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The Markets
by Proactive
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The Markets
by Proactive
Proactive UK has moved.
Small-cap coverage continues on .com
Go to Proactive UK

Builders and building materials

Week ahead: Antofagasta, Hays, Wood Group, Thungela and more

After a positive week for the UK’s stock market, helped by healthy GDP, upticks in the US economy and some strong company results things quieten down with most in the FTSE 350 having already reported over the past month.

The mining sector might see some movement as Antofagasta and Thungela report their results.

Chile-focused, copper giant Antofagasta has already warned that annual production will be at the lower end of previous guidance due to lower grades at its monster mines of Los Pelambres and Centinela.

Meanwhile, Wood Group, the engineering firm, has interims hot on the heels of a scrapped takeover bid by Dubai-based engineering group Sidara.

The firm axed plans to takeover UK-based peer Wood earlier this month on geopolitical concerns, sending shares in the FTSE 250-listed group spiralling.

In macroeconomic news, UK public sector net borrowing and the coming together of central bankers at Jackson Hole are the events set to dominate.

At the Jackson Hole Symposium, questions over the depth of the Federal Reserve’s September rate cut are set to be front and centre, with the reduction already priced in... read macro preview

Monday 19 August

Thungela Resources Limited (LSE:TGA) results won't be filled with any huge surprises... Read more

Announcements due:

Interims: Thungela Resources Ltd, Plus 500 Ltd

US earnings: Estee Lauder Companies Inc (NYSE:EL, ETR:ELAA), Palo Alto Networks Inc (NYSE:PANW, ETR:5AP)

Tuesday 20 August

Falling copper prices are likely to impact Antofagasta PLC (LSE:ANTO)... Read more

Wood Group will be looking to shake off its snub by Sidara... Read more

Announcements due:

Interims: Antofagasta PLC (LSE:ANTO), Anexo Group PLC (AIM:ANX), Empresaria Group plc (AIM:EMR), Oxford Instruments PLC (AIM:OXIG), Tribal Group PLC (AIM:TRB), Wood Group (John) PLC, Windward Ltd, H & T Group PLC

AGMs: Burford Capital Ltd, Vector Capital PLC (AIM:VCAP), AdvancedAdvT Ltd (LSE:ADVT), Asos PLC

US earnings: Medtronic PLC (NYSE:MDT, ETR:2M6), Xpeng Inc (NYSE:XPEV)

Economic announcements: Current Account (EU)

Wednesday 21 August

Costain Group PLC (LSE:COST) will reveal whether the change in government has been fruitful... Read more

Announcements due:

Interims: Costain Group PLC (LSE:COST), Mobico Group PLC (LSE:MCG)

AGMs: GlobalData PLC (AIM:DATA), Downing Strategic Micro-Cap Investment Trust PLC (LSE:DSM), Softcat (LSE:SCT) PLC, UK Oil & Gas PLC (AIM:UKOG), Latham (James) PLC

US earnings: Snowflake Inc, Zoom Video Communications Inc (NASDAQ:ZM)

Economic announcements: MBA Mortgage Applications (US), Existing Home Sales (US), Crude Oil Inventories (US), Public Sector Net Borrowing (UK)

Thursday 22 August

2024 has largely been a write-off for Britain’s commercial recruitment firms like Hays PLC (LSE:HAS)... Read more

Key back to school trends in the US will be on show through JD Sports' update... Read more

UK's public borrowing and central bankers at Jackson Hole will dominate the macro week... Read more

Announcements due:

Trading updates: JD Sports Fashion PLC, Benchmark Holdings PLC (AIM:BMK), JPMorgan Asia Growth and Income PLC

Interims: Macfarlane Group PLC (LSE:MACF), Princess Private Equity Holding Ltd, Partners Group Private Equity

AGM: Calnex Solutions PLC (AIM:CLX), Triad Group PLC, Oryx International Growth Fund

Finals: Hays PLC (LSE:HAS)

US earnings: Alibaba Group (NYSE:BABA) Holding Ltd, Baidu Inc, Intuit Inc (NASDAQ:INTU, ETR:ITU)

Ex-dividends to reduce FTSE 100 by: 3.21

Economic announcements: Continuing Claims (US), Initial Jobless Claims (US)

Friday 23 August

Announcements due:

AGM: Kore Potash PLC (AIM:KP2, ASX:KP2, JSE:KP2), Limitless Earth PLC, Metals Exploration PLC (AIM:MTL)

Economic announcements: New Homes Sales (US), GFK Consumer Confidence (UK)

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