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12 The Sunday Times March 18, 2018 BUSINESS

Oliver Shah LETTERS

downpour on Thursday Warden, a fashion trader Send your letters, including financial sector development; Trumplethinskin will use this At last — it’s Tchenguiz, the movie dampened spirits. based in Manchester. SIGNALS full name and address, infrastructure; human as a measure to decide Spotted haggling over the Warden, 55, says he will AND NOISE . . . to: The Sunday Times, capital; and reputational and whether or not to impose The property playboy Robert the collapse of her Kids price of an umbrella with a use the brand for a “grown- 1 Bridge Street, general factors. recently announced steel and Tchenguiz was conspicuously Company charity in 2015. street hawker was none up” range including suits, London SE1 9GF. Or email Warnings about financial aluminium tariffs on the EU. absent from last week’s Alleway, 59, is said to see other than Gary Neville, the jackets and polo shirts. He [email protected] services relocation from the The EU is not a member of Mipim boondoggle in Tchenguiz as emblematic of former Manchester United denies the infamous event Letters may be edited City have been made for Nato, and some individual EU Cannes, having been the boom and bust of 2007 captain. Neville, 43, has provided inspiration: “I some time. The report should member states, such as exposed as one of the guests and 2008 — quite rightly. amassed a significant don’t think that would go have gone further and noted Ireland, are not members of at the scandal-hit Presidents More promisingly, the property portfolio since down too well, do you?” Europe should beware the other possible non-EU Nato. Club dinner in January. documentary maker is said retiring from football in 2011, costs of targeting the City beneficiaries. These range Ray Leonard, Wicklow, However, talk on the to be exploring his somewhat winding up Historic , The Sunday Times is to be from the existing financial Ireland French Riviera still turned to colourful personal life. among others, with plans for How to get ahead congratulated for the detail powerhouses of Hong Kong the Iranian-born trader. The former tycoon has an a skyscraper in Manchester. and depth of its analysis on (third in the GFCI), Singapore Bravo, Luke Johnson: it’s Tchenguiz, 57, is said to be unorthodox family set-up: he My mole says Neville in software Europe’s financial rivals to (fourth), Tokyo (fifth) and time to laud entrepreneurs the subject of a new TV lives on the fourth floor of a insisted on a red umbrella not Dame Stephanie Shirley was London (“France wants to Shanghai (sixth), even to What a wonderful piece by documentary. He has been mansion overlooking the a blue one, and tried to offer on sparkling form at the knock out the City, but does Osaka (21st), and Seoul (22nd) Luke Johnson (“We should be filming since October with Royal Albert Hall in west €10 rather than the going Science Museum last week From cool cities to thriving the EU?”, last week). and other Asian rising stars celebrating Jamie — not Lynn Alleway, who produced