Forward diary: 25th – 29th July 2016 - Beaufort Securities Breakfast Today

Forward diary: 25th – 29th July 2016

Published: July 25th, 2016 Updated: July 25th, 2016

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

Monday 25th July
9:00am	Aberdeen Asset Management	4.2bn	ADN.L	Financials	Q3 2016	454.5m	23.20
9:30am	Petra Diamonds Ltd	621.1m	PDL.L	Materials	Q4 2016	US$138m	US$0.07
–	Cranswick	1.2bn	CWK.L	Consumer Staples	Q1 2017	–	–
–	Hammerson	4.3bn	HMSO.L	Financials	H1 2016	–	15.10
–	Hiscox Ltd	3.0bn	HSX.L	Financials	H1 2016	1.1bn	37.79

Tuesday 26th July
7:00am	BP	84.5bn	BP/.L	Energy	H1 2016	–	–
7:00am	PZ Cussons	1.4bn	PZC.L	Consumer Staples	FY 2016	823.4m	17.21
8:30am	GKN	4.9bn	GKN.L	Consumer Discretionary	H1 2016	4.2bn	12.04
8:30am	Segro	3.1bn	SGRO.L	Financials	H1 2016	115.8m	9.71
9:00am	Jardine Lloyd Thompson	2.2bn	JLT.L	Financials	H1 2016	644.0m	23.50
9:00am	Drax Group	1.4bn	DRX.L	Utilities	H1 2016	–	1.40
–	Sage Group	7.5bn	SGE.L	Technology	Q3 2016	–	–
–	Croda International	4.4bn	CRDA.L	Materials	H1 2016	308.9m	–
–	Provident Financial	3.9bn	PFG.L	Financials	H1 2016	591.2m	79.35
–	Man Group	2.1bn	EMG.L	Financials	H1 2016	US$425.3m	US$0.06
–	Capital & Counties Properties	2.5bn	CAPC.L	Financials	H1 2016	56.0m	–

Wednesday 27th July
7:00am	Lancashire Holdings Ltd	1.2bn	LRE.L	Financials	H1 2016	–	–
7:00am	Rightmove	3.5bn	RMV.L	Communications	H1 2016	105.1m	67.33
7:00am	Jupiter Fund Management	1.8bn	JUP.L	Financials	H1 2016	169.7m	14.30
8:30am	Capita	6.6bn	CPI.L	Consumer Discretionary	H1 2016	2.4bn	33.19
9:00am	Taylor Wimpey	4.9bn	TW/.L	Consumer Discretionary	C2 2016	–	–
9:00am	Tullow Oil	1.9bn	TLW.L	Energy	C2 2016	–	–
9:00am	ITV	7.6bn	ITV.L	Communications	H1 2016	1.5bn	7.44
9:30am	Morgan Advanced Materials	723.1m	MGAM.L	Materials	H1 2016	453.0m	9.00
9:30am	ARM Holdings	23.6bn	ARM.L	Technology	H1 2016	–	–
10:00am	Renishaw	1.8bn	RSW.L	Industrials	FY 2016	425.1m	86.11
11:00am	St James’s Place	4.7bn	STJ.L	Financials	H1 2016	46.5m	13.79
12:00pm	GlaxoSmithKline	80.2bn	GSK.L	Health Care	H1 2016	–	–
–	Antofagasta	4.9bn	ANTO.L	Materials	Q2 2016	–	US$0.08
–	Rathbone Brothers	883.7m	RAT.L	Financials	H1 2016	–	–
–	Dignity	1.3bn	DTY.L	Consumer Discretionary	H1 2016	–	–

