<<

10 The Sunday Times February 7, 2021 BUSINESS

Jamie Nimmo

LUKE MACGREGOR BP boss slips on accounts reveal the extent of from its lenders, though. Just Reddit rebels give shot the coronavirus carnage for over a year ago, Mettis faced FUNNY BUSINESS Russian black ice the aerospace industry. a hostile takeover bid from Mettis breached banking Aerostar, a Chinese fund. in the arm to Glaxo Bernard Looney defended covenants in September and Former business secretary BP’s 20 per cent stake in required a £4.6 million cash Andrea Leadsom intervened, Another unlikely beneficiary after the announcement that Russia’s Rosneft last week, injection from its majority causing the Chinese to walk of the GameStop trading drugs giant Eli Lilly would unveiling a sustainability shareholder, the private away, on the same day she frenzy has emerged: the team up with Glaxo and Vir agreement between the oil equity firm Stirling Square, in waved through the takeover British pharma giant Glaxo to test its Covid-19 antibody giants. BP’s own net-zero December. It did manage to of Cobham. Given the Smith Kline. Glaxo, run by treatment. Vir has been a ambitions exclude secure a two-year extension industry’s tailspin, the Dame Emma Walmsley, has a magnet for short-sellers, with production at Rosneft, which Chinese may feel Leadsom, 5 per cent stake in US more than 30 per cent of its hasn’t set similarly ambitious 57, did them a favour. company Vir Biotechnology, stock on loan to investors targets and has just begun BESTSELLING BOOKS having struck a deal last April betting against it. work at the huge Vostok oil to collaborate on treatments The firm was swept up in project in the Arctic. The Intelligent Investor Benjamin Graham Dr Pot’s smoking and vaccines for Covid-19. the GameStop hysteria as Prufrock wonders what 1 Harper Business Vir is also backed by Reddit traders targeted BP’s image-conscious leader Start With Why new purchase Japan’s SoftBank, Abu Dhabi’s heavily shorted stocks for thinks of the plans at Rosneft, Simon Sinek Geoffrey Guy may have 2 Penguin sovereign wealth fund and quick gains. S3, the financial where he is a director. Along bagged $90 million from the Never Split the Difference Iconiq Capital, the venture data firm, even highlighted with two other Russian oil Chris Voss & Tahl Raz $7.2 billion (£5.2 billion) sale firm said to manage money Vir as a possible winner from firms, it has asked the 3 Random House of his medical cannabis for tycoons such as the GameStop saga. It’s good Moscow government for How to Make the World Add Up group GW Pharmaceuticals, 4 Tim Harford Facebook’s Mark Zuckerberg. to see the “evil” hedge funds softer regulations in the Little, Brown but “Dr Pot” also has other TWITTER POLL At the end of January, Vir’s being squeezed out — while Arctic. Specifically, they want The 4-Hour Work Week news to celebrate. shares surged more than the underdog that is Big rid of rules requiring expert Timothy Ferriss Guy, 65, owns the grand 5 Yes No 70 per cent to a record high Pharma cashes in. green assessments of new Vermilion Chedington Court estate in Emma Walmsley’s Glaxo saw its biotech investment rise projects there. Looney, 50, Shoe Dog Dorset, where he hosts 6 Phil Knight may need a stiff vodka. Simon & Schuster weddings (including actor 20% 80% l Maurice Bennett, the entrepreneur who co-founded the The 5am Club Sean Bean’s fifth attempt) Warehouse and Oasis fashion chains, has helped a firm of fine Robin Sharma and even runs a motorbike JUST SAYING . . . 