Monday, November 5, 2012 UK Reporting:- Astrazeneca Plc, AZN, (Pr), E2V Technologies Plc, E2V, (R), Hiscox Ltd, HSX, (R), Hsbc Holdings Plc, HSBA, (R), Inmarsat Plc, ISAT, e, (CC), Intl Consolidated Airline-Di, IAG, (R), Shire Plc, SHP, (Pr), Telecity Group Plc, TCY, (R), Tr European Growth Trust Plc, TRG, (SM), Weir Group Plc/The, WEIR, (R) S&P 500 Reporting:- Berkshire Hathaway Inc, Q3, 2062.56, CF Industries Holdings Inc, Q3, 5.749, Entergy Corp, Q3, 2.003, EOG Resources Inc, Q3, 1.11, Express Scripts Holding Co, Q3, 0.992, Fidelity National Information Services Inc, Q3, 0.624, Humana Inc, Q3, 2.046, Integrys Energy Group Inc, Q3, 0.358, Intercontinental Exchange Inc, Q3, 1.726, Rockwell Automation Inc, Q4, 1.323, Southern Co/The, Q3, 1.129, Sysco Corp, Q1, 0.507, TE Connectivity Ltd, Q4, 0.739, Time Warner Cable Inc, Q3, 1.429, Washington Post Co/The, Q3, 0, XL Group PLC, Q3, 0.491 Euro Stoxx 600 Reporting:- Cie Generale de Geophysique – Veritas, Q3, 0.33, Cofinimmo, Q3, 1.757, Dufry AG, Q3, 2.307, Fuchs Petrolub AG, Q3, 0.729, HSBC Holdings PLC, Q3, 0.22, Imerys SA, Q3, 0, PostNL NV, Q3, 0.058, Ryanair Holdings PLC, S1, 0.38 Economic Data:- 00:01 UK October Lloyds Employment Confidence, -49 previous 09:30 Eurozone November Sentix Investor Confidence, -21.1 exp. -22.2 previous 15:00 US October Non Manufacturing Composite, 54.5 exp. 55.1 previous Economic Events:- NATO Monthly Press Conference Reminder:- US Daylight Saving ends over the weekend, November 4 |
Tuesday, November 6, 2012 UK Reporting:- Associated British Foods Plc, ABF, Astrazeneca Plc, AZN, (Pr), Babcock Intl Group Plc, BAB, (R), Barclays Plc, BARC, (Pr), Capital Shopping Centres Gro, CSCG, (R), Diageo Plc, DGE, (SM), Ds Smith Plc, SMDS, (R), Easyjet Plc, EZJ, (R), G4S Plc, GFS, (R), G4S Plc, GFS, (R), Glaxosmithkline Plc, GSK, (Pr), Hsbc Holdings Plc, HSBA, (Pr), Intercontinental Hotels Grou, IHG, (R), Intercontinental Hotels Grou, IHG, e, (CC), Jpmorgan Mid Cap Inv Trust, JMF, (SM), Jpmorgan Overseas Investment, JMO, (SM), Kofax Plc, KFX, (R), Marks & Spencer Group Plc, MKS, (R), Mucklow ( A & J ) Group Plc, MKLW, (SM), Ricardo Plc, RCDO, (Pr), Ultra Electronics Hldgs Plc, ULE, (Pr) S&P 500 Reporting:- Cablevision Systems Corp, Q3, 0.157, Computer Sciences Corp, Q2, 0.473, CVS Caremark Corp, Q3, 0.838, Denbury Resources Inc, Q3, 0.325, DIRECTV, Q3, 0.924, Discovery Communications Inc, Q3, 0.63, Emerson Electric Co, Q4, 1.053, Expeditors International of Washington Inc, Q3, 0.434, Fossil Inc, Q3, 1.161, Frontier Communications Corp, Q3, 0.071, Health Care REIT Inc, Q3, 0.892, International Flavors & Fragrances Inc, Q3, 1.07, Marathon