the concise guide to the week ahead courtesy of Cantor Index
|
Monday, July 23, 2012 UK Reporting:- African Barrick Gold Plc, ABG, e, (CC), African Barrick Gold Plc, ABG, (R), Bloomsbury Publishing Plc, BMY, (SM), Dialight Plc, DIA, (R), Domino’s Pizza Group Plc, DOM, (R), Domino’s Pizza Group Plc, DOM, (SM), Hammerson Plc, HMSO, (R), Jpmorgan Japan Smaller Co Tr, JPS, (SM), Quintain Estates & Dev Plc, QED, (SM), Senior Plc, SNR, (R), Xp Power Ltd, XPP, (R) S&P 500 Reporting:- Coca-Cola Enterprises Inc, Q2, 0.728, Eaton Corp, Q2, 1.085, Halliburton Co, Q2, 0.747, Hasbro Inc, Q2, 0.238, McDonald’s Corp, Q2, 1.376, Texas Instruments Inc, Q2, 0.341, Zions Bancorporation, Q2, 0.347 S&P 500 Ex Dividends (gross):- Clorox Co/The, CLX, (.64), Lowe’s Cos Inc, LOW, (.16) Euro Stoxx 600 Reporting:- Groupe Eurotunnel SA, S1, 0, Julius Baer Group Ltd, S1, 1.047, Koninklijke Philips Electronics NV, Q2, 0.215, STMicroelectronics NV, S1, -0.196, Unibail-Rodamco SE, S1, 4.69 Economic Data:- 15:00 Eurozone July Consumer Confidence, -19.8 exp. -19.8 previous Economic Events:- EU Foreign Ministers Meet in Brussels Government Auctions:- Germany, sells up to €3bn in 12 month Bills US, sells $57bn in 3-6 month Bills IPO:- Envirologic AB, (ENVI), 1.1111m, SEK 9 JB Foods Ltd, (JBF), 100m, SGD 0.3 Microtips Technology Inc, (3285), 5.072m, TWD 13 |
|
Tuesday, July 24, 2012 UK Reporting:- Aquarius Platinum Ltd, AQP, (R), Carpetright Plc, CPR, (R), Croda International Plc, CRDA, (R), Csr Plc, CSR, e, (CC), Csr Plc, CSR, (R), Csr Plc, CSR, (R), Fidelity China Special Situa, FCSS, (SM), Glaxosmithkline Plc, GSK, (Pr), Glaxosmithkline Plc, GSK, (Oth), Great Portland Estates Plc, GPOR, (R), Halma Plc, HLMA, (SM), Halma Plc, HLMA, (R), Helical Bar Plc, HLCL, (SM), Imperial Tobacco Group Plc, IMT, (R), International Personal Finan, IPF, (R), Kofax Plc, KFX, (R), Kofax Plc, KFX, (R), Man Group Plc, EMG, e, (CC), Man Group Plc, EMG, (R), Morgan Crucible Company Plc, MGCR, (R), Morgan Crucible Company Plc, MGCR, e, (CC), Pace Plc, PIC, (R), Pace Plc, PIC, e, (CC), Provident Financial Plc, PFG, (R), Pz Cussons Plc, PZC, e, (CC), Pz Cussons Plc, PZC, (R), Tr Property Investment Trust, TRY, (SM), Vodafone Group Plc, VOD, (SM) S&P 500 Reporting:- Aflac Inc, Q2, 1.609, Air Products & Chemicals Inc, Q3, 1.407, Altera Corp, Q2, 0.391, Altria Group Inc, Q2, 0.572, Apple Inc, Q3, 10.402, AT&T Inc, Q2, 0.626, Avery Dennison Corp, Q2, 0.537, Biogen Idec Inc, Q2, 1.563, Broadcom Corp, Q2, 0.668, Cabot Oil & Gas Corp, Q2, 0.069, CH Robinson Worldwide Inc, Q2, 0.712, Edwards Lifesciences Corp, Q2, 0.653, EI du Pont de Nemours & Co, Q2, 1.46, EMC Corp/MA, Q2, 0.394, FMC Technologies Inc, Q2, 0.479, Illinois Tool Works Inc, Q2, 1.098, International Game Technology, Q3, 