7 Harper Thorsons printers celebrate its centenary year — by rescuing it. Leadsom flew Think And Grow Rich tours firm. The bike business Bennett, 86, was introduced to Barnard & Westwood, 8 Napoleon Hill revealed a new addition last which holds royal warrants to produce invitations for the We have concerns about being China to safety Vermilion month. “Dr Guy is pleased to Who Moved My Cheese? Queen and Prince Charles, by his son David. Barnard & constrained . . . by people taking an British industry has had a Spencer Johnson add a new Yamaha Tricity to Westwood was owned by an employee trust and had been hit tough pandemic. Just ask 9 Vermilion the collection,” a newsletter hard by the cancellation of events. Bennett visited its office in ideological approach to corporate Mettis Aerospace, the Factfulness announced alongside a US regulators are meeting Hans Rosling et al and fell in love. “It’s straight out of Dickens,” he says. Redditch-based Ministry of 10Sceptre picture of the three-wheeled to discuss the GameStop “They have these wonderful machines and set the type by governance Defence supplier that also bike. Prufrock imagines share-buying frenzy. Should Bestseller List prepared by Nielsen using hand. Invitations were being made for a royal personage LSE boss David Schwimmer hits out serves private-sector data supplied by and copyright to that’s easier to ride than the watchdogs clamp down on overseas when I went and I learnt that when you talk about at the Investment Association for customers such as BAE. Nielsen BookScan, taken from the TCM for normal version after retail traders and something being gilt-edged, that’s literally what it is.” criticising Lord Hill’s listings review Companies House the four-week period ending January 30 sampling GW’s products. platforms? @ST_Business DATABANK INSIDE THE CITY SABAH MEDDINGS THE WEEK IN THE MARKETS THE ECONOMY Consumer prices index current rate prev. month FTSE 100 DOLLAR £719.4 million (a 23 per cent Such was the rebound over FTSE 100 USD > GBP 0.6% 0.3% rise year-on-year) and pre-tax the summer that Dunelm paid CPI including housing current rate prev. month You can sit 8,000 profits of £112 million — are back £14.5 million of furlough $1.37 0.8% 0.6% already known. costs in October, and has W 0.00 down and The real interest will be in shunned payments from the 12-month high: $1.37 Retail prices index current rate prev. month 7,000 low: $1.15 how it is holding up in the job scheme ever since. 