the concise guide to the week ahead courtesy of Cantor Index

Monday, September 3, 2012

UK Reporting:- City Of London Investment Gr, CLIG, (R), Ecofin Water & Power Opp-Ord, ECWO, (SM), Kofax Plc, KFX, (R), Kofax Plc, KFX, e, (CC)

S&P 500 Reporting:- None Detailed

S&P 500 Ex Dividends (gross):- None Detailed

Euro Stoxx 600 Reporting:- Helvetia Holding AG, S1, 17.267

Economic Data:-

09:00 Eurozone August PMI Manufacturing, 45.3 exp. 45.3 previous

09:30 UK August PMI Manufacturing, 45.9 exp. 45.4 previous

Economic Events:-

Draghi Addresses EU Parliament Panel

IPO:-

Eland Oil & Gas PLC, (0547186D), GBP 1

Market Holiday:-

US, Canada, Labor Day

Tuesday, September 4, 2012

UK Reporting:- Arm Holdings Plc, ARM, (SM), Ashtead Group Plc, AHT, Aveva Group Plc, AVV, Dechra Pharmaceuticals Plc, DPH, (R), Ds Smith Plc,  Essar Energy Plc, ESSR, (SM), Genus Plc, GNS, Greene King Plc, GNK, (SM), Huntsworth Plc, HNT, e, (CC), Mcbride Plc, MCB, (R), National Grid Plc, NG, Polar Capital Technology Tr, PCT, (SM), Spirit Pub Co Plc, SPRT, (R), Xstrata Plc, XTA, (Pr)

S&P 500 Reporting:- Campbell Soup Co, Q4, 0.379

S&P 500 Ex Dividends (gross):- Newmont Mining Corp, NEM, (.35),  Principal Financial Group Inc, PFG, (.21),  Interpublic Group of Cos Inc/The, IPG, (.06)

Euro Stoxx 600 Reporting:- Partners Group Holding AG, S1, 0,  Elekta AB, Q1, 1.07,  BioMerieux, S1, 2.03,  Ashtead Group PLC, Q1, 0.06

Economic Data:-

00:01 UK August BRC Sales, 0.1% previous

09:30 UK August PMI Construction, 50.9 previous

15:00 US August ISM Manufacturing, 50.0 exp. 49.8 previous

Economic Events:-

Van Rompuy meets Merkel in Berlin

Monti meets Hollande

Government Auctions:-

US, sells $60bn in Bills

Japan, sells 10 year Bonds

Wednesday, September 5, 2012

UK Reporting:- Allied Gold Mining Plc, ALD, e, (R), Arm Holdings Plc, ARM,. Az Electronic Materials, AZEM, (Pr), Berkeley Group Holdings, BKG,, British Sky Broadcasting Gro, BSY, (Pr), Bt Group Plc, BT/A, (Pr), Cable & Wireless Communications, CWC, (Pr), Colt Group Sa, COLT, (Pr), Csr Plc, CSR, (Pr), Daejan Holdings Plc, DJAN, (SM), Hargreaves Lansdown Plc, HL, Intl Consolidated Airline-Di, IAG, (R), London Stock Exchange Group, LSE, (Pr), Mucklow ( A & J ) Group Plc, MKLW, (R), Sage Group Plc/The, SGE, (Pr), Sports Direct International, SPD, Talk Talk Telecom Group, TALK, (Pr), Telecity Group Plc, TCY, (Pr), Unilever Plc, ULVR, (Pr), Vodafone Group Plc, VOD, (Pr)

S&P 500 Reporting:- H&R Block Inc, Q1, -0.37

S&P 500 Ex Dividends (gross):- Bank of America Corp, BAC, (.01),  PepsiCo Inc, PEP, (.5375),  Praxair Inc, PX, (.55),  Precision Castparts Corp, PCP, (.03),  Baxter International Inc, BAX, (.45),  Becton Dickinson and Co, BDX, (.45),  QUALCOMM Inc, QCOM, (.25),  Public Service Enterprise Group Inc, PEG, (.355),  Brown-Forman Corp, BF/A, (.233333), Frontier Communications Corp, FTR, (.10),  Waste Management Inc, WM, (.355),  Coca-Cola Enterprises Inc, CCE, (.16),  Stanley Black & Decker Inc, SWK, (.49),  Gannett Co Inc, GCI, (.20),  Northern Trust Corp, NTRS, (.30),  Genuine Parts Co, GPC, (.495),  Harris Corp, HRS, (.37),  CH Robinson Worldwide Inc, CHRW, (.33),  Johnson Controls Inc, JCI, (.18),  Kimberly-Clark Corp, KMB, (.74),  SLM Corp, SLM, (.125)

Euro Stoxx 600 Reporting:- Hargreaves Lansdown PLC, R, 0.238

FTSE 100 Ex dividends (net): Aggreko PLC, AGK, (8.28),  ARM Holdings PLC, ARM, (1.67),  BHP Billiton PLC, BLT, ($.57),  Diageo PLC, DGE, (26.90),  Evraz PLC, EVR, ($.11),  IMI PLC, IMI, (11.80),  Kazakhmys PLC, KAZ, ($.03),  Resolution Ltd, RSL, (7.05),  Shire PLC, SHP, (1.74),  Serco Group PLC, SRP, (2.65),  Tullow Oil PLC, TLW, (4) Estimated FTSE 100 Dividend Impact: 6.7 points

