Forward Diary: 3rd - 7th October 2016 - Beaufort Securities Breakfast Today

Forward Diary: 3rd – 7th October 2016

Published: September 30th, 2016 Updated: September 30th, 2016

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

Monday 3rd October
–	–	–	–	–	–	–	–

Tuesday 4th October
–	Greggs	1.0bn	GRG.L	Consumer Staples	Trading Update	–	–

Wednesday 5th October
8:00am	BHP Billiton	66.5bn	BLT.L	Materials	FY 2016	US$32.7bn	US$0.63
–	International Consolidated Airlines	8.4bn	IAG.L	Consumer Discretionary	FY 2016	€22.9bn
–	Tesco	14.7bn	TSCO.L	Consumer Staples	H1 2017	27.5bn	2.47
–	Ferrexpo	431.2m	FXPO.L	Materials	Q3 2016	–	–

Thursday 6th October
–	Centamin	1.7bn	CEY.L	Materials	Q3 2016	US$177.2m	US$0.06
–	easyJet	4.0bn	EZJ.L	Consumer Discretionary	Q4 2016	1.6bn	–
–	Informa	4.7bn	INF.L	Communications	FY 2016	1.3bn	46.24
–	Dunelm Group	1.7bn	DNLM.L	Consumer Discretionary	Q1 2017	–	15.90

Friday 7th October
–	Inmarsat	3.1bn	ISAT.L	Communications	FY 2016	US$1.3bn	0.51

Economic releases
Time	Region	Release	Indicator	Period	Previous	Expected

Monday 3rd October
8:55am	Germany	Markit/BME Manufacturing PMI	Index	September	54.3	54.3
9:00am	Eurozone	Markit Manufacturing PMI	Index	September	52.6	52.6
9:30am	UK	Markit PMI Manufacturing SA	Index	September	53.3	52.1
2:45pm	US	Markit Manufacturing PMI	Index	September	51.4	–
3:00pm	US	Construction Spending	m-o-m%	August	0.0	0.3
3:00pm	US	ISM Manufacturing	Index	September	49.4	50.2
3:00pm	US	ISM Prices Paid	Index	September	53.0	53.5
3:00pm	US	ISM New Orders	Index	September	49.1	–

Tuesday 4th October
9:30am	UK	Markit/CIPS Construction PMI	Index	September	49.2	48.8
10:00am	Eurozone	PPI	m-o-m%	August	0.1	-0.1
10:00am	Eurozone	PPI	y-o-y%	August	-2.8	-2.2
2:45pm	US	ISM New York	Index	September	47.5	–

Wednesday 5th October
0:01am	UK	BRC Shop Price Index	y-o-y%	September	-2.0	–
8:55am	Germany	Markit Services PMI	Index	September	50.6	50.6
8:55am	Germany	Markit/BME Composite PMI	Index	September	52.7	52.7
9:00am	Eurozone	Markit Services PMI	Index	September	52.1	52.1
9:00am	Eurozone	Markit Composite PMI	Index	September	52.6	52.6
9:30am	UK	Official Reserves Changes	US$bn	September	-463.0	–
9:30am	UK	Markit/CIPS Services PMI	Index	September	52.9	52.0
9:30am	UK	Markit/CIPS Composite PMI	Index	September	53.6	–
10:00am	Eurozone	Retail Sales	m-o-m%	August	1.1	-0.2
10:00am	Eurozone	Retail Sales	y-o-y%	August	2.9	1.5
12:00pm	US	MBA Mortgage Applications	w-o-w%	30th September	-0.7	–
1:15pm	US	ADP Employment Change	Thousands	September	177.0	160.0
1:30pm	US	Trade Balance	US$bn	August	-39.5	-41.5
2:45pm	US	Markit Services PMI	Index	September	51.9	–
2:45pm	US	Markit Composite PMI	Index	September	52.0	–
3:00pm	US	ISM Non-Manf. Composite	Index	September	51.4	53.0
3:00pm	US	Factory Orders	m-o-m%	August	1.9	-0.5
3:00pm	US	Factory Orders Ex Trans	m-o-m%	August	0.2	–
3:00pm	US	Durable Goods Orders	m-o-m%	August	0.0	–
3:00pm	US	Durables Ex Transportation	m-o-m%	August	-0.4	–
3:00pm	US	Cap Goods Orders Nondef Ex Air	m-o-m%	August	0.6	–
3:00pm	US	Cap Goods Ship Nondef Ex Air	m-o-m%	August	-0.4	–

Thursday 6th October
7:00am	Germany	Factory Orders	m-o-m%	August	0.2	0.3
7:00am	Germany	Factory Orders WDA	y-o-y%	August	-0.7	1.6
8:30am	Germany	Markit Construction PMI	Index	September	51.6	–
9:00am	UK	New Car Registrations	y-o-y%	September	3.3	–
9:10am	Germany	Markit Retail PMI	Index	September	54.1	–
9:10am	Eurozone	Markit Retail PMI	Index	September	51.0	–
9:30am	UK	Unit Labor Costs	y-o-y%	Q2 2016	1.9	–
12:30pm	US	Challenger Job Cuts	y-o-y%	September	-21.8	–
1:30pm	US	Initial Jobless Claims	Thousands	1st October	254.0	–
1:30pm	US	Continuing Claims	Thousands	24th September	2,062.0	–

Friday 7th October
7:00am	Germany	Industrial Production SA	m-o-m%	August	-1.5	0.9
7:00am	Germany	Industrial Production WDA	y-o-y%	August	-1.2	0.2
8:30am	UK	Halifax House Prices	m-o-m%	September	-0.2	–
8:30am	UK	Halifax House Price	3m/yr%	September	6.9	–
9:30am	UK	Industrial Production	m-o-m%	August	0.1	0.1
9:30am	UK	Industrial Production	y-o-y%	August	2.1	1.1
9:30am	UK	Manufacturing Production	m-o-m%	August	-0.9	0.4
9:30am	UK	Manufacturing Production	y-o-y%	August	0.8	–
9:30am	UK	Visible Trade Balance	£m	August	-11,764.0	–
9:30am	UK	Trade Balance Non EU	£m	August	-4,188.0	–
9:30am	UK	Trade Balance	£m	August	-4,502.0	-4,600.0
1:30pm	US	Change in Nonfarm Payrolls	Thousands	September	151.0	175.0
1:30pm	US	Two-Month Payroll Net Revision	Thousands	September	-1.0	–
1:30pm	US	Change in Private Payrolls	Thousands	September	126.0	170.0
1:30pm	US	Change in Manufact. Payrolls	Thousands	September	-14.0	0.0
1:30pm	US	Unemployment Rate	%	September	4.9	4.9
1:30pm	US	Average Hourly Earnings	m-o-m%	September	0.1	0.2
1:30pm	US	Average Hourly Earnings	y-o-y%	September	2.4	2.6
1:30pm	US	Average Weekly Hours All Employees	Hours	September	34.3	34.4
1:30pm	US	Change in Household Employment		September	97.0	–
1:30pm	US	Labor Force Participation Rate	%	September	62.8	–
1:30pm	US	Underemployment Rate	%	September	9.7	–
3:00pm	UK	NIESR GDP Estimate	%	September	0.3	–
3:00pm	US	Wholesale Inventories	m-o-m%	August	-0.1	–
3:00pm	US	Wholesale Trade Sales	m-o-m%	August	-0.4	–
–	US	Wards Domestic Vehicle Sales	Million	September	13.1	–
–	US	Wards Total Vehicle Sales	Million	September	16.9	17.4

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This entry was posted on September 30th, 2016 and was last modified at September 30th, 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.