1.2% 0.9% third lockdown. Assuming Dunelm, started by the EURO rest with 6,489.33 Average weekly earnings on prev. month on last year EUR > GBP click and collect offsets about billionaire Bill Adderley as a 81.87 H: 7,534.4 6,000 25 per cent of lost sales from market stall 40 years ago, has 1.28% L: 4,993.9 £567 U 0.9% U 4.4% Unemployment current rate prev. month Dunelm closed stores, total sales for grappled with pressure from 5,000 €1.14 the three months to March online-only retailers and FTSE 250 U 0.01 12-month high: €1.20 1.72m 5.0% 4.9% It takes a bold chief executive are expected to be discounters. But the recent 2020 2021 low: €1.06 Source: Thomson Eikon Manufacturing output on the year on last month to stand in front of investors £200 million, representing a carnage in department stores YEN RISERS FALLERS in the midst of a global 30 per cent decline — not too — including Debenhams — is V 3.8% 0.7% : 844p U 44.3% on takeover Pearson 723.6p V 11% on GameStop YEN > USD U pandemic and declare that he bad in the circumstances. likely to reinforce its position. bid : 162.6p U 25.4% on hangover BP: 252.1p V 7.2% on annual Retail sales on the year on last month has “never been more As with all retailers, shares While all 174 of its stores are deposit growth : loss Glaxo Smith Kline: £12.65 V 6.7% confident about the future”. in Dunelm plunged at the closed to customers, it has 303.8p U 21.4% on improving on dividend fears PureTech Health: ¥105.37 U 2.9% U 0.3% 21,066.87 sentiment Mitchells & Butlers: 353.5p 373.5p V 6.6% on sentiment Unilever: U 0.69 Nick Wilkinson, who leads start of the pandemic, but kept five staffed for click and U 18.6% on sector bounce : £39.80 V 6.1% on underwhelming 12-month high: ¥112.11 838.29 H:21,866.7 low: ¥102.34 the home retailer Dunelm, they have largely revived and collect. Home delivery has 4.14% L:12,829.7 484.2p U 18.6% on vaccine optimism results Source: SharePad/AJ Bell UK trade latest 3 mths prev. 3 mths latest 12 mths did just that last month. closed on Friday at £12.61, been operating as normal. OIL balance (£bn) -8.53 +5.75 +17.53 There are reasons why 10 per cent below their pre- Dunelm had £141 million of DOLLARS/BARREL DOW JONES FTSE EUROFIRST Gross domestic latest quarter prev. quarter annual change Wilkinson should feel pandemic peak last February, cash at the last count, which HANG SENG product confident. Dunelm has been giving Dunelm a £2.6 billion should be enough to weather 31,148.24 29,288.68 1,575.71 $59.34 U 16% V 18.8% V 8.6% 4.30 taking market share from value. The shares are 128 per the latest lockdown until non- 1,165.62 H:31,188.4 1,004.97 H:30,159.0 51.61 H:1,690.8 U Budget deficit latest month prev. month year-to-date 3.89% L:18,591.9 3.55% L:21,696.1 3.39% L:1,096.5 12-month high: $60.00 (PSNB) in £bn both bricks-and-mortar and cent above the level when this essential retail reopens. It is low: $15.98 -34.1 -26.1 -270.8 online retailers even while column last tipped them in also expected to announce on NASDAQ SHANGHAI SENSEX GOLD most of its stores have been September 2018. Wednesday that it will 13,856.30 3,496.33 50,731.63 DOLLARS/TROY OZ closed — it has kept a handful resume