Oil Corp, Q3, 0.634, Marsh & McLennan Cos Inc, Q3, 0.378, News Corp, Q1, 0.377, NYSE Euronext, Q3, 0.407, Pepco Holdings Inc, Q3, 0.423, SCANA Corp, Q3, 0.886, Sempra Energy, Q3, 1.001 Euro Stoxx 600 Reporting:- Adecco SA, Q3, 0.713, Andritz AG, Q3, 0.573, Associated British Foods PLC, R, 0.859, Babcock International Group PLC, S1, 0.329, Bayerische Motoren Werke AG, Q3, 1.693, Coloplast A/S, R, 53.568, DCC PLC, S1, 0.53, EDP – Energias de Portugal SA, Q3, 0.072, Fraport AG Frankfurt Airport Services Worldwide, Q3, 1.25, Gas Natural SDG SA, Q3, 0.39, Hannover Rueckversicherung AG, Q3, 1.787, InterContinental Hotels Group PLC, Q3, 0.362, Koninklijke DSM NV, Q3, 0.634, Lanxess AG, Q3, 1.368, Marks & Spencer Group PLC, S1, 0.137 Economic Data:- 00:01 UK October BRC LFL Sales, 1.5% previous 09:00 Eurozone October PMI Services, 46.2 exp. 46.2 previous 09:30 UK September Industrial Production, m/m, -0.4% exp. -0.5% previous 09:30 UK September Manufacturing Production m/m, 0.1% exp. -1.1% previous 10:00 Eurozone September PPI m/m, 0.2% exp. 0.9% previous IPO:- Quindell Portfolio PLC, (QPP), 203.846m, GBp 13 US Election Day |
Wednesday, November 7, 2012 UK Reporting:- African Barrick Gold Plc, ABG, (Pr), Astrazeneca Plc, AZN, (Pr), Burberry Group Plc, BRBY, (R), Capital & Counties Propertie, CAPC, (R), Firstgroup Plc, FGP, (R), Firstgroup Plc, FGP, e, (CC), Hays Plc, HAS, (SM), Lonrho Plc, LONR, e, (R), Old Mutual Plc, OML, (R), Playtech Ltd, PTEC, (R), Randgold Resources Ltd, RRS, (R), Schroder Japan Growth Fund, SJG, (SM), Smith & Nephew Plc, SN, (Pr), Spirax-Sarco Engineering Plc, SPX, (R), Vedanta Resources Plc, VED, (R), Vedanta Resources Plc, VED, e, (CC) S&P 500 Reporting:- AES Corp/VA, Q3, 0.348, Becton Dickinson and Co, Q4, 1.399, CBS Corp, Q3, 0.605, CenterPoint Energy Inc, Q3, 0.335, CenturyLink Inc, Q3, 0.584, Cognizant Technology Solutions Corp, Q3, 0.867, Devon Energy Corp, Q3, 0.686, Hospira Inc, Q3, 0.451, Kraft Foods Group Inc, Q3, 0.683, Macy’s Inc, Q3, 0.286, Molson Coors Brewing Co, Q3, 1.335, Mondelez International Inc, Q3, 0.358, Monster Beverage Corp, Q3, 0.55, Perrigo Co, Q1, 1.238, Prudential Financial Inc, Q3, 1.673, QUALCOMM Inc, Q4, 0.816, Tenet Healthcare Corp, Q3, 0.358, Time Warner Inc, Q3, 0.818, WellPoint Inc, Q3, 1.836, Whole Foods Market Inc, Q4, 0.598 Euro Stoxx 600 Reporting:- Ageas, Q3, 1.1, Alstom SA, S1, 1.308, Axel Springer AG, Q3, 0.67, Barry Callebaut AG, R, 47.877, BNP Paribas SA, Q3, 1.23, Brenntag AG, Q3, 1.596, Burberry Group PLC, S1, 0.28, Carlsberg A/S, Q3, 14.359, Delhaize Group SA, Q3, 0.882, Firstgroup PLC, S1, 0, Freenet AG, Q3, 0.323, Hochtief AG, Q3, 