0.287, Juniper Networks Inc, Q2, 0.164, Lexmark International Inc, Q2, 0.934, Linear Technology Corp, Q4, 0.451, Lockheed Martin Corp, Q2, 1.914, Nabors Industries Ltd, Q2, 0.385, Netflix Inc, Q2, 0.05, Newfield Exploration Co, Q2, 0.656, Norfolk Southern Corp, Q2, 1.529, PACCAR Inc, Q2, 0.815, Peabody Energy Corp, Q2, 0.528, Range Resources Corp, Q2, 0.096, Regions Financial Corp, Q2, 0.139, Reynolds American Inc, Q2, 0.765, Robert Half International Inc, Q2, 0.35, Rockwell Collins Inc, Q3, 1.151, Ryder System Inc, Q2, 0.928, Sigma-Aldrich Corp, Q2, 0.972, Simon Property Group Inc, Q2, 1.812, Total System Services Inc, Q2, 0.317, TripAdvisor Inc, Q2, 0.415, United Parcel Service Inc, Q2, 1.17, Waters Corp, Q2, 1.159, Western Union Co/The, Q2, 0.43, Whirlpool Corp, Q2, 1.688 Euro Stoxx 600 Reporting:- Acerinox SA, S1, 0, Ebro Foods SA, S1, 0, Enagas SA, S1, 0.77, Gas Natural SDG SA, S1, 0.6, Gecina SA, S1, 2.5, Klepierre, S1, 1.03, Koninklijke KPN NV, S1, 0, Norsk Hydro ASA, Q2, 0.168, QIAGEN NV, Q2, 0.235, SAP AG, Q2, 0.694, Software AG, Q2, 0.468, Telenor ASA, Q2, 1.816, Terna Rete Elettrica Nazionale SpA, S1, 0.11, Volvo AB, Q2, 2.156 Economic Data:- 09:00 Eurozone July PMI Manufacturing, 45.2 exp. 45.1 previous 15:00 US May House Price index, 0.5% exp. 0.8% previous Economic Events:- EU General Affairs Ministers Meet in Brussels Government Auctions:- Canada, sells CAD10bn in 98-350 day Bills US, sells up to $35bn in 2 year Notes Corporate Action:- Cove Energy, Tender Offer from Royal Dutch Shell expires |
|
Wednesday, July 25, 2012 UK Reporting:- Arm Holdings Plc, ARM, e, (CC), Arm Holdings Plc, ARM, (R), Blackrock New Energy Investm, BRNE, (SM), British American Tobacco Plc, BATS, (R), British American Tobacco Plc, BATS, e, (CC), British Land Co Plc, BLND, (R), Bt Group Plc, BT/A, (R), Caledonia Investments Plc, CLDN, (SM), Capita Plc, CPI, (R), Cookson Group Plc, CKSN, (R), Dexion Trading Ltd, DTL, (SM), E2V Technologies Plc, E2V, (SM), Easyjet Plc, EZJ, (R), Euromoney Instl Investor Plc, ERM, (R), Firstgroup Plc, FGP, (SM), Glaxosmithkline Plc, GSK, (R), Glaxosmithkline Plc, GSK, e, (CC), Hicl Infrastructure Co Ltd, HICL, (SM), Hogg Robinson Group Plc, HRG, (SM), Informa Plc, INF, e, (CC), Informa Plc, INF, (R), Johnson Matthey Plc, JMAT, (SM), Lancashire Holdings Ltd, LRE, (R), Lancashire Holdings Ltd, LRE, e, (CC), Mecom Group Plc, MEC, (R), Petropavlovsk Plc, POG, (R), Promethean World Plc, PRW, e, (CC), Promethean World Plc, PRW, (R), Renishaw Plc, RSW, (R), Tarsus Group Plc, TRS, (R), Tullow Oil Plc, TLW, e, (CC), Tullow Oil Plc, TLW, (R) S&P 500 Reporting:- ACE Ltd, Q2, 1.912, Airgas Inc, Q1, 1.152, Akamai Technologies Inc, Q2, 0.371, Alexion Pharmaceuticals Inc, Q2, 0.364, Allegheny Technologies