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10 The Sunday Times July 29, 2018 BUSINESS

Liam Kelly LETTERS

Rose pruned at corporate spooks a particularly apposite former boss Sir Martin Send your letters, including ale from the barroom slops Our banks are sacrificed choice right now, given the Sorrell, for once, but with its SIGNALS full name and address, bucket.” for US dominance predicament facing document storage company. AND NOISE . . . to: The Sunday Times, This is the same RBS whose It has been apparent for some It’s all about who you know officers, has long been a boss David Transworld has looked 1 London Bridge Street, Global Restructuring Group years that the US regulatory in the world of corporate landing pad for Rolls-Royce . after WPP’s riveting annual London SE1 9GF. Or email (GRG) caused many business authority is imposing huge intelligence. Unfortunately veterans. Its recruits include Prufrock tried to imagine reports, brochures and the [email protected] people untold misery with fines on American banks’ for Sir John Rose, the former Rose’s predecessor at the what else might have been annual Atticus journal for 20 Letters may be edited their “inappropriate” competitors (notably Barclays Rolls-Royce boss’s engine maker, Sir Ralph on the set list. Don’t Stop years. But the advertising treatment in 2005-13, and Deutsche) to clear the connections haven’t been Robins, former general Believin’, by Journey? giant is having trouble resulting in broken lives and board for themselves. enough to keep him as counsel Robert Webb and Knockin’ on Heaven’s Door, getting back its property, The Netflix effect: TV is marriages, even suicides. At the height of Barclays’ chairman of one of the top Richard Margolis, who was a by Bob Dylan? Perhaps according to a writ filed at turning us into Americans The same outfit whose power, and, arguably, its firms of corporate spooks. regional director. Atkins, 52, who has vowed to the High Court. There are indeed warning bullying behaviour was “so success, the bank was led by The 65-year-old quietly Why the sudden exit for stay at Hammerson “for In January, WPP tried to signs for Britain as outlined in disgraceful”, according to an American. Also, Britain stepped down as a director Rose? Surely nothing to do many years to come”, put in dump Transworld — and, as last week’s article (“Love the Nicky Morgan, chairwoman extradites bankers to the US of Holdingham Group, the with the Serious Fraud a request for the Gloria with all break-ups, wanted to island, shame about the rest of the Treasury committee, to stand trial, like sacrificial parent company of secretive Office’s long-running Gaynor classic: I Will Survive. arrange a time to pick up its of telly”) describing the that she decided to publish a lambs — something the US outfit Hakluyt, at the end of investigation into people things. The storage company inroads into young people’s report into its actions over would never do; once an last year. (Companies House