JPM:
AVEVA Weak revs 201.5m vs 203.4m, board confident medium term -1%
AVEVA Weak revs 201.5m vs 203.4m, board confident medium term -1%
BIG YELLOW Strong but inline, EPS up 15%, rev broke £100m first time unch
KINGFISHER Trading statement - LFLS ahead, cost savings on track +2%
SEVERN TRNT Solid figures across the board +1
CS:
Aveva M/P Numbers inline with pre-announce
CS:
Aveva M/P Numbers inline with pre-announce
Big Yellow M/P FY rev's inline with pre-release, PBT inline
EFG +0.5% Finma approves complete takeover of BSI by EFG
Ent One -1% Group Revs1.6% ahead, EBITDA inline, EPS 1% miss
De La Rue M/P Numbers inline with already released Q4 figures
G4S -2-3% Negative story on 99 calls in the Guardian
Galenica -2-3% Division of group will be delayed by six to twelve months
Hibernia +1-2% NAV has expanded +7% from H1, Prime office rents better
ICP -1% Total AUM increased to record EU21.6b, special divi light
Kingfisher +1-2% Sales inline, LFL better 3.6% vs cons 3%
Lafarge +0.5% More press re: potential sale of Indian assets
Micro Focus M/P FY guidance at top end but inline with analysts
Miners +1% Copper -0.20%, Brent -0.20%, Iron Ore -0.15%, China -0.80%
Peugeot -0.5% Minister Macron "won't keep Peugeot Citroen stake forever"
Richemont M/P Swiss watch export data -11% in ApriB
Severn Trent +1-2% Numbers a small beat and guidance solid
S Immo +1-2% Q1 EBIT 1% beat, increases dividend
Sampo -1% CS downgrade to UNDERPERFORM (Earnings Pressure)
Sampo -1% CS downgrade to UNDERPERFORM (Earnings Pressure)
Softcat +1-2% Q3 rev growth slightly ahead of H1, outlook positive
Swatch M/P Swiss watch export data -11% in April
UCB -2-3% Negative US Patent Office ruling
Mainfirst:
*BAYER-Needs $149 a shs for Monsanto,to match Syngenta multiple......-0.5%
Mainfirst:
*BAYER-Needs $149 a shs for Monsanto,to match Syngenta multiple......-0.5%
*UNILEVER/L'OREAL/HENKEL-1st round bids for Vogue Intl $2.5-3bln.....-0.4%
*PEUGEOT-France won't keep stake for ever own 13.68% - Echos.........-0.5%
*GIVAUDAN-ConAgra sells spicetec flavours bizz 2 Givaudan $340m......-0.25%
*DBK-Post crisis mortgage positions said 2 be probed by SEC..........-1%
*SEB-Agrees to buy WMF from KKR,price €1.6b,good deal,raise PT.......+2%
*SWISSCOM-CEO faces 74% pay cut,co also fined by Swiss Govt..........-0.5%
*EVONIK-Placing 19.8m shares at €25.50 vs close €26.99 via JPM.......-5%
*CBK-To study possible syngergies with Comdirect says FAZ............-0.5%
*POSTE ITALIANAE-Govt may sell further 30% on mkt & 35% 2 C/Depositi.-0.5%
*KINGFISHER-Q1 Total Sales £2.7b(2.72),B&Q +3.6%(3),S/Fix +16.2%(10).+1%
*RICHEMONT/SWATCH-Swiss watch export figs,April weak,May easier......-1%
ShoreCap:
OLD MUTUAL - reported to be close to selling its US asset mgmt biz to AMG..+0.5%
ShoreCap:
OLD MUTUAL - reported to be close to selling its US asset mgmt biz to AMG..+0.5%
TOPPS TILES - revs +3.8%,LfL +4.7%,PBT +13%,margins +80bps,strong start to H2+2%
CARD FACTORY - sales +6.5%,footfall softened,outlook for FY unchanged.......UNCH
MICRO FOCUS - sees revs & adj EBITDA at top end of g'dance...................+3%
ACCESSO TECH - strong start to year,confident on FY outcome..board changes..UNCH
CRANSWICK - strong headline figures,beat to our numbers again,upgrades.......+2%
HOMESERVE - revs +8% £633m,PBT +9% £93m,customer no's +11%,gd outlook........+1%
AVEVA - revs -3% £201.5m,PBT -18% £51m,all inline with prev update,divi +20%.-2%
BIG YELLOW GRP - revs +20% £101.4m,LFL +10%,PBT +24%,LfL occupancy +3.5bps..UNCH
HOGG ROBINSON - Fy rev 318.3m.Divi 2.51p.Confident for year ahead...........UNCH
PARAGON - H1 pbt 69.5m.Divi +12.7%.Paragon Bank reports maiden profits.......+2%
SEVERN TRENT - Fy ptp 322.3m.Fy revs 1.79b(Est1.78b).Divi 81.5p..............+1%
KINGFISHER - Q1 sales 2.72b.B&Q UK+3.6%.Grp trading in line with expec.......+1%
OPG - Sees FY2016 in line with market exepctations.Maiden divi March 2017....+2%
INTERMEDIATE CAP - AUM rise 20%.Final divi 15.8p.Plans special 200m payout...+3%
GVC - Says strong trading has continued......................................+2%
HELICAL BAR - Fy ptp 120.1m.Divi 0.72p.Co says its meeting objectives........-1%