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The Markets
by Proactive
Proactive UK has moved.
Coverage of London’s small caps continues on proactiveinvestors.com
Go to Proactive UK
The Markets
by Proactive
Proactive UK has moved.
Small-cap coverage continues on .com
Go to Proactive UK
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The Markets
by Proactive
Proactive UK has moved.
Small-cap coverage continues on .com
Go to Proactive UK

Banks

Week ahead: Lloyds, NatWest, BT, Centrica and many more

After the MIcrosoft outage chaos of Friday, hopefully, it should be business as usual next week in what is a packed schedule of household names reporting.

Lloyds, Natwest, Centrica, Compass, BT, Vodafone, BAT, Unilever, easyJet and Informa are just some of the updates expected.

In brief, expectations are for banks, Compass, Centrica and the airlines to be good, telecoms (BT, Vod) less so with no one really sure what to expect from Unilever, which seems to be going through a corporate personality crisis.

It's a lot quieter for macro news in the coming week. A Canadian interest rates decision, flash PMI data, US GDP and the Federal Reserve’s closely watched PCE inflation gauge are the events

In the UK, preliminary PMI data will be revealed on Wednesday morning, following the June updates that showed Britain's service sector saw growth slow to a seven-month low, while manufacturing output also unexpectedly slowed from May's near-two-year high.

On Thursday there will be UK car production and the CBI business optimism index and industrial trends survey.

US PCE inflation numbers on Friday always generate interest as is routinely reported it is apparently the US Fed's favoured inflation measure...Read the macro preview

Monday 22 July

Ryanair is the notable update due on Monday and how it sees prospects for the rest of summer and next year given the problems its plane supplier Boeing is going through... Read preview

Announcements due:

Trading updates: Beeks Financial Cloud Group PLC (AIM:BKS)

Interims: Aberforth Smaller Companies Trust PLC

AGMs: Inspiration Healthcare Group PLC (AIM:IHC), Kefi Gold And Copper PLC, Londonmetric Property PLC, Tasty PLC (AIM:TAST), Metals One PLC (AIM:MET1), TPXImpact Holdings

Overseas/US earnings: Ryanair, Verizon Communications Inc (NYSE:VZ, ETR:BAC)

Tuesday 23 July

Compass can no wrong in investors' eyes. Will its latest update from the caterer please its fans... read the preview

Tesla shareholders gave strong support for Elon Musk last month by approving his $56 billion pay package. Is he worth it? ... read the preview

Announcements due:

Trading updates: Compass Group PLC (LSE:CPG), Jtc PLC

Finals: Cropper (James) PLC

Interims: Mitie Group PLC (LSE:MTO), Sthree PLC

AGMs: Abrdn European Logistics Income PLC, B&M European Value Retail S.A, B.P. Marsh & Partners PLC, Fidelity China Special Situations PLC (LSE:FCSS), Gb Group PLC, Mitie Group PLC, TP70 VCT PLC, Fuller Smith & Turner

US earnings: Coca-Cola Co, GE Aerospace, General Motors Co, Philip Morris International Inc (NYSE:PM, ETR:4I1), Spotify Technology SA (NYSE:SPOT), Alphabet Inc (NASDAQ:GOOG), Microsoft Corp (NASDAQ:MSFT), Teladoc (NYSE:TDOC) Health Inc, Tesla Inc (NASDAQ:TSLA), Visa Inc (NYSE:V, ETR:3V64) Class A

Wednesday 24 July

Signs that Aston Martin was finally getting its financial act together have dissipated recently with another round of broker downgrades. Can the luxury car maker reassure its long-suffering investors this time... read more

Reckitt Benckiser will be expected to give more details on its Indiana tornado damage in next week's update.. read more

Announcements due:

Finals: Frp Advisory Group PLC

Interims: Aston Martin Lagonda Global Holdings PLC (LSE:AML), Breedon Group Plc (LSE:BREE), Fresnillo PLC (LSE:FRES), Hochschild Mining PLC (LSE:HOC, OTCQX:HCHDF), Nichols PLC (AIM:NICL), PensionBee Group PLC (LSE:PBEE), Primary Health Properties PLC (LSE:PHP, OTC:PHPRF), Rhi Magnesita N.V., Reckitt Benckiser Group PLC (LSE:RKT, ETR:3RB), Greencoat UK Wind PLC (LSE:UKW), Unite Group PLC (LSE:UTG)

Trading updates: Harworth Group (LSE:HWG) PLC, Motorpoint Group PLC (LSE:MOTR, OTC:MTPTF), Norcros PLC (LSE:NXR)

