Forward diary: 23rd – 27th May 2016 - Beaufort Securities Breakfast Today

Forward diary: 23rd – 27th May 2016

Published: May 20th, 2016 Updated: May 20th, 2016

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

Monday 23rd May
9:30am	Mitie Group	966.8m	MTO.L	Consumer Discretionary	FY 2016	2.3bn	24.16

Tuesday 24th May
7:00am	Cranswick	1.2bn	CWK.L	Consumer Staples	FY 2016	1.1bn	104.61
7:00am	De La Rue	488.8m	DLAR.L	Consumer Discretionary	FY 2016	484.1m	36.94
7:00am	Kingfisher	8.1bn	KGF.L	Consumer Discretionary	Q1 2016	–	–
7:00am	Paragon Group	912.3m	PAG.L	Financials	H1 2016	120.2m	17.4
8:30am	Intermediate Capital Group	2.1bn	ICP.L	Financials	FY 2016	372.5m	40.77
9:00am	HomeServe	1.3bn	HSV.L	Industrials	FY 2016	630.4m	20.83
9:30am	Severn Trent	5.2bn	SVT.L	Utilities	FY 2016	1.8bn	100.73
–	AVEVA Group	1.0bn	AVV.L	Technology	FY 2016	204.1m	64.51
–	Big Yellow Group	1.3bn	BYG.L	Financials	FY 2016	90.9m	31.04

Wednesday 25th May
7:00am	Pennon Group	3.3bn	PNN.L	Utilities	FY 2016	1.4bn	36.84
8:00am	Babcock International Group	4.9bn	BAB.L	Industrials	FY 2016	4.7bn	74.05
9:00am	Great Portland Estates	2.7bn	GPOR.L	Financials	FY 2016	95.7m	13.38
10:30am	Shaftesbury	2.6bn	SHB.L	Financials	H1 2016	52.7m	7.50
–	Marks & Spencer Group	7.2bn	MKS.L	Consumer Discretionary	FY 2016	10.4bn	34.26
–	Intertek Group	5.4bn	ITRK.L	Consumer Discretionary	Q1 2016	–	–

Thursday 26th May
7:00am	United Utilities Group	6.5bn	UU/.L	Utilities	FY 2016	1.7bn	46.94
8:00am	Inchcape	3.0bn	INCH.L	Consumer Discretionary	Q1 2016	–	–
9:00am	QinetiQ Group	1.4bn	QQ/.L	Technology	FY 2016	770.6m	15.57
10:00am	Tate & Lyle	2.8bn	TATE.L	Consumer Staples	FY 2016	2.4bn	33.90
11:45am	PayPoint	582.2m	PAY.L	Financials	FY 2016	124.2m	53.74
–	Daily Mail & General Trust	2.6bn	DMGT.L	Communications	H1 2016	907.8m	32.18

Friday 27th May
–	KCOM Group	555.3m	KCOM.L	Communications	FY 2016	348.9m	6.94

Economic releases
Time	Region	Release	Indicator	Period	Previous	Expected

Monday 23rd May
8:30am	Germany	Markit/BME Manufacturing PMI	Index	May	51.8	52.0
8:30am	Germany	Markit Services PMI	Index	May	54.5	54.5
8:30am	Germany	Markit/BME Composite PMI	Index	May	53.6	53.9
9:00am	Eurozone	Markit Manufacturing PMI	Index	May	51.7	51.9
9:00am	Eurozone	Markit Services PMI	Index	May	53.1	53.2
9:00am	Eurozone	Markit Composite PMI	Index	May	53.0	53.2
2:45pm	US	Markit Manufacturing PMI	Index	May	50.8	51.0
3:00pm	Eurozone	Consumer Confidence	Index	May	-9.3	-9.0

Tuesday 24th May
7:00am	Germany	Private Consumption	q-o-q%	Q1 2016	0.3	0.5
7:00am	Germany	Government Spending	q-o-q%	Q1 2016	1.0	1.0
7:00am	Germany	Capital Investment	q-o-q%	Q1 2016	1.5	1.2
7:00am	Germany	Construction Investment	q-o-q%	Q1 2016	2.2	1.7
7:00am	Germany	Domestic Demand	q-o-q%	Q1 2016	0.8	–
7:00am	Germany	Exports	q-o-q%	Q1 2016	-0.6	0.8
7:00am	Germany	Imports	q-o-q%	Q1 2016	0.5	0.5
7:00am	Germany	GDP SA	q-o-q%	Q1 2016	0.7	0.7
7:00am	Germany	GDP WDA	y-o-y%	Q1 2016	1.6	1.6
7:00am	Germany	GDP NSA	y-o-y%	Q1 2016	1.3	1.3
9:30am	UK	Public Finances	£bn	April	16.6	–
9:30am	UK	Central Government NCR	£bn	April	18.8	–
9:30am	UK	Public Sector Net Borrowing	£bn	April	4.2	–
9:30am	UK	PSNB ex Banking Groups	£bn	April	4.8	6.4
10:00am	Germany	ZEW Survey Current Situation	Index	May	47.7	48.4
10:00am	Germany	ZEW Survey Expectations	Index	May	11.2	12.0
10:00am	Eurozone	ZEW Survey Expectations	Index	May	21.5	–
11:00am	UK	CBI Retailing Reported Sales	Index	May	-13.0	–
11:00am	UK	CBI Total Dist. Reported Sales	Index	May	13.0	–
3:00pm	US	Richmond Fed Manufact. Index	Index	May	14.0	10.0
3:00pm	US	New Home Sales	Thousands	April	511.0	520.0
3:00pm	US	New Home Sales	m-o-m%	April	-1.5	1.8

