Forward diary: 27th June – 1st July 2016 - Beaufort Securities Breakfast Today

Forward diary: 27th June – 1st July 2016

Published: June 27th, 2016 Updated: June 27th, 2016

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

Monday 27th June
–	–	–	–	–	–	–	–

Tuesday 28th June
7:00am	Ocado Group	1.5bn	OCDO.L	Consumer Staples	H1 2016	595.8m	–
9:00am	Carpetright	203.4m	CPR.L	Consumer Discretionary	FY 2016	464.3m	18.90
9:30am	Northgate	525.3m	NTG.L	Consumer Discretionary	FY 2016	622.3m	47.94
3:00pm	Carnival	25.1bn	CCL.L	Consumer Discretionary	H1 2016	–	–

Wednesday 29th June
7:00am	Stagecoach Group	1.4bn	SGC.L	Consumer Discretionary	FY 2016	3.9bn	27.42
–	Greene King	2.7bn	GNK.L	Consumer Discretionary	FY 2016	2.1bn	67.69

Thursday 30th June
–	Spirent Communications	487.9m	SPT.L	Technology	H1 2016	US$221.0m	US$0.02
–	Serco Group	1.2bn	SRP.L	Technology	Q2 2016	–	–
–	Tullow Oil	2.3bn	TLW.L	Energy	Q2 2016	–	US$0.05
–	John Wood Group	2.6bn	WG/.L	Energy	Q2 2016	–	–

Friday 1st July
–	–	–	–	–	–	–	–

Economic releases
Time	Region	Release	Indicator	Period	Previous	Expected

Monday 27th June
9:00am	Eurozone	M3 Money Supply	y-o-y%	May	4.6	4.8
1:30pm	US	Advance Goods Trade Balance	US$bn	May	-57.5	-59.5
2:45pm	US	Markit Services PMI	Index	June	51.3	51.9
2:45pm	US	Markit Composite PMI	Index	June	50.9	–
3:30pm	US	Dallas Fed Manf. Activity	Index	June	-20.8	-14.5

Tuesday 28th June
11:00am	UK	CBI Retailing Reported Sales	Index	June	7.0	–
11:00am	UK	CBI Total Dist. Reported Sales	Index	June	19.0	–
1:30pm	US	GDP Annualized	q-o-q%	Q1 2016	0.8	1.0
1:30pm	US	Personal Consumption	q-o-q%	Q1 2016	1.9	2.0
1:30pm	US	GDP Price Index	q-o-q%	Q1 2016	0.6	0.6
1:30pm	US	Core PCE	q-o-q%	Q1 2016	2.1	2.1
2:00pm	US	S&P/Case-Shiller HPI SA	m-o-m%	April	0.1	–
2:00pm	US	S&P/CaseShiller 20-City Index NSA	Index	April	184.5	–
2:00pm	US	S&P/CS 20 City SA	m-o-m%	April	0.8	0.5
2:00pm	US	S&P/CS Composite-20 NSA	y-o-y%	April	5.4	5.5
2:00pm	US	S&P/Case-Shiller HPI NSA	Index	April	176.9	–
2:00pm	US	S&P/Case-Shiller HPI NSA	y-o-y%	April	5.1	–
3:00pm	US	Consumer Confidence Index	Index	June	92.6	93.1
3:00pm	US	Richmond Fed Manufact. Index	Index	June	-1.0	2.0

