Forward Diary: 1st – 5th August 2016

Companies reporting



Mkt. Cap. (£)




Expected sales (£)

Expected EPS (p)

Monday 1st August          
7:00am Intertek 5.9bn ITRK.L Consumer Discretionary H1 2016 1.2bn 74.71
7:00am Vedanta Resources 1.5bn VED.L Materials Q1 2017
Senior 878.3m SNR.L Industrials H1 2016
Ultra Electronics 1.2bn ULE.L Industrials H1 2016 359.7m 55.70
Fidessa 941.7m FDSA.L Technology H1 2016 154.4m
Tuesday 2nd August          
9:00am BBA Aviation 2.5bn BBA.L Industrials H1 2016 US$1.3bn US$0.09
9:00am Meggitt 3.4bn MGGT.L Industrials H1 2016 933.3m 15.89
9:30am Spirent Communications 533.7m SPT.L Technology H1 2016 US$219.5m US$0.02
10:00am Tullett Prebon 804.1m TLPR.L Financials H1 2016
12:00pm Shire 44.2bn SHP.L Health Care H1 2016
2:00pm InterContinental Hotels 6.0bn IHG.L Consumer Discretionary H1 2016 US$875.4m US$0.95
Greggs 1.1bn GRG.L Consumer Staples H1 2016
Elementis 1.0bn ELM.L Materials H1 2016 US$343.8m US$0.09
Rotork 1.9bn ROR.L Industrials H1 2016 265.0m 4.10
Travis Perkins 3.9bn TPK.L Industrials H1 2016 3.1bn
WS Atkins 1.4bn ATK.L Industrials Q1 2017
SDL 351.4m SDL.L Technology H1 2016
Fresnillo 13.8bn FRES.L Materials H1 2016 US$799.9m US$0.10
Wednesday 3rd August          
7:00am Ferrexpo 226.6m FXPO.L Materials H1 2016
9:30am Soco International 505.4m SIA.L Energy H1 2016 US$73.2m US$(0.02)
10:00am Standard Chartered 20.7bn STAN.L Financials H1 2016 US$6.7bn US$0.29
Rio Tinto 45.9bn RIO.L Materials H1 2016 US$17.8bn US$0.96
HSBC Holdings 99.0bn HSBA.L Financials H1 2016 US$27.4bn US$0.33
Next 7.2bn NXT.L Consumer Discretionary Q2 2016 1.8bn 188.11
Devro 471.2m DVO.L Consumer Staples H1 2016 112.4m 6.10
Millennium & Copthorne Hotels 1.4bn MLC.L Consumer Discretionary H1 2016
Aggreko 3.3bn AGK.L Industrials H1 2016 745.0m 21.13 1.6bn MONY.L Communications H1 2016 157.6m 7.90
Thursday 4th August          
7:00am Cobham 2.9bn COB.L Industrials H1 2016 947.9m 5.04
7:00am Serco Group 1.3bn SRP.L Technology H1 2016
7:00am Randgold Resources 8.1bn RRS.L Materials H1 2016
7:00am Inmarsat 3.6bn ISAT.L Communications H1 2016
8:30am Aviva 15.5bn AV/.L Financials H1 2016 22.62
9:00am Mondi 7.4bn MNDI.L Materials H1 2016 €3.5bn 0.72
9:30am Ladbrokes 1.4bn LAD.L Consumer Discretionary H1 2016 628.9m 2.75
10:30am RSA Insurance 5.1bn RSA.L Financials H1 2016 3.1bn
International Consolidated Airlines 8.9bn IAG.L Consumer Discretionary FY 2016 €23.2bn 0.94
RPS 419.0m RPS.L Consumer Discretionary H1 2016 277.1m 6.40
Savills 964.7m SVS.L Financials H1 2016
London Stock Exchange 9.6bn LSE.L Financials H1 2016 776.4m 61.90
Friday 5th August          
7:00am Royal Bank of Scotland 22.3bn RBS.L Financials Q2 2016 3.1bn 6.80
9:00am William Hill 2.8bn WMH.L Consumer Discretionary C2 2016
Bellway 2.5bn BWY.L Consumer Discretionary Q4 2016 6.46