allegedly involved in apparently shot back saying viewing habits made by US the heads of the Financial American is on American filings have only just revealed corruption and bribery at the WPP wants its WPP was in breach of streaming services such as Conduct Authority. soil, that is where he stays. his departure, though he is company he ran so contract and refused to plan Netflix and Amazon. That was back in only Jan Weller, Brentwood, Essex still on the advisory board.) successfully for 15 years? files back a time for collection. As this was in the Business February. Yet here we have Hakluyt, which was Breaking up can be messy, as It looks as if a judge will Masters of Business: section, the focus was, the arrogant RBS chairman As ever, CBI shuns change created by former MI6 WPP is finding out. Not with have to intervene in the Our 24-page guide to all understandably, on threats to Sir Howard Davies declaring and threatens disaster Under pressure autumn. Awkward. the British business schools our broadcasters and creative he would close new claims in Remember Terence Beckett, offering MBAs. Free with this industries, but there is October because it was “the director-general of the CBI in JUST SAYING . . . at Hammerson FUNNY BUSINESS week’s Sunday Times danger here for the culture as appropriate time”. How dare the 1980s and chairman of Last Tuesday morning, Believe well as the economy. he? And on whose authority? Ford GB, powerless at the When the the FTSE 250 property As young people watch This is the next large pile of time to deal with the unions, company Hammerson laid in litter TWITTER POLL “40% less scheduled TV — manure to be cleansed from promising the Thatcher company out a strategy to appease Define irony: a broadcaster including BBC and ITV — than the Augean banking stables, government a “bare-knuckle finds a shareholders still angry at constantly highlighting the Yes No they did seven years ago”, it not simply swept away. Let us fight” over its policies? bosses for spurning a 635p-a- scourge of plastic pollution would be interesting to know remember what Morgan had On retirement, he changed successor, share approach from French sponsors a cycling team to by how much the share of to say: “The overarching his mind. “It’s not the fault of I will be rival Klépierre in April. Two spend three weeks littering 28% 72% American material is rising. priority at all levels of GRG this government. We have had days later, Hammerson’s UK the French countryside with Many British people under was not the health and an inheritance of inertia in set free and Ireland managing plastic bottles and wrappers 35 already seem to talk, like, strength of customers, but this country, which has been director put on an altogether from energy gels. American, so it may not be the generation of income for disguised by the Industrial more enjoyable event. Can anyone blame Team long before you can’t tell a RBS through made-up fees, Revolution, the Empire and, Mark Bourgeois, 