the concise guide to the week ahead courtesy of Cantor Index

Monday, August 27, 2012

UK Reporting:- None Detailed

S&P 500 Reporting:- Tiffany & Co, Q2, 0.733

S&P 500 Ex Dividends (gross):- Mattel Inc, MAT, (.31)

Euro Stoxx 600 Reporting:- Seadrill Ltd, Q2, 0.775,  Unione di Banche Italiane SCPA, S1, 0

Economic Data:-

00:01 UK Hometrack Housing Survey, -0.1% previous

09:00 UK German August IFO, 102.6 exp. 103.3 previous

Economic Events:-

Fed’s Evans speaks in Hong Kong

Government Auctions:-

US, sells $60bn in Bills

Germany sells €3bn in Bills

Market Holiday:-

UK “Summer” (what a joke!) Bank Holiday

Tuesday, August 28, 2012

UK Reporting:- Anglo-Eastern Plantations, AEP, e, (R), Arm Holdings Plc, ARM, (SM), British Polythene Industries, BPI, (R), Bunzl Plc, BNZL, e, (CC), Bunzl Plc, BNZL, (R), Cairn Energy Plc, CNE, e, (CC), Cairn Energy Plc, CNE, (R), Development Securities Plc, DSC, (SM), G4S Plc, GFS, e, (CC), G4S Plc, GFS, (R), John Laing Infrastructure Fu, JLIF, e, (CC), Lamprell Plc, LAM, e, (CC), Lamprell Plc, LAM, (R), Utv Media Plc, UTV, (R), Vedanta Resources Plc, VED, (SM), Yule Catto & Company Plc, YULC, e, (CC), Yule Catto & Company Plc, YULC, (R)

S&P 500 Reporting:- None Scheduled

S&P 500 Ex Dividends (gross):- Equifax Inc, EFX, (.18),  Goldman Sachs Group Inc/The, GS, (.46),  Home Depot Inc/The, HD, (.29),  Weyerhaeuser Co, WY, (.15)

Euro Stoxx 600 Reporting:- Banca Monte dei Paschi di Siena SpA, S1, 0,  Banca Popolare di Milano Scarl, S1, 0,  Banco Popolare SC, S1, 0,  Bouygues SA, S1, 0,  Bunzl PLC, S1, 0.325,  Bureau Veritas SA, S1, 0,  Cairn Energy PLC, S1, 0.055,  Credit Agricole SA, S1, 0,  DE Master Blenders 1753 NV, R, 0.367,  G4S PLC, S1, 0.101,  L’Oreal SA, S1, 2.723

Economic Data:-

09:00 Eurozone July M3, sa, 3.3% exp. 3.2% previous

15:00 US August Consumer Confidence, 65.5 exp. 65.9 previous

Wednesday, August 29, 2012

UK Reporting:- 888 Holdings Plc, 888, (R), Allied Gold Mining Plc, ALD, (R), Antofagasta Plc, ANTO, (R), Antofagasta Plc, ANTO, e, (CC), Arm Holdings Plc, ARM, (SM), Chime Communications Plc, CHW, e, (CC), Chime Communications Plc, CHW, (R), Hansteen Holdings Plc, HSTN, e, (CC), Hansteen Holdings Plc, HSTN, (R), Hsbc Holdings Plc, HSBA, (Pr), Nmc Health Plc, NMC, e, (CC), Ruspetro Plc, RPO, (R), Serco Group Plc, SRP, e, (CC), 

S&P 500 Reporting:- Joy Global Inc, Q3, 1.892,  Brown-Forman Corp, Q1, 0.623,  HJ Heinz Co, Q1, 0.801