US earnings: AT&T Inc (NYSE:T, ETR:SOBA), CME Group Inc (NASDAQ:CME), Thermo Fisher Scientific Inc (NYSE:TMO, ETR:TN8), Ford Motor Co, International Business Machines, Newmont Corporation (NYSE:NEM, TSX:NGT, ASX:NEM, ETR:NMM), QuantumScape Corp, ServiceNow Inc (NYSE:NOW, ETR:4S0)

AGMs: Atome Energy PLC, Audioboom Group PLC (AIM:BOOM), Molten Ventures PLC (LSE:GROW), Motorpoint Group PLC, Norcros PLC, Palace Capital PLC (LSE:PCA), Pennon Group PLC (LSE:PNN, OTC:PEGRY), Science In Sport PLC, Ajax Resources PLC (LSE:AJAX), BiVictriX Therapeutics PLC (AIM:BVX, OTC:BVTXF), Cordiant Digitial Infrastructure Ltd

Economic announcements: MBA Mortgage Applications (US), New Homes Sales (US), Crude Oil Inventories (US)

Thursday 25 July

Is AstraZeneca set for another upgrade: ... read preview

BT has had a tough first half according to one leading City firm, with underlying profits potentially dipping by 4% ....read preview

Britsh American Tobacco is another set to report lower revenues and profits in its latest half-year according to brokers ...read preview

Centrica has tricky balancing act to maintain... read preview

Lloyds kicks off the latest round of bank sector update and the news should be good say analysts...read more

Unilever is going through a mini-transformation, is it working?... read preview

Vodafone first quarter is 'not looking great' according to Berenberg with the rest of the year not much better... read preview

Announcements due:

Trading updates: BT Group PLC (LSE:BT.A), Vodafone Group PLC (LSE:VOD), Workspace Group PLC (LSE:WKP), Paragon Banking Group PLC (LSE:PAG)

Interims: Airtel Africa PLC (LSE:AAF), Anglo American PLC (LSE:AAL), Aptitude Software Group PLC (LSE:APTD), Astrazeneca PLC, British American Tobacco PLC (LSE:BATS), Centamin PLC (LSE:CEY, TSX:CEE, OTC:CELTF), Centrica, Centrica PLC (LSE:CNA), Hammerson PLC (LSE:HMSO), Howden Joinery Group (LSE:HWDN) PLC, Indivior PLC (LSE:INDV), Itv PLC, Lloyds Banking Group PLC (LSE:LLOY), Relx PLC, Rentokil Initial PLC (LSE:RTO), Unilever PLC (LSE:ULVR), Sound Energy PLC (AIM:SOU, OTC:SNEGF)

Finals: Ig Group Holdings PLC, Cambridge Nutritional Sciences PLC

US earnings: AbbVie Inc, GE Vernova Inc, Keurig Dr Pepper Inc (NASDAQ:KDP), Willis Towers Watson PLC (NASDAQ:WTW)

AGMs: Jpmorgan Japan Small Cap Growth & Income PLC, Kibo Energy PLC (LSE:KIBO, JSE:KBO), Lifesafe Holdings PLC, Montanaro UK Smaller Companies Investment Trust PLC, Oxford Instruments PLC (AIM:OXIG), Petards Group PLC (AIM:PEG), Pathfinder Minerals PLC, Riverfort Global Opportunities PLC (AIM:RGO), Tate & Lyle PLC (LSE:TATE), Vp PLC, Workspace Group PLC, Young & Co’s Brewery PLC

Ex dividends to reduce FTSE 100 by: 1.78

Economic announcements: M3 Money Supply (EU), Continuing Claims (US), Durable Goods Orders (US), GDP (Preliminary) (US), Initial Jobless Claims (US), Pending Homes Sales (US)

Friday 26 July

Did ITV get a massive Euro 2024 boost... read preview

Events group Informa should have seen a good first-half, brokers suggest.. read preview

NatWest is in a good place currently according to JP Morgan .... read preview

Announcements due:

Trading updates: Record PLC (LSE:REC)

Interims: Drax Group (LSE:DRX) PLC, ITV PLC (LSE:ITV), Informa PLC (LSE:INF), Man Group PLC (LSE:EMG), Jupiter Fund Management PLC (LSE:JUP), Natwest Group PLC, Rightmove PLC (LSE:RMV), Segro PLC, IMI PLC (LSE:IMI)

AGMs: Discoverie Group PLC, Keras Resources PLC (AIM:KRS), Mobeus Income & Growth 2 VCT PLC, Mobeus Income & Growth 4 VCT PLC

US earnings: 3M Co (NYSE:MMM), Aon PLC (NYSE:AON), Bristol-Myers Squibb Co (NYSE:BMY, ETR:RM, OTC:BMYMP)

Economic announcements: Personal Consumption Expenditures (US), Personal Income (US), Personal Spending (US), U. of Michigan Confidence (Final) (US)

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