London with his Polish rate of €20. The bemused for the Chartered market towns and leafy This is because the article such as Beijing (10th), gloating at his misfortune”, a memorable portrait of girlfriend, while his wife, hawker clearly had no idea Management Institute suburbs, find out whether took the all-too-rare position Shenzhen (20th), Guangzhou last week). It was not so much Camila Batmanghelidjh amid Heather Bird, lives who he was, and made him annual shindig, where she your neighbourhood is of detailing and explaining (32nd), even Qingdao (47th). a read as an eddying flow downstairs with their two cough up full price. Neville received a lifetime award. one of the best places to live why Brexit has potentially To put these rankings into through certain elitist views children. Bird, 48, has said was then heard to remark Shirley, 84, described her in our special magazine huge costs to the EU in terms perspective, the highest- and the financial realities of JUST SAYING . . . she finally plans to divorce that being in rain-drenched struggle to build a software of financial services. ranked European city after our business environment. It her errant husband. Cannes was “just like being programming company It also noted the internal London is Zurich (ninth), was about “those that do” Jamie Oliver’s Alleway has some form in back home in Manchester”. staffed by women that was BEST PLACES TO LIVE 2018 EU divisions between those with no EU city in the top 10. versus “those that do little”. this area. In January, she eventually valued at $3bn. who see an opportunity to try The EU’s “usual suspects” for Steve Adamson, sugar tax, which released the documentary “You can always tell to poach finance business financial service relocation Fareham, Hampshire Millionaires’ Ex-Wives Club. Presidents Club ambitious women by the TWITTER POLL from the City and those who are Frankfurt (11th), Paris he got us to pay The lead protagonist? Lisa shape of our heads,” she recognise its dominance and (26th) or Amsterdam (33rd). While Luke Johnson makes but couldn’t Tchenguiz — Robert’s sister. is back in fashion said. “They’re flat from being Yes No the benefits for all that flow Once again the EU should fair points, he neatly But does the new film still Mipim was full of remorse patted all the time.” from its agglomeration. be less inward-looking and overlooks the possibility that afford to pay have Tchenguiz’s backing about the Presidents Club, Some of the costs of doing more aware and concerned Jamie Oliver, like many well- himself, is following the Presidents Club which has left several 29% 71% business in other locations about the rest of the world known people, appears to exposé? “It’s not going ahead attendees nursing their Roger’s piste were also examined. These and its place in it. think he has the Midas touch. costing us £3m for the time being,” he tells reputations. But might some range from language, total tax Professor Chris Rowley, Writing books and appearing me, adding cryptically: “The people’s loss be a canny In last week’s diary, I rates and housing to Kellogg College, University