
7:00pm	US	U.S. Fed Releases Minutes from July 26-27 FOMC Meeting	–	–	–	–
7:00pm	US	FOMC Meeting Minutes	–	27th July	–	–

Thursday 18th August
9:00am	Eurozone	ECB Current Account SA	€bn	June	30.8	–
9:00am	Eurozone	Current Account NSA	€bn	June	15.4	–
9:30am	UK	Retail Sales Ex Auto Fuel	m-o-m%	July	-0.9	0.3
9:30am	UK	Retail Sales Ex Auto Fuel	y-o-y%	July	3.9	3.6
9:30am	UK	Retail Sales Inc Auto Fuel	m-o-m%	July	-0.9	0.2
9:30am	UK	Retail Sales Inc Auto Fuel	y-o-y%	July	4.3	4.2
10:00am	Eurozone	Construction Output	m-o-m%	June	-0.5	–
10:00am	Eurozone	Construction Output	y-o-y%	June	-0.8	–
10:00am	Eurozone	CPI	m-o-m%	July	0.2	–
10:00am	Eurozone	CPI	y-o-y%	July	0.1	–
10:00am	Eurozone	CPI Core	y-o-y%	July	0.9	–
12:30pm	Eurozone	ECB account of the monetary policy meeting	–	–	–	–
1:30pm	US	Initial Jobless Claims	Thousands	13th August	266.0	–
1:30pm	US	Continuing Claims	Thousands	6th August	2,155.0	–
1:30pm	US	Philadelphia Fed Business Outlook	Index	August	-2.9	1.3
3:00pm	US	Leading Index	Index	July	0.3	0.3

Friday 19th August
7:00am	Germany	PPI	m-o-m%	July	0.4	–
7:00am	Germany	PPI	y-o-y%	July	-2.2	–
9:30am	UK	Public Finances	£bn	July	14.9	–
9:30am	UK	Central Government NCR	£bn	July	20.0	–
9:30am	UK	Public Sector Net Borrowing	£bn	July	7.3	-2.4
9:30am	UK	PSNB ex Banking Groups	£bn	July	7.8	-1.9

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