Thursday 28th July
7:00am	AstraZeneca	57.4bn	AZN.L	Health Care	H1 2016	–	–
7:00am	Smith & Nephew	11.6bn	SN/.L	Health Care	H1 2016	–	–
7:00am	Lloyds Banking Group	40.6bn	LLOY.L	Financials	H1 2016	8.7bn	4.10
7:00am	Sky	14.9bn	SKY.L	Communications	FY 2016	11.8bn	61.60
7:00am	Centrica	13.0bn	CNA.L	Utilities	H1 2016	13.7bn	10.81
7:00am	Henderson Group	2.5bn	HGG.L	Financials	H1 2016	300.0m	7.55
8:00am	Royal Dutch Shell	168.5bn	RDSA.L	Energy	H1 2016	–	–
8:30am	Inchcape	3.0bn	INCH.L	Consumer Discretionary	H1 2016	3.7bn	27.90
8:30am	Weir Group	3.3bn	WEIR.L	Industrials	H1 2016	825.8m	22.70
9:00am	Anglo American	10.2bn	AAL.L	Materials	H1 2016	US$10.4bn	US$0.22
9:30am	Schroders	6.9bn	SDR.L	Financials	H1 2016	815.6m	82.67
–	BT Group	37.7bn	BT/A.L	Communications	Q1 2017	5.6bn	5.36
–	Bodycote	1.1bn	BOY.L	Industrials	H1 2016	295.0m	18.55
–	BAE Systems	17.0bn	BA/.L	Industrials	H1 2016	8.6bn	17.60
–	Vesuvius	979.3m	VSVS.L	Materials	H1 2016	687.0m	13.18
–	Spectris	2.2bn	SXS.L	Industrials	H1 2016	574.4m	39.70
–	Diageo	53.1bn	DGE.L	Consumer Staples	FY 2016	10.6bn	88.32
–	Premier Oil	363.9m	PMO.L	Energy	H1 2016	US$394.2m	US$(0.09)
–	RELX	29.3bn	REL.L	Technology	H1 2016	3.2bn	32.97
–	Rentokil Initial	3.8bn	RTO.L	Consumer Discretionary	H1 2016	–	–
–	Rolls-Royce Holdings	13.6bn	RR/.L	Industrials	H1 2016	–	–
–	Intu Properties	3.8bn	INTU.L	Financials	H1 2016	246.0m	–
–	National Express Group	1.7bn	NEX.L	Consumer Discretionary	H1 2016	1.0bn	11.02
–	Informa	4.9bn	INF.L	Communications	H1 2016	642.4m	23.42
–	British American Tobacco	89.1bn	BATS.L	Consumer Staples	H1 2016	6.6bn	111.05
–	Domino’s Pizza Group	1.9bn	DOM.L	Consumer Discretionary	H1 2016	–	–
–	Compass Group	23.9bn	CPG.L	Consumer Discretionary	Q3 2016	–	–
–	KAZ Minerals	620.4m	KAZ.L	Materials	Q2 2016	–	US$0.03
–	International Personal Finance	746.2m	IPF.L	Financials	H1 2016	–	–

Friday 29th July
7:00am	Barclays	25.7bn	BARC.L	Financials	H1 2016	9.9bn	3.90
7:00am	Berendsen	2.2bn	BRSN.L	Consumer Discretionary	H1 2016	529.8m	27.67
7:00am	Reckitt Benckiser Group	52.1bn	RB/.L	Consumer Staples	H1 2016	4.6bn	112.43
7:00am	UBM	2.5bn	UBM.L	Consumer Discretionary	H1 2016	371.3m	13.06
8:30am	IMI	2.7bn	IMI.L	Industrials	H1 2016	749.0m	24.27
9:00am	International Consolidated Airlines	8.6bn	IAG.L	Consumer Discretionary	C2 2016	–	–
–	Laird	874.8m	LRD.L	Industrials	H1 2016	337.4m	6.30
–	Pearson	7.9bn	PSON.L	Communications	H1 2016	1.9bn	-2.67
–	Essentra	1.7bn	ESNT.L	Industrials	H1 2016	–	–

Economic releases
Time	Region	Release	Indicator	Period	Previous	Expected

Monday 25th July
9:00am	Germany	IFO Business Climate	Index	July	108.7	107.5
9:00am	Germany	IFO Current Assessment	Index	July	114.5	114.0
9:00am	Germany	IFO Expectations	Index	July	103.1	101.1
11:00am	UK	CBI Trends Total Orders	Index	July	-2.0	-6.0
11:00am	UK	CBI Trends Selling Prices	Index	July	1.0	–
11:00am	UK	CBI Business Optimism	Index	July	-5.0	–
4:30pm	US	Dallas Fed Manf. Activity	Index	July	-18.3	-10.0

Tuesday 26th July
9:30am	UK	BBA Loans for House Purchase	Loans	June	42,187.0	38,000.0
2:00pm	US	S&P/Case-Shiller HPI SA	m-o-m%	May	0.1	–
2:00pm	US	S&P/CaseShiller 20-City Index NSA	Index	May	186.6	–
2:00pm	US	S&P/CS 20 City SA	m-o-m%	May	0.4	0.0
2:00pm	US	S&P/CS Composite-20 NSA	y-o-y%	May	5.4	5.6
2:00pm	US	S&P/Case-Shiller HPI NSA	Index	May	178.7	–
2:00pm	US	S&P/Case-Shiller HPI NSA	y-o-y%	May	5.0	–
2:45pm	US	Markit Services PMI	Index	July	51.4	–
2:45pm	US	Markit Composite PMI	Index	July	51.2	–
3:00pm	US	Consumer Confidence Index	Index	July	98.0	95.5
3:00pm	US	Richmond Fed Manufact. Index	Index	July	-7.0	-4.0
3:00pm	US	New Home Sales	Thousands	June	551.0	560.0
3:00pm	US	New Home Sales	m-o-m%	June	-6.0	1.6

