the concise guide to the week ahead courtesy of Cantor Index

Monday, August 20, 2012

UK Reporting:- Amlin Plc, AML, (R), Amlin Plc, AML, e, (CC), Bovis Homes Group Plc, BVS, (R), Bovis Homes Group Plc, BVS, e, (CC)

S&P 500 Reporting:- Lowe’s Cos Inc, Q2, 0.701,  Urban Outfitters Inc, Q2, 0.327

S&P 500 Ex Dividends (gross):- Cummins Inc, CMI, (.50),  Invesco Ltd, IVZ, (.1725),  Microchip Technology Inc, MCHP, (.351)

Euro Stoxx 600 Reporting:- Amlin PLC, S1, 0.265,  GSW Immobilien AG, Q2, 0.42

Economic Data:-

00:01 UK August Rightmove House Prices, -1.7% previous

10:00 Eurozone June Construction Output, 0.1% previous

Government Auctions:-

US, sells $60bn in Bills

Tuesday, August 21, 2012

UK Reporting:- Afren Plc, AFR, (R), Cpp Group Plc, CPP, (R), Ferrexpo Plc, FXPO, (R), Gem Diamonds Ltd, GEMD, (R), Gem Diamonds Ltd, GEMD, e, (CC), Glencore International Plc, GLEN, (R), Glencore International Plc, GLEN, e, (CC), Goldman Sachs Dynamic – Gbp, GSDO, (SM), Ip Group Plc, IPO, (R), Fisher (James) & Sons Plc, FSJ, (R), Wood Group (John) Plc, WG, (R), Persimmon Plc, PSN, (R), Severfield-Rowen Plc, SFR, (R), Uk Commercial Property Trust, UKCM, e, (CC)

S&P 500 Reporting:- Analog Devices Inc, Q3, 0.563,  Best Buy Co Inc, Q2, 0.314,  Dell Inc, Q2, 0.454,  Intuit Inc, Q4, 0.061,  Medtronic Inc, Q1, 0.852

S&P 500 Ex Dividends (gross):- Applied Materials Inc, AMAT, (.09),  Allergan Inc/United States, AGN, (.05),  Marriott International Inc/DE, MAR, (.13),  Wyndham Worldwide Corp, WYN, (.23),  Zions Bancorporation, ZION, (.01),  Ltd Brands Inc, LTD, (.25),  Ltd Brands Inc, LTD, (1)

Euro Stoxx 600 Reporting:- Afren PLC, S1, 0.1,  Coca Cola Hellenic Bottling Co SA, Q2, 0.373,  Glencore International PLC, S1, 0.21,  John Wood Group PLC, S1, 0.372,  Lindt & Spruengli AG, S1, 16.5,  Persimmon PLC, S1, 0.219,  Straumann Holding AG, S1, 3,  Topdanmark A/S, Q2, 20.956,  Wienerberger AG, Q2, 0.233

Economic Data:-

09:30 UK July PSNCR, £3.0bn previous

11:00 UK CBI Trends, -8 exp. -6 previous

Government Auctions:-

UK, sells £1.25bn in Bonds

US, sells $25bn in Bills

Wednesday, August 22, 2012

UK Reporting:- Aberdeen New Dawn Inv Trust, ABD, (SM), Allied Gold Mining Plc, ALD, e, (R), Bhp Billiton Plc, BLT, (R), Bhp Billiton Plc, BLT, e, (CC), Carillion Plc, CLLN, (R), Clarkson Plc, CKN, (R), Derwent London Plc, DLN, (R), Derwent London Plc, DLN, e, (CC), Hochschild Mining Plc, HOC, e, (CC), Hochschild Mining Plc, HOC, (R), Kazakhmys Plc, KAZ, (SM), Kenmare Resources Plc, KMR, (R), Melrose Resources Plc, MRS, (R), Soco International Plc, SIA, (R), Soco International Plc, SIA, e, (CC), Spirax-Sarco Engineering Plc, SPX, e, (CC), Spirax-Sarco Engineering Plc, SPX, (R), Tt Electronics Plc, TTG, e, (CC), Tt Electronics Plc, TTG, (R), Vitec Group Plc/The, VTC, (R)

S&P 500 Reporting:- Hewlett-Packard Co, Q3, 0.98

S&P 500 Ex Dividends (gross):- 3M Co, MMM, (.59),  Carnival Corp, CCL, (.25),  Hershey Co/The, HSY, (.38),  Hershey Co/The, HSYFB, (.344), Robert Half International Inc, RHI, (.15),  Williams Cos Inc/The, WMB, (.3125)

Euro Stoxx 600 Reporting:- BHP Billiton PLC, R, 3.12,  Carillion PLC, S1, 0,  Delhaize Group SA, S1, 0,  Derwent London PLC, S1, 0.251,  Heineken Holding NV, S1, 0,  Heineken NV, S1, 1.245,  Nobel Biocare Holding AG, Q2, 0.12,  Spirax-Sarco Engineering PLC, S1, 0.591,  Sydbank A/S, Q2, -1.395,  Vestas Wind Systems A/S, Q2, -0.255,  Vienna Insurance Group AG Wiener Versicherung Gruppe, Q2, 0.89

FTSE 100 Ex dividends (net): Carnival PLC, CCL, (.25), InterContinental Hotels Group PLC, IHG, (13.50), InterContinental Hotels Group PLC, IHGA, (.205), Prudential PLC, PRU, (8.40), CRH PLC, CRH, (.185), Standard Life PLC, SL/, (4.90), Eurasian Natural Resources Corp PLC, ENRC, (.065) Estimated FTSE 100 Dividend Impact: 2 points