50, Sky after the rough Brit from a Yank. high interest rates, and the lastly, North Sea oil. For 40 shopping centre boss by day treatment Geraint Thomas, Martin James, Haslemere, acquisition of equity and years, we have had policies and drummer by night, Chris Froome et al have had Surrey property.” which postponed change.” played with his covers band, at the hands of aggressive After ITV and Sky Painful as it may be, this Exactly the policies the CBI David Fischel, boss of Intu, Brickwork, at the Water Rats spectators and gendarmes? announced positive No, RBS, you shouldn’t get episode must be allowed to still promotes — avoid change after announcing he will in King’s Cross, London. At For what it’s worth, Team results, is the threat to away with it quite so easily continue for as long as it takes at all costs, and threaten leave the beleaguered previous gigs, Brickwork Sky says it will eliminate traditional broadcasters Instead of “Small beer for for those responsible to be disaster. Much easier than shopping centre owner have played Under Pressure single-use plastics by 2020. from Netflix overstated? victims of RBS”, perhaps your exposed for what they did. actually managing a business. later this year by Queen and David Bowie — [email protected] @ST_Business headline last week should Richard Meredith, Newport Lynne Barlow, Wigan, have been more “flat as stale Pagnell, Buckinghamshire Lancashire DATABANK INSIDE THE CITY SABAH MEDDINGS THE WEEK IN THE MARKETS THE ECONOMY Consumer prices index current rate prev. month FTSE 100 FTSE 100 DOLLAR 2.4% 2.4% Howdens said sales growth February after a USD > GBP Travis had slowed as homeowners disappointing set of results — 7,800 CPI including housing current rate prev. month spent less on big-ticket items. due, said the company, to 7,600 $1.31 2.3% 2.3% However, rivals’ troubles weaker consumer confidence W 0.00 Retail prices index current rate prev. month Perkins is could also give and fewer secondary 12-month high: $1.44 7,400 low: $1.28 a boost. Hilco Capital, which property sales, which meant 3.4% 3.3% EURO under the took control of the DIY chain people spent less on doing up 7,701.31 7,200 Average weekly earnings on prev. month on last year Homebase after previous their new homes. Meanwhile, 22.52 H:7,903.5 EUR > GBP owner Wesfarmers cut its even during the summer 0.29% L:6,866.9 7,000 £517 U0.2% U2.5% Unemployment current rate prev. month weather losses and retreated to months, prime time to 6,800 €1.12 Australia, has said it plans to complete DIY tasks, Travis FTSE 250 W 0.00 2017 2018 12-month high: €1.16 1.41m 4.2% 4.2% If you thought retailers were close up to 100 stores. Perkins has to compete with low: €1.07 prone to talking about the Travis Perkins employs holiday operators for a slice Source: Thomson Reuters Manufacturing output on the year on last month YEN weather when explaining 27,000 people and supplies of their spare cash. RISERS FALLERS YEN > USD U1.5% U0.4% fluctuations in performance, builders, plumbers