Wednesday 29th June
7:00am	Germany	GfK Consumer Confidence	Index	July	9.8	9.9
7:00am	UK	Nationwide House PX	m-o-m%	June	0.2	–
7:00am	UK	Nationwide House Px NSA	y-o-y%	June	4.7	–
9:30am	UK	Net Consumer Credit	£bn	May	1.3	–
9:30am	UK	Net Lending Sec. on Dwellings	£bn	May	0.3	–
9:30am	UK	Mortgage Approvals	Thousands	May	66.3	–
9:30am	UK	Money Supply M4	m-o-m%	May	-0.1	–
9:30am	UK	M4 Money Supply	y-o-y%	May	1.0	–
9:30am	UK	M4 Ex IOFCs 3M Annualised	3m%	May	4.1	–
10:00am	Eurozone	Economic Confidence	Index	June	104.7	104.6
10:00am	Eurozone	Business Climate Indicator	Index	June	0.3	–
10:00am	Eurozone	Industrial Confidence	Index	June	-3.6	-3.5
10:00am	Eurozone	Services Confidence	Index	June	11.3	11.2
10:00am	Eurozone	Consumer Confidence	Index	June	-7.3	-7.3
12:00pm	US	MBA Mortgage Applications	w-o-w%	24th June	2.9	–
2:00pm	Germany	CPI	m-o-m%	June	0.3	0.2
2:00pm	Germany	CPI	y-o-y%	June	0.1	0.4
2:00pm	Germany	CPI EU Harmonized	m-o-m%	June	0.4	0.1
2:00pm	Germany	CPI EU Harmonized	y-o-y%	June	0.0	0.3
1:30pm	US	Personal Income	m-o-m%	May	0.4	0.3
1:30pm	US	Personal Spending	m-o-m%	May	1.0	0.3
1:30pm	US	Real Personal Spending	m-o-m%	May	0.6	–
1:30pm	US	PCE Deflator	m-o-m%	May	0.3	0.2
1:30pm	US	PCE Deflator	y-o-y%	May	1.1	1.0
1:30pm	US	PCE Core	m-o-m%	May	0.2	0.2
1:30pm	US	PCE Core	y-o-y%	May	1.6	1.7
3:00pm	US	Pending Home Sales	m-o-m%	May	5.1	-1.0
3:00pm	US	Pending Home Sales NSA	y-o-y%	May	2.9	4.8

Thursday 30th June
0:05am	UK	GfK Consumer Confidence	Index	June	-1.0	–
8:55am	Germany	Unemployment Change	Thousands	June	-11.0	-5.0
8:55am	Germany	Unemployment Claims Rate SA	%	June	6.1	6.1
9:30am	UK	GDP	q-o-q%	Q1 2016	0.4	–
9:30am	UK	GDP	y-o-y%	Q1 2016	2.0	–
9:30am	UK	Current Account Balance	£bn	Q1 2016	-32.7	–
9:30am	UK	Index of Services	m-o-m%	April	-0.1	–
9:30am	UK	Index of Services	3m%	April	0.6	–
9:30am	UK	Total Business Investment	q-o-q%	Q1 2016	-0.5	–
9:30am	UK	Total Business Investment	y-o-y%	Q1 2016	-0.4	–
10:00am	Eurozone	CPI Estimate	y-o-y%	June	-0.1	0.0
10:00am	Eurozone	CPI Core	y-o-y%	June	0.8	0.8
1:30pm	US	Initial Jobless Claims	Thousands	25th June	259.0	–
1:30pm	US	Continuing Claims	Thousands	18th June	2,142.0	–
2:45pm	US	Chicago Purchasing Manager	Index	June	49.3	50.5

Friday 1st July
8:55am	Germany	Markit/BME Manufacturing PMI	Index	June	54.4	54.4
9:00am	Eurozone	Markit Manufacturing PMI	Index	June	52.6	52.6
9:30am	UK	Markit PMI Manufacturing SA	Index	June	50.1	–
9:30am	UK	Unit Labor Costs	y-o-y%	Q1 2016	1.3	–
10:00am	Eurozone	Unemployment Rate	%	May	10.2	10.1
2:45pm	US	Markit Manufacturing PMI	Index	June	51.4	–
3:00pm	US	ISM Manufacturing	Index	June	51.3	51.5
3:00pm	US	ISM Prices Paid	Index	June	63.5	63.8
3:00pm	US	ISM New Orders	Index	June	55.7	–
3:00pm	US	Construction Spending	m-o-m%	May	-1.8	0.6
–	Germany	Retail Sales	m-o-m%	May	-0.9	0.5
–	Germany	Retail Sales	y-o-y%	May	2.3	3.0
–	US	Wards Domestic Vehicle Sales	Million	June	13.3	13.6
–	US	Wards Total Vehicle Sales	Million	June	17.3	17.3

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This entry was posted on June 27th, 2016 and was last modified at June 27th, 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.