S&P 500 Ex Dividends (gross):- Analog Devices Inc, ADI, (.30),  Allstate Corp/The, ALL, (.22),  Broadcom Corp, BRCM, (.10),  Broadcom Corp, BRCMB, (.10),  Cooper Industries PLC, CBE, (.31),  CSX Corp, CSX, (.14),  Dominion Resources Inc/VA, D, (.5275),  Dun & Bradstreet Corp/The, DNB, (.38),  Dover Corp, DOV, (.35),  Corning Inc, GLW, (.075),  Loews Corp, L, (.0625),  Lorillard Inc, LO, (1.55),  Lexmark International Inc, LXK, (.30),  NextEra Energy Inc, NEE, (.60),  Northeast Utilities, NU, (.343),  Newell Rubbermaid Inc, NWL, (.10),  Perrigo Co, PRGO, (.08),  Ross Stores Inc, ROST, (.14),  Sealed Air Corp, SEE, (.13),  Sigma-Aldrich Corp, SIAL, (.20),  Schlumberger Ltd, SLB, (.275),  Scripps Networks Interactive Inc, SNI, (.12),  SunTrust Banks Inc, STI, (.05),  Molson Coors Brewing Co, TAP, (.32),  Molson Coors Brewing Co, TAP/A, (.32),  Integrys Energy Group Inc, TEG, (.68),  TE Connectivity Ltd, TEL, (.21),  Tyson Foods Inc, TSN, (.04),  Tyson Foods Inc, TSNFB, (.036),  Tesoro Corp, TSO, (.12),  Time Warner Cable Inc, TWC, (.56),  Time Warner Inc, TWX, (.26),  Union Pacific Corp, UNP, (.60),  Whirlpool Corp, WHR, (.50)

Euro Stoxx 600 Reporting:- Accor SA, S1, 0.51,  Antofagasta PLC, S1, 0.651,  Banca Popolare dell’Emilia Romagna Scrl, S1, 0,  Banca Popolare di Sondrio SCARL, S1, 0,  Bourbon SA, S1, 0,  Eiffage SA, S1, -1.28,  Exor SpA, S1, 0,  Lundbergforetagen AB, Q2, 0,  Paddy Power PLC, S1, 1.21,  Raiffeisen Bank International AG, Q2, 0.7,  Serco Group PLC, S1, 0.152

FTSE 100 Ex dividends (net): Croda International PLC, CRDA, (26.75), Glencore International PLC, GLEN, (.054), Legal & General Group PLC, LGEN, (1.96), Xstrata PLC, XTA, (.14)  Estimated FTSE 100 Dividend Impact: 1.7 points

FTSE 250 Ex dividends (net): African Barrick Gold PLC, ABG, (.04),  Alliance Trust PLC/The, ATST, (2.3175),  Devro PLC, DVO, (2.65),  Ferrexpo PLC, FXPO, (.033),  Henderson Group PLC, HGG, (2.10),  Hikma Pharmaceuticals PLC, HIK, (.06),  Hochschild Mining PLC, HOC, (.03),  Lancashire Holdings Ltd, LRE, (.05),  Micro Focus International PLC, MCRO, (.234),  Rank Group PLC, RNK, (2.50),  Rotork PLC, ROR, (16.40),  Stagecoach Group PLC, SGC, (5.40),  John Wood Group PLC, WG/, (.057)

FTSE Small Share Ex dividends (net): AcenciA Debt Strategies Ltd, ACD, (1.73),  Bloomsbury Publishing PLC, BMY, (4.31),  Low & Bonar PLC, LWB, (.80),  NCC Group PLC, NCC, (11),  Promethean World PLC, PRW, (GBp)

Economic Data:-

13:00 German August CPI, 0.4% previous

13:30 US Q2 GDP 1.7% exp. 1.5% previous

15:00 US July Pending Home Sales, 1.0% exp. -1.4% previous

19:00 US Fed’s Beige Book

Government Auctions

US, sells $35bn in Notes

Misc:-

Paralympic Opening Ceremony

Thursday, August 30, 2012

UK Reporting:-  Admiral Group Plc, ADM, e, (CC), Barclays Plc, BARC, (Pr), Bilfinger Berger Global Infr, BBGI, e, (CC), British American Tobacco Plc, BATS, (Pr), Camellia Plc, CAM, (R), Cape Plc, CIU, (R), Chemring Group Plc, CHG, e, (R), Consort Medical Plc, CSRT, (SM), Evraz Plc, EVR, e, (CC), Evraz Plc, EVR, (R), Hays Plc, HAS, (R), Heritage Oil Plc, HOIL, (SM), Hunting Plc, HTG, (R), International Public Partner, INPP, e, (CC), Kentz Corp Ltd, KENZ, (R), Kentz Corp Ltd, KENZ, e, (CC), Melrose Plc, MRO, e, (CC), Melrose Plc, MRO, (R), Perform Group Plc, PER, (R), Polymetal International Plc, POLY, (R), Raven Russia Ltd, RUS, e, (R), Regus Plc, RGU, e, (R), Salamander Energy Plc, SMDR, (R), Unite Group Plc, UTG, e, (CC), Unite Group Plc, UTG, (R), Wpp Plc, WPP, e, (CC), Wpp Plc, WPP, (R)

