Housebuilders will be in the spotlight this week with the investigation into whether the big names are colluding and carving up the areas they operate the latest cloud to overhang the sector.
Share prices among the builders have started to recover after the mortgage chaos of last year but the backdrop remains fragile.
Any change in tone over the current year (2024) following the recent trading updates will be something to check.
Challenger banks OSB and Metro are also in the frame and in the spotlight after Nationwide’s move for Virgin Money.
Could it start a rush to snap up other mid-size operators?
Analysts seem sceptical given that likely bidders in the form of the high street giants have seemingly decided handing out cash to their own shareholders is a better use.
Macro news will be dominated by US inflation, both consumer prices and at the factory gate... read macro preview.
Monday 11 March
Announcements due:
Finals: Hg Capital Trust PLC, Mincon Group PLC (AIM:MCON), Mti Wireless Edge Ltd
US earnings: Oracle Corp (NYSE:ORCL, ETR:ORC)
AGMs: Ground Rents Income Fund PLC, Ramsdens Holdings PLC (AIM:RFX), River And Mercantile UK Micro Cap Investment Company Ltd
Tuesday 12 March
Can Domino's Pizza get sales moving again after a sticky second half... read the preview
Persimmon has already guided to a sales drop of 16%... read the preview
US inflation is set to be steady over the past month... read the preview
Announcements due
Interims: Fonix Mobile PLC (AIM:FNX), Target Healthcare REIT (LSE:THRL) PLC
Finals: Batm Advanced Communications LD, Costain Group PLC (LSE:COST), Domino's Pizza Group PLC, Foresight Solar Fund Ltd (LSE:FSFL), Genuit Group PLC (LSE:GEN), H&T Group PLC (AIM:HAT), Hill & Smith PLC, Maxcyte INC, Persimmon PLC (LSE:PSN), Synthomer (LSE:SYNT) PLC, Tp Icap Group PLC, Ti Fluid Systems PLC
AGMs: Impax Asset Management (AIM:IPX) Group PLC, Shoe Zone PLC (AIM:SHOE), Seed Capital Solutions PLC (LSE:SCSP)
Economic announcements: Claimant, Count Rate (UK), Unemployment Rate (UK), Consumer Price Index (US), Budget Statement (US)
Wednesday 13 March
A couple of months ago contractor Balfour Beatty was confident over 2023 targets... read the preview
Metro Bank is in the spotlight after Natinwide's bid for Virgin Money... read the preview
Has the UK economy started to recover? The government will hope so... read the preview
Announcements due
Interims: Kin And Carta PLC, Seraphim Space Investment Trust PLC (LSE:SSIT), Supermarket Income REIT PLC (LSE:SUPR, OTC:SUPIF)
Finals: Advanced Medical Solutions Group (AIM:AMS) PLC, Balfour Beatty plc (LSE:BBY), Centaur Media (AIM:CAU) PLC, Vaalco Energy Inc, Faron Pharmaceuticals Oy, 4Imprint Group PLC, Ferrexpo PLC (LSE:FXPO), The Gym Group PLC (LSE:GYM), Hochschild Mining PLC (LSE:HOC, OTCQX:HCHDF), Ip Group PLC, Keywords Studios PLC (AIM:KWS, OTC:KYYWF), Metro Bank Holdings PLC (LSE:MTRO), Nexteq PLC, Witan Investment Trust plc (LSE:WTAN)
AGMs: Abrdn China Investment Company Ltd, Safestore Holdings (LSE:SAFE) PLC, Wincanton PLC (LSE:WIN, OTC:WNCNF)
Economic announcements: Balance of Trade (UK), Gross Domestic Product (UK), Index of Services (UK), Industrial Production (UK), Manufacturing Production (UK), MBA Mortgage Applications (US), Crude Oil Inventories (US)
Thursday 14 March
Engineer Halma's latest acquisition got a mixed response so it will be hoping for better for its latest update... read the update
Challenger bank OSB got caught up in the mortgage chaos of last year. Are things turning?... read the preview
Trainline is heading towards breakeven, analysts suggest and confirmation from the online rail ticket group is something to look for... read the preview
Vistry is shifting into partnerships with housing groups, which is steadier work but less profitable... read the preview
Announcements due
Trading updates: Halma PLC (LSE:HLMA), Ig Group Holdings PLC, Moonpig Group PLC (LSE:MOON)
Finals: Alfa Financial Software Holdings PLC (LSE:ALFA), Bridgepoint Group PLC (LSE:BPT), Capricorn Energy PLC (LSE:CNE, OTC:CRNZF), Empiric Student Property PLC (LSE:ESP), Gem Diamonds Ltd, Hill & Smith PLC, Helios Towers PLC (LSE:HTWS), Morgan Advanced Materials plc (LSE:MGAM), Oakley Capital Investments (AIM:OCI) Ltd, Osb Group PLC, Restore Plc (AIM:RST), Savills PLC (LSE:SVS), Vistry Group PLC (LSE:VTY), Trainline PLC (LSE:TRN)
US earnings: Adobe Inc (NASDAQ:ADBE)
AGMs: Angus Energy PLC (AIM:ANGS), Bank Of Georgia Group PLC, Blackrock Sustainable American Income Trust PLC
Economic announcements: RICS Housing Market Survey (UK), continuing Claims (US), Initial Jobless Claims (US), Producer Price Index(US), Retail Sales (US), Retail Sales Less Autos (US), Business Inventories (US)
Ex-dividends to reduce FTSE 100 by: 5.82
Friday 15 March
Housebuilder Berkeley is expected to post profits of around £544 million... read the preview
Announcements due
Trading updates: Berkeley Group Holdings PLC (LSE:BKG)
Interims: Volution Group PLC (LSE:FAN)
AGMs: Blackrock Energy And Resources Income Trust PLC, Chrysalis Investments Ltd (LSE:CHRY), United Oil & Gas PLC (AIM:UOG), Redx Pharma PLC (AIM:REDX)
Economic announcements: Capacity Utilisation (US), Industrial Production (US), University of Michigan Confidence (Prelim) (US)