Forward Diary: 5th - 9th September 2016 - Beaufort Securities Breakfast Today

Forward Diary: 5th – 9th September 2016

Published: September 2nd, 2016 Updated: September 2nd, 2016

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

Monday 5th September
10:30am	Hunting	720.7m	HTG.L	Energy	H1 2016	187.4m	* (24.41)
–	International Consolidated Airlines	8.4bn	IAG.L	Consumer Discretionary	FY 2016	€22.9bn	0.88
–	Ashmore Group	2.6bn	ASHM.L	Financials	FY 2016	224.1m	15.12

Tuesday 6th September
7:00am	DS Smith	3.9bn	SMDS.L	Materials	Q1 2017	–	–
–	Berkeley Group	3.6bn	BKG.L	Consumer Discretionary	Q1 2017	–	–
–	Pennon Group	3.6bn	PNN.L	Utilities	Q1 2017	–	–
–	Redrow	1.4bn	RDW.L	Consumer Discretionary	FY 2016	1.4bn	53.41
–	easyJet	4.4bn	EZJ.L	Consumer Discretionary	FY 2016	4.7bn	106.63
–	Halfords Group	723.2m	HFD.L	Consumer Discretionary	Q2 2017	–	–

Wednesday 7th September
9:00am	Hargreaves Lansdown	6.3bn	HL/.L	Financials	FY 2016	337.3m	36.55
–	Ashtead Group	6.4bn	AHT.L	Industrials	Q1 2017	672.0m	24.20
–	Barratt Developments	5.0bn	BDEV.L	Consumer Discretionary	FY 2016	4.1bn	54.20

Thursday 8th September
–	Genus	1.1bn	GNS.L	Consumer Staples	FY 2016	397.6m	57.08
–	Home Retail Group	1.3bn	HOME.L	Consumer Discretionary	Trading Update	–	–

Friday 9th September
–	Greene King	2.5bn	GNK.L	Consumer Discretionary	Q1 2017	–	–
–	J D Wetherspoon	1.0bn	JDW.L	Consumer Discretionary	FY 2016	1.6bn	47.51

Economic releases
Time	Region	Release	Indicator	Period	Previous	Expected

Monday 5th September
8:55am	Germany	Markit Services PMI	Index	August	53.3	53.3
8:55am	Germany	Markit/BME Composite PMI	Index	August	54.4	54.4
9:00am	Eurozone	Markit Services PMI	Index	August	53.1	53.1
9:00am	Eurozone	Markit Composite PMI	Index	August	53.3	53.3
9:30am	UK	Official Reserves Changes	US$m	August	219.0	–
9:30am	UK	Markit/CIPS Services PMI	Index	August	47.4	49.0
9:30am	UK	Markit/CIPS Composite PMI	Index	August	47.5	–
9:30am	Eurozone	Sentix Investor Confidence	Index	September	4.2	5.0
10:00am	Eurozone	Retail Sales	m-o-m%	July	0.0	0.4
10:00am	Eurozone	Retail Sales	y-o-y%	July	1.6	1.9

Tuesday 6th September
0:01am	UK	BRC Sales Like-For-Like	y-o-y%	August	1.1	–
7:00am	Germany	Factory Orders	m-o-m%	July	-0.4	0.5
7:00am	Germany	Factory Orders WDA	y-o-y%	July	-3.1	-0.2
8:30am	Germany	Markit Germany Construction PMI	Index	August	51.6	–
9:00am	UK	New Car Registrations	y-o-y%	August	0.1	–
9:10am	Germany	Markit Germany Retail PMI	Index	August	52.0	–
9:10am	Eurozone	Markit Eurozone Retail PMI	Index	August	48.9	–
10:00am	Eurozone	GDP SA	q-o-q%	Q2 2016	0.3	0.3
10:00am	Eurozone	GDP SA	y-o-y%	Q2 2016	1.6	1.6
10:00am	Eurozone	Gross Fix Cap	q-o-q%	Q2 2016	0.8	0.0
10:00am	Eurozone	Govt Expend	q-o-q%	Q2 2016	0.4	0.2
10:00am	Eurozone	Household Cons	q-o-q%	Q2 2016	0.6	0.3
2:45pm	US	Markit Services PMI	Index	August	50.9	51.1
2:45pm	US	Markit Composite PMI	Index	August	51.5	–
3:00pm	US	Labor Market Conditions Index Change	Index	August	1.0	–
3:00pm	US	ISM Non-Manf. Composite	Index	August	55.5	55.4
3:00pm	US	IBD/TIPP Economic Optimism	Index	September	48.4	–

