Forward Diary: 22nd - 26th August 2016 - Beaufort Securities Breakfast Today

Forward Diary: 22nd – 26th August 2016

Published: August 22nd, 2016 Updated: August 22nd, 2016

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

Monday 22nd August
–	–	–	–	–	–	–	–

Tuesday 23rd August
7:00am	Rank Group	874.7m	RNK.L	Consumer Discretionary	FY 2016	756.5m	15.60
9:30am	Cape	220.7m	CIU.L	Consumer Discretionary	H1 2016	369.0m	10.90
9:30am	Hansteen Holdings	838.1m	HSTN.L	Financials	H1 2016	–	–
–	Persimmon	5.4bn	PSN.L	Consumer Discretionary	H1 2016	–	–

Wednesday 24th August
9:00am	Carillion	1.2bn	CLLN.L	Industrials	H1 2016	–	–
9:30am	WPP	22.6bn	WPP.L	Communications	H1 2016	5.8bn	39.30
9:30am	Hikma Pharmaceuticals	5.4bn	HIK.L	Health Care	H1 2016	US$891.7m	US$0.23
–	Kenmare Resources	298.4m	KMR.L	Materials	H1 2016	€59.5m
–	Glencore	27.7bn	GLEN.L	Materials	H1 2016	US$71.6bn	US$0.02
–	WH Smith	1.8bn	SMWH.L	Consumer Discretionary	Q4 2016	–	–
–	Exillon Energy	163.1m	EXI.L	Energy	FY 2016	US$187.8m	–

Thursday 25th August
7:00am	CRH	21.0bn	CRH.L	Materials	H1 2016	€12.4bn	0.19
9:30am	Anglo Pacific Group	168.2m	APF.L	Materials	H1 2016	–	2.00
9:30am	Phoenix Group Holdings	2.1bn	PHNX.L	Financials	H1 2016	–	12.30
–	Polymetal International	5.0bn	POLY.L	Materials	H1 2016	US$665.1m	US$0.36

Friday 26th August
–	Avocet Mining	25.1m	AVM.L	Materials	H1 2016	–	–
–	Restaurant Group	846.1m	RTN.L	Consumer Discretionary	H1 2016	343.8m	12.20
–	Computacenter	988.9m	CCC.L	Technology	H1 2016	1.4bn	–
–	Avocet Mining	25.1m	AVM.L	Materials	H1 2016	–	–

Economic releases
Time	Region	Release	Indicator	Period	Previous	Expected

Monday 22nd August
1:30pm	US	Chicago Fed Nat Activity Index	Index	July	0.2	–

Tuesday 23rd August
8:30am	Germany	Markit/BME Manufacturing PMI	Index	August	53.8	53.7
8:30am	Germany	Markit Services PMI	Index	August	54.4	54.3
8:30am	Germany	Markit/BME Composite PMI	Index	August	55.3	55.3
9:00am	Eurozone	Markit Manufacturing PMI	Index	August	52.0	52.0
9:00am	Eurozone	Markit Services PMI	Index	August	52.9	53.0
9:00am	Eurozone	Markit Composite PMI	Index	August	53.2	53.3
10:00am	UK	CBI Trends Total Orders	Index	August	-4.0	–
10:00am	UK	CBI Trends Selling Prices	Index	August	5.0	–
2:45pm	US	Markit Manufacturing PMI	Index	August	52.9	53.0
3:00pm	US	Richmond Fed Manufact. Index	Index	August	10.0	6.0
3:00pm	Eurozone	Consumer Confidence	Index	August	-7.9	-7.7
3:00pm	US	New Home Sales	Thousands	July	592.0	575.0
3:00pm	US	New Home Sales	m-o-m%	July	3.5	-2.9