dividends. Peel Hunt 785.60 H:13,856.3 13.26 H:3,624.2 4,445.86 H:50,731.6 open for click and collect. Dunelm has pencilled in a 7.5p payout 6.01% L:6,860.7 0.38% L:2,660.2 9.61% L:25,981.2 $1,808.24 10-YEAR BOND YIELDS % Dunelm’s selections of worth £15.2 million. V 49.77 kitchen equipment and soft £16 For a retailer once S&P 500 CAC 40 ALL ORDS 12-month high: $2,052.50 variation 12 months furnishings have proved associated with weekend 3,886.83 5,659.26 7,112.90 low: $1,475.03 high low popular with families opting 12 trips to out-of-town retail 172.59 H:3,886.8 260.05 H:6,111.2 242.00 H:7,255.2 BITCOIN UK 0.48 U 0.16 0.79 0.08 for home improvement parks, Dunelm has pivoted 4.65% L:2,237.4 4.82% L:3,754.8 3.52% L:4,564.1 DOLLARS 8 during the lockdowns. It is neatly towards online sales, NIKKEI DAX S&P TSX US 1.17 U 0.08 1.65 0.50 due to report results for the and could emerge stronger $40,527.65 six months to December 26 4 from the crisis. Wilkinson’s 28,779.19 14,056.72 18,135.90 U 6,327.58 JAPAN 0.06 U 0.01 0.10 -0.15 on Wednesday, and key 2020 21 confidence looks nicely 1,115.80 H:28,979.5 623.85 H:14,060.3 798.88 H:18,135.9 12-month high: $40,527.65 4.03% L:16,358.2 4.64% L:8,441.7 4.61% L:11,228.5 low: $4,944.70 GERMANY -0.44 U 0.08 -0.19 -0.85 numbers — such as sales of Source: Thomson Reuters Eikon upholstered. Buy. Price at 3pm 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 (£bn) V on week high low (£bn) V on week high low (£bn) V on week high low (£bn) 42 1174.0 +62.5 1202.0 597.8 2.9 16.3 11.6 146 Diploma 2350.0 +32.0 2404.0 1296.0 1.2 55.3 3.0 160 Jet2 1485.0 +166.0 1943.0 305.8 0.0 N.A 2.6 76 Sage 591.6 +1.8 794.6 534.8 2.9 21.1 6.5 159 296.0 -2.5 317.5 186.0 3.2 13.0 2.6 111 Direct Line Insurance 306.3 +6.4 348.0 227.3 2.5 10.8 4.1 185 John Wood 300.8 +7.8 421.7 135.5 0.0 65.4 2.1 50 Schroders 3513.0 +96.0 3561.0 2098.0 3.2 21.6 9.4 122 Abcam 1633.0 -25.0 1719.0 1016.0 0.2 264.6 3.7 101 Dr Martens 490.0 +40.0 490.0 445.0 N.A N.A 4.7 83 Johnson Matthey 2882.0 -70.0 3010.0 1683.5 1.7 56.4 5.8 29 Scottish Mortgage IT 1361.0 +105.0 1361.0 468.4 0.3 2.7 19.0 54 Admiral 2950.0 +68.0 3029.0 1887.0 3.8 17.6 8.8 96 DS Smith 372.2 +8.2 409.3 252.7 1.1 26.2 5.2 119 Kaz Minerals 800.6 +75.6 800.6 269.1 1.1 10.0 3.8 43 Segro 960.6 +6.4 988.2 659.4 2.6 15.7 11.5 144 79.0 -0.5 96.1 27.8 N.A 10.8 3.1 163 Dunelm 1261.0 +105.0 1561.0 659.5 0.0 28.7 2.5 182 Keywords Studios 2730.0 +2.0 2942.0 1330.0 0.0 163.8 2.1 89 Severn Trent 2285.0 -27.0 2696.0 2034.0 4.3 48.9 5.5 199 AJ Bell 456.0 +25.0 475.0 246.0 1.3 48.6 1.9 124 Easyjet 828.0 +99.6 1552.0 470.7 0.0 N.A 3.6 81 Kingfisher 281.1 +3.4 321.4 124.1 0.0 39.6 6.0 180 Shaftesbury 575.0 +15.5 923.0 420.0 0.0 N.A 2.1 148 910.0 +42.0 925.0 544.0 1.6 63.0 2.9 105 937.5 +60.0 937.5 449.6 1.7 32.4 4.4 102 Land Securities 628.6 +13.9 995.8 489.1 2.3 N.A 4.6 128 Signature Aviation 412.8 +1.8 435.5 142.0 0.0 N.A 3.5 16 Anglo American 2484.0 +70.0 2823.0 1091.8 2.3 19.6 32.9 68 Entain 1287.0 +46.0 1475.0 323.7 0.0 N.A 7.3 35 Legal & General 258.5 +14.5 318.4 138.6 6.8 12.5 15.3 