Inc, Q2, 0.548, Assurant Inc, Q2, 1.411, AvalonBay Communities Inc, Q2, 1.342, Boeing Co/The, Q2, 1.117, Bristol-Myers Squibb Co, Q2, 0.49, Caterpillar Inc, Q2, 2.287, Citrix Systems Inc, Q2, 0.595, Cliffs Natural Resources Inc, Q2, 1.766, ConocoPhillips, Q2, 1.266, Cooper Industries PLC, Q2, 1.119, Corning Inc, Q2, 0.311, CR Bard Inc, Q2, 1.639, Crown Castle International Corp, Q2, 0.173, Eli Lilly & Co, Q2, 0.759, Equifax Inc, Q2, 0.715, Equity Residential, Q2, 0.675, Ford Motor Co, Q2, 0.285, General Dynamics Corp, Q2, 1.741, Hess Corp, Q2, 1.391, Lam Research Corp, Q4, 0.653, Lorillard Inc, Q2, 2.318, LSI Corp, Q2, 0.174, MeadWestvaco Corp, Q2, 0.386, Motorola Solutions Inc, Q2, 0.686, NASDAQ OMX Group Inc/The, Q2, 0.601, Northrop Grumman Corp, Q2, 1.607, O’Reilly Automotive Inc, Q2, 1.144, Owens-Illinois Inc, Q2, 0.758, PepsiCo Inc, Q2, 1.095, Praxair Inc, Q2, 1.423, Rockwell Automation Inc, Q3, 1.307, Southern Co/The, Q2, 0.681, Stericycle Inc, Q2, 0.798, Symantec Corp, Q1, 0.375, T Rowe Price Group Inc, Q2, 0.806, TE Connectivity Ltd, Q3, 0.783, Teradyne Inc, Q2, 0.578, Thermo Fisher Scientific Inc, Q2, 1.161, Torchmark Corp, Q2, 1.304, Varian Medical Systems Inc, Q3, 0.934, Visa Inc, Q3, 1.452, WellPoint Inc, Q2, 2.079, Western Digital Corp, Q4, 2.448, Whole Foods Market Inc, Q3, 0.606, Wyndham Worldwide Corp, Q2, 0.843 S&P 500 Ex Dividends (gross):- ConAgra Foods Inc, CAG, (.24), Tyco International Ltd, TYC, (.25), Fastenal Co, FAST, (.19) Euro Stoxx 600 Reporting:- Abertis Infraestructuras SA, S1, 0, Acciona SA, S1, 0, ArcelorMittal, Q2, 0.303, Banco de Sabadell SA, S1, 0, Daimler AG, Q2, 1.283, Elan Corp PLC, Q2, 0.016, Iberdrola SA, S1, 0.23, Jeronimo Martins SGPS SA, S1, 0.26, Kesko OYJ, Q2, 0.418, Konecranes OYJ, Q2, 0.369, Lonza Group AG, S1, 1.87, MTU Aero Engines Holding AG, Q2, 0.99, Nexans SA, S1, 0.915, Peugeot SA, S1, -0.882, SEB SA, S1, 0, Temenos Group AG, Q2, 0.107, Thales SA, S1, 1.02, Verbund AG, Q2, 0.24, Wacker Chemie AG, Q2, 1.003, Wolters Kluwer NV, S1, 0.645 FTSE 100 Ex dividends (net): SSE, SSE, (56.10) FTSE 100 Ex dividend impact estimate: 1.4 points. FTSE 250 Ex dividends (net): Bankers Investment Trust PLC/The, BNKR, (3.30), Fenner PLC, FENR, (3.50), Investec PLC, INVP, (9), London Stock Exchange Group PLC, LSE, (19), WS Atkins PLC, ATK, (20.75) FTSE Small Share Ex dividends (net): Artemis Alpha Trust PLC, ATS, (1.75), Throgmorton Trust PLC/The, THRG, (.62), Volex PLC, VLX, (.03) Economic Data:- 09:00 Eurozone July IFO, 104.7 exp. 105.3 previous 09:30 UK Q2 GDP, -0.2% exp. -0.3% previous 11:00 UK July CBI Trends, -9 exp. -11 previous 15:00 US June New Home Sales, 370k exp. 369k previous Economic Events:- EU Commission holds last meeting, pre vacation WTO General Council Meets Government Auctions Germany, sells up to €3bn in 30 year Bonds Canada, sells 10 year Notes US, sells $35bn in 5 year Notes |
