The upcoming week will see a focus on reports from sectors such as airlines, pubs, and various retailers, coinciding with policy decisions from the European and Japanese central banks.
Key companies to watch include AB Foods, the parent company of Primark, along with Dr Martens, Halfords, and WH Smith in the retail sector; airlines like easyJet and Wizz Air; pub groups including Wetherspoon’s, Marston’s, and Fuller’s; and additional sector interest from St James Place and Sir Martin Sorrell’s S4 Capital.
Monday, January 22:
- Company Previews: Sir Martin Sorrell anticipates improved profitability for the last quarter, though analysts remain sceptical.
- Scheduled Reports:
- Trading Updates: S4 Capital PLC, City Of London Investment Group PLC
- Interims: Baillie Gifford Us Growth Trust PLC
- Finals: Edinburgh Worldwide Investment Trust PLC, Polar Capital Global Financials Trust PLC
- AGMs: Highcroft Investments PLC, Smart Metering Systems PLC
Tuesday, January 23:
- Company Previews: The retail sector continues to be in focus with Associated British Foods PLC, owner of Primark, following mixed reports from industry peers. Marston’s PLC, benefiting from higher drink prices, is set to report on its holiday trading. Netflix Inc is a key highlight for US stock investors, with positive expectations from analysts.
- Scheduled Reports:
- Trading Updates: Aptitude Software Group PLC, Boot (Henry) PLC, Fireangel Safety Technology Group PLC, Premier Foods PLC, Staffline Group PLC
- Finals: CC Japan Income & Growth Trust PLC, Crest Nicholson Holdings PLC, Velocity Composites PLC, Watkin Jones PLC
- US Earnings: 3M Co, Johnson & Johnson, Proctor & Gamble Co, Verizon Communications Inc, Intuitive Surgical Inc, Netflix Inc, Visa Inc
- AGMs: C4X Discovery Holdings PLC, Goldplat PLC, Marstons PLC, Mitchells & Butlers PLC
- Economic Announcements: Public Sector Net Borrowing (UK)
Thursday, January 25:
- Company Previews: St James Place PLC seeks to recover from recent scrutiny over fees, with potential insights expected in the update. Fuller Smith & Turner PLC will disclose if its London estate boosted Christmas sales. Halfords Group PLC braces for its quarterly results following recent trends. Fevertree Drinks and Britvic PLC are set to report, with varying expectations.
- Reports Scheduled:
- Trading Updates: Creston PLC, CVS Group PLC, Intermediate Capital Group PLC, Mitie Group PLC, Next 15 Group PLC, PPHE Hotel Group Ltd, Secure Trust Bank PLC, Conduit Holdings Ltd, Empresaria Group, Wizz Air
- Interims: IG Group Holdings Plc, NCC Group PLC, Time Finance PLC
- Finals: Foxtons Group PLC, Titon Holdings PLC
- US Earnings: Intel Corp, Blackstone Inc
- AGMs: Alteration Earth PLC, Barings Emerging EMEA Opportunities, Britvic PLC, Greencore Group PLC, Henderson European Focus Trust PLC, Treatt PLC
- Economic Announcements: Continuing Claims (US), Durable Goods Orders (US), GDP (Preliminary) (US), Initial Jobless Claims (US), New Homes Sales (US)
Friday, January 26:
- Company Previews: WH Smith PLC will discuss its performance during a challenging period for retail, particularly in railway station locations. Key economic data including UK consumer confidence and a major US inflation measure will be in focus.
- Reports Scheduled:
- Trading Updates: Paragon Banking Group PLC, Record PLC, WH Smith PLC, Taylor Maritime Investments Ltd
- US Earnings: American Express Company
- AGMs: Avon Protection PLC, JPMorgan China Growth & Income PLC, On The Beach Group PLC, WH Smith PLC
- Economic Announcements: GFK Consumer Confidence (UK), Personal Consumption Expenditures (US), Personal Income (US), Personal Spending (US)
