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AI Daily 5 entries
LONDON MARKET CLOSE: Stocks mixed amid tech earnings, Fed fallout
- Stock Market Performance:
- London stocks mostly higher after US Fed's decision to hold interest rates.
- FTSE 100 up 0.2% at 10,171.76; FTSE 250 down 0.5% at 23,268.44; AIM all-share down 0.9% at 824.92.
- Cboe UK 100 down 0.1%; Cboe UK 250 down 0.6%; Cboe small companies up 0.8%.
- European equities mixed: CAC 40 up 0.1%; DAX 40 down 2.1%.
- US stocks lower: Dow down 0.3%; S&P 500 down 1.0%; Nasdaq down 2.0%.
- Corporate News:
- Rank Group (FTSE 250) down 1.0%; reported 19% drop in pretax profit to GBP23.9 million, but revenue up 4.5% to GBP420.0 million.
- Ashtead Technology (AIM) down 0.4% following US peer United Rentals' results.
- International Paper Co down 8.3% in London; plans to split into two companies and reported USD3.52 billion net loss for 2025.
- Microsoft down 12% despite better-than-expected Q2 revenue; More Personal Computing revenue missed consensus.
- Meta Platforms up 7.8%; reported strong revenue growth and earnings, beating expectations.
- Economic Indicators:
- US President Trump criticized Fed Chair Jerome Powell for not cutting interest rates.
- Pound higher at USD1.3797; Euro at USD1.1950; Dollar lower against Yen at JPY152.87.
- Brent oil up to USD69.40 per barrel; Gold down to USD5,256.30 per ounce.
- US 10-year Treasury yield at 4.24%; 30-year Treasury yield unchanged at 4.87%.
- Top Performers and Fallers (FTSE 100):
- Biggest risers: 3i Group (+310.93p), Anglo American (+124.83p), Rio Tinto (+169.37p), Diageo (+43.29p), Metlen Energy & Metals (+1.25p).
- Biggest fallers: Ashtead Group (-297.81p), Sage (-40.40p), Autotrader (-21.60p), Relx (-98.00p), Fresnillo (-122.54p).
- Upcoming Economic Data (Friday):
- France and Germany GDP figures.
- Germany CPI, unemployment, export/import price data.
- US PPI data; UK mortgage approvals.
- Airtel Africa releases Q3 results.
LONDON MARKET MIDDAY: FTSE 100 rises as gold rally lifts miners
- London Stock Market:
- FTSE 100 up 0.6% at 10,217.40, supported by miners and oil majors.
- FTSE 250 down 0.1% at 23,378.40; AIM all-share up 0.6% at 836.75.
- Cboe UK 100 up 0.4%; Cboe UK 250 down 0.1%; Cboe small companies up 0.7%.
- European Equities:
- CAC 40 (Paris) up 0.6%; DAX 40 (Frankfurt) down 0.9%.
- Economic sentiment in EU and eurozone improved in January, nearing long-term averages.
- Employment expectations rose to 12-month highs, though slightly below long-term averages.
- Currencies:
- Pound at USD1.3791, higher than Wednesday’s close.
- Euro at USD1.1946, up from USD1.1935.
- Dollar at JPY153.44, lower compared to JPY153.63.
- US Markets:
- Dow Jones, S&P 500, and Nasdaq called higher by 0.2%, 0.2%, and 0.1%, respectively.
- Apple set to release annual earnings after market close.
- Economic Data:
- Ireland entered recession with 0.6% Q4 contraction, following 0.3% Q3 decline.
- UK secured visa-free travel to China for visits under 30 days.
- Corporate Highlights:
- Gold prices surged above USD5,500/ounce, boosting mining stocks (Glencore +3.9%, Antofagasta +8.0%, Endeavour Mining +5.1%).
- Lloyds Banking up 1.6% on better-than-expected profit, buyback announcement, and lifted 2026 guidance.
- Saga (FTSE 250) up 9.7% on expected increased earnings for full year.
- Eqtec down 20% after announcing corporate reset and strategic pivot to copper-gold exploration in Australia.
- Commodities:
- Brent oil up to USD68.79/barrel from USD68.01 late Wednesday.
- Upcoming Economic Releases:
- Canada and US trade balances, US weekly jobless claims, factory orders, and wholesale inventories.