|
Thursday, July 26, 2012 UK Reporting:- Barr (A.G.) Plc, BAG, (R), Arm Holdings Plc, ARM, (SM), Astrazeneca Plc, AZN, (R), Astrazeneca Plc, AZN, e, (CC), Bg Group Plc, BG, (R), Bg Group Plc, BG, e, (CC), British Sky Broadcasting Gro, BSY, (R), British Sky Broadcasting Gro, BSY, e, (CC), Capital Shopping Centres Gro, CSCG, e, (CC), Capital Shopping Centres Gro, CSCG, (R), Centrica Plc, CNA, (R), Centrica Plc, CNA, e, (CC), Colt Group Sa, COLT, e, (CC), Colt Group Sa, COLT, (R), Compass Group Plc, CPG, (R), De La Rue Plc, DLAR, (SM), F&C Global Smaller Companies, FCS, (SM), Findel Plc, FDL, (SM), Intertek Group Plc, ITRK, (R), Intertek Group Plc, ITRK, (SM), Invensys Plc, ISYS, (R), Investec Plc, INVP, (R), Itv Plc, ITV, e, (CC), Itv Plc, ITV, (R), Kazakhmys Plc, KAZ, (R), Laird Plc, LRD, e, (CC), Laird Plc, LRD, (R), Lloyds Banking Group Plc, LLOY, (R), Lonmin Plc, LMI, (R), Moneysupermarket.Com, MONY, e, (CC), Moneysupermarket.Com, MONY, (R), National Express Group Plc, NEX, (R), Norcros Plc, NXR, (SM), Pennon Group Plc, PNN, (SM), Personal Assets Trust Plc, PNL, (SM), Phoenix It Group Ltd, PNX, (SM), Qinetiq Group Plc, QQ, (SM), Qinetiq Group Plc, QQ, (R), Rathbone Brothers Plc, RAT, (R), Reed Elsevier Plc, REL, (R), Rit Capital Partners Plc, RCP, (SM), Rolls-Royce Holdings Plc, RR, (R), Royal Dutch Shell Plc-A Shs, RDSA, (R), Royal Dutch Shell Plc-A Shs, RDSA, e, (CC), Sabmiller Plc, SAB, (SM), Sabmiller Plc, SAB, (R), Sse Plc, SSE, (SM), Sse Plc, SSE, (R), St James’S Place Plc, STJ, (R), Synergy Health Plc, SYR, (SM), Synergy Health Plc, SYR, e, (R), Synergy Health Plc, SYR, (R), Tate & Lyle Plc, TATE, (SM), Torotrak Plc, TRK, (SM), Torotrak Plc, TRK, (R), Travis Perkins Plc, TPK, e, (CC), Travis Perkins Plc, TPK, (R), Unilever Plc, ULVR, (R), Unilever Plc, ULVR, e, (CC), Victrex Plc, VCT, (R), Volex Plc, VLX, (SM), Wincanton Plc, WIN, (SM), Workspace Group Plc, WKP, (SM) S&P 500 Reporting:- 3M Co, Q2, 1.652, Amazon.com Inc, Q2, 0.034, Ameriprise Financial Inc, Q2, 1.351, AmerisourceBergen Corp, Q3, 0.694, Amgen Inc, Q2, 1.548, Ball Corp, Q2, 0.869, Bemis Co Inc, Q2, 0.523, BorgWarner Inc, Q2, 1.369, Boston Scientific Corp, Q2, 0.103, CA Inc, Q1, 0.604, Cameron International Corp, Q2, 0.723, Celgene Corp, Q2, 1.183, Cerner Corp, Q2, 0.543, Chubb Corp/The, Q2, 1.145, Cincinnati Financial Corp, Q2, 0.109, CME Group Inc, Q2, 4.123, CMS Energy Corp, Q2, 0.366, Colgate-Palmolive Co, Q2, 1.335, CONSOL Energy Inc, Q2, 0.322, Covidien PLC, Q3, 1.058, Dr Pepper Snapple Group Inc, Q2, 0.818, EQT Corp, Q2, 0.312, Expedia Inc, Q2, 0.722, Exxon Mobil Corp, Q2, 1.949, Federated Investors Inc, Q2, 0.395, FLIR