the concise guide to the week ahead courtesy of Cantor Index

Monday, August 13, 2012

UK Reporting:- Easyjet Plc, EZJ, (SM), Michael Page International, MPI, (R), Michael Page International, MPI, e, (CC), Mitie Group Plc, MTO, (R), Petrofac Ltd, PFC, e, (CC), Petrofac Ltd, PFC, (R)

S&P 500 Reporting:- Sysco Corp, Q4, 0.543

S&P 500 Ex Dividends (gross):- Aflac Inc, AFL, (.33),  Avon Products Inc, AVP, (.23),  Bank of America Corp, 06048WAF7, (18.000 Mln),  Brown-Forman Corp, BF/A, (1.5),  Brown-Forman Corp, BF/B, (1.5),  Cliffs Natural Resources Inc, CLF, (.625),  Coca-Cola Co/The, KO, (2),  Coca-Cola Co/The, KO-W, (End of When-Issued Trading),  Consolidated Edison Inc, ED, (.605),  EI du Pont de Nemours & Co, DD, (.43),  Eli Lilly & Co, LLY, (.49),  Exelon Corp, EXC, (.525),  Goldman Sachs Group Inc/The, 38141EE96, (3.25),  Goldman Sachs Group Inc/The, 38141EF20, (3.75),  Goldman Sachs Group Inc/The, 38141EF38, (4.25),  Goldman Sachs Group Inc/The, 38141EF46, (4.75),  Helmerich & Payne Inc, HP, (.07),  International Paper Co, IP, (.2625),  Jabil Circuit Inc, JBL, (.08),  Kroger Co/The, KR, (.115),  Target Corp, TGT, (.36),  Valero Energy Corp, VLO, (.175)

Euro Stoxx 600 Reporting:- E.ON AG, Q2, 0,  Michael Page International PLC, S1, 0.294,  Petrofac Ltd, S1, 0.878

Economic Data:

00:50 Japan Q2 GDP, 2.3% exp. 4.7% previous

Economic Events:-

None Detailed

Government Auctions:-

Italy, sells €8bn Bills

Germany, sells €4bn Bills

France, sells Bills

US, sells $60bn in 3-6 month Bills

Tuesday, August 14, 2012

UK Reporting:- Allied Gold Mining Plc, ALD, (SM), Anglo Pacific Group Plc, APF, e, (CC), Anglo Pacific Group Plc, APF, (R), Centamin Plc, CEY, (R), Centamin Plc, CEY, e, (CC), Centamin Plc, CEY, e, (CC), Consort Medical Plc, CSRT, (Pr), Crh Plc, CRH, e, (CC), Crh Plc, CRH, (R), Enquest Plc, ENQ, e, (CC), Enquest Plc, ENQ, (R), Henderson Group Plc, HGG, e, (CC), Henderson Group Plc, HGG, (R), Jkx Oil & Gas Plc, JKX, (R), Menzies (John) Plc, MNZS, (R), Menzies (John) Plc, MNZS, e, (CC), Kofax Plc, KFX, (Pr), Mears Group Plc, MER, (R), Ncc Group Plc, NCC, (Pr), Sdl Plc, SDL, (R), Standard Life Plc, SL, (R), Standard Life Plc, SL, e, (CC), Tribal Group Plc, TRB, e, (CC), Tribal Group Plc, TRB, (R)

S&P 500 Reporting:- Estee Lauder Cos Inc/The, Q4, 0.16,  Home Depot Inc/The, Q2, 0.978,  JDS Uniphase Corp, Q4, 0.124,  TJX Cos Inc, Q2, 0.548

S&P 500 Ex Dividends (gross):- Airgas Inc, ARG, (2012/08/14),  Amgen Inc, AMGN, (.36),  Archer-Daniels-Midland Co, ADM, (.175),  CenterPoint Energy Inc, CNP, (.2025),  Lennar Corp, 526057AG9, (Citigroup Inc),  Marathon Oil Corp, MRO, (.17),  Marathon Petroleum Corp, MPC, (.35),  Microsoft Corp, MSFT, (.20),  MModal Inc, MODL, (100.00),  Precision Castparts Corp, PCP, (2012/08/14),  Southwest Airlines Co, LUV, (.01),  Wells Fargo & Co, 94986RKX8, (2.50),  Wells Fargo & Co, 94986RKY6, (2.00)

Euro Stoxx 600 Reporting:- Hochtief AG, Q2, 0.996,  GAM Holding AG, S1, 0,  K+S AG, Q2, 0.715,  Merck KGaA, Q2, 1.809,  RWE AG, Q2, 0.65,  Kabel Deutschland Holding AG, Q1, 0.777,  Aker Solutions ASA, Q2, 1.844,  Geberit AG, S1, 0,  Oriflame Cosmetics SA, Q2, 0.511,  Standard Life PLC, S1, 0.085,  Wirecard AG, Q2, 0.16,  Aurubis AG, Q3, 0.955,  Bankia SA, S1, 0,  Galenica AG, S1, 16.78,  AP Moeller – Maersk A/S, S1, 2063.6,  United Internet AG, Q2, 0.13,  Celesio AG, Q2, 0.21,  Salzgitter AG, Q2, 0.483,  Deutsche Euroshop AG, Q2, 0.4,  Schindler Holding AG, S1, 0,  Holmen AB, Q2, 2.749,  Henderson Group PLC, S1, 0.056,  CRH PLC, S1, 0.186

Economic Data:-

00:01 UK July RICS House Price balance, -22% exp.