38 Smith & Nephew 1551.0 +9.5 1979.0 1152.5 1.8 48.1 13.8 37 Antofagasta 1481.5 +51.5 1588.5 612.0 1.3 58.4 14.3 69 Evraz 503.2 +1.8 525.0 203.4 8.9 19.0 7.2 19 37.0 +4.0 58.0 24.0 6.2 90.7 25.6 82 Smiths 1486.0 +67.5 1769.5 814.6 2.3 93.2 6.0 135 Ashmore 467.6 +16.6 570.0 307.2 3.6 18.4 3.4 22 Experian 2637.0 +81.0 3171.0 1882.0 1.2 51.4 24.9 11 9450.0 +764.0 9450.0 5806.0 0.8 83.6 49.8 164 Smithson Investment Trust 1694.0 +64.0 1740.0 910.0 0.0 8.4 2.5 31 Ashtead 3848.0 +155.0 3934.0 1300.0 1.0 28.6 17.6 109 F&C Investment Trust 802.0 +40.0 814.0 478.0 1.5 27.8 4.2 186 Londonmetric Property 228.8 +0.6 242.8 137.0 3.8 22.6 2.1 49 Smurfit Kappa 3622.0 +126.0 3702.0 1944.0 2.0 23.4 9.4 99 Asos 4900.0 +426.0 5438.0 1050.0 0.0 40.5 4.9 27 Ferguson 8706.0 +204.0 9458.0 4086.0 1.7 28.9 20.0 100 M&G 185.8 +9.8 251.4 93.7 9.6 N.A 4.9 143 1582.0 +72.0 1595.0 905.5 1.1 40.8 3.1 30 Associated British Foods 2290.0 +173.0 2708.0 1607.5 0.0 39.3 17.9 154 Fevertree Drinks 2462.0 +21.0 2547.0 892.2 0.6 58.1 2.8 174 Man 151.3 +5.0 162.4 96.4 4.8 13.8 2.2 127 3048.0 +12.0 3110.0 2132.0 2.1 16.7 3.6 192 Assura 74.2 +1.7 84.5 65.2 3.4 21.7 2.0 172 Fidelity China Special Situations 457.0 +39.0 457.0 185.0 0.9 3.8 2.3 156 Marks & Spencer 138.4 -3.2 186.3 85.0 0.0 N.A 2.7 58 Spirax-Sarco Engineering 11260.0 +180.0 11915.0 7710.0 1.0 50.2 8.4 169 Lagonda Global 2049.0 +19.0 2273.0 30.7 0.0 N.A 2.4 198 Finsbury Growth & Income Trust 873.0 +28.0 925.0 611.0 1.9 N.A 1.9 179 300.0 +10.6 397.3 238.2 0.0 N.A 2.2 33 SSE 1470.0 -14.0 1686.5 1072.5 9.2 14.5 15.4 4 Astra Zeneca 7275.0 -216.0 9320.0 6221.0 2.8 53.1 96.7 24 Flutter Entertainment 14110.0 +485.0 16030.0 5512.0 0.9 137.3 24.7 136 433.6 +36.8 671.8 217.0 0.0 N.A 3.3 77 St. James’s Place 1171.5 -2.0 1201.0 660.0 1.7 22.8 6.4 87 Auto Trader 577.0 +13.0 609.8 364.7 0.0 35.1 5.6 170 Frasers 477.6 +50.4 503.0 182.6 0.0 20.7 2.4 57 Melrose Industries 175.0 +6.5 248.5 74.4 0.0 N.A 8.6 36 448.3 +4.3 642.8 336.8 0.0 24.3 14.3 97 Avast 498.8 +26.6 600.0 270.6 2.3 31.1 5.1 67 Fresnillo 1030.0 +42.4 1357.5 527.0 1.4 50.8 7.4 197 Mercantile Investment Trust 256.0 +25.0 278.5 127.0 2.7 N.A 1.9 75 Standard Life Aberdeen 313.7 +11.6 330.2 174.0 6.8 N.A 6.9 44 Aveva 3625.0 -11.0 5315.0 2846.0 1.0 232.6 10.4 115 G4S 261.1 +1.0 262.0 69.9 0.0 237.7 4.0 56 Mondi 1753.5 +26.0 1886.5 1183.0 3.7 14.0 8.6 80 Stars N.A N.A. 39.3 19.3 N.A N.A 6.2 39 Aviva 341.8 +6.6 412.8 211.0 1.7 6.4 13.7 138 9950.0 -380.0 11730.0 3590.0 1.5 33.7 3.3 139 1426.0 +76.0 1426.0 647.0 0.2 5.7 3.3 200 449.0 +19.0 455.6 193.0 0.0 78.1 1.9 86 &M European Value Retail 563.6 +28.4 565.4 266.5 1.7 15.1 5.6 131 Genus 5300.0 +374.0 5355.0 2650.0 0.5 86.5 3.5 18 National Grid 851.4 +1.4 1067.4 799.7 5.6 20.6 30.9 134 Tate & Lyle 723.0 +34.2 801.2 530.2 4.1 13.7 3.4 34 BAE Systems 474.0 +11.9 669.0 397.0 4.9 12.6 15.3 8 GlaxoSmithKline 1265.8 -91.2 1742.2 1265.8 6.2 11.2 64.5 28 Natwest 170.4 +22.8 228.7 93.3 0.0 26.0 19.8 85 Taylor Wimpey 161.6 +15.2 236.2 99.2 0.0 13.0 5.8 20 147.2 +13.7 181.3 80.2 0.0 12.8 25.3 15 Glencore 259.2 +12.8 285.0 