and large As a result of all this, the Medica: 142.8p, U 19% on rising McColl’s: 166.5p, V 20.7% on profit warning Huntsworth: 110p, V 18.5% on Retail sales on the year on last month wait until you meet a companies with company has had to carry out demand : 194.8p, U 12.7% on broker upgrade PureTech Health: 157p, falling PR revenues Evraz: 392.6p, ¥110.99 builder’s merchant. materials. It is best known for cost-cutting measures, U 12.1% on Swiss tie-up John Menzies: V 12.9% on trading update : U2.9% V 0.5% 20,868.94 V 0.40 £22.84, V 12.2% on disappointing First, the cold snap known its retail brands, and including axing a third of its 56.74 H:21,371.5 657p, U 11.9% on selling newspaper 12-month high: ¥114.72 distribution arm Petrofac: 604.2p, results Hammerson: 473p, V 12.1% on low: ¥104.55 as the Beast from the East Toolstation, which are aimed head-office jobs in May. 0.27% L:19,091.1 U 8.5% on offloading Tunisian asset strategy update UK trade latest 3 mths prev. 3 mths latest 12 mths turned homeowners off DIY. at homeowners and Analysts at Barclays predict OIL balance (£bn) -8.3 -3.3 -26.4 Then a warm start to the tradesmen. However, a heavy that John Carter, the chief DOLLARS/BARREL DOW JONES HANG SENG FTSE EUROFIRST Gross domestic latest quarter prev. quarter annual change summer sent families back reliance on the housing executive, will need to cut 25,451.06 28,804.28 1,535.13 product out in search of laminate market and consumer costs further to hit financial $74.29 U0.2% U0.4% U1.2% 392.94 H:26,616.7 579.80 H:33,484.1 24.48 H:1,588.0 flooring and garden sheds. spending means trading can targets. Barclays expects like- U 1.22 Budget deficit latest month prev. month year-to-date 1.57% L:21,600.3 2.05% L:26,863.7 1.62% L:1,415.8 12-month high: $80.50 (PSNB) in £bn Travis Perkins is more be volatile, and the past six for-like sales growth of 3.8% low: $50.00 5.4 4.7 16.8 affected than most of its peers months have been rocky. The in the second quarter, after NASDAQ SHANGHAI SENSEX GOLD by the state of the economy — share price plummeted in 3% in the first three months of 7,737.42 2,873.59 37,336.85 DOLLARS/TROY OZ and the weather. It has no the year. Travis Perkins 82.78 H:7,933.3 44.32 H:3,587.0 840.48 H:37,368.6 overseas business to offset Travis Perkins shares closed on Friday at 1.06% L:6,177.2 1.57% L:2,691.0 2.30% L:31,081.8 $1,224.03 10-YEAR BOND YIELDS % performance when cash-poor £13.38, 39% below their peak V 5.11 Brits are feeling the cold. £16 in July 2015. About 13% are S&P 500 CAC 40 ALL ORDS 12-month high: $1,359.26 variation 12 months Investors will hope for out on loan to short-sellers 2,818.82 5,511.76 6,391.50 low: $1,217.45 high low 16.99 H:2,872.9 14.10 H:6,394.3 some clarity when the FTSE betting they will fall further, 113.44 H:5,657.4 BITCOIN UK 1.29 U 0.05 1.79 0.72 250 company posts half-year 14 according to Markit. 