FTSE 250 Ex dividends (net): Brewin Dolphin Holdings PLC, BRW, (3.55), St James’s Place PLC, STJ, (4.25), UBM PLC, UBM, (6.70), Fidessa Group PLC, FDSA, (12.50), Capital & Counties Properties PLC, CAPC, (.50), Taylor Wimpey PLC, TW/, (.19), Catlin Group Ltd, CGL, (9.50), Mondi PLC, MNDI, (.089), Utilico Emerging Markets Ltd, UEM, (1.375), BlackRock World Mining Trust PLC, BRWM, (7), Witan Investment Trust PLC, WTAN, (6)

FTSE Small Share Ex dividends (net): BlackRock Latin American Investment Trust PLC, BRLA, (.05),  F&C Capital & Income Investment Trust PLC/Fund, FCI, (2.05),  Scottish American Investment Co PLC/fund, SCAM, (2.45),  Xaar PLC, XAR, (1)

Economic Data:-

 15:00 US July Exisiting Home Sales, 4.5m exp. 4.37m previous

19:00 FOMC Meeting Minutes

Economic Events:-

Bank of Canada Governor Speaks

Government Auctions

Germany, sells up to €5bn in Notes

Thursday, August 23, 2012

UK Reporting:- Aegis Group Plc, AGS, e, (CC), Aegis Group Plc, AGS, (R), Az Electronic Materials, AZEM, e, (CC), Az Electronic Materials, AZEM, (R), Camellia Plc, CAM, (R), Costain Group Plc, COST, e, (CC), Costain Group Plc, COST, (R), Diageo Plc, DGE, (R), Diageo Plc, DGE, e, (CC), Essar Energy Plc, ESSR, e, (R), Imi Plc, IMI, e, (CC), Imi Plc, IMI, (R), Kazakhmys Plc, KAZ, (R), Kazakhmys Plc, KAZ, e, (CC), New World Resources Plc-A Sh, NWR, e, (CC), New World Resources Plc-A Sh, NWR, (R), Ophir Energy Plc, OPHR, (R), Petropavlovsk Plc, POG, e, (CC), Petropavlovsk Plc, POG, (R), Phoenix Group Holdings, PHNX, e, (CC), Phoenix Group Holdings, PHNX, (R), Premier Oil Plc, PMO, e, (CC), Premier Oil Plc, PMO, (R), Sig Plc, SHI, e, (CC), Sig Plc, SHI, (R), Sportech Plc, SPO, e, (CC), Sportech Plc, SPO, (R)

S&P 500 Reporting:- Autodesk Inc, Q2, 0.49,  Big Lots Inc, Q2, 0.413,  Hormel Foods Corp, Q3, 0.412,  Patterson Cos Inc, Q1, 0.486,  Salesforce.com Inc, Q2, 0.388

S&P 500 Dividends (gross):– Abercrombie & Fitch Co, ANF, (.175),  Assurant Inc, AIZ, (.21),  Northrop Grumman Corp, NOC, (.55),  Vulcan Materials Co, VMC, (.01)

Euro Stoxx 600 Reporting:- Aegis Group PLC, S1, 0.044,  Diageo PLC, R, 0.922,  IMI PLC, S1, 0.004,  JM AB, Q2, 3.178,  Kazakhmys PLC, S1, 0.864,  Koninklijke Ahold NV, S1, 0,  OPAP SA, Q2, 0.29,  Ophir Energy PLC, S1, -0.075,  Petropavlovsk PLC, S1, 0.513,  Premier Oil PLC, S1, 0.328

Economic Data:-

07:00 Germany Q2 GDP sa 0.3% exp. 0.3% previous

09:00 Eurozone August PMI Services, 47.8 exp. 47.9 previous

09:30 UK July BBA Loans for House Purchases, 26.2k previous

13:30 US Initial Jobless Claims, 365k exp. 366 previous

15:00 Eurozone August Consumer Confidence, -21.5 exp. -21.5 previous

15:00 US July New Home Sales, 362k exp. 350k previous

Economic Events:-

Fed’s Evans speaks in Beijing

Government Auctions:-

UK, sells £3.75bn in Bonds

US, sells $14bn in 5 year TIPS

IPO:-

Inland Diversified Real Estate Trust Inc, (4620931Z), 500m, USD 10

TV Direct PCL, (TVD), 57.92m, THB 2.1

Friday, August 24, 2012

UK Reporting:- Aga Rangemaster Group Plc, AGA, (R), Berendsen Plc, BRSN, (R), Boot (Henry) Plc, BHY, (R), Fortune Oil Plc, FTO, e, (R), Picton Property Income Ltd, PCTN, (SM), Stagecoach Group Plc, SGC, (SM)

S&P 500 Reporting:- None Scheduled

S&P 500 Dividends (gross):- Cablevision Systems Corp, CVC, (.15), CA Inc, CA, (.25),  TECO Energy Inc, TE, (.22),  Seagate Technology PLC, STX, (.32),  CF Industries Holdings Inc, CF, (.40),  Wisconsin Energy Corp, WEC, (.30)

Euro Stoxx 600 Reporting:- Ackermans & van Haaren NV, S1, 0,  Koninklijke Vopak NV, S1, 1.19

Economic Data:-

09:30 UK Q2 GDP, -0.5% exp. -0.7% previous

13:30 US July Durable Goods, 2.0% exp. 1.6% previous

Economic Events:-

Bank of Japan Governor Speaks

Government Auctions:-

UK, to sell Bills

US, sells $7-8bn in Notes

IPO:-

UKF Holdings Ltd, (8168), 240m, HKD 0.22 – 0.26