Sources: Bloomberg, Reuters, Consensus forecasts

Economic releases








Monday 1st August        
8:55am Germany Markit/BME Manufacturing PMI Index July 53.7 53.7
9:00am Eurozone Markit Manufacturing PMI Index July 51.9 51.9
9:30am UK Markit PMI Manufacturing SA Index July 49.1 49.1
2:45pm US Markit Manufacturing PMI Index July 52.9
3:00pm US Construction Spending m-o-m% June -0.8 0.7
3:00pm US ISM Manufacturing Index July 53.2 53.0
3:00pm US ISM Prices Paid Index July 60.5 61.0
3:00pm US ISM New Orders Index July 57.0
Tuesday 2nd August        
9:30am UK Markit/CIPS Construction PMI Index July 46.0 42.3
10:00am Eurozone PPI m-o-m% June 0.6 0.4
10:00am Eurozone PPI y-o-y% June -3.9 -3.5
1:30pm US Personal Income m-o-m% June 0.2 0.3
1:30pm US Personal Spending m-o-m% June 0.4 0.3
1:30pm US Real Personal Spending m-o-m% June 0.3 0.2
1:30pm US PCE Deflator m-o-m% June 0.2 0.2
1:30pm US PCE Deflator y-o-y% June 0.9 0.9
1:30pm US PCE Core m-o-m% June 0.2 0.1
1:30pm US PCE Core y-o-y% June 1.6 1.6
2:45pm US ISM New York Index July 45.4
Wednesday 3rd August        
0:01am UK BRC Shop Price Index y-o-y% July -2.0
8:55am Germany Markit Services PMI Index July 54.6 54.6
8:55am Germany Markit/BME Composite PMI Index July 55.3 55.3
9:00am Eurozone Markit Services PMI Index July 52.7 52.7
9:30am Eurozone Markit Composite PMI Index July 52.9 52.9
9:30am UK Official Reserves Changes US$m July 1,619.0
9:30am UK Markit/CIPS Services PMI Index July 47.4 47.4
9:30am UK Markit/CIPS Composite PMI Index July 47.7
10:00am Eurozone Retail Sales m-o-m% June 0.4 0.1
10:00am Eurozone Retail Sales y-o-y% June 1.6
12:00pm US MBA Mortgage Applications w-o-w% 29th July -11.2
1:15pm US ADP Employment Change Thousands July 172.0 170.0
2:45pm US Markit Services PMI Index July 50.9 51.0
2:45pm US Markit Composite PMI Index July 51.5
3:00pm US ISM Non-Manf. Composite Index July 56.5 56.0
Thursday 4th August        
8:30am Germany Markit Construction PMI Index July 50.4
9:00am UK New Car Registrations y-o-y% July -0.8
9:00am Eurozone ECB Publishes Economic Bulletin
9:10am Germany Markit Retail PMI Index July 51.6
9:10am Eurozone Markit Retail PMI Index July 48.5
12:00pm UK Bank of England Bank Rate % 4th August 0.5 0.3
12:00pm UK BOE Asset Purchase Target £bn August 375.0 375.0
12:00pm UK Bank of England Inflation Report
12:30pm US Challenger Job Cuts y-o-y% July -14.1
1:30pm US Initial Jobless Claims Thousands 30th July 266.0
1:30pm US Continuing Claims Thousands 23rd July 2,139.0
3:00pm US Factory Orders m-o-m% June -1.0 -1.9
3:00pm US Factory Orders Ex Trans m-o-m% June 0.1
3:00pm US Durable Goods Orders m-o-m% June -4.0 -4.0
3:00pm US Durables Ex Transportation m-o-m% June -0.5
3:00pm US Cap Goods Orders Nondef Ex Air m-o-m% June 0.2
3:00pm US Cap Goods Ship Nondef Ex Air m-o-m% June -0.4
Friday 5th August        
7:00am Germany Factory Orders m-o-m% June 0.0 0.5
7:00am Germany Factory Orders WDA y-o-y% June -0.2 -1.1
8:30am UK Halifax House Prices m-o-m% July 1.3
8:30am UK Halifax House Price 3m/yr% July 8.4 8.9
1:30pm US Trade Balance US$bn June -41.1 -42.1
1:30pm US Change in Nonfarm Payrolls Thousands July 287.0 180.0
1:30pm US Two-Month Payroll Net Revision Thousands July -6.0
1:30pm US Change in Private Payrolls Thousands July 265.0 170.0
1:30pm US Change in Manufact. Payrolls Thousands July 14.0 5.0
1:30pm US Unemployment Rate % July 4.9 4.8
1:30pm US Average Hourly Earnings m-o-m% July 0.1 0.2
1:30pm US Average Hourly Earnings y-o-y% July 2.6 2.6
1:30pm US Average Weekly Hours All Employees Hours July 34.4 34.4
1:30pm US Change in Household Employment Thousands July 67.0
1:30pm US Labor Force Participation Rate % July 62.7
1:30pm US Underemployment Rate % July 9.6
US Wards Domestic Vehicle Sales Million July 12.8 13.0
US Wards Total Vehicle Sales Million July 16.6 17.1

Sources: Bloomberg, Reuters, Consensus forecasts

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