FTSE 250 Ex dividends (net): Amlin PLC, AML, (7.50),  AZ Electronic Materials SA, AZEM, (.04),  Betfair Group PLC, BET, (7),  British Assets Trust PLC, BSET, (1.442),  Cape PLC, CIU, (4.50),  Carillion PLC, CLLN, (5.40),  Elementis PLC, ELM, ($.0245),  Greggs PLC, GRG, (6),  International Personal Finance PLC, IPF, (3.23),  JPMorgan American Investment Trust PLC, JAM, (5),  John Laing Infrastructure Fund Ltd, JLIF, (3),  Jardine Lloyd Thompson Group PLC, JLT, (9.60),  Michael Page International PLC, MPI, (3.25),  National Express Group PLC, NEX, (3.15),  New World Resources PLC, NWR, (.06),  Phoenix Group Holdings, PHNX, (21),  Perpetual Income and Growth Investment Trust PLC, PLI, (2.55),  Personal Assets Trust PLC/Fund, PNL, (140),  Regus PLC, RGU, (1),  Segro PLC, SGRO, (4.90),  TUI Travel PLC, TT/, (3.40)

FTSE Small Share Ex dividends (net): Bilfinger Berger Global Infrastructure SICAV SA, BBGI, (2.75),  Camellia PLC, CAM, (32),  Cineworld Group PLC, CINE, (3.80),  Henderson Diversified Income Ltd, HDIV, (1.25),  IRP Property Investments Ltd, IRP, (1.80),  Jupiter European Opportunities Trust PLC, JEO, (1.85),  JPMorgan European Investment Trust PLC, JETG, (4.80),  JPMorgan European Investment Trust PLC, JETI, (3),  Novae Group PLC, NVA, (5.50),  Robert Walters PLC, RWA, (1.47),  XP Power Ltd, XPP, (11)

Economic Data:-

09:00 Eurozone August PMI Services, 47.5 exp. 47.4 previous

09:30 UK August PMI Services, 51.3 exp. 51.0 previous

10:00 Eurozone July Retail Sales, -0.2% exp. 0.1% previous

14:00 Canada Bank of Canada Rate Announcement, 1.0% exp. 1.0% previous

Economic Events:-

Van Rompuy meets Hollande in Paris

Government Auctions

UK to sell £1.75bn in Bonds

Germany to sell €5bn in Notes

Thursday, September 6, 2012

UK Reporting:- Arm Holdings Plc, ARM, (SM), Carclo Plc, CAR, (SM), Carpetright Plc, CPR, (SM), Dixons Retail Plc, DXNS, (SM), Easyjet Plc, EZJ, (R), Go-Ahead Group Plc, GOG, Intl Consolidated Airline-Di, IAG, (Pr), Pearson Plc, PSON, (Pr), Rio Tinto Plc, RIO, (Pr), Wm Morrison Supermarkets, MRW,  Wpp Plc, WPP,

S&P 500 Dividends (gross):– WellPoint Inc, WLP, (.2875),  News Corp, NZCPF, (.085),  News Corp, NZCFF, (.085),  Occidental Petroleum Corp, OXY, (.54),  PPL Corp, PPL, (.36),  SCANA Corp, SCG, (.495),  Travelers Cos Inc/The, TRV, (.46),  CBS Corp, CBS, (.12),  CBS Corp, CBS/A, (.12),  Coach Inc, COH, (.30),  FedEx Corp, FDX, (.14),  VF Corp, VFC, (.72),  Ensco PLC, ESV, (.375),  Pepco Holdings Inc, POM, (.27),  Titanium Metals Corp, TIE, (.075),  CME Group Inc, CME, (.45),  Reynolds American Inc, RAI, (.59)

Euro Stoxx 600 Reporting:- WM Morrison Supermarkets PLC, S1, 0.125

Economic Data:-

10:00 Eurozone GDP Q2, 0.2% exp. -0.2% previous

12:00 UK MPC Rate Announcemenrt 0.5% exp. 0.5% previous

12:45 ECB Rate Announcement 0.5% exp. 0.75% previous

13:30 Weekly Jobless Claims, 370k exp. 374k previous

15:00 US August Non Manufacturing 52.5 exp. 52.6 previous

Economic Events:-

EU’s Barnier speaks in Brussels

Friday, September 7, 2012

UK Reporting:- Absolute Return Trust Ltd, ABR, (SM), Arm Holdings Plc, ARM, (SM), Astrazeneca Plc, AZN, (Pr), Glencore International Plc, GLEN, (Oth), Intercontinental Hotels Grou, IHG, (Pr), Sthree Plc, STHR, (R), Xstrata Plc, XTA, (SM)

S&P 500 Reporting:- Kroger Co/The, Q2, 0.49

S&P 500 Dividends (gross):- Best Buy Co Inc, BBY, (.17),  CenturyLink Inc, CTL, (.725),  Ventas Inc, VTR, (.62)

Economic Data:-

09:30 UK July Industrial Production 1.1% exp. -2.5% previous

09:30 UK July Manufacturing Production, 1.0% exp. -2.9% previous

11:00 German July Industrial Production, -0.1% exp. -0.9% previous

13:30 US August Change in Non Farm Payrolls, 120k exp, 163k previous

13:30 US August Unemployment Rate, 8.3% exp. 8.3% previous

Economic Events:-

EU Foreign Ministers Meet in Cyprus