112.5 0.0 N.A 32.9 45 Next 7922.0 +192.0 8158.0 3390.0 0.0 30.4 10.4 168 Templeton Emerging Markets IT 1040.0 +71.0 1040.0 578.0 1.9 N.A 2.4 71 Barratt Developments 710.0 +71.2 878.4 364.7 1.1 17.8 7.0 176 Grafton 919.5 +53.0 990.0 371.0 0.0 25.0 2.2 177 Ninety One 235.2 +0.4 239.2 133.0 2.5 14.0 2.2 25 Tesco 246.4 +7.0 257.4 203.0 4.0 23.2 23.9 195 Beazley 369.2 +57.8 606.5 293.4 0.0 27.9 2.0 161 Greencoat UK Wind 141.4 +4.6 148.0 102.0 5.0 36.3 2.6 26 Ocado 2808.0 +31.0 2895.0 1064.0 0.0 N.A 21.1 70 THG 720.0 -1.0 799.4 574.8 N.A N.A 7.1 121 3055.0+300.0 4310.0 1879.0 1.7 19.2 3.7 181 2108.0 +34.0 2442.0 1119.0 1.6 670.1 2.1 88 Pearson 723.6 -89.0 867.8 423.5 2.6 21.6 5.5 178 Trainline 484.2 +76.0 552.0 202.5 0.0 N.A 2.2 90 Berkeley 4353.0 +164.0 5474.0 3131.0 2.5 15.6 5.4 48 Halma 2458.0 -11.0 2612.0 1667.0 0.7 53.5 9.4 116 Pennon 915.2 -19.6 1202.5 915.2 3.9 49.4 3.9 125 1432.0 +82.5 1720.0 650.0 0.0 N.A 3.6 142 Tritax Big Box Reit 184.6 +0.2 186.6 85.9 3.0 17.9 3.2 1 BHP 2044.5 +33.0 2221.5 939.8 4.3 17.7 114.7 64 Hargreaves Lansdown 1628.5 -80.0 1865.0 1158.0 2.3 23.9 7.8 94 Pershing Square 2570.0 +165.0 2735.0 1134.0 1.0 3.7 5.3 184 UDG Healthcare 820.5 +4.5 839.0 464.0 1.5 32.0 2.1 193 Big Yellow 1146.0 +40.0 1240.0 697.5 2.5 34.8 2.0 171 Hays 144.4 +3.6 165.9 92.0 0.0 43.6 2.4 55 Persimmon 2765.0 +214.0 3298.0 1534.5 5.5 12.9 8.7 2 Unilever 3980.0 -260.0 4892.0 3726.0 3.6 20.7 106.7 103 Boohoo 364.9 +26.0 415.0 157.5 0.0 51.4 4.5 133 HICL Infrastructure 179.4 +4.6 183.0 137.0 4.7 44.9 3.4 188 411.8 +9.2 442.0 195.0 1.8 29.0 2.1 118 Unite 980.0 +20.0 1339.0 634.5 0.0 N.A 3.8 10 BP 252.1 -19.5 484.3 193.4 9.1 N.A 51.8 92 Hikma Pharmaceuticals 2320.0 -79.0 2695.0 1701.5 1.5 15.0 5.3 73 Phoenix 700.4 +25.6 803.0 467.5 6.7 9.5 7.0 79 United Utilities 898.4 -23.8 1061.0 763.6 4.7 56.7 6.2 9 British American Tobacco 2673.0 +15.5 3481.5 2382.0 7.7 9.8 61.3 140 953.0 +18.6 1347.0 666.4 0.0 N.A 3.2 141 Polar Capital Technology Trust 2400.0 +130.0 2400.0 1232.0 0.0 3.3 3.2 189 2304.0 -40.0 2452.0 1786.0 2.0 37.4 2.0 112 British Land Company 458.9 +10.2 587.8 313.8 1.5 N.A 4.1 126 1044.0 +0.0 1365.0 768.0 2.2 37.6 3.6 66 Polymetal International 1633.5 +52.5 2050.0 1039.5 3.8 14.7 7.5 175 Virgin Money UK 162.6 +32.9 191.2 54.2 0.0 N.A 2.2 187 782.5 +37.5 943.5 601.0 2.8 21.8 2.1 106 Howden Joinery 720.2 +48.2 732.6 400.0 0.5 31.8 4.3 196 Primary Health Properties 146.6 +1.4 165.6 126.2 3.4 23.6 1.9 191 Vistry 915.0 +72.0 1478.0 510.0 0.0 18.1 2.0 41 BT 124.5 -1.1 158.3 97.9 0.0 8.2 12.3 6 HSBC 392.5 +9.8 595.4 283.4 0.0 N.A 80.7 17 Prudential 1220.0 +47.5 1506.0 710.8 2.0 33.4 32.0 13 134.1 +9.2 155.8 98.0 5.8 18.2 36.4 60 Bunzl 2342.0 -8.0 2603.0 1277.0 2.2 21.0 8.0 120 Hutchison China MediTech 506.0 +56.0 528.0 258.0 0.0 N.A 3.7 152 Quilter 157.7 +2.6 174.0 97.6 2.8 53.0 2.8 98 Weir 1927.5 +32.5 2107.0 666.2 0.0 N.A 5.0 74 Burberry 1764.5 +46.0 2041.0 1085.0 0.0 334.7 6.9 150 IG 761.0 +11.0 904.0 563.4 5.6 8.3 2.8 12 Reckitt Benckiser 6140.0 -58.0 7960.0 5150.0 2.8 N.A 44.3 183 WH Smith 1673.0 +143.0 2468.0 700.5 0.0 N.A 