0.61% L:2,417.4 2.10% L:4,995.1 0.22% L:5,702.2 DOLLARS results on Tuesday. Those speculators could NIKKEI DAX S&P TSX US 2.96 U 0.06 3.13 2.02 Recent reports from well be right and it may be $8,118.44 22,712.75 12,860.40 16,393.95 JAPAN 0.10 0.07 0.11 -0.01 kitchens supplier Howdens 12 some time before there is any U 705.79 U 14.87 H:24,129.3 41.51 H:16,489.5 2017 2018 298.98 H:13,596.9 12-month high: $19,497.40 Joinery may provide some meaningful lift. Avoid. 0.07% L:19,239.5 2.38% L:11,726.6 0.25% L:14,785.8 low: $919.50 GERMANY 0.41 U 0.10 0.80 0.19 insight into what to expect. Source: Thomson Reuters @sabahmeddings Price at 5pm Saturday

TOP 200 COMPANIES

Market cap ranking Price Change 52-week Mkt Cap Market cap ranking Price Change 52-week Mkt Cap Market cap ranking Price Change 52-week Mkt Cap Market cap ranking Price Change 52-week Mkt Cap Yield P/E Yield P/E Yield P/E Yield P/E V on week high low (£m) V on week high low (£m) V on week high low (£m) V on week high low (£m) 51 3i Group 945.0 +16.0 1029.5 853.0 3.2 - 9215.3 10 Diageo 2836.0 –47.5 2883.5 2354.5 2.2 22.3 69798.3 15 Lloyds Banking Group 62.6 nc 72.1 61.2 1.6 13.2 44809.8 37 Schroders 3073.0 –120.0 3773.0 3073.0 3.7 14.0 15404.0 188 240.9 +6.7 271.7 203.0 3.6 - 1945.4 100 Direct Line Insurance 331.8 –6.5 411.3 330.2 5.0 10.5 4562.2 36 4492.0 –49.0 4568.0 3649.0 1.0 29.9 15631.6 57 Scottish Mortgage 549.0 –8.5 561.5 403.6 0.6 - 7993.8 90 Admiral 1897.0 –61.0 2178.0 1784.0 2.8 16.2 5458.5 177 179.2 –0.6 270.0 149.1 - 8.4 2075.2 153 Man 172.8 –2.5 217.7 155.3 4.1 15.3 2761.1 75 Segro 665.8 –7.4 679.0 522.0 2.5 5.9 6735.2 191 738.0 +22.0 983.0 641.8 3.7 17.8 1890.2 78 EasyJet 1616.0 +1.0 1796.0 1151.0 2.5 14.4 6418.9 95 Marks & Spencer 310.5 –0.7 354.1 264.5 6.0 194.1 5045.0 101 Severn Trent 1919.5 +19.0 2293.0 1703.0 4.3 18.8 4546.7 158 773.0 +6.0 773.0 689.0 1.7 - 2626.7 133 721.4 –11.0 758.0 568.6 1.7 21.5 3192.9 119 519.6 –9.0 764.5 507.5 1.5 - 3830.2 151 Shaftesbury 925.0 –0.5 1055.0 917.0 1.7 8.2 2842.5 26 Anglo American 1691.4 +91.6 1926.4 1227.5 4.6 9.5 23760.3 60 Evraz 545.2 +22.6 556.6 236.2 4.0 15.4 7807.5 105 572.0 +7.0 572.0 417.1 2.7 12.9 4441.5 16 Shire 4356.5 –26.0 4444.5 2953.5 0.6 12.6 39835.4 48 Antofagasta 983.2 +41.6 1149.0 842.6 1.9 17.5 9693.0 34 Experian 1898.5 –34.0 1937.5 1446.0 1.6 29.2 17418.7 44 Melrose 215.3 –0.1 247.0 198.8 1.5 - 10304.1 23 Sky 1513.0 +8.0 1545.0 900.0 - 32.0 26008.7 161 Ashmore 357.6 +6.0 433.2 332.3 4.7 17.0 2548.8 39 Ferguson 6074.0 –121.0 6275.0 4707.8 1.7 17.1 14080.2 198 Mercantile Investment Trust 219.4 –1.1 226.0 196.2 2.7 - 1751.9 71 Smith (DS) 502.8 –3.2 506.0 361.9 2.9 21.8 6876.6 43 Ashtead 2371.0 +58.0 2412.0 1571.0 1.2 12.2 11560.0 117 Foreign & Colonial 717.0 +5.0 717.0 595.0 1.5 - 3882.0 112 Merlin Entertainments 402.1 –2.2 489.4 318.4 1.8 19.6 4109.8 42 Smith & Nephew 1376.5 +41.5 1431.0 1215.0 1.9 22.2 12038.2 31 Associated British Foods 2474.0 +65.0 3371.0 2389.0 1.7 18.7 19586.0 65 Fresnillo 1010.5 –112.5 1672.0 1003.0 2.3 18.0 7446.3 144 Metro Bank 3396.0 +84.0 4040.0 3182.0 - 133.2 3006.7 81 Smiths 1605.5 –5.0 1801.0 