LONDON BROKER RATINGS: Deutsche Bank, Jefferies reinitiate Unite Group
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- 29th Jan 2026 09:54
- The following London-listed shares received analyst recommendations Thursday morning and on Wednesday:
- FTSE 100
- Goldman Sachs raises Centrica price target to 205 (198) pence - 'buy'
- JPMorgan raises London Stock Exchange price target to 13,200 (13,100) pence - 'overweight'
- Morgan Stanley raises Rolls-Royce price target to 1,500 (1,280) pence - 'overweight'
- Morgan Stanley raises BAE Systems price target to 2,342 (2,203) pence - 'overweight'
- Morgan Stanley raises Melrose Industries price target to 680 (610) pence - 'equal-weight'
- BofA cuts Sage price target to 1593 (1620) pence - 'buy'
- BofA cuts Entain price target to 850 (930) pence - 'buy'
- FTSE 250
- Deutsche Bank Research reinitiates Unite Group with 'buy' - price target 700 pence
- Jefferies reinitiates Unite Group with 'hold' - price target 629 pence
- PBC cuts C&C Group price target to 130 (160) pence - 'sector perform'
- SMALL CAP
- UBS raises Ryanair price target to 33.50 (32.55) EUR - 'buy'
- Goldman Sachs raises Ryanair price target to 30 (29) EUR - 'neutral'
- Berenberg raises Luceco price target to 175 (165) pence - 'buy'
- Barclays cuts Flutter Entertainment price target to 22,100 (22,900) pence - 'overweight'
- Jefferies cuts Kingspan Group price target to 72.30 (72.60) EUR - 'hold'
- Related Shares:
LONDON MARKET OPEN: Shares rise as rise in gold lifts miners; 3i jumps
- London Stock Market:
- FTSE 100 opened up 0.6% at 10,217.33.
- FTSE 250 up 0.3% at 23,456.84.
- AIM all-share up 0.6% at 836.64.
- Cboe UK indices also showed gains across the board.
- Gold Prices:
- Gold surged to a record high above $5,500/ounce after the Federal Reserve kept interest rates unchanged.
- Mining stocks benefited, with Glencore up 3.6% and Antofagasta up 6.2%.
- UK-China Relations:
- UK PM Keir Starmer met with Xi Jinping, discussing tariffs, visa-free travel, and migration.
- Progress made on whisky tariffs, visa-free travel, and information exchange on irregular migration.
- China willing to consider unilateral visa-free entry for the UK.
- European Equities:
- CAC 40 in Paris up 0.9%.
- DAX 40 in Frankfurt down 0.4%.
- Currency Movements:
- Sterling rose to $1.3822.
- Euro up to $1.1966.
- Dollar down against the yen at ¥153.35.
- Commodities:
- Brent oil up to $68.76/barrel, supporting BP and Shell (both up 1.4%).
- Corporate Highlights:
- 3i Group top performer on FTSE 100, up 13% after positive trading update.
- Wizz Air Holdings up 7.7% on narrower net loss and increased passenger numbers.
- Fevertree Drinks up 5.3% on expected ahead-of-market full-year results.
- US Markets:
- Wall Street mixed: Dow marginally higher, S&P 500 marginally lower, Nasdaq up 0.2%.
- Big Tech earnings: Tesla up 2.8%, Meta up 7.2%, Microsoft down 5.4%.
- Asian Markets:
- Nikkei 225 marginally higher.
- Shanghai Composite up 0.2%.
- Hang Seng up 0.5%.
- S&P/ASX 200 down 0.1%.
- Economic Calendar:
- Upcoming releases include eurozone economic sentiment, US trade balance, and factory orders.
LONDON MARKET EARLY CALL: FTSE 100 seen up after Fed hold rates
- London Stocks: Set to open higher on Thursday, with FTSE 100 futures indicating a 24.6-point (0.2%) rise to 10,179.03, following the US Federal Reserve's decision and a surge in gold prices.
- Federal Reserve Decision: Left interest rates unchanged (3.50%-3.75%) for the first time since July, with 10 out of 12 FOMC members voting to hold rates steady. The Fed noted solid economic activity, stable unemployment, and elevated inflation.
- Gold Prices: Hit a record high above USD 5,500/ounce, trading at USD 5,562.10 early Thursday, up from USD 5,282.35 on Wednesday.
- Currency Movements: Sterling rose to USD 1.3838, the euro to USD 1.1986, and the dollar weakened to JPY 153.08 against the yen.
- US Markets: Wall Street ended mixed, with the Dow marginally higher, S&P 500 slightly lower, and Nasdaq up 0.2%. Tesla and Meta shares rose in after-hours trading on strong earnings, while a third major tech company saw shares slide despite beating profit expectations.
- Bank of Canada: Held its key interest rate at 2.25%, with Governor Tiff Macklem citing the unpredictable nature of US trade policy under President Donald Trump.
- UK-China Relations: Prime Minister Keir Starmer met Chinese President Xi Jinping in Beijing, seeking a "more sophisticated" relationship. Xi expressed readiness for a long-term strategic partnership.
- Asian Markets: Nikkei 225 marginally higher, Shanghai Composite up 0.1%, Hang Seng up 0.2%, and S&P/ASX 200 down 0.1%. Japan's consumer confidence index rose slightly but missed forecasts.
- Australian Data: Export and import prices rose in Q4 2025, driven by higher non-monetary gold prices. Export prices climbed 3.2% QoQ, while import prices rose 0.9%.
- Commodities: Brent oil traded at USD 68.26/barrel, up from USD 68.01 late Wednesday.
- Corporate Calendar: Busy day with updates from Antofagasta, easyJet, Glencore, St James's Place, Lloyds Banking Group, International Paper, and Wizz Air.
- Economic Calendar: Key data releases include Switzerland's trade balance, eurozone economic sentiment, Ireland's GDP, Canada's trade balance, US trade balance, jobless claims, factory orders, and wholesale inventories.
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