2.1 32 Carnival 1370.0 +205.0 3214.0 605.0 2.8 N.A 16.4 130 IMI 1288.0 +42.0 1309.0 674.8 2.6 22.8 3.5 194 Redrow 569.5 +44.0 848.0 313.2 0.0 17.0 2.0 78 Whitbread 3280.0 +493.0 4820.0 2049.0 0.0 N.A 6.3 145 51.8 +0.0 85.1 30.2 0.0 N.A 3.0 40 Imperial Brands 1427.5 -42.5 1878.8 1219.0 9.6 9.0 13.5 14 Relx 1823.5 +11.0 2099.0 1482.5 2.5 28.3 35.8 151 William Hill 270.1 +0.1 312.2 36.7 0.0 15.8 2.8 157 Ceres Power 1576.0 +250.0 1588.0 236.0 0.0 N.A 2.7 155 Inchcape 699.0 +34.0 699.0 420.0 0.0 246.4 2.7 162 Renewables Infrastructure 131.2 +4.2 139.6 100.0 5.1 36.8 2.5 114 4882.0 +514.0 4884.0 2006.0 0.0 N.A 4.1 173 Close Brothers 1519.0 +109.0 1519.0 926.5 2.6 20.9 2.3 62 Informa 523.8 +24.2 820.0 354.4 0.0 N.A 7.9 104 Renishaw 6155.0 +155.0 6225.0 2276.0 0.215353.5 4.4 108 WM Morrison Supermarkets 176.0 -3.4 199.3 161.8 3.9 16.3 4.3 61 Coca Cola HBC 2261.0 +98.0 2883.0 1494.0 2.5 21.8 8.0 52 InterContinental Hotels 5076.0 +555.0 5121.0 2385.5 0.0 N.A 9.1 47 Rentokil Initial 510.2 +12.6 571.0 340.1 0.0 39.9 9.6 166 Worldwide Healthcare Trust 3875.0 +155.0 3945.0 2210.0 0.6 4.4 2.4 21 Compass 1446.0 +135.5 1990.0 1002.0 0.0 133.4 25.1 93 Intermediate Capital 1781.0 +81.0 1877.0 559.5 2.9 32.9 5.3 91 Rightmove 608.8 +9.6 701.2 400.1 0.0 39.9 5.4 46 WPP 814.6 +48.8 984.2 483.7 1.2 N.A 10.0 158 2298.0 -54.0 2538.0 935.0 0.5 22.9 2.6 65 International Airlines Group 157.7 +14.7 642.0 91.0 5.5 N.A 7.6 5 Rio Tinto 5620.0 +31.0 6310.0 2968.0 5.0 17.5 93.7 113 ConvaTec 202.4 +2.2 220.4 147.0 2.1 223.9 4.1 149 International Public Partnerships 175.8 +4.2 176.6 128.2 4.1 30.5 2.9 137 RIT Capital Partners 2180.0 +160.0 2180.0 1346.0 1.6 117.4 3.3 165 471.0 +39.8 540.5 269.0 0.0 N.A 2.4 51 Intertek 5660.0 +142.0 6440.0 4164.0 1.8 35.4 9.3 63 Rolls-Royce 93.9 +2.2 699.0 69.6 0.0 N.A 7.8 23 CRH 3112.0 +90.0 3504.0 1574.0 2.3 19.5 24.9 190 205.4 +15.1 452.2 127.1 2.8 35.8 2.0 147 336.2 +10.6 347.4 191.3 1.2 31.8 2.9 53 Croda International 6420.0 +134.0 6660.0 4070.0 1.4 40.3 9.1 123 ITM Power 666.0 +116.0 717.0 97.0 0.0 N.A 3.6 3 Royal Dutch Shell 1345.8 +7.8 2024.5 900.0 3.6 N.A 100.4 Price/earnings ratios are based on historic data, with yield and p/e values 84 DCC 5700.0 +184.0 7204.0 3878.0 2.5 20.2 5.8 107 ITV 110.0 +4.1 136.9 54.4 0.0 14.2 4.3 110 Royal Mail 424.2 +19.6 424.2 124.3 0.0 191.0 4.2 calculated from most recent reported dividends and earnings per share, using 117 3626.0 +20.0 3716.0 2168.0 0.9 110.5 3.9 132 IWG 354.8 +41.4 455.5 114.0 0.0 N.A 3.4 72 RSA Insurance 678.0 +3.0 680.0 326.9 1.2 22.1 7.0 trailing 12-month figures. P/E is not calculated when last twelve months EPS is 129 3268.0 +96.0 4282.0 2360.0 2.0 24.8 3.5 95 J Sainsbury 235.9 -8.5 252.9 175.0 1.4 N.A 5.2 167 RWS 606.0 +18.0 747.0 413.0 1.4 37.0 2.4 less than or equal to zero. 52-week highs and lows are end of day. Excludes 7 Diageo 3002.5 +53.5 3202.0 2200.0 2.4 62.4 69.9 59 JD Sports Fashion 852.8 +105.8 883.2 293.2 0.0 42.8 8.1 153 S4 Capital 520.0 +25.0 552.0 110.0 0.0 N.A 2.8 exchange-traded funds. nc = no change. N.A. = not applicable. Source: Refinitiv