on TV is not the same as alone world’s a funny place.” entrepreneur’s opportunity? expressed surprise that education, support services of Oxford running a successful On February 23, a month YouGov chairman Roger and regulations. business, so schadenfreude to the day that the scandal Parry had managed to break Finally, it concluded that a Muddled thinking on the may be appropriate. Croisette suffers erupted, a trademark was a rib while skiing, given his Brexit beneficiary in financial EU and Nato’s budget Mr Johnson also overlooks registered reserving the ample padding. This week, Do you believe Unilever’s services may well be New Irwin Stelzer makes a the revelations that many rich liquidity problem (grammatically improved) the maligned grandee emails claim that its decision to York, second to the City in the startling mistake in his people indulge in dubious tax Property types clinked President’s Club name for over a picture of himself move its headquarters Global Financial Centres column last Sunday — he says practices to further enlarge boss Tim glasses as the sun warmed clothing, footwear and posing on the slopes, looking to Rotterdam had nothing index (GFCI). This regular the EU “has not honoured its their already excessive wealth Martin on cost pressures Cannes’ Croisette on headgear. The man behind “svelte and athletic”. Parry, to do with Brexit? survey gives cities a score commitment to devote 2% of and thus deserve the on his Wednesday, but a biblical the move was Martyn 64, insists: “It’s all muscle.” @ST_Business based on five main factors: its GDP to the Nato budget” opprobrium heaped on them. business environment; and speculates that Edward Bellamy, Bedford DATABANK INSIDE THE CITY JOHN COLLINGRIDGE THE WEEK IN THE MARKETS THE ECONOMY Consumer prices index current rate prev. month FTSE 100 FTSE 100 DOLLAR 3.0% 3.0% closed on Friday at 255.6p — trains. Bear with me . . . USD > GBP Did John above the 251.7p price the Last week, John Laing sold its 7,800 CPI including housing current rate prev. month night before the rights issue — remaining 15% stake in the $1.39 2.7% 2.7% to value John Laing at £938m. first phase of a private finance 7,600 U 0.01 Retail prices index current rate prev. month Laing need Was the rights issue really initiative deal to build and 12-month high: $1.43 low: $1.22 necessary? Analysts at Royal maintain a new fleet of 7,400 4.0% 4.1% EURO its rights Bank of Canada don’t think Hitachi IEP trains — which are 7,164.14 Average weekly earnings on prev. month on last year EUR > GBP so, and reckon it said more running on the Great Western 60.37 H:7,792.6 7,200 about John Laing’s challenges Railway. It was sold for the 0.84% L:7,062.1 £512 U0.2% U2.8% Unemployment current rate prev. month issue? to squeeze cash from selling eye-watering price of £227.5m 7,000 €1.13 assets and its high cost base. to insurer Axa. FTSE 250 U 0.01 M A M J J A S O N D J F 12-month high: €1.20 1.47m 4.4% 4.3% Turbulent stock markets “Investor feedback has raised Why eye-watering? Only low: €1.07 create unforgiving conditions questions about whether the five