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LONDON MARKET CLOSE: FTSE 100 slips amid BoE rate hold, fresh US falls
- FTSE 100 Performance: Fell 41.30 points (0.4%) to close at 9,735.78 on Thursday, 6th Nov 2025.
- Other Indices: FTSE 250 down 0.9%, AIM All-Share down 0.4%, Cboe UK 100 down 0.6%, Cboe UK 250 down 1.2%, Cboe Small Companies down 0.5%.
- Bank of England Decision: Kept interest rates unchanged in a 5-4 vote, with Governor Andrew Bailey casting the decisive vote for no change.
- MPC Split: Four members voted for a quarter-point cut, citing over-restrictive policy, while five voted to hold, emphasizing inflation persistence risks.
- Market Reaction: Pound traded higher against the dollar despite the hold, with sterling at USD1.3106 at London close.
- European and US Markets: CAC 40 down 1.4%, DAX 40 down 1.3%, Dow Jones down 0.9%, S&P 500 down 0.9%, Nasdaq down 1.6%.
- Earnings Highlights:
- J Sainsbury up 5.5% on raised profit guidance.
- IMI up 3.8% on reiterated full-year guidance.
- AstraZeneca up 3.1% on strong Q3 sales.
- Hikma Pharmaceuticals down 14% on reduced guidance.
- Smith & Nephew down 11% on missed revenue consensus.
- Diageo down 6.5% on lowered guidance despite strong Q3 sales.
- Commodities: Brent oil down to USD63.25/barrel, gold little changed at USD3,977.52/ounce.
- Top FTSE 100 Risers: J Sainsbury, IMI, Antofagasta, Fresnillo, Auto Trader.
- Top FTSE 100 Fallers: Hikma Pharmaceuticals, Smith & Nephew, Diageo, Howden Joinery, Pearson.
- Upcoming Economic Data (Friday): Canadian unemployment, German trade data, UK Halifax price index, US Michigan consumer sentiment index.
- UK Corporate Calendar (Friday): Half-year results from Record (specialist currency and asset manager).
LONDON MARKET MIDDAY: FTSE 100 pares loss after Bank of England holds
- Date and Time: 6th Nov 2025, 12:25
- FTSE 100: Down 10.20 points (0.1%) at 9,766.88, paring earlier decline after Bank of England held rates at 4.00%.
- FTSE 250: Up 45.77 points (0.2%) at 22,140.15.
- AIM All-Share: Up 2.62 points (0.4%) at 758.84.
- Bank of England Decision: Held bank rate at 4.00% with a 5-4 split vote; majority (including Governor Andrew Bailey) backed hold, while four preferred a 25 bps cut.
- Pound: Quoted at USD1.3060, up from USD1.3037 but lower than USD1.3086 pre-BoE decision.
- BoE Statement: CPI inflation peaked; disinflation progressing due to restrictive monetary policy; bank rate likely on gradual downward path.
- UK Construction Activity: Fell at fastest pace in over five years in October, with S&P Global PMI at 44.1 (below 50-point mark for tenth consecutive month).
- Corporate Updates:
- IMI: Jumped 6.5% after reiterating full-year guidance and reporting 12% organic revenue growth in Q3.
- BT Group: Climbed 2.9% despite profit and revenue decline; announced higher dividend and reiterated mid-term outlook.
- Smith & Nephew: Fell 11% despite raising free cash flow outlook; Q3 revenue missed consensus.
- Hikma Pharmaceuticals: Sank 8.1% after reducing medium-term guidance and cutting 2025 profit view due to production delays.
- RS Group: Up 6.5% on FTSE 250; like-for-like sales returned to growth in Q2 despite market uncertainty.
- Asiamet Resources: Jumped 42% on AIM after selling KSK project interest for USD105 million.
- Tan Delta Systems: Jumped 87% after securing phase two trial with a major multinational online retailer.
- European Equities: CAC 40 down 0.4%, DAX 40 down 0.1%.
- Commodities: Gold up at USD4,015.80/ounce; Brent oil down at USD63.73/barrel.
