1 - Copper and energy metals tipped to top mining in 2022
Global energy transition and structural supply constraints are fundamental drivers for mining investment themes in 2022, highlights Alastair Ford, picking up research comments from Jefferies which is “most bullish on copper and aluminium – whilst tipping London-listed Anglo American, Glencore and Antofagasta in note.
2 - Are Persimmon, Berkeley and the other builders a good bet?
The risks associated with house price inflation, higher borrowing costs and the end of incentives for first-time buyers are largely priced in, though Persimmon has been singled out as most exposed to the end of ‘help-to-buy’.
3 - Forget a Santa rally, cryptos hit by Grinchey sell-off
Stock traders (almost) every year cheer the so-called Santa Clause rally, but, so far it looks like Bitcoin, Ethereum and the other crypto markets look much more Grinchy.
4 - FTSE 100 posts strong rebound
At the close, the UK's blue-chip index was up 109.96 points, or 1.5% to end Monday trading at 7,232.28.
5 - BT Group talks up its business ahead of Drahi deadline
Berenberg, in a new note, repeated a ‘buy’ recommendation following upbeat conversations with key members of management team. “A sceptic might suggest that such positivity is simply a sensible defence strategy,” the European bank said. Indeed …
And … Open Orphan hails positive results for flu trial, Poolbeg Pharma signs option to licence a vaccine for infectious disease, InnovaDerma signs JV to “accelerate and develop” premature ejaculation brand.
Day ahead: Tuesday 7 December
Finals: CareTech Holdings, Hyve Group plc, IXICO plc, Paragon Banking Group PLC, Renew Holding, Tritax Eurobox PLC
Interims: Babcock International (LSE:BAB), iomart Group, Kinovo PLC, Mercia Asset Management PLC (AIM:MERC), SDI Group Plc, Solid State PLC (AIM:SOLI), Supreme PLC (AIM:SUP), Vianet Group (AIM:VNET) PLC, WH Ireland Group PLC (AIM:WHI)
AGMs: Amedeo Air Four Plus Ltd, Applied Graphene Materials PLC (AIM:AGM, OTCQX:APGMF), Falanx Group Ltd, IMC Exploration
Trading announcement: Ferguson PLC (LSE:FERG), British American Tobacco PLC (LSE:BATS), Schroder Japan Growth Fund plc, Scottish Oriental Smaller Cos Trust, YouGov Plc
Economic announcements: Retail Sales (UK), Halifax House Price Index (UK), Consumer Credit (US)