06:30 France Q2 GDP -0.2% exp. 0.0% previous

07:00 Germany Q2 GDP  0.1% exp. 0.5% previous

09:30 UK July CPI -0.1% exp. -0.4% previous

10:00 Eurozone Q2 GDP -0.2% exp. 0.0% previous

10:00 Eurozone Zew Survey, 7.3 exp. 21.1 previous

13:30 US July PPI 0.2% exp. 0.15 previous

13:30 US July Advance Retail Sales, 0.3% exp. -0.5% previous

Economic Events:-

BOJ Releases July Meeting Minutes

Government Auctions:-

Canada, sells CAD$ 16bn in Bills

US, sells $25bn in 3 Bills

Wednesday, August 15, 2012

UK Reporting:- Allied Gold Mining Plc, ALD, e, (R), Balfour Beatty Plc, BBY, (R), Capital & Regional Plc, CAL, (R), Cls Holdings Plc, CLI, (R), Cls Holdings Plc, CLI, e, (CC), Dialight Plc, DIA, (Pr), Eurasian Natural Resources, ENRC, e, (CC), Eurasian Natural Resources, ENRC, (R), Huntsworth Plc, HNT, (R), Interserve Plc, IRV, e, (CC), Interserve Plc, IRV, (R), Lookers Plc, LOOK, e, (CC), Lookers Plc, LOOK, (R), Petra Diamonds Ltd, PDL, , Resolution Ltd, RSL, e, (CC), Resolution Ltd, RSL, (R), Royal Dutch Shell Plc-A Shs, RDSA, (Pr), Standard Chartered Plc, STAN, (Oth),

S&P 500 Reporting:- Abercrombie & Fitch Co, Q2, 0.171,  Agilent Technologies Inc, Q3, 0.829,  Applied Materials Inc, Q3, 0.218,  Cisco Systems Inc, Q4, 0.455,  Deere & Co, Q3, 2.322,  Ltd Brands Inc, Q2, 0.477,  NetApp Inc, Q1, 0.381,  Staples Inc, Q2, 0.223,  Target Corp, Q2, 1.005

S&P 500 Ex Dividends (gross):- AGL Resources Inc, GAS, (.46),  Apartment Investment & Management Co, AIV, (.20),  Bemis Co Inc, BMS, (.25),  Boeing Co/The, BA, (.44),  Chevron Corp, CVX, (.90),  Duke Energy Corp, DUK, (.765),  Emerson Electric Co, EMR, (.40),  Forest Laboratories Inc, FRX, (2012/08/15),  JM Smucker Co/The, SJM, (2012/08/15),  L-3 Communications Holdings Inc, LLL, (.50),  Linear Technology Corp, LLTC, (.25),  Murphy Oil Corp, MUR, (.3125),  PACCAR Inc, PCAR, (.20),  Plum Creek Timber Co Inc, PCL, (.42),  QEP Resources Inc, QEP, (.02),  Sherwin-Williams Co/The, SHW, (.39),  Simon Property Group Inc, SPG, (1.05),  United Technologies Corp, UTX, (.535),  Visa Inc, 2749645ZUS, (.22),  Visa Inc, 2749653ZUS, (.22),  Visa Inc, V, (.22),  Walgreen Co, WAG, (.275)

Euro Stoxx 600 Reporting:- Holcim Ltd, Q2, 1.138,  Carlsberg A/S, Q2, 18.579,  Balfour Beatty PLC, S1, 0.13,  Coloplast A/S, Q3, 13.984,  FLSmidth & Co A/S, Q2, 6.848,  Eurasian Natural Resources Corp PLC, S1, 0.427

FTSE 100 Ex dividends (net): Anglo American PLC, AAL, (.32),  British American Tobacco PLC, BATS, (42.20),  Fresnillo PLC, FRES, (.155),  Hammerson PLC, HMSO, (7.70),  HSBC Holdings PLC, HSBA, (.09),  Meggitt PLC, MGGT, (3.60),  Pearson PLC, PSON, (15),  Rio Tinto PLC, RIO, (46.43),  Schroders PLC, SDR, (13), Vedanta Resources PLC, VED, (.35)  Estimated FTSE 100 Dividend Impact: 11.7 points