LONDON BROKER RATINGS: Stifel raises HgCapital Trust to 'buy'
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- 6th Nov 2025 09:34
- The following London-listed shares received analyst recommendations Thursday morning and on Wednesday:
- FTSE 100
- LBBW raises BP price target to 470 (430) pence - 'hold'
- Jefferies raises Unilever price target to 4,000 (3,800) pence - 'underperform'
- Jefferies cuts Ashtead price target to 5,250 (5,700) pence - 'hold'
- Citigroup raises Weir price target to 3,300 (3,100) pence - 'buy'
- Barclays raises Weir price target to 3,290 (2,950) pence - 'overweight'
- Goldman Sachs raises Airtel Africa price target to 223 (196) pence - 'neutral'
- Goldman Sachs raises M&G price target to 300 (298) pence - 'buy'
- Goldman Sachs raises Marks & Spencer price target to 470 (445) pence - 'buy'
- Deutsche Bank Research raises Associated British Foods price target to 2,100 (2,000) pence - 'hold'
- FTSE 250
- Stifel raises HgCapital Trust to 'buy' (hold)
- Citigroup raises Lancashire Holdings price target to 725 (696) pence - 'buy'
- RBC raises Lancashire Holdings price target to 625 (600) pence - 'underperform'
- Goldman Sachs raises Ceres Power price target to 530 (480) pence - 'buy'
- SMALL CAP
- JPMorgan raises AIB price target to 8.50 (7.90) EUR - 'neutral'
- RBC raises AIB price target to 8 (6.75) EUR - 'sector perform'
- JPMorgan raises Bank of Ireland target to 14.80 (13.60) EUR - 'underweight'
- Goldman Sachs raises Ryanair price target to 29 (27.50) EUR - 'neutral'
- Deutsche Bank Research raises Glanbia price target to 17.50 (15) EUR - 'buy'
- Related Shares:
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LONDON MARKET OPEN: Stocks steady before BoE amid barrage of earnings
- London Stock Market: Opened steady on Thursday with mixed performance across indices; FTSE 100 down 4.21 points, FTSE 250 up 0.1%, AIM All-Share up 0.5%.
- Bank of England Decision: Expected to hold interest rates at 4.00% at 1200 GMT, with divided analyst opinions and a finely balanced decision.
- Chancellor Rachel Reeves: Likely to spare UK banks from punitive budget tax raid to maintain competitiveness and support growth.
- Bank Shares: NatWest, Lloyds, Standard Chartered, and Barclays saw gains of 2.5%, 2.5%, 1.6%, and 1.4% respectively.
- Currency Movements: Sterling up to USD1.3077, Euro higher at USD1.1514, Dollar lower against Yen at JPY153.61.
- Global Markets: Asian markets (Nikkei, Shanghai Composite, Hang Seng) up; US markets (Dow, S&P 500, Nasdaq) closed higher on Wednesday.
- Corporate Highlights:
- IMI led FTSE 100 with 6.7% gain, backed full-year guidance.
- AstraZeneca up 1.0%, reported strong Q3 performance and growth outlook.
- Hikma Pharmaceuticals down 10%, narrowed profit guidance.
- Helios Towers up 15% on FTSE 250, tightened 2025 guidance and launched share buyback.
- Watches of Switzerland up 5.5%, reported 8% revenue growth.
- Tan Delta Systems up 36%, started paid phase two trial with a major retailer.
- Commodities: Gold up to USD4,013.70/ounce, Brent oil down to USD64.12/barrel.
- Economic Calendar: Eurozone retail sales and UK construction PMI reading due at 0930 GMT.
LONDON MARKET EARLY CALL: FTSE 100 steady before tight BoE decision
- London Stocks: Expected to open flat on Thursday, with FTSE 100 futures indicating a slight rise of 0.8 points to 9,777.88.
- Currency Movements: Sterling rose to USD1.3057, euro to USD1.1507, and the dollar weakened to JPY153.97 against the yen.
- Bank of England Decision: Expected to hold interest rates at 4.00%, with divided analyst opinions and a potential knife-edge decision. A 5-2-2 vote for a hold is predicted by Morgan Stanley.
- Monetary Policy Report: To be released alongside the rate decision, followed by a press conference with Governor Andrew Bailey at 1230 GMT.
- Chancellor Rachel Reeves: Likely to spare UK banks from a punitive budget tax raid, aiming to maintain sector competitiveness and support growth.
- US Supreme Court: Justices expressed skepticism over the legality of President Trump's tariffs, questioning the authority under the International Emergency Economic Powers Act.
- US Treasury Yields: 10-year yield unchanged at 4.15%, 30-year yield slightly widened to 4.73%.
- Global Markets: Wall Street ended higher on Wednesday, with Asian markets also rising on Thursday (Nikkei +1.3%, Shanghai Composite +0.9%, Hang Seng +1.8%, S&P/ASX 200 +0.3%).
- Commodities: Gold rose to USD3,986.70 per ounce, while Brent oil fell to USD63.69 per barrel.
- UK Corporate Calendar: Third-quarter results from AstraZeneca, half-year results from J Sainsbury, and trading statements from Diageo, Howden Joinery, and IMI.
- Global Economic Calendar: Includes eurozone retail sales and construction PMI readings alongside the Bank of England decision.
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