Wednesday 24th August
7:00am	Germany	Private Consumption	q-o-q%	Q2 2016	0.4	0.3
7:00am	Germany	Government Spending	q-o-q%	Q2 2016	0.5	0.6
7:00am	Germany	Capital Investment	q-o-q%	Q2 2016	1.8	-1.3
7:00am	Germany	Construction Investment	q-o-q%	Q2 2016	2.3	-2.8
7:00am	Germany	Domestic Demand	q-o-q%	Q2 2016	0.8	–
7:00am	Germany	Exports	q-o-q%	Q2 2016	1.0	0.6
7:00am	Germany	Imports	q-o-q%	Q2 2016	1.4	-0.4
7:00am	Germany	GDP SA	q-o-q%	Q2 2016	0.4	0.4
7:00am	Germany	GDP WDA	q-o-q%	Q2 2016	1.8	1.8
7:00am	Germany	GDP NSA	y-o-y%	Q2 2016	3.1	3.1
9:30am	UK	BBA Loans for House Purchase	Loans	July	40,103.0	–
12:00pm	US	MBA Mortgage Applications	w-o-w%	19th August	-4.0	–
2:00pm	US	House Price Purchase Index	q-o-q%	Q2 2016	1.3	–
2:00pm	US	FHFA House Price Index	m-o-m%	June	0.2	0.3
3:00pm	US	Existing Home Sales	Millions	July	5.6	5.6
3:00pm	US	Existing Home Sales	m-o-m%	July	1.1	-0.4

Thursday 25th August
9:00am	Germany	IFO Business Climate	Index	August	108.3	108.5
9:00am	Germany	IFO Current Assessment	Index	August	114.7	115.0
9:00am	Germany	IFO Expectations	Index	August	102.2	102.5
10:00am	UK	CBI Retailing Reported Sales	Index	August	-14.0	–
10:00am	UK	CBI Total Dist. Reported Sales	Index	August	-11.0	–
1:30pm	US	Durable Goods Orders	m-o-m%	July	-3.9	3.5
1:30pm	US	Initial Jobless Claims	Thousands	20th August	262.0	–
1:30pm	US	Durables Ex Transportation	m-o-m%	July	-0.4	0.4
1:30pm	US	Continuing Claims	m-o-m%	13th August	2,175.0	–
1:30pm	US	Cap Goods Orders Nondef Ex Air	m-o-m%	July	0.4	0.1
1:30pm	US	Cap Goods Ship Nondef Ex Air	m-o-m%	July	-0.2	–
2:45pm	US	Markit Services PMI	Index	August	51.4	52.1
2:45pm	US	Markit Composite PMI	Index	August	51.8	–
4:00pm	US	Kansas City Fed Manf. Activity	Index	August	-6.0	-2.0

Friday 26th August
7:00am	Germany	GfK Consumer Confidence	Index	September	10.0	10.0
9:00am	Eurozone	M3 Money Supply	y-o-y%	July	5.0	5.0
9:30am	UK	GDP	q-o-q%	Q2 2016	0.6	0.6
9:30am	UK	GDP	y-o-y%	Q2 2016	2.2	2.2
9:30am	UK	Private Consumption	q-o-q%	Q2 2016	0.7	–
9:30am	UK	Government Spending	q-o-q%	Q2 2016	0.5	–
9:30am	UK	Gross Fixed Capital Formation	q-o-q%	Q2 2016	-0.1	–
9:30am	UK	Exports	q-o-q%	Q2 2016	-0.4	–
9:30am	UK	Imports	q-o-q%	Q2 2016	0.1	–
9:30am	UK	Index of Services	m-o-m%	June	-0.1	–
9:30am	UK	Index of Services	3m%	June	0.3	–
9:30am	UK	Total Business Investment	q-o-q%	Q2 2016	-0.6	–
9:30am	UK	Total Business Investment	y-o-y%	Q2 2016	-0.8	–
1:30pm	US	Advance Goods Trade Balance	US$bn	July	-63.3	-64.5
1:30pm	US	GDP Annualized	q-o-q%	Q2 2016	1.2	1.1
1:30pm	US	Personal Consumption	q-o-q%	Q2 2016	4.2	4.1
1:30pm	US	GDP Price Index	q-o-q%	Q2 2016	2.2	2.2
1:30pm	US	Core PCE	q-o-q%	Q2 2016	1.7	–
3:00pm	US	U. of Mich. Sentiment	Index	August	90.4	90.6
3:00pm	US	U. of Mich. Current Conditions	Index	August	106.1	–
3:00pm	US	U. of Mich. Expectations	Index	August	80.3	–
3:00pm	US	U. of Mich. 1 Yr Inflation	Index	August	2.5	–
3:00pm	US	U. of Mich. 5-10 Yr Inflation	Index	August	2.6	–
–	Germany	Import Price Index	m-o-m%	July	0.5	–
–	Germany	Import Price Index	y-o-y%	July	-4.6	–

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This entry was posted on August 22nd, 2016 and was last modified at August 22nd, 2016 and is filed under Weekly Diary. You can follow any responses to this entry through the RSS 2.0 feed. Responses are currently closed, but you can trackback from your own site.