Systems Inc, Q2, 0.313, Gilead Sciences Inc, Q2, 0.956, Hershey Co/The, Q2, 0.611, International Paper Co, Q2, 0.459, Interpublic Group of Cos Inc/The, Q2, 0.206, Invesco Ltd, Q2, 0.431, Iron Mountain Inc, Q2, 0.311, Kimberly-Clark Corp, Q2, 1.278, L-3 Communications Holdings Inc, Q2, 1.993, Leggett & Platt Inc, Q2, 0.362, McGraw-Hill Cos Inc/The, Q2, 0.76, McKesson Corp, Q1, 1.481, Mead Johnson Nutrition Co, Q2, 0.767, MetroPCS Communications Inc, Q2, 0.222, Moody’s Corp, Q2, 0.708, Mylan Inc/PA, Q2, 0.549, National Oilwell Varco Inc, Q2, 1.402, NextEra Energy Inc, Q2, 1.153, Noble Energy Inc, Q2, 1.013, Occidental Petroleum Corp, Q2, 1.656, Precision Castparts Corp, Q1, 2.361, Principal Financial Group Inc, Q2, 0.739, Prologis Inc, Q2, 0.416, PulteGroup Inc, Q2, 0.057, Raytheon Co, Q2, 1.225, Republic Services Inc, Q2, 0.49, Sprint Nextel Corp, Q2, -0.408, Starbucks Corp, Q3, 0.454, Starwood Hotels & Resorts Worldwide Inc, Q2, 0.614, United Technologies Corp, Q2, 1.417, Ventas Inc, Q2, 0.916, VeriSign Inc, Q2, 0.451, Vulcan Materials Co, Q2, 0.055, Waste Management Inc, Q2, 0.528, Watson Pharmaceuticals Inc, Q2, 1.38, Zimmer Holdings Inc, Q2, 1.316 S&P 500 Ex Dividends (gross):- Bank of New York Mellon Corp/The, BK, (.13), Unum Group, UNM, (.13), Covidien PLC, COV, (.225) Euro Stoxx 600 Reporting:- ABB Ltd, Q2, 0.359, Aixtron SE NA, Q2, -0.069, Alcatel-Lucent/France, S1, -0.03, Banco Santander SA, S1, 0, BASF SE, Q2, 1.487, Bolsas y Mercados Espanoles SA, S1, 0, Cap Gemini SA, S1, 1.04, Casino Guichard Perrachon SA, S1, 1.805, Christian Dior SA, S1, 0, Cie de St-Gobain, S1, 1.595, Clariant AG, S1, 0.34, Dassault Systemes SA, S1, 0, Deutsche Boerse AG, Q2, 1.067, EDP – Energias de Portugal SA, S1, 0, Ferrovial SA, S1, 0.1, Fonciere Des Regions, S1, 2.66, France Telecom SA, S1, 0, ICADE, S1, 2.14, Ingenico, S1, 0.535, Intertek Group PLC, S1, 0.572, ITV PLC, S1, 0.04, Kemira OYJ, Q2, 0.206, Lloyds Banking Group PLC, S1, 0.015, Logitech International SA, Q1, -0.09, Luxottica Group SpA, S1, 0.73, LVMH Moet Hennessy Louis Vuitton SA, S1, 3.27, Mapfre SA, S1, 0.15, Metso OYJ, Q2, 0.641, Nutreco NV, S1, 1.47, Petroleum Geo-Services ASA, Q2, 0.165, Pirelli & C. SpA, S1, 0, PPR, S1, 3.963, Puma SE, Q2, 2.468, Randstad Holding NV, S1, 0, Repsol SA, S1, 0, Roche Holding AG, S1, 6.836, Sanofi, Q2, 1.385, Siemens AG, Q3, 1.549, Sika AG, S1, 0, Societe Television Francaise 1, S1, 0, SSAB AB, Q2, 1.709, Statoil ASA, Q2, 4.239, Syngenta AG, S1, 16.977, Technip SA, S1, 0, Telefonica SA, S1, 0, Telenet Group Holding NV, S1, 0, Valeo SA, S1, 3.35, Vallourec SA, S1, 0, Volkswagen AG, Q2, 5.65, Wincor Nixdorf AG, Q3, 0.447, YIT OYJ, Q2, 0.323 Economic Data:- 09:00 Eurozone June M3, 2.8% exp. 2.8% previous 13:30 US June Durable Goods, 0.4% exp. 1.1% previous 13:30 US Initial Jobless Claims, 380k exp. 386k previous 15:00 US June pending Home Sales m/m, 0.9% exp. 5.9% previous Economic Events:- Geithner Testifies to Senate Government Auctions:- Japan, sells 3 month Bills and 20 year Bonds Italy, sells zero coupon Bonds US, sells $7bn in 7 year Notes |
