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Week Ahead, November 1st

Friday, 1 November 2013


Friday November 1, 2013, Marketing Communication
Monday November 4, 201
UK ReportingArm Holdings Plc, ARM, (SM), E2V Technologies Plc, E2V, (R), Hsbc Holdings Plc, HSBA, (R), Hsbc Holdings Plc, HSBA, (R), Hsbc Holdings Plc, HSBA, (R), Royal Dutch Shell Plc-A Shs, RDSA, (Pr), Telecity Group Plc, TCY, (R), Weir Group Plc/The, WEIR, (R), Weir Group Plc/The, WEIR, (R)
S&P 500 Reporting: Anadarko Petroleum Corp, Q3, 1.151,  CF Industries Holdings Inc, Q3, 3.916,  CME Group Inc/IL, Q3, 0.73,  Dun & Bradstreet Corp/The, Q3, 1.875,  Kellogg Co, Q3, 0.894,  Marathon Oil Corp, Q3, 0.764,  Pioneer Natural Resources Co, Q3, 1.347,  Spectra Energy Corp, Q3, 0.333,  Sysco Corp, Q1, 0.473,  Tenet Healthcare Corp, Q3, 0.449,  Unum Group, Q3, 0.815,  Vornado Realty Trust, Q3, 1.095,  Vulcan Materials Co, Q3, 0.263
Euro Stoxx 600 Reporting: Banco Comercial Portugues SA, Q3, -0.013,  Dufry AG, Q3, 1.638,  Fuchs Petrolub SE, Q3, 0.822,  HSBC Holdings PLC, Q3, 0.21,  Ryanair Holdings PLC, S1, 0.42
Economic Data:
  • 09:00 Eurozone October PMI Manufacturing, 51.3 exp. 51.3 previous
  • 09:30 UK October Construction PMI, 58.6 exp. 58.9 previous
  • 15:00 US September Factory Orders, 1.8% exp. 
Economic Events:
  • None Detailed
Market Holiday:
  • Japan, Culture Day
Tuesday November 5, 2013
UK Reporting: 4Imprint Group Plc, FOUR, (R), Arm Holdings Plc, ARM, (SM), Associated British Foods Plc, ABF, e, (CC), Associated British Foods Plc, ABF, (R), Balfour Beatty Plc, BBY, (R), Balfour Beatty Plc, BBY, (R), Bp Plc, BP, (Pr), Csr Plc, CSR, e, (CC), Csr Plc, CSR, (R), G4S Plc, GFS, (Oth), G4S Plc, GFS, (SM), G4S Plc, GFS, (R), Imperial Tobacco Group Plc, IMT, e, (CC), Imperial Tobacco Group Plc, IMT, (R), Intercontinental Hotels Grou, IHG, (R), Intercontinental Hotels Grou, IHG, (R), Intercontinental Hotels Grou, IHG, (R), Intercontinental Hotels Grou, IHG, (R), Intu Properties Plc, INTU, (R), Kofax Plc, KFX, (R), Kofax Plc, KFX, e, (CC), Kofax Plc, KFX, (SM), Legal & General Group Plc, LGEN, (R), Legal & General Group Plc, LGEN, (R), Marks & Spencer Group Plc, MKS, e, (CC), Marks & Spencer Group Plc, MKS, (R)
S&P 500 Reporting: Becton Dickinson and Co, Q4, 1.463,  CH Robinson Worldwide Inc, Q3, 0.73,  Cognizant Technology Solutions Corp, Q3, 1.009,  Consolidated Edison Inc, Q3, 1.416,  CVS Caremark Corp, Q3, 1.02,  DaVita HealthCare Partners Inc, Q3, 0.964,  Delphi Automotive PLC, Q3, 0.946,  Denbury Resources Inc, Q3, 0.428,  DIRECTV, Q3, 1.007,  Dominion Resources Inc/VA, Q3, 0.902,  Emerson Electric Co, Q4, 1.112,  FirstEnergy Corp, Q3, 0.918,  Fossil Group Inc, Q3, 1.362,  Frontier Communications Corp, Q3, 0.058,  Health Care REIT Inc, Q3, 0.961,  Host Hotels & Resorts Inc, Q3, 0.265,  IntercontinentalExchange Inc, Q3, 1.84,  International Flavors & Fragrances Inc, Q3, 1.184,  Mosaic Co/The, Q1, 0.735,  Newfield Exploration Co, Q3, 0.497,  ONEOK Inc, Q3, 0.299,  QEP Resources Inc, Q3, 0.39,  Regeneron Pharmaceuticals Inc, Q3, 1.886,  Rowan Cos Plc, Q3, 0.402,  Sempra Energy, Q3, 1.243,  Twenty-First Century Fox Inc, Q1, 0.348,  Zoetis Inc, Q3, 0.339