1444.0 2.7 17.4 6354.0 8 AstraZeneca 5734.0 +145.0 5796.0 4384.0 3.4 36.3 72630.5 108 G4S 270.0 –2.2 335.9 238.4 3.5 17.3 4189.3 89 International 1304.5 +30.5 2739.0 911.8 5.6 9.4 5692.2 174 Smith WH 1927.0 –16.0 2347.0 1749.0 2.5 18.7 2114.3 113 Auto Trader 432.0 –7.0 440.8 319.0 1.2 24.4 4095.5 195 Genus 2908.0 –84.0 2992.0 1724.0 0.8 27.0 1789.7 63 Mondi 2080.0 +36.0 2130.0 1693.0 2.4 16.9 7638.6 66 Smurfit Kappa 3076.0 +14.0 3220.0 2150.0 2.3 19.7 7296.6 106 Aveva 2652.0 –90.0 3054.0 1803.0 1.0 56.8 4275.2 7 Glaxo Smith Kline 1553.4 +3.6 1580.2 1242.8 5.2 46.5 77046.6 189 872.0 +4.0 872.0 690.0 0.2 - 1899.6 164 Sophos 499.4 +0.4 669.5 416.0 0.7 - 2363.4 32 Aviva 489.6 –3.1 552.0 486.5 5.0 14.1 19350.1 13 Glencore 326.0 +14.4 415.0 309.1 1.6 11.0 46727.4 86 Morrison Supermarkets 256.7 +0.8 257.1 204.1 2.2 19.7 6047.9 156 Spectris 2284.0 –318.0 2908.0 2229.0 2.5 9.4 2692.7 123 727.8 –0.8 866.0 626.2 3.9 10.9 3679.7 193 Units 785.0 –30.0 841.5 729.0 1.8 14.6 1872.8 176 410.8 +2.8 422.2 340.9 3.3 15.4 2102.2 94 Spirax-Sarco 6895.0 +85.0 6895.0 5410.0 1.1 32.3 5075.6 30 BAE Systems 653.6 –21.6 676.4 535.5 3.3 24.5 20871.4 184 707.0 –0.6 798.7 660.1 1.7 38.8 1991.4 21 National Grid 825.9 –19.2 981.5 736.8 5.4 7.7 27724.0 170 Sports Direct International 410.0 –6.6 436.1 354.6 - 14.6 2201.6 180 291.7 +2.5 311.1 253.5 1.0 12.5 2012.7 84 GVC Holdings 1095.0 –3.0 1107.0 748.0 1.4 - 6330.6 116 Nex Group 1039.0 –1.0 1058.0 558.0 2.9 35.8 3945.4 41 SSE 1263.5 –100.0 1441.0 1182.0 7.3 15.6 12826.9 18 Barclays 190.9 +4.1 217.0 178.9 1.6 56.2 32663.1 92 Halma 1407.0 +12.0 1456.0 1075.0 1.0 34.6 5341.5 56 Next 5868.0 –182.0 6202.0 3865.0 2.7 14.1 8196.7 135 SSP 678.4 –11.5 710.4 517.2 1.2 31.4 3147.8 28 Standard Chartered 702.7 +24.1 849.2 669.3 - 40.8 23219.1 91 537.6 +5.2 700.0 483.0 4.5 8.7 5444.4 114 Hammerson 509.8 –23.6 580.0 434.4 5.0 25.9 4041.0 58 NMC Health 3826.0 +40.0 3826.0 2178.0 0.3 57.3 7966.1 124 BBA Aviation 349.6 +11.6 368.8 292.5 1.9 34.6 3609.8 47 Hargreaves Lansdown 2073.0 –51.0 2124.0 1327.0 1.4 43.9 9832.6 85 St James’s Place Capital 1188.5 –23.0 1270.5 1052.0 3.0 43.4 6290.9 59 Ocado 1133.0 +50.0 1146.0 238.7 - - 7907.5 192 BCA Marketplace 235.5 –6.5 242.0 149.6 2.9 44.4 1878.1 150 Hays 201.0 +4.7 208.6 165.5 1.6 19.4 2917.2 52 Standard Life Aberdeen 308.1 –5.9 446.3 305.1 6.6 10.4 9179.8 182 Page Group 609.5 +10.0 611.0 440.6 2.0 23.1 1998.3 149 Beazley 554.5 +5.5 619.5 450.0 2.1 84.1 2923.6 152 HICL Infrastructure 155.3 +1.2 163.6 133.5 5.2 - 2792.1 197 521.0 –0.5 556.5 460.0 2.2 24.1 1770.8 64 Pearson 957.4 +52.4 957.4 566.5 4.1 19.2 7474.2 125 2905.0 –57.0 3792.0 2857.0 4.2 7.3 3572.6 118 Hikma Pharmaceuticals 1600.0 –14.5 1614.5 855.6 1.5 - 3862.7 146 Tate & Lyle 632.4 –2.2 710.0 526.0 4.5 11.3 2955.3 134 Pennon 756.6 –11.0 821.5 583.4 4.9 15.8 3175.8 97 Berkeley 3729.0 +24.0 4321.0 3468.0 3.7 6.8 4973.8 107 1473.0 –26.0 1534.0 1214.0 1.9 163.7 4235.3 88 175.9 –1.3 211.2 170.2 2.6 10.4 5763.7 162 Pershing Square Holdings 1155.6 +6.1 1158.6 