|
Friday, July 27, 2012 UK Reporting:- 3I Group Plc, III, (R), Anglo American Plc, AAL, (R), Anglo American Plc, AAL, e, (CC), Arm Holdings Plc, ARM, (SM), Barclays Plc, BARC, (R), Barclays Plc, BARC, e, (CC), Bodycote Plc, BOY, e, (R), Glaxosmithkline Plc, GSK, (SM), Jardine Lloyd Thompson Group, JLT, e, (CC), Jardine Lloyd Thompson Group, JLT, (R), Paypoint Plc, PAY, (SM), Pearson Plc, PSON, e, (CC), Pearson Plc, PSON, (R), Spectris Plc, SXS, e, (CC), Spectris Plc, SXS, (R), Talktalk Telecom Group, TALK, (SM), UBM Plc, UBM, e, (CC), Ubm Plc, UBM, (R), United Utilities Group Plc, UU, (SM), William Hill Plc, WMH, (R), William Hill Plc, WMH, e, (CC) S&P 500 Reporting:- Aon PLC, Q2, 1.016, Chevron Corp, , DR Horton Inc, Q3, 0.195, DTE Energy Co, Q2, 0.672, KLA-Tencor Corp, Q4, 1.315, Legg Mason Inc, Q1, 0.182, Merck & Co Inc, Q2, 1.013, Newell Rubbermaid Inc, Q2, 0.451, Newmont Mining Corp, Q2, 0.961, Weyerhaeuser Co, Q2, 0.1 S&P 500 Dividends (gross):- ACE Ltd, ACE, (.49), Kinder Morgan Inc/Delaware, KMI, (.35), Morgan Stanley, MS, (.05), NiSource Inc, NI, (.24), Peabody Energy Corp, BTU, (.085), Texas Instruments Inc, TXN, (.17), Wynn Resorts Ltd, WYNN, (.50) Euro Stoxx 600 Reporting:- Assa Abloy AB, Q2, 3.417, AtoS, S1, 1.8, Banco Popular Espanol SA, S1, 0, Bankia SA, S1, 0, Belgacom SA, S1, 0, CaixaBank, S1, 0, Cie Generale de Geophysique – Veritas, S1, 0, Cie Generale des Etablissements Michelin, S1, 0, CNP Assurances, S1, 0, Danone SA, S1, 1.497, Endesa SA, S1, 0.84, European Aeronautic Defence and Space Co NV, S1, 0.55, Galp Energia SGPS SA, S1, 0, Imerys SA, S1, 0, Lafarge SA, S1, 0, Legrand SA, S1, 1.01, Linde AG, Q2, 1.841, Nyrstar, S1, 0.026, Outotec OYJ, Q2, 0.489, Red Electrica Corp SA, S1, 1.92, Renault SA, S1, 2.93, Rexel SA, S1, 0.66, SCOR SE, S1, 1.13, SES SA, S1, 0, Solvay SA, Q2, 2.05, Solvay SA, S1, 0, Spectris PLC, S1, 0, Total SA, S1, 0, UBM PLC, S1, 0.281, Zardoya Otis SA, S1, 0 Economic Data:- 00:30 Japan June July CPI, -0.6% exp. -0.6% previous 07:45 France July Consumer Confidence Indicator, 90 exp. 90 previous 13:00 German July CPI, 0.4% exp. -0.2% previous 13:30 US Q2 GDP, 1.5% exp. 1.9% previous 14:55 US July University of Michigan Confidence, 73.0 exp. 72.0 previous Economic Events:- None Scheduled Government Auctions:- Italy, to sell Bills UK, to sell Bills US, sells up to $8bn in Notes Corporate Action:- Human Genome Sciences, Tender Offer from Glaxo Expires |
Comments (0)