Wednesday 7th September
0:01am	UK	BRC Shop Price Index	y-o-y%	August	-1.6	–
7:00am	Germany	Industrial Production SA	m-o-m%	July	0.8	0.2
7:00am	Germany	Industrial Production WDA	y-o-y%	July	0.5	0.2
8:30am	UK	Halifax House Prices	m-o-m%	August	-1.0	0.0
8:30am	UK	Halifax House Prices	3m/yr%	August	8.4	6.9
9:30am	UK	Industrial Production	m-o-m%	July	0.1	0.0
9:30am	UK	Industrial Production	y-o-y%	July	1.6	1.8
9:30am	UK	Manufacturing Production	m-o-m%	July	-0.3	-0.5
9:30am	UK	Manufacturing Production	y-o-y%	July	0.9	1.5
12:00pm	US	MBA Mortgage Applications	w-o-w%	2nd September	2.8	–
3:00pm	UK	NIESR GDP Estimate	%	August	0.3	–
3:00pm	US	JOLTS Job Openings	Thousands	July	5,624.0	–
7:00pm	US	U.S. Federal Reserve Releases Beige Book	–	–	–	–

Thursday 8th September
0:01am	UK	RICS House Price Balance	Index	August	5.0	2.0
7:00am	Germany	Labor Costs WDA	y-o-y%	Q2 2016	3.1	–
7:00am	Germany	Labor Costs SA	q-o-q%	Q2 2016	1.7	–
12:45pm	Eurozone	ECB Main Refinancing Rate	%	8th September	0.0	0.0
12:45pm	Eurozone	ECB Deposit Facility Rate	%	8th September	-0.4	-0.4
12:45pm	Eurozone	ECB Marginal Lending Facility	%	8th September	0.3	–
12:45pm	Eurozone	ECB Asset Purchase Target	€bn	September	80.0	80.0
1:30pm	US	Initial Jobless Claims	Thousands	3rd September	263.0	–
1:30pm	US	Continuing Claims	Thousands	27th August	2,159.0	–
8:00pm	US	Consumer Credit	US$bn	July	12.3	15.1

Friday 9th September
7:00am	Germany	Trade Balance	€bn	July	24.7	24.0
7:00am	Germany	Current Account Balance	€bn	July	26.3	24.0
7:00am	Germany	Exports SA	m-o-m%	July	0.2	0.4
7:00am	Germany	Imports SA	m-o-m%	July	1.1	0.5
9:30am	UK	Visible Trade Balance	£m	July	-12,409.0	-11,650.0
9:30am	UK	Trade Balance Non EU	£m	July	-4,159.0	-3,800.0
9:30am	UK	Trade Balance	£m	July	-5,084.0	-4,500.0
9:30am	UK	Construction Output SA	m-o-m%	July	-0.9	–
9:30am	UK	Construction Output SA	y-o-y%	July	-2.2	–
9:30am	UK	BoE/TNS Inflation Next 12 Mths	%	August	2.0	–
3:00pm	US	Wholesale Inventories	m-o-m%	July	0.0	0.1
3:00pm	US	Wholesale Trade Sales	m-o-m%	July	1.9	0.2

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