months ago, John Laing Source: Thomson Reuters Manufacturing output on the year on last month YEN for rights issues — especially rights issue was a fitting sold a 9% stake in the same RISERS FALLERS YEN > USD U2.7% U0.1% when they are priced at a decision by management,” contract for about £90m. Had Nex: 874p, U 29.2% on takeover Sportech: 41.8p, V 47.3% on profit warning : 134.4p, Retail sales on the year on last month hefty discount. they wrote. “Communication it achieved the same approach : £11.22, U 24.8% on annual results V 26.8% on earnings downgrade ¥106.00 John Laing, the FTSE 250 needs to be improved.” valuation on the earlier sale, Nostrum Oil & Gas: 319p, U 13.9% on PZ Cussons: 233.4p, V 19.2% on profit U1.6% U0.1% 19,804.90 V 0.77 warning XAAR: 275p, V 14.1% on investor in roads, railways It’s a stark message for that would have raised an 280.17 H:20,984.8 broker report Petra Diamonds: 72.5p, U 12-month high: ¥114.72 13.1% on sentiment Soco International: analyst rating KCOM: 90.5p, V 14% low: ¥105.23 and schools, tested chief executive Olivier £45m or so — trimming 1.39% L:18,739.9 104.4p, U 12.7% on analyst upgrade on sentiment UK trade latest 3 mths prev. 3 mths latest 12 mths shareholders’ patience this Brousse, who ran the the amount now raised in the OIL balance (£bn) -8.7 -5.3 -28.8 month with a rights issue disastrous Connex rail cash call. DOLLARS/BARREL DOW JONES HANG SENG FTSE EUROFIRST Gross domestic latest quarter prev. quarter annual change priced at a 29% discount. franchise in 2000, and Industry sources claim 24,946.51 31,501.97 1,478.16 product Its explanation for the spearheaded John Laing’s there was no competitive $66.21 U0.4% U0.5% U1.4% 389.23 H:26,616.7 505.76 H:33,484.1 1.22 H:1,588.0 £210.2m cash call — set at a float in 2015. auction for that stake. The U 0.72 Budget deficit latest month prev. month year to date 1.54% L:20,379.6 1.63% L:23,723.9 0.08% L:1,434.0 12-month high: $71.28 (PSNB) in £bn level typically associated with There is another reason buyer, John Laing low: $44.35 +10.0 8.7 37.7 boardroom desperation — why the cash call does not Infrastructure Fund ( JLIF), is NASDAQ SHANGHAI SENSEX GOLD was that it needed to access a quite add up, and it involves a separate listed company but 7,481.99 3,269.88 33,176.00 DOLLARS/TROY OZ flurry of potential American with a shared heritage. 78.82 H:7,637.3 37.28 H:3,587.0 131.14 H:36,444.0 deals that would generate John Laing JLIF was founded in 2010 1.04% L:5,769.4 1.13% L:3,016.5 0.39% L:29,137.5 $1,314.49 10-YEAR BOND YIELDS % much higher returns. when it was spun out of its V 7.37 Pay up, or miss out, it 280p namesake. While the two S&P 500 CAC 40 ALL ORDS 12-month high: $1,359.26 variation 12 months demanded. Investors duly companies are completely 2,752.01 5,282.75 6,054.90 low: $1,210.29 high low stumped up the cash (grimly 240 independent with separate 34.56 H:2,872.9 8.35 H:5,567.0 14.20 H:6,256.5 BITCOIN UK 1.43 V 0.06 1.79 0.72 accepting the £6.3m of fees shareholders, JLIF gets first 1.24% L:2,322.3 0.16% L:4,953.6 0.23% L:5,670.7 DOLLARS paid to bankers and advisers 200 refusal on assets sold by its NIKKEI DAX S&P TSX US 2.85 V 0.05 2.96 2.02 to arrange the deal). They sister company. The $7,942.74 21,676.51 12,389.58 15,711.33 JAPAN 0.04 V 0.01 0.11 -0.01 were soon rewarded. After a 160 relationship between the two V 1,508.93 207.31 H:24,129.3 42.90 H:13,596.9 133.52 H:16,421.4 12-month high: $19,497.4 blip on the day, its shares 2015 2016 2017 perhaps needs more scrutiny. 