S&P 500 Reporting:- SAIC Inc, Q2, 0.327

S&P 500 Dividends (gross):– BlackRock Inc, BLK, (1.50),  Ball Corp, BLL, (.10),  Fluor Corp, FLR, (.16),  Hartford Financial Services Group Inc, HIG, (.10),  Joy Global Inc, JOY, (.175),  Nordstrom Inc, JWN, (.27),  Kellogg Co, K, (.44),  Lockheed Martin Corp, LMT, (1),  McDonald’s Corp, MCD, (.70),  McKesson Corp, MCK, (.20),  M&T Bank Corp, MTB, (.70),  NIKE Inc, NKE, (.36),  NIKE Inc, NKESA, (.36)

Euro Stoxx 600 Reporting:- ACS Actividades de Construccion y Servicios SA, S1, 0,  Admiral Group PLC, S1, 0.444,  Baloise Holding AG, S1, 4.31,  Carrefour SA, S1, 0.29,  Edenred, S1, 0,  Eurazeo, S1, 0,  Evraz PLC, S1, 0,  Gemalto NV, S1, 0.983,  Havas SA, S1, 0.14,  Hays PLC, R, 0.054,  Hunting PLC, S1, 0.217,  Lagardere SCA, S1, 0,  Melrose PLC, S1, -0.06,  National Bank of Greece SA, Q2, -0.07,  Pernod-Ricard SA, R, 4.585,  Sofina SA, S1, 0,  Vivendi SA, S1, 1.12,  Wendel SA, S1, 0,  WPP PLC, S1, 0.26

Economic Data:-

08:55 August German Unemployment change, 8k exp. 7k previous

09:30 UK July Mortgage Approvals, 46k exp. 44.2k previous

10:00 Eurozone August Consumer Confidence, -24.6 previous

13:30 US Personal Income, 0.3% exp. 0.5% previous

13:30 US Initial Jobless Claims, 370k exp. 373k previous

Government Auctions:-

US, sells $29bn in 7 year Notes

Friday, August 31, 2012

UK Reporting:- Aviva Plc, AV, (Pr),  Bwin.Party Digital Entertain, BPTY, (R), Charles Taylor Plc, CTR, (R), Chesnara Plc, CSN, e, (CC), Computacenter Plc, CCC, (R), Emblaze Ltd, BLZ, e, (R), Exillon Energy Plc, EXI, (R), Goldenport Holdings Inc, GPRT, (R), Hardy Oil & Gas Plc, HDY, e, (R), Headlam Group Plc, HEAD, (R), Lavendon Group Plc, LVD, (R), Legal & General Group Plc, LGEN, (Pr), Marshalls Plc, MSLH, (R), Restaurant Group Plc, RTN, (R), St James’S Place Plc, STJ, (Pr)

S&P 500 Reporting:- None Scheduled

S&P 500 Dividends (gross):- Avery Dennison Corp, AVY, (.27),  Computer Sciences Corp, CSC, (.20),  Halliburton Co, HAL, (.09),  Kohl’s Corp, KSS, (.32)

Euro Stoxx 600 Reporting:- Aeroports de Paris, S1, 1.617,  Bankia SA, S1, 0,  Bwin.Party Digital Entertainment PLC, S1, 0.084,  Cie Generale d’Optique Essilor International SA, S1, 1.45,  Etablissements Maurel et Prom, S1, 0,  Eurocommercial Properties NV, R, 1.013,  Hermes International, S1, 3.12,  Iliad SA, S1, -15.96

Economic Data:-

00:01 UK August GfK Consumer Confidence, -28 exp. -29 previous

00:30 Japan July Jobless Rate, 4.3% exp. 4.3% previous

10:00 Eurozone August CPI Estimate, 2.4% exp. 2.4% previous

10:00 Eurozone Unemployment Rate, 11.3% exp. 11.2% previous

Economic Events:-

WTO Dispute Settlement Body Meets

Bernanke speaks at Jackson Hole

Lagarde speaks at Jackson Hole

Government Auctions:-

UK, to sell Bills

IPO:-

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