Amid ongoing wars in Gaza and Ukraine, a trio of defence sector companies report results in the coming week, BAE Systems, Babcock and Qinetiq, while there will be other sector themes in focus too.
British Land and LandSec, two former REIT giants that have become a bit more petite since the pandemic, also report, along with fellow property groups Great Portland Estates (LSE:GPOR), Warehouse REIT, Picton and Assura.
Then there's also Royal Mail parent IDS, life insurer Aviva, fashion house Burberry and pub chains Fullers and Youngs.
In a busy week of macroeconomic data, UK and US inflation numbers will be a big focus on Tuesday and Wednesday, with a slew of China figures also likely to move various markets.
Monday 13 November
Company previews:
Ahead of its final results, BAE Systems PLC has been facing a public backlash over its involvement in the production of F-35 warplanes used by the Israeli military in Gaza, though its role in supplying Ukraine has been a big boost to its share price ...read the BAE preview.
Former blue-chip property giant British Land Company PLC (LSE:BLND) also reports, with investors hoping for signs of an inflection point after a significant de-rating in the shares since the first pandemic lockdown …read the BLND preview.
Other companies due to report:
Trading update: HG Capital Trust PLC
Interims: Kainos Group PLC
AGMs: Victoria PLC (AIM:VCP)
Economic announcements: Budget Statement (US)
Tuesday 14 November
Company previews:
Interims from Vodafone Group PLC could provide some reassurance on some key issues, some analysts think, while others see too much else in the background providing a distraction …read the Vodafone preview.
It’s also the turn of Land Securities Group PLC (LSE:LAND) to follow rival British Land a day earlier and Great Portland Estates (LSE:GPOR) later in the week …read the preview.
Informa PLC (LSE:INF) shares have steadily retreated since July’s interim results saw them briefly regain pre-pandemic levels, though some analysts are expecting good news from Tuesday’s trading update …read the preview.
The jury remains out on the moves by Imperial Brands PLC (LSE:IMB) to distance itself from its legacy (and very profitable) tobacco operations …read the preview.
US inflation is the big deal for macro watchers, coming in at 2.30pm London time and with a mixed report expected …read the macro preview.
Other companies due to report:
Trading updates: Bank Of Georgia Group PLC, ConvaTec Group PLC (LSE:CTEC), Grafton Group PLC (ISE:GFTU), Hill & Smith PLC, HydrogenOne Capital Growth PLC (LSE:HGEN), Renalytix PLC (AIM:RENX)
Interims: ActiveOps PLC (AIM:AOM), Babcock International Group PLC, Castings PLC (LSE:CGS), DCC PLC (LSE:DCC), Gear4Music (Holdings) PLC, Oxford Instruments PLC (AIM:OXIG), Picton Property Income Limited
Finals: Imperial Brands PLC (LSE:IMB)
US earnings: Home Depot
AGMs: Essentra PLC (LSE:ESNT), Fonix Mobile PLC (AIM:FNX), Petra Diamonds, T42 Lot Tracking Solutions PLC
Economic announcements: Unemployment (UK), Consumer Price Index (US)
Wednesday 15 November
Company previews:
UK inflation numbers are due at 9.30am GMT, with hopes high for a significant drop in the headline consumer prices index ...read the macro week ahead.
Anyone fighting to the bar for a drink in Central London during the week (like us) will know that pub sales are healthy, but is that translating into profits? Results from Fuller, Smith & Turner PLC on Wednesday and rival Young’s & Co on Thursday will provide an idea …read the preview.
Other companies due to report:
Interims: Experian (LSE:EXPN) PLC, Intermediate Capital Group (LSE:ICP) PLC, Fuller, Smith & Turner, Ninety One PLC (LSE:N91), Renold PLC (AIM:RNO), Warehouse REIT PLC (AIM:WHR)
Finals: Tracsis (AIM:TRCS) PLC
US earnings: XPeng (pre-open), Cisco Systems (NASDAQ:CSCO), Palo Alto Networks
AGMs: Ascent Resources PLC (AIM:AST), Alternative Income REIT, Dunelm Group PLC (LSE:DNLM), European Opportunities Trust PLC (LSE:JEO), Hays PLC (LSE:HAS), Henderson Eurotrust PLC, Reach PLC (LSE:RCH), Synergia Energy Ltd (AIM:SYN), Zegona Communications (LSE:ZEG) PLC
Economic announcements: Inflation (UK), House Price Index (UK), MBA Mortgage Applications (US), Producer Price Index(US), Retail Sales (US), Retail Sales Less Autos (US), Business Inventories (US), Crude Oil Inventories (US)
Thursday 16 November
Company previews:
There has been a lot going with Aviva PLC (LSE:AV.) since the life insurer last reported half-year results back in August ...read the preview.
Ahead of interim results from Burberry Group PLC (LSE:BRBY), analysts have been putting the patent leather boot in, with worries about the wider luxury market and the newly appointed creative chief Daniel Lee… read the Burberry preview.
After Royal Mail lost its monopoly on parcels at Post Office branches, Thursday’s interim results for parent International Distributions Services PLC (LSE:IDS) come at a critical juncture for the delivery group ...read the Royal Mail preview.
The London Stock Exchange Group PLC is hosting a much-anticipated capital markets day for major investors and analysts, which has led to increased optimism in some parts. Ahead of the CMD, boss David Schwimmer was sanguine about the current travails of the Square Mile's IPO market.
Companies due to report:
Trading updates: Aviva PLC (LSE:AV.), Atalaya Mining (AIM:ATYM, TSX:AYM) PLC, Keller Group PLC (LSE:KLR), Smiths Group (LSE:SMIN) PLC
Interims: Assura PLC, Great Portland Estates (LSE:GPOR) PLC, Halma PLC (LSE:HLMA), Investec PLC (LSE:INVP), Liontrust Asset Management (LSE:LIO) PLC, Marks Electrical Group PLC (AIM:MRK), QinetiQ Group PLC (LSE:QQ.), Syncona Limited (LSE:SYNC), Tatton Asset Management PLC (AIM:TAM), United Utilities Group
US earnings: Alibaba (pre-open), Walmart (pre-open), Applied Materials
AGMs: Avingtrans PLC (AIM:AVG), Close Brothers Group PLC (LSE:CBG), Craneware PLC (AIM:CRW), Dunelm Group PLC (LSE:DNLM), Eagle Eye Solutions Group PLC (AIM:EYE), JD Wetherspoon PLC (LSE:JDW), MJ Gleeson (LSE:GLE) PLC, Origin Enterprises PLC, Ricardo PLC (LSE:RCDO), Smiths Group (LSE:SMIN) PLC, Thorpe (F.W) PLC
Economic announcements: Business Insights and Conditions (UK), Initial Jobless Claims (US), Continuing Claims (US), Import and Export Price Indices (US), Philadelphia Fed Index (US), Industrial Production (US), Capacity Utilisation (US)
Ex-dividends to reduce FTSE 100 by: 13.91 (Shell, Unilever, GSK, Hargreaves Lansdown, Bunzl, B&M, Pershing Square, Marks and Spencer)
Friday 17 November
It should be a quieter end to the week, with UK retail sales numbers for October among the morning's releases, having slumped in September as the warm weather hit clothing sales and the cost-of-living crisis continued to bite.
Companies due to report:
Interims: Record PLC (LSE:REC)
AGMs: Future Metals, Rockpool Acquisitions
Economic announcements: Retail Sales (UK), Cost of Living Survey (UK), Building Permits (US), Housing Starts (US)