FTSE 250 Ex dividends (net): Ashtead Group PLC, AHT, (2.50),  CSR PLC, CSR, (.038),  F&C Commercial Property Trust Ltd, FCPT, (.50),  Informa PLC, INF, (6),  Man Group PLC, EMG, (6.12),  Moneysupermarket.com Group PLC, MONY, (1.80),  PZ Cussons PLC, PZC, (4.487),  Telecity Group PLC, TCY, (2.50),  Ultra Electronics Holdings PLC, ULE, (12.20)

FTSE Small Share Ex dividends (net): ISIS Property Trust LTD, IPT, (2),  Medicx Fund Ltd, MXF, (1.40),  Northgate PLC, NTG, (3),  Polar Capital Global Healthcare Growth & Income PLC, PCGH, (1.80),  Psion PLC, PON, (GBp),  RM PLC, RM/, (.75),  Securities Trust of Scotland PLC, STS, (1.15),  Troy Income & Growth Trust PLC, TIGT, (.40)

Economic Data:-

09:30 UK Bank of England Minutes

09:30 UK July Claimaint Count, 4.9% exp. 4.9% previous

09:30 UK June Unemployment Rate, 8.1% exp. 8.1% previous

13:30 US July CPI, 0.2% exp. 0.0% previous

14:15 US July Industrial Production 0.5% exp. 0.4% previous

14:15 US July Capacity Utilisation, 79.2% exp. 78.9% previous

Government Auctions:-

Canada, sells CAD$ 3.4bn in 5 year Notes

US, sells $7bn in Notes

Market Holiday:-

Greece, Italy, Assumption Day

Thursday, August 16, 2012

UK Reporting:- Batm Advanced Communications, BVC, (R), Batm Advanced Communications, BVC, e, (CC), Dairy Crest Group Plc, DCG, (SM), Hikma Pharmaceuticals Plc, HIK, e, (CC), Hikma Pharmaceuticals Plc, HIK, (R), Micro Focus International, MCRO, (R), Shire Plc, SHP, (Pr), Talvivaara Mining Co Plc, TALV, (R), Vectura Group Plc, VEC, (Pr), Xaar Plc, XAR, (R)

S&P 500 Reporting:- Dollar Tree Inc, Q2, 0.47,  GameStop Corp, Q2, 0.162,  Gap Inc/The, Q2, 0.478,  Perrigo Co, Q4, 1.265,  Ross Stores Inc, Q2, 0.806,  Sears Holdings Corp, Q2, -0.86,  Wal-Mart Stores Inc, Q2, 1.171

S&P 500 Dividends (gross):– FLIR Systems Inc, FLIR, (.07),  Honeywell International Inc, HON, (.3725),  Moody’s Corp, MCO, (.16),  Ryder System Inc, R, (.31),  Snap-on Inc, SNA, (.34),  United Parcel Service Inc, 87032Z, (.57),  United Parcel Service Inc, UPS, (.57)

Euro Stoxx 600 Reporting:- Banque Cantonale Vaudoise, S1, 0,  SBM Offshore NV, S1, 1.075,  Novozymes A/S, Q2, 1.521,  Zurich Insurance Group AG, S1, 14.4,  Koninklijke Boskalis Westminster NV, S1, 1.07,  Aalberts Industries NV, S1, 0.685,  Telekom Austria AG, Q2, 0.1,  William Demant Holding A/S, S1, 11.815,  NCC AB, Q2, 4.848,  Hikma Pharmaceuticals PLC, S1, 0.2

Economic Data:-

09:30 UK July Retail Sales, -0.3% exp. 0.1% previous

10:00 Eurozone July CPI m/m, -0.6% exp. -0.1%

13:30 US Initial Jobless Claims, 365k exp. 361k previous

15:00 US August Philadelphia Fed, -4.0 exp. -12.9 previous

Economic Events:-

None Scheduled

Government Auctions:-

UK, sells £1.5bn 2034 Bonds

Corporate Action:-

Melrose acquisition of Elster Group, Tender Offer expires

Friday, August 17, 2012

UK Reporting:- Afren Plc, AFR, (Pr), Cineworld Group Plc, CINE, e, (R), Csr Plc, CSR, (SM), Primary Health Properties, PHP, e, (R)

S&P 500 Reporting:- JM Smucker Co/The, Q1, 0.994,  Salesforce.com Inc, Q2, 0.388

S&P 500 Dividends (gross):- AmerisourceBergen Corp, ABC, (.13),  JPMorgan Chase & Co, 48125XJ23, (10.450 Mln), Microchip Technology Inc, MCHP, (2012/08/17)

Euro Stoxx 600 Reporting:- Swiss Life Holding AG, S1, 0,  Ratos AB, Q2, 0,  Valiant Holding, S1, 0,  PSP Swiss Property AG, S1, 0

Economic Data:-

09:00 Eurozone June ECB Eurozone Current Account, -€2.5bn previous

14:55 US August Uni. of Michigan Confidence, 72.2 exp. 72.3 previous

15:00 US July Leading Indicators 0.2% exp. -0.3% previous

Economic Events:-

None Scheduled

Government Auctions:-

UK, to sell Bills