Euro Stoxx 600 Reporting: Associated British Foods PLC, R, 0.978,  Bayerische Motoren Werke AG, Q3, 1.823,  Beiersdorf AG, Q3, 0.539,  Fresenius Medical Care AG & Co KGaA, Q3, 0.913,  Fresenius SE & Co KGaA, Q3, 1.432,  Gas Natural SDG SA, Q3, 0.41,  Grifols SA, Q3, 0.24,  Hannover Rueck SE, Q3, 1.517,  Holcim Ltd, Q3, 1.376,  Imperial Tobacco Group PLC, R, 2.091,  InterContinental Hotels Group PLC, Q3, 0.757,  Koninklijke DSM NV, Q3, 0.875,  Marks & Spencer Group PLC, S1, 0.138,  Pirelli & C. SpA, Q3, 0.185,  Sampo, Q3, 0.664,  Sky Deutschland AG, Q3, -0.024,  Symrise AG, Q3, 0.431
Economic Data:
  • 09:30 UK October PMI Services, 59.5, 60.3 previous
  • 15:00 US October Non manufacturing ISM, 54.0 exp. 54.4 previous
Economic Events:
  • EU Issues Autumn Economic Forecasts
Wednesday November 6, 2013
UK Reporting: Arm Holdings Plc, ARM, (SM), Bp Plc, BP, (Pr), Centamin Plc, CEY, e, (CC), Centamin Plc, CEY, e, (CC), Centamin Plc, CEY, (R), Communisis Plc, CMS, (SM), Dcc Plc, DCC, (R), Easyjet Plc, EZJ, (R), Experian Plc, EXPN, e, (CC), Experian Plc, EXPN, (R), Firstgroup Plc, FGP, (R), Intl Consolidated Airline-Di, IAG, (R), Wetherspoon (J.D.) Plc, JDW, (R), Kofax Plc, KFX, (SM), Lancashire Holdings Ltd, LRE, (R), Lancashire Holdings Ltd, LRE, e, (CC), Lancashire Holdings Ltd, LRE, (SM), Millennium & Copthorne Hotel, MLC, (R), Mondi Plc, MNDI, (R), Mondi Plc, MNDI, (R), New World Resources Plc-A Sh, NWR, e, (CC), New World Resources Plc-A Sh, NWR, (R), Old Mutual Plc, OML, (R), Old Mutual Plc, OML, (R), Persimmon Plc, PSN, (R)
FTSE 100 Dividends: Barclays PLC, BARC, (1),  BP PLC, BP/, ($0.095),  Bunzl PLC, BNZL, (10),  Unilever PLC, ULVR, (22.80),  Whitbread PLC, WTB, (21.80)
FTSE 100 Estimated Dividend Impact: 6.2 Points
FTSE 250 Dividends: Ashmore Group PLC, ASHM, (11.75),  Dechra Pharmaceuticals PLC, DPH, (9.66),  Hunting PLC, HTG, (4.75),  Laird PLC, LRD, (4.10),  Pace PLC, PIC, (1.0728)
FTSE Small Share: Centaur Media PLC, CAU, (1.575),  Dunedin Income Growth Investment Trust PLC, DIG, (2.575),  Ecofin Water & Power Opportunities PLC/fund, ECWO, (1.625),  Henderson Far East Income Ltd, HFEL, (4.40),  JPMorgan Overseas Investment Trust PLC, JMO, (15),  Polar Capital Global Healthcare Growth & Income PLC, PCGH, (.55),  Schroder Real Estate Investment Trust Ltd, SREI, (.62),  Sthree PLC, STHR, (4.70),  Stobart Group Ltd, STOB, (2)
S&P 500 Reporting: CBS Corp, Q3, 0.76,  CenterPoint Energy Inc, Q3, 0.353,  CenturyLink Inc, Q3, 0.628,  Chesapeake Energy Corp, Q3, 0.418,  Devon Energy Corp, Q3, 1.187,  Duke Energy Corp, Q3, 1.511,  EOG Resources Inc, Q3, 2.039,  Expeditors International of Washington Inc, Q3, 0.484,  Hospira Inc, Q3, 0.446,  Humana Inc, Q3, 2.166,  Integrys Energy Group Inc, Q3, 0.455,  Leucadia National Corp, Q3, 0,  Marsh & McLennan Cos Inc, Q3, 0.459,  Molson Coors Brewing Co, Q3, 1.393,  Mondelez International Inc, Q3, 0.402,  NYSE Euronext, Q3, 0.548,  Pepco Holdings Inc, Q3, 0.437,  Prudential Financial Inc, Q3, 2.108,  QUALCOMM Inc, Q4, 1.081,  Ralph Lauren Corp, Q2, 2.198,  Tesoro Corp, Q3, 0.496,  Time Warner Inc, Q3, 0.89,  Transocean Ltd, Q3, 1.069,  Whole Foods Market Inc, Q4, 0.311