925.4 - - 2444.0 6 BHP Billiton 1707.0 +93.6 1779.2 1305.5 3.6 26.2 90863.6 128 1027.0 +31.0 1027.0 705.0 1.5 34.6 3387.2 190 Templeton Emerging Markets 721.0 +9.0 825.0 690.0 2.1 - 1894.5 61 Persimmon 2463.0 –41.0 2890.0 2394.0 5.5 10.1 7708.1 110 B&M European 415.8 –2.0 434.8 358.6 1.5 22.4 4160.3 147 Howden Joinery 480.7 –45.1 539.0 399.5 2.3 15.8 2949.9 25 Tesco 257.6 –1.2 261.7 173.3 0.4 21.3 25211.3 178 Petrofac 604.2 +47.4 651.8 397.3 6.9 - 2052.4 187 1020.0 –2.0 1055.0 835.5 1.7 18.6 1952.8 2 HSBC 727.8 +12.7 796.0 662.1 5.0 21.7 145195.8 129 Travis Perkins 1338.0 –32.0 1609.0 1216.0 3.4 14.5 3373.7 115 Phoenix Group Holdings 685.5 +13.0 685.5 496.2 6.4 - 3955.3 4 BP 567.3 nc 592.8 440.0 5.0 36.1 113361.0 130 IG Group 896.0 +36.0 905.0 614.5 3.6 17.0 3296.3 169 Tritax Big Box Reit 152.9 +0.1 156.9 139.6 4.2 7.8 2253.1 200 532.8 –2.0 995.5 497.8 5.6 8.1 1690.8 5 British American Tobacco 4115.0 +155.0 5100.0 3635.0 4.8 2.2 94386.5 137 IMI 1148.0 +13.0 1443.0 1013.0 3.4 21.5 3123.1 50 Tui 1616.5 –25.5 1810.5 1191.0 3.5 13.1 9495.1 196 Polar Capital Technology 1314.0 –8.0 1328.0 - - - 1776.8 80 British Land 649.8 +11.2 697.0 590.5 4.6 13.4 6372.9 22 Imperial Brands 2839.5 –76.5 3327.5 2325.0 6.0 22.1 27081.4 136 226.1 +10.4 276.0 151.2 - 17.2 3146.9 141 Polymetal International 670.0 –2.6 956.0 591.0 3.5 11.2 3032.3 173 808.0 +18.5 834.5 661.5 3.3 20.1 2136.7 143 Inchcape 727.0 –72.0 880.5 670.0 3.7 12.5 3018.0 175 UDG Healthcare 850.0 –1.0 959.0 742.0 1.1 71.1 2113.9 72 Betfair 8255.0 –120.0 9110.0 6665.0 2.2 32.3 6854.7 27 BT 236.0 +16.5 317.0 202.9 6.5 11.6 23415.7 167 315.0 –20.4 496.2 266.5 - 46.2 2293.5 3 Unilever 4314.5 –47.0 4548.5 3695.0 3.0 22.5 117423.8 179 BTG 526.0 +23.5 779.0 475.0 - 134.9 2035.4 45 Informa 800.0 –48.0 859.0 659.5 2.6 23.5 10012.3 14 Prudential 1775.0 –15.0 1981.0 1714.7 2.5 19.1 46005.7 168 Unite Group 870.0 +26.0 870.0 656.0 2.6 7.9 2291.8 62 Bunzl 2280.0 –10.0 2350.0 1936.0 1.9 24.4 7667.5 159 Inmarsat 568.6 +14.4 788.0 336.4 6.9 15.1 2624.5 93 Randgold Resources 5552.0 –22.0 8190.0 5460.4 2.7 27.9 5239.4 98 United Utilities 717.6 –6.4 934.5 656.0 5.5 13.8 4893.2 54 Burberry 2113.0 –39.0 2177.0 1498.0 1.9 30.9 8783.6 53 Intercontinental Hotels 4706.0 –222.0 4966.0 3668.0 1.5 20.9 8972.9 11 Reckitt Benckiser 6810.0 +303.0 7507.0 5443.0 2.4 14.0 48110.7 171 Vedanta Resources 780.0 +7.0 954.0 632.4 5.3 - 2184.9 165 Capital & Counties Properties 273.6 –11.2 319.9 253.1 0.6 - 2326.7 138 Intermediate Capital 1070.0 –4.0 1203.0 841.0 2.7 12.1 3106.7 183 Redrow 539.5 +2.0 664.5 516.0 3.2 6.9 1995.1 155 3142.0 +98.0 3142.0 1964.0 1.7 23.4 2706.2 157 161.4 –3.5 675.5 123.2 12.0 - 2691.9 49 Intertek 5988.0 –6.0 6014.0 4301.0 1.1 34.0 9664.2 17 Relx 1690.5 –25.0 1782.0 1429.5 2.3 20.6 33446.2 199 Virgin Money 388.0 +4.3 397.9 258.2 1.5 10.2 1730.7 19 Carnival 4354.0 –63.0 5380.0 4215.0 3.1 14.8 32082.4 40 International Airlines Group 691.2 +4.0 726.6 578.0 3.2 6.1 13950.9 111 Renishaw 5650.0 nc 5775.0 4157.0 0.9 29.9 4112.5 12 