0.885, Holcim Ltd, Q3, 1.178, ING Groep NV, Q3, 0.165, Muenchener Rueckversicherungs AG, Q3, 4.102, OMV AG, Q3, 0.983, Randgold Resources Ltd, Q3, 1.463, Schibsted ASA, Q3, 1.931, Securitas AB, Q3, 1.382, Symrise AG, Q3, 0.376, Telefonica SA, Q3, 0.296, Tenaris SA, Q3, 0.46, Vallourec SA, Q3, 0.473, Vedanta Resources PLC, S1, 0.76, Voestalpine AG, Q2, 0.606 FTSE 100 Ex dividends (net): Barclays PLC, BARC, (1), BP PLC, BP/, ($0.09), Bunzl PLC, BNZL, (8.80), Unilever PLC, ULVR, (19.77), Whitbread, WTB (19.5) Estimated FTSE 100 Ex Dividend Impact 5.8 points FTSE 250 Ex dividends (net): Balfour Beatty PLC, BBY, (5.60), Cobham PLC, COB, (2.40), Daejan Holdings PLC, DJAN, (51), Hays PLC, HAS, (1.67), Murray International Trust PLC, MYI, (9), Rightmove PLC, RMV, (9), SIG PLC, SHI, (1), Spirax-Sarco Engineering PLC, SPX, (16), Travis Perkins PLC, TPK, (8), Unite Group PLC, UTG, (1), Yule Catto & Co PLC, YULC, (2.20) FTSE Small Share Ex dividends (net): Keller Group PLC, KLR, (7.60), Pacific Horizon Investment Trust PLC, PHI, (1.50), Lowland Investment Company PLC, LWI, (7.50) Economic Data: 00:01 UK October BRC Shop Price Index, 1.0% previous 11:00 German September Industrial Production m/m, -1.0% exp. -0.5% previous 20:00 US September Consumer Credit, $10.0bn exp. $18.12bn previous Economic Events:- EU Autumn Economic Forecast |
Thursday, November 8, 2012 UK Reporting:- African Barrick Gold Plc, ABG, (Pr), Arm Holdings Plc, ARM, (SM), Aviva Plc, AV, (R), Balfour Beatty Plc, BBY, (R), Btg Plc, BTG, Bumi Plc, BUMI, (R), Cable & Wireless Communications, CWC, e, (CC), Dairy Crest Group Plc, DCG, (R), Dexion Equity Alternative Ld, DEA, (SM), Electrocomponents Plc, ECM, e, (CC), Eurasian Natural Resources, ENRC, (R), Experian Plc, EXPN, Flybe Group Plc, FLYB, (R), Genus Plc, GNS, (SM), Glaxosmithkline Plc, GSK, (Pr), Halfords Group Plc, HFD, (R), Hardy Oil & Gas Plc, HDY, (R), Hikma Pharmaceuticals Plc, HIK, (R), Howden Joinery Group Plc, HWDN, (R), Wetherspoon (J.D.) Plc, JDW, (R), Lancashire Holdings Ltd, LRE, (R), Land Securities Group Plc, LAND, (R), Reed Elsevier Plc, REL, (R), Rentokil Initial Plc, RTO, (R), Rsa Insurance Group Plc, RSA, (R), Schroders Plc, SDR, (R), Shanks Group Plc, SKS, (R), Spirent Communications Plc, SPT, (R), Supergroup Plc, SGP, (R), Talvivaara Mining Co Plc, TALV, (R), Tate & Lyle Plc, TATE, e, (CC), Trinity Mirror Plc, TNI, (R), Wm Morrison Supermarkets, MRW, (R), Wm Morrison Supermarkets, MRW, (R), Wpp Plc, WPP, (Pr), Yule Catto & Company Plc, YULC, (R) S&P 500 Reporting:- CareFusion Corp, Q1, 0.412, Dean Foods Co, Q3, 0.282, Duke Energy Corp, Q3, 1.445, International Game