Wednesday 27th July
7:00am	Germany	GfK Consumer Confidence	Index	Aug	10.1	9.9
9:00am	Eurozone	M3 Money Supply	y-o-y%	June	4.9	5.0
9:30am	UK	GDP	q-o-q%	Q2 2015	0.4	0.5
9:30am	UK	GDP	y-o-y%	Q2 2015	2.0	2.1
9:30am	UK	Index of Services	m-o-m%	May	0.6	0.2
9:30am	UK	Index of Services	3m%	May	0.5	–
11:00am	UK	CBI Retailing Reported Sales	Index	July	4.0	2.0
11:00am	UK	CBI Total Dist. Reported Sales	Index	July	14.0	–
12:00pm	US	MBA Mortgage Applications	w-o-w%	22nd July	-1.3	–
1:30pm	US	Durable Goods Orders	m-o-m%	June	-2.3	-1.0
1:30pm	US	Durables Ex Transportation	m-o-m%	June	-0.3	0.0
1:30pm	US	Cap Goods Orders Nondef Ex Air	m-o-m%	June	-0.4	0.1
1:30pm	US	Cap Goods Ship Nondef Ex Air	m-o-m%	June	-0.5	–
3:00pm	US	Pending Home Sales	m-o-m%	June	-3.7	1.8
3:00pm	US	Pending Home Sales NSA	y-o-y%	June	2.4	3.0
7:00pm	US	FOMC Rate Decision (Upper Bound)	%	27th July	0.5	0.5
7:00pm	US	FOMC Rate Decision (Lower Bound)	%	27th July	0.3	0.3

Thursday 28th July
7:00am	UK	Nationwide House PX	m-o-m%	July	0.2	0.1
7:00am	UK	Nationwide House Px NSA	y-o-y%	July	5.1	4.7
8:55am	Germany	Unemployment Change	Thousands	July	-6.0	0.0
8:55am	Germany	Unemployment Claims Rate SA	%	July	6.1	6.1
10:00am	Eurozone	Economic Confidence	Index	July	104.4	103.6
10:00am	Eurozone	Business Climate Indicator	Index	July	0.2	0.1
10:00am	Eurozone	Industrial Confidence	Index	July	-2.8	-3.5
10:00am	Eurozone	Services Confidence	Index	July	10.8	10.4
10:00am	Eurozone	Consumer Confidence	Index	July	-7.9	-7.9
1:00pm	Germany	CPI	m-o-m%	July	0.1	0.3
1:00pm	Germany	CPI	y-o-y%	July	0.3	0.4
1:00pm	Germany	CPI EU Harmonized	m-o-m%	July	0.1	0.3
1:00pm	Germany	CPI EU Harmonized	y-o-y%	July	0.2	0.3
1:30pm	US	Advance Goods Trade Balance	US$bn	June	-60.6	-61.1
1:30pm	US	Initial Jobless Claims	Thousands	23rd July	253.0	–
1:30pm	US	Continuing Claims	Thousands	16th July	2,128.0	–
4:00pm	US	Kansas City Fed Manf. Activity	Index	July	2.0	–

Friday 29th July
0:01am	UK	Lloyds Business Barometer	Index	July	6.0	–
0:05am	UK	GfK Consumer Confidence	Index	July	-1.0	-7.0
9:30am	UK	Net Consumer Credit	£bn	June	1.5	1.4
9:30am	UK	Net Lending Sec. on Dwellings	£bn	June	2.8	2.7
9:30am	UK	Mortgage Approvals	Thousands	June	67.0	65.5
9:30am	UK	Money Supply M4	m-o-m%	June	1.2	–
9:30am	UK	M4 Money Supply	y-o-y%	June	1.8	–
9:30am	UK	M4 Ex IOFCs 3M Annualised	3m/yr%	June	5.2	–
10:00am	Eurozone	Unemployment Rate	%	June	10.1	10.1
10:00am	Eurozone	CPI Estimate	y-o-y%	July	–	0.2
10:00am	Eurozone	CPI Core	y-o-y%	July	0.9	0.9
10:00am	Eurozone	GDP SA	q-o-q%	Q2 2015	0.6	0.3
10:00am	Eurozone	GDP SA	y-o-y%	Q2 2015	1.7	1.5
1:30pm	US	Employment Cost Index	Index	Q2 2015	0.6	0.6
1:30pm	US	Annual Revision: GDP (Q1 2013 to Q1 2016 revised)	–	–	–	–
1:30pm	US	GDP Annualized	q-o-q%	Q2 2015	1.1	2.6
1:30pm	US	Personal Consumption	q-o-q%	Q2 2015	1.5	4.1
1:30pm	US	GDP Price Index	q-o-q%	Q2 2015	0.4	1.9
1:30pm	US	Core PCE	q-o-q%	Q2 2015	2.0	1.7
2:45pm	US	Chicago Purchasing Manager	Index	July	56.8	53.0
3:00pm	US	U. of Mich. Sentiment	Index	July	89.5	90.5
3:00pm	US	U. of Mich. Current Conditions	Index	July	108.7	–
3:00pm	US	U. of Mich. Expectations	Index	July	77.1	–
3:00pm	US	U. of Mich. 1 Yr Inflation	Index	July	2.8	–
3:00pm	US	U. of Mich. 5-10 Yr Inflation	Index	July	2.6	–
–	Germany	Retail Sales	m-o-m%	June	0.7	-0.1
–	Germany	Retail Sales	y-o-y%	June	2.6	1.1

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This entry was posted on July 25th, 2016 and was last modified at July 25th, 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.