Euro Stoxx 600 Reporting: Adecco SA, Q3, 0.923,  Ageas, Q3, 0.725,  Aker Solutions ASA, Q3, 1.758,  Alstom SA, S1, 1.195,  Andritz AG, Q3, 0.48,  Axel Springer AG, Q3, 0.5,  Brenntag AG, Q3, 1.66,  DCC PLC, S1, 0.477,  Endesa SA, Q3, 0,  Enel Green Power SpA, Q3, 0,  Experian PLC, S1, 0.42,  Firstgroup PLC, S1, 0,  FLSmidth & Co A/S, Q3, 5.363,  Fraport AG Frankfurt Airport Services Worldwide, Q3, 1.463,  ING Groep NV, Q3, 0.26,  Lafarge SA, Q3, 1.15,  Lundin Petroleum AB, Q3, 0.094,  Natixis, Q3, 0.08,  Prysmian SpA, Q3, 0.355,  SCOR SE, Q3, 0.537,  Smurfit Kappa Group PLC, Q3, 0.38,  Tenaris SA, Q3, 0.327,  Vestas Wind Systems A/S, Q3, 0.034,  Voestalpine AG, Q2, 0.58,  Wendel SA, Q3, 0
Economic Data:
  • 09:00 Eurozone PMI Services, 50.9 exp. 50.9 previous
  • 09:30 UK September Industrial Production, 0.6% exp. -1.1% previous
  • 15:00 US September Leading Index, 0.6% exp. 0.7% previous
Economic Events:
  • US Treasury Announces Quarterly Refunding
Thursday November 7, 2013
UK Reporting: Anglo Pacific Group Plc, APF, e, (R), Aviva Plc, AV, (R), Bank Of Georgia Holdings Plc, BGEO, e, (R), Beazley Plc, BEZ, (R), Bumi Plc, BUMI, (R), Cable & Wireless Communicati, CWC, e, (CC), Cable & Wireless Communicati, CWC, (R), Coca-Cola Hbc Ag-Cdi, CCH, (R), Coca-Cola Hbc Ag-Cdi, CCH, e, (CC), Dairy Crest Group Plc, DCG, (R), Dialight Plc, DIA, (R), Grainger Plc, GRI, (R), Halfords Group Plc, HFD, e, (CC), Halfords Group Plc, HFD, (R), Hansard Global Plc, HSD, (SM), Hardy Oil & Gas Plc, HDY, (R), Hays Plc, HAS, (SM), Inmarsat Plc, ISAT, e, (CC), International Ferro Metals, IFL, (R), International Ferro Metals, IFL, (R), Invensys Plc, ISYS, (R), Jpmorgan Mid Cap Inv Trust, JMF, (SM), Randgold Resources Ltd, RRS, (R), Randgold Resources Ltd, RRS, e, (CC), Randgold Resources Ltd, RRS, e, (CC), Reed Elsevier Plc, REL, (R), Rightmove Plc, RMV, (R), Rsa Insurance Group Plc, RSA, (R), Rsa Insurance Group Plc, RSA, (R), Ruspetro Plc, RPO, (R), Schroder Japan Growth Fund, SJG, (SM), Schroders Plc, SDR, (R), Schroders Plc, SDR, (R), Shanks Group Plc, SKS, (R), Spirax-Sarco Engineering Plc, SPX, (R), Supergroup Plc, SGP, (R), Synthomer Plc, SYNT, (R), Talvivaara Mining Co Plc-Di, TALV, (R), Talvivaara Mining Co Plc-Di, TALV, e, (CC), Tate & Lyle Plc, TATE, e, (CC), Tate & Lyle Plc, TATE, (R), Wincanton Plc, WIN, (SM), Wincanton Plc, WIN, e, (CC), Wincanton Plc, WIN, (R), Wm Morrison Supermarkets, MRW, (R), Wm Morrison Supermarkets, MRW, (R)
S&P 500 Reporting: AES Corp/VA, Q3, 0.342,  Ameren Corp, Q3, 1.233,  Apache Corp, Q3, 2.149,  Cablevision Systems Corp, Q3, 0.125,  CareFusion Corp, Q1, 0.393,  International Game Technology, Q4, 0.339,  Monster Beverage Corp, Q3, 0.569,  NVIDIA Corp, Q3, 0.249,  priceline.com Inc, Q3, 16.236,  Rockwell Automation Inc, Q4, 1.519,  Scripps Networks Interactive Inc, Q3, 0.836,  Walt Disney Co/The, Q4, 0.756,  Windstream Holdings Inc, Q3, 0.091,  WPX Energy Inc, Q3, -0.212