Technology, Q4, 0.317, Kohl’s Corp, Q3, 0.866, Leucadia National Corp, Q3, 0, Microchip Technology Inc, Q2, 0.478, Nordstrom Inc, Q3, 0.719, NVIDIA Corp, Q3, 0.357, PPL Corp, Q3, 0.668, Public Storage, Q3, 1.681, Vulcan Materials Co, Q3, 0.155, Walt Disney Co/The, Q4, 0.68, Windstream Corp, Q3, 0.124 Euro Stoxx 600 Reporting:- Adidas AG, Q3, 1.549, Aegon NV, Q3, 0.075, Amadeus IT Holding SA, Q3, 0.34, Arkema SA, Q3, 1.935, Banque Cantonale Vaudoise, Q3, 0, BTG PLC, S1, 0.056, Cable & Wireless Communications PLC, S1, 0, Coca Cola Hellenic Bottling Co SA, Q3, 0.43, Commerzbank AG, Q3, 0.014, Corio NV, Q3, 0.665, Deutsche Post AG, Q3, 0.313, Deutsche Telekom AG, Q3, 0.153, Electrocomponents PLC, S1, 0, Endesa SA, Q3, 0, European Aeronautic Defence and Space Co NV, Q3, 0.345, Experian PLC, S1, 0.41, Finmeccanica SpA, Q3, 0.051, HeidelbergCement AG, Q3, 1.642, KBC Groep NV, Q3, 1.095, Land Securities Group PLC, S1, 0.173, Legrand SA, Q3, 0.488, Nobel Biocare Holding AG, Q3, 0.041, ProSiebenSat.1 Media AG, Q3, 0.337, Prysmian SpA, Q3, 0.31, Repsol SA, Q3, 0.393, Rhoen Klinikum AG, Q3, 0.217, SGL Carbon SE, Q3, -0.054, Siemens AG, R, 6.121, Skanska AB, Q3, 2.516, Societe Generale SA, Q3, 0.725, Sodexo, R, 3.288, Stada Arzneimittel AG, Q3, 0.554, Swiss Re AG, Q3, 3.875, Swisscom AG, Q3, 9.258, Tate & Lyle PLC, S1, 0.304, Terna Rete Elettrica Nazionale SpA, Q3, 0, Tryg A/S, Q3, 8.398 Economic Data:- 12:00 UK MPC Rate Announcement, 0.5% exp. 0.5% previous 12:45 ECB Rate Announcement, 0.75% exp. 0.75% previous 13:30 US September Trade Balance, -$45.0bn exp. -44.4bn previous 13:30 US Weekly Initial Jobless Claims, 374k exp. 363k previous |
Friday, November 9, 2012 UK Reporting:- Beazley Plc, BEZ, (R), Enquest Plc, ENQ, (R), Fenner Plc, FENR, (R), Galliford Try Plc, GFRD, (SM), Glaxosmithkline Plc, GSK, (Pr), Hammerson Plc, HMSO, (R), Intl Consolidated Airline-Di, IAG, (R), Intl Consolidated Airline-Di, IAG, (SM), Playtech Ltd, PTEC, e, (R), Rentokil Initial Plc, RTO, (R), Rolls-Royce Holdings Plc, RR, (R), Tullett Prebon Plc, TLPR, (R) S&P 500 Reporting:- Ameren Corp, Q3, 1.41, Covidien PLC, Q4, 0.998, JC Penney Co Inc, Q3, -0.155 Euro Stoxx 600 Reporting:- Aker Solutions ASA, Q3, 1.946, Alcatel-Lucent/France, Q3, -0.029, Beiersdorf AG, Q3, 0.486, Royal Bank of Scotland Group PLC, Q3, 0.031, Spirent Communications PLC, Q3, 0.036 Economic Data:- 09:30 UK September Visible Trade Balance, -£9,150 exp. -£9,844 previous 13:30 US October Import Price Index m/m, 0.0% exp. 1.1% previous 14:55 US November Uni of Michigan Confidence, 82.5 exp. 82.6 previous 15:00 US September Wholesale Inventories, 0.4% exp. 0.5% previous |