Wednesday 25th May
7:00am	Germany	GfK Consumer Confidence	Index	June	9.7	9.7
9:00am	Germany	IFO Business Climate	Index	May	106.6	106.8
9:00am	Germany	IFO Current Assessment	Index	May	113.2	113.4
9:00am	Germany	IFO Expectations	Index	May	100.4	100.6
12:00pm	US	MBA Mortgage Applications	w-o-w%	20th May	-1.6	–
1:30pm	US	Advance Goods Trade Balance	US$bn	April	-56.9	-59.4
2:00pm	US	House Price Purchase Index	q-o-q%	Q1 2016	1.4	–
2:00pm	US	FHFA House Price Index	m-o-m%	March	0.4	0.5
2:45pm	US	Markit Services PMI	Index	May	52.8	53.2
2:45pm	US	Markit Composite PMI	Index	May	52.4	–

Thursday 26th May
9:30am	UK	BBA Loans for House Purchase	Loans	April	45,096.0	–
9:30am	UK	GDP	q-o-q%	Q1 2016	0.4	0.4
9:30am	UK	GDP	y-o-y%	Q1 2016	2.1	2.1
9:30am	UK	Private Consumption	q-o-q%	Q1 2016	0.7	0.6
9:30am	UK	Government Spending	q-o-q%	Q1 2016	0.5	0.3
9:30am	UK	Gross Fixed Capital Formation	q-o-q%	Q1 2016	-0.1	1.0
9:30am	UK	Exports	q-o-q%	Q1 2016	-0.1	0.1
9:30am	UK	Imports	q-o-q%	Q1 2016	1.2	1.0
9:30am	UK	Index of Services	m-o-m%	March	0.1	–
9:30am	UK	Index of Services	3m/3m%	March	0.7	0.6
9:30am	UK	Total Business Investment	q-o-q%	Q1 2016	-2.0	–
9:30am	UK	Total Business Investment	y-o-y%	Q1 2016	3.0	–
1:30pm	US	Initial Jobless Claims	Thousands	21st May	278.0	–
1:30pm	US	Continuing Claims	Thousands	14th May	2,152.0	–
1:30pm	US	Durable Goods Orders	m-o-m%	April	0.8	0.3
1:30pm	US	Durables Ex Transportation	m-o-m%	April	-0.2	0.2
1:30pm	US	Cap Goods Orders Nondef Ex Air	m-o-m%	April	0.1	0.3
1:30pm	US	Cap Goods Ship Nondef Ex Air	m-o-m%	April	0.5	–
3:00pm	US	Pending Home Sales	m-o-m%	April	1.4	0.6
3:00pm	US	Pending Home Sales NSA	y-o-y%	April	2.9	–
4:00pm	US	Kansas City Fed Manf. Activity	Index	May	-4.0	-4.0

Friday 27th May
0:05am	UK	GfK Consumer Confidence	Index	May	-3.0	-5.0
1:30pm	US	GDP Annualized	q-o-q%	Q1 2016	0.5	0.8
1:30pm	US	Personal Consumption	q-o-q%	Q1 2016	1.9	2.1
1:30pm	US	GDP Price Index	q-o-q%	Q1 2016	0.7	0.7
1:30pm	US	Core PCE	q-o-q%	Q1 2016	2.1	–
3:00pm	US	U. of Mich. Sentiment	Index	May	95.8	95.8
3:00pm	US	U. of Mich. Current Conditions	Index	May	108.6	–
3:00pm	US	U. of Mich. Expectations	Index	May	87.5	–
3:00pm	US	U. of Mich. 1 Yr Inflation	Index	May	2.5	–
3:00pm	US	U. of Mich. 5-10 Yr Inflation	Index	May	2.6	–
–	Germany	Import Price Index	m-o-m%	April	0.7	0.3
–	Germany	Import Price Index	y-o-y%	April	-5.9	-6.2
–	Germany	Retail Sales	m-o-m%	April	-1.1	–
–	Germany	Retail Sales	y-o-y%	April	0.7	–

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This entry was posted on May 20th, 2016 and was last modified at May 20th, 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.