Vodafone 180.0 +2.4 238.0 175.1 7.3 13.0 48086.1 55 152.4 –0.2 204.6 124.1 7.9 25.4 8601.6 172 International Public Partnerships 153.0 +2.2 166.6 138.2 4.4 18.3 2150.3 83 Rentokil Initial 344.0 +4.6 355.1 258.7 1.0 9.3 6341.1 96 Weir 1940.0 –33.0 2325.0 1733.0 2.3 26.5 5032.8 122 270.6 –0.6 670.5 97.9 3.2 37.5 3708.9 166 Intu Properties 170.8 –10.7 259.4 165.0 8.2 - 2313.7 103 Rightmove 4934.0 –268.0 5350.0 3889.0 1.2 29.7 4470.2 68 Whitbread 3925.0 –53.0 4331.0 3512.0 2.5 16.4 7206.8 163 Close Brothers 1581.0 +63.0 1613.0 1316.0 3.8 12.0 2394.3 120 548.2 +3.2 648.6 461.4 4.3 11.0 3730.2 9 Rio Tinto 4162.0 +75.0 4492.0 3370.0 4.1 11.6 72595.2 160 297.9 +0.9 338.0 240.0 4.2 - 2563.7 148 Cobham 123.2 –8.4 148.0 113.4 - 35.2 2931.5 76 ITV 166.4 –5.7 180.4 142.4 4.7 16.0 6696.3 131 RIT Capital Partners 2110.0 +5.0 2110.0 1844.0 - - 3277.1 181 1122.0 +4.0 1122.0 995.0 2.0 - 2001.6 46 Coca Cola HBC 2717.0 –73.0 2801.0 2216.0 1.4 26.4 10002.4 154 IWG 300.2 –1.4 343.0 190.9 1.8 24.4 2736.6 33 Rolls-Royce 994.0 +4.0 995.0 814.0 0.5 4.3 18583.7 126 Holdings 3408.0 –312.0 3797.0 2603.0 - 17.8 3495.8 24 Compass 1616.0 –37.0 1667.0 1425.0 2.1 22.6 25592.8 142 Jardine Lloyd Thompson 1382.0 –40.0 1448.0 1144.0 2.5 27.1 3027.1 139 354.7 +10.5 356.6 223.5 1.5 55.4 3087.7 104 Wood 656.6 +40.8 736.5 521.4 3.8 - 4450.0 194 1580.0 –22.0 1620.0 869.5 1.4 23.8 1803.4 102 JD Sports 466.1 +3.0 466.4 303.3 0.3 19.6 4536.2 20 Royal Bank Of Scotland 249.6 +7.8 302.4 241.2 - 23.3 30071.4 186 Workspace 1084.0 –37.0 1165.0 855.0 1.9 8.7 1955.1 109 Convatec 212.2 +7.2 311.9 182.0 0.5 35.9 4162.2 67 Johnson Matthey 3748.0 +43.0 3823.0 2727.0 2.0 24.2 7253.6 1 Royal Dutch Shell A 2599.0 –56.5 2748.5 2102.5 5.5 14.5 216824.8 38 WPP 1188.0 +33.0 1603.0 1094.0 5.0 8.3 14989.8 29 CRH 2632.0 –40.0 2861.0 2338.0 2.2 13.9 21922.0 185 429.3 –16.8 631.4 429.3 4.0 12.5 1964.9 Royal Dutch Shell B 2661.0 –64.0 2841.0 2131.5 5.3 14.9 74 Croda 5120.0 +150.0 5120.0 3675.0 1.6 27.8 6740.1 87 Just Eat 861.4 –1.6 890.0 601.0 - - 5863.5 99 Royal Mail 469.0 +4.0 631.0 369.9 5.0 18.2 4690.0 Price/earnings ratios are based on historic data, with yield and p/e values 145 CYBG 337.8 +4.8 344.4 267.2 0.3 63.7 2992.9 121 Kaz Minerals 831.2 +39.2 1076.0 663.0 - 11.2 3714.6 132 RPC 804.4 +40.0 993.0 648.6 3.2 13.1 3264.8 calculated from the most recent reported dividends and earnings per share, 82 DCC 7105.0 +85.0 7755.0 6475.0 1.6 27.5 6346.3 77 Kingfisher 308.5 –8.6 362.5 278.8 3.4 14.0 6530.3 79 RSA Insurance 624.6 –10.2 681.8 593.5 2.8 23.9 6413.1 using trailing 12-month figures. 52-week highs and lows are end of day. 140 2970.0 –22.0 3000.0 1728.0 0.7 64.6 3039.2 73 Land Securities 923.0 –2.0 1097.6 906.8 4.6 40.0 6843.7 70 Sage 646.0 +14.8 821.4 598.4 2.4 27.2 6999.7 nc = no change. Data provided by Morningstar. Any enquiries please contact: 127 3092.0 +1.0 3235.0 2625.0 1.8 11.0 3448.7 35 Legal & General 262.8 –4.3 286.2 249.5 5.6 8.6 15662.5 69 Sainsbury, J 326.3 +0.2 329.4 224.8 3.0 25.7 7146.7 [email protected]