0.97% L:18,224.7 0.35% L:11,831.0 0.86% L:14,785.8 low: $919.5 GERMANY 0.57 V 0.08 0.80 0.16 have since rebounded. They Source: Thomson Reuters @jcollingridgeST 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) 49 3i Group 907.2 –15.2 969.5 700.5 2.9 - 8911.5 174 189.0 +0.7 342.0 149.1 - 8.9 2179.7 33 Legal & General 262.4 –0.1 276.8 245.0 5.6 8.6 15635.5 89 Sainsbury, J 236.1 –6.9 281.7 224.8 4.3 24.6 5169.8 85 Admiral 1891.0 –23.0 2178.0 1784.0 2.7 23.7 5385.2 68 EasyJet 1658.5 +95.5 1696.0 985.0 3.2 21.6 6587.7 12 Lloyds Banking Group 67.5 +0.2 73.1 62.2 4.0 14.1 48647.4 48 Schroders 3410.0 +6.0 3773.0 3030.0 2.7 17.9 9048.0 185 760.4 +43.2 983.0 695.4 3.6 16.1 1947.6 157 593.6 –24.6 709.0 471.2 2.1 24.7 2621.1 36 3996.0 +60.0 4085.0 3014.0 1.1 47.1 13857.5 69 Scottish Mortgage 470.0 –3.6 477.8 352.2 0.6 - 6558.2 162 738.0 –1.0 769.0 667.0 1.8 - 2518.0 79 Evraz 420.9 –16.1 455.1 173.2 5.2 11.9 6027.5 147 Man 173.9 +1.5 217.7 142.3 4.1 15.4 2823.4 76 Segro 608.4 +9.4 609.4 452.5 2.7 6.2 6074.3 23 Anglo American 1769.4 +17.2 1843.6 959.4 2.0 9.8 24853.3 35 Experian 1605.0 +24.5 1705.0 1446.0 1.9 26.0 14757.1 97 Marks & Spencer 275.9 –1.8 395.5 275.9 6.8 24.2 4482.7 103 Severn Trent 1775.0 –51.0 2553.0 1703.0 4.6 14.4 4190.0 45 Antofagasta 967.6 +73.2 1061.0 751.0 1.5 38.4 9539.2 37 Ferguson 5264.0 –54.0 5702.0 4460.0 2.0 15.0 13322.0 98 601.8 –15.6 887.0 507.5 1.3 64.7 4435.3 140 Shaftesbury 960.0 –23.5 1055.0 900.0 1.6 8.9 2946.1 200 421.0 +17.6 421.0 309.1 1.1 45.8 1686.3 190 313.0 +20.0 323.2 137.2 0.8 7.3 1842.4 117 452.0 –11.0 526.0 437.1 3.3 12.1 3506.4 19 Shire 3205.5 +13.0 4852.0 2992.0 0.7 9.3 29097.6 148 Ashmore 389.2 –5.8 433.2 332.3 4.3 18.5 2774.0 115 Foreign & Colonial 651.0 –1.0 672.0 555.5 1.6 - 3518.8 101 Melrose 224.2 –0.5 261.2 198.8 1.0 - 4352.2 26 Sky 1309.5 –28.5 1373.5 900.0 - 27.7 22510.5 43 Ashtead 1994.5 –15.5 2152.0 1542.0 1.4 10.1 9957.1 50 Fresnillo 1203.5 –35.0 1725.0 1189.5 1.9 20.3 8868.5 199 Mercantile Investment Trust 2125.0 –15.0 2210.0 1796.0 2.4 - 1712.7 88 Smith (DS) 495.5 –14.7 558.5 418.8 3.1 24.4 5288.0 29 Associated British Foods 2510.0 –97.0 3371.0 2484.0 1.5 16.6 19871.0 108 G4S 251.2 –11.0 341.1 248.8 3.8 13.6 3897.6 114 Merlin Entertainments 358.3 –14.8 537.0 318.4 2.0 17.3 3639.6 41 Smith & Nephew 1329.0 –2.0 1431.0 1215.0 1.7 20.5 11625.0 6 Astra 4867.0 +81.5 5508.0 4325.0 4.2 27.8 61638.1 60 GKN 426.9 –8.2 447.6 294.3 2.1 14.7 7331.6 130 Metro Bank 4018.0 nc 4040.0 3242.0 - 318.9 3230.2 73 Smiths 1591.0 –19.0 1685.0 1444.0 2.7 11.2 6292.0 124 Auto Trader 350.4 –41.5 435.9 319.0 1.5 21.0 3343.5 5 Glaxo Smith Kline 1323.4 –12.6 1722.0 1242.8 6.1 28.0 65082.9 53 International 1884.5 –138.5 2739.0 1884.5 3.8 36.6 8199.0 