Euro Stoxx 600 Reporting: Adidas AG, Q3, 1.756,  Aegon NV, Q3, 0.1,  Amadeus IT Holding SA, Q3, 0.346,  ArcelorMittal, Q3, -0.07,  Arkema SA, Q3, 1.677,  Assicurazioni Generali SpA, Q3, 0.3,  Azimut Holding SpA, Q3, 0.19,  Barry Callebaut AG, R, 42.653,  Cable & Wireless Communications PLC, S1, 0,  CGG SA, Q3, 0.282,  Coca-Cola HBC AG, Q3, 0.45,  Commerzbank AG, Q3, 0.036,  Continental AG, Q3, 2.46,  Corio NV, Q3, 0,  Credit Agricole SA, Q3, 0.28,  Delhaize Group SA, Q3, 1.048,  Deutsche Telekom AG, Q3, 0.202,  Enel SpA, Q3, 0,  Finmeccanica SpA, Q3, 0.068,  Freenet AG, Q3, 0.453,  HeidelbergCement AG, Q3, 1.68,  Hellenic Telecommunications Organization SA, Q3, 0.19,  Hufvudstaden AB, Q3, 0.973,  Invensys PLC, S1, 0,  Komercni Banka AS, Q3, 80.538,  Legrand SA, Q3, 0.505,  Muenchener Rueckversicherungs AG, Q3, 3.304,  OMV AG, Q3, 0.91,  Pargesa Holding SA, Q3, 0,  ProSiebenSat.1 Media AG, Q3, 0.53,  Randgold Resources Ltd, Q3, 0.653,  Repsol SA, Q3, 0.299,  Rhoen Klinikum AG, Q3, 0.225,  Securitas AB, Q3, 1.463,  Siemens AG, R, 5.433,  Skanska AB, Q3, 2.604,  Societe Generale SA, Q3, 0.71,  Swiss Re AG, Q3, 2.197,  Swisscom AG, Q3, 7.933,  Tate & Lyle PLC, S1, 0.305,  Telecom Italia SpA, Q3, 0.031,  Telefonica Deutschland Holding AG, Q3, 0.005,  Vallourec SA, Q3, 0.527
Economic Data:
  • 12:00 UK MPC Rate Announcement, 0.5% exp. 0.5% previous
  • 12:45 ECB Rate Announcement, 0.5% exp. 0.5% previous
  • 13:30 US Weekly Initial Jobless Claims
  • 13:30 US Q3 GDP, 1.9% exp. 2.5% previous
Economic Events:
  • 13:30 EU Draghi Press Conference
Friday November 8, 2013
UK Reporting: Bovis Homes Group Plc, BVS, (R), Intl Consolidated Airline-Di, IAG, (R), Intl Consolidated Airline-Di, IAG, e, (CC), Londonmetric Property Plc, LMP, e, (R), Rentokil Initial Plc, RTO, (R), Rolls-Royce Holdings Plc, RR, (R), Tullett Prebon Plc, TLPR, (R)
S&P 500 Reporting: Covidien PLC, Q4, 0.896
Euro Stoxx 600 Reporting: Allianz SE, Q3, 2.86,  Atlantia SpA, Q3, 0.4,  Banca Popolare di Sondrio SCARL, Q3, 0,  Cie Financiere Richemont SA, S1, 2.2,  International Consolidated Airlines Group SA, Q3, 0.205,  Meda AB, Q3, 0.608,  Ratos AB, Q3, 0.5,  Rheinmetall AG, Q3, 0.35,  SES SA, Q3, 0.36,  Telefonica SA, Q3, 0.23
Economic Data:
  • 13:30 US October Change in Non Farm Payrolls, 125k exp. 148k previous
  • 13:30 US September Personal Income, 0.3% exp. 0.4% previous
  • 14:55 US November Uni. of Michigan Confidence, 74.0 exp. 73.2 previous
Economic Events:
  • 20:30 Bernanke, Fischer, Summers speak on Financial Crises at IMF
Reminder
  • US clocks move back 1 hour on Sunday November 3rd
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  • Dividends:- net prices are given as default, however where applicable gross dividends are detailed (g)
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