172 Smith WH 1984.0 –54.0 2347.0 1664.0 2.3 19.1 2185.6 132 Aveva 1951.0 –109.0 3054.0 1803.0 2.0 59.1 3145.1 8 Glencore 385.5 +15.7 415.0 276.6 1.3 13.0 55607.4 188 Millennium & Copthorne 575.0 +27.0 625.5 431.9 1.4 16.8 1867.3 57 Smurfit Kappa 3158.0 –62.0 3220.0 1962.0 2.2 21.4 7478.8 27 Aviva 517.8 –1.6 542.0 486.5 4.2 34.3 20780.6 186 Units 818.0 +3.5 841.0 652.0 1.7 15.2 1941.8 63 Mondi 1949.0 –35.5 2130.0 1693.0 2.6 17.2 7157.5 165 Sophos 497.4 –32.6 669.5 271.0 0.7 - 2292.4 120 684.2 +10.8 969.5 626.2 4.1 10.7 3459.3 171 669.5 –0.5 739.0 587.5 1.5 - 2187.5 196 810.0 +3.0 825.0 617.5 0.2 - 1738.0 131 2701.0 +68.0 2834.0 2229.0 1.9 290.4 3220.0 30 BAE Systems 585.0 –16.8 677.0 535.5 3.6 17.6 18626.3 144 GVC Holdings 955.0 +9.5 982.0 708.0 - - 2871.4 94 Morrison Supermarkets 211.0 –16.9 252.9 207.0 2.6 14.0 4928.3 99 Spirax-Sarco 5990.0 +210.0 6090.0 4703.0 1.3 33.9 4405.1 183 287.6 +10.6 307.6 253.5 0.9 87.2 1983.7 96 Halma 1192.0 –20.0 1330.0 959.5 1.1 32.5 4519.9 180 392.8 +4.6 395.2 340.9 3.1 17.1 2010.1 181 Sports Direct International 371.3 +4.3 419.5 284.5 - 13.3 2006.2 15 Barclays 209.5 –1.2 230.4 178.9 1.4 61.6 35748.6 119 437.1 –18.3 609.5 434.4 5.6 8.9 3471.6 20 National Grid 780.7 –3.0 1157.5 736.8 5.8 15.7 26247.2 39 SSE 1239.0 –18.0 1551.0 1182.0 7.4 9.2 12576.6 142 SSP 609.5 –17.0 687.5 404.0 1.0 31.7 2896.5 87 Barratt Developments 527.2 –21.4 700.0 527.2 4.6 8.5 5308.9 52 Hargreaves Lansdown 1734.5 +14.0 1928.0 1266.0 1.7 36.8 8227.1 125 Nex Group 874.0 +197.5 874.0 558.0 4.4 47.5 3318.9 123 BBA Aviation 326.2 –12.6 368.8 292.5 3.0 22.4 3365.6 195 Hastings 265.4 –7.6 325.0 249.9 3.7 18.7 1745.5 22 Standard Chartered 767.4 –11.5 849.2 685.9 - 44.5 25299.5 65 Next 4759.0 –13.0 5320.0 3617.0 3.3 11.1 6998.4 145 Beazley 541.0 –33.0 574.5 425.0 1.9 30.0 2844.1 150 Hays 190.4 –1.5 205.0 155.9 1.7 18.4 2762.0 78 St James’s Place Capital 1141.5 –11.5 1270.5 1030.0 2.9 48.2 6033.9 64 NMC Health 3448.0 –66.0 3524.0 1744.0 0.3 56.1 7043.8 111 3048.0 –143.0 3792.0 2687.0 3.7 8.3 3742.9 160 HICL Infrastructure 142.7 +0.5 174.6 141.1 5.5 - 2547.4 42 Standard Life Aberdeen 375.1 +4.7 446.3 360.0 5.4 12.7 11168.1 113 Ocado 585.8 –8.2 597.6 238.5 - 3661.2 3698.9 93 Berkeley 3713.0 –143.0 4240.0 3087.0 3.7 6.8 5022.4 155 Hikma Pharmaceuticals 1121.5 +223.1 2168.0 855.6 2.3 21.0 2699.2 159 Tate & Lyle 549.6 –13.4 795.0 542.8 5.1 10.3 2559.5 40 Old Mutual 249.0 –7.5 257.8 188.0 2.8 31.5 12282.6 18 BHP Billiton 1443.2 +7.4 1660.0 1117.0 4.3 22.2 30480.4 104 1456.0 –54.0 1525.0 1082.0 2.0 161.8 4178.4 80 Taylor Wimpey 184.1 –4.0 211.2 174.9 1.5 11.2 6025.3 198 Page Group 526.5 –0.5 560.0 421.3 2.3 20.7 1719.5 106 B&M European 414.3 –9.5 434.8 299.3 1.4 27.1 4143.0 166 733.0 –10.5 867.0 545.0 2.1 31.5 2277.5 179 Templeton Emerging Markets 773.0 –8.0 825.0 643.0 1.1 - 2110.4 75 Pearson 775.8 +24.4 775.8 566.5 6.7 - 6079.2 193 937.5 –8.5 1006.0 739.5 1.7 23.1 1794.9 136 Howden Joinery 476.3 –19.9 501.2 399.5 2.3 16.0 2997.9 31 209.8 –2.9 214.4 166.5 - 37.5 17177.8 161 Pennon 605.6 –33.6 944.0 605.6 5.9 13.9 2522.0 4 BP 473.8 –4.4 534.8 439.8 6.3 32.3 94421.5 2 HSBC 707.3 +1.5 796.0 620.8 5.3 19.9 141430.6 189 Thomas Cook 120.0 –2.1 129.5 84.1 0.4 150.0 1843.0 176 Pershing Square 920.0 –9.0 1250.0 912.0 - - 2158.8 3 British American Tobacco 4183.5 –90.0 5643.0 4166.0 4.1 18.4 95954.4 137 IG Group 814.5 +11.0 824.5 491.9 4.0 15.5 2996.5 154 TP Icap 487.2 –59.4 553.6 444.8 3.5 30.8 2699.7 55 Persimmon 2527.0 –70.0 2890.0 2083.0 5.3 11.3 7805.8 70 British Land 632.0 –5.6 691.5 590.5 4.7 10.9 6508.4 134 IMI 1130.0 –11.0 1443.0 1103.0 3.4 20.3 3073.3 129 1283.0 –36.5 1696.0 1273.0 3.5 427.7 3234.3 135 Phoenix Group Holdings 781.0 –16.5 815.0 724.0 6.0 - 3068.2 192 691.0 –25.5 820.0 636.0 3.6 16.4 1821.8 24 Imperial Brands 2454.5 –137.5 3933.5 2454.5 6.5 16.7 23409.5 47 Tui 1545.5 +13.5 1640.5 1068.0 3.6 12.6 9072.7 164 758.0 –34.0 1016.0 749.2 3.8 12.2 2405.5 25 BT 227.9 –11.6 334.4 224.9 6.3 14.1 22607.1 143 Inchcape 689.5 –3.5 880.5 674.5 3.6 10.8 2875.7 158 186.9 –4.2 238.9 145.6 - - 2594.9 128 Polymetal International 754.0 –31.0 1095.0 740.6 2.7 11.9 3243.1 156 BTG 682.5 +2.5 779.0 565.0 - 35.9 2632.7 141 403.0 +1.0 419.5 267.6 - 47.6 2907.5 112 UBM 949.5 +19.5 949.5 645.0 2.3 27.3 3741.9 67 Bunzl 2045.0 +5.0 2465.0 1936.0 2.0 23.8 6869.9 81 Informa 729.6 +21.8 761.0 629.5 2.7 29.2 6011.9 71 Paddy Power Betfair 7635.0 –250.0 8900.0 6665.0 2.0 47.0 6430.6 177 UDG Healthcare 857.0 –32.0 959.0 694.0 1.1 39.9 2128.2 61 Burberry 1669.0 +1.5 1985.0 1498.0 2.3 23.8 7316.6 191 Inmarsat 400.6 –32.1 850.5 386.7 10.2 11.4 1826.9 11 Prudential 1913.5 +67.0 1981.0 1613.0 2.3 17.9 49507.7 13 Unilever 3787.0 –107.5 4548.5 3710.5 3.3 19.8 46647.0 169 Capital & Counties Properties 265.0 –5.6 324.8 253.1 0.6 91.4 2246.6 51 Intercontinental Hotels 4510.0 –80.0 4928.0 3668.0 1.6 20.0 8568.6 84 Randgold Resources 5964.0 –70.0 8190.0 5766.0 1.2 27.0 5605.9 197 Unite Group 768.5 –26.5 813.0 622.0 2.3 8.9 1724.8 44 Carnival 4698.0 –40.0 5380.0 4475.0 1.8 17.7 9764.6 138 Intermediate Capital 1029.0 –22.0 1178.0 700.5 2.5 13.8 2987.2 14 Reckitt Benckiser 5675.0 –135.0 8108.0 5624.0 2.7 19.0 39892.1 95 United Utilities 694.4 –8.2 1056.0 659.0 5.6 11.1 4735.1 194 154.3 +2.8 190.5 131.8 7.7 22.1 1777.7 54 Intertek 4953.0 –99.0 5425.0 3871.0 1.3 29.3 7993.7 170 Redrow 592.0 –16.5 664.5 493.3 2.9 7.5 2189.2 173 Vedanta Resources 787.2 +35.2 954.0 575.0 5.2 - 2181.3 56 138.4 –3.5 219.5 124.1 8.7 13.8 7599.3 38 International Airlines Group 631.8 +7.8 670.0 523.5 3.5 7.7 12939.6 17 Relx 1485.5 –27.0 1782.0 1455.0 2.5 18.2 30707.9 178 2480.0 –96.0 2730.0 1832.0 1.9 21.3 2128.0 122 247.4 +7.8 247.4 97.9 3.4 15.5 3388.5 182 International Public Partnerships 147.4 +0.8 166.6 146.0 4.5 13.5 1989.6 118 Renishaw 4782.0 –128.0 5775.0 3050.0 1.1 25.3 3480.8 9 Vodafone 201.5 –5.5 238.0 198.8 6.5 - 53747.7 167 Close Brothers 1496.0 –83.0 1715.0 1316.0 4.0 11.4 2265.3 149 Intu Properties 204.0 –7.9 289.0 194.7 6.9 12.1 2764.3 92 Rentokil Initial 276.5 +4.1 335.8 239.2 1.2 7.5 5080.2 102 Weir 1962.0 –40.0 2305.0 1727.0 2.2 65.8 4282.1 133 Cobham 129.2 –4.5 148.0 113.4 1.4 - 3089.2 107 597.2 –47.8 648.6 461.4 3.8 12.4 3981.1 109 Rightmove 4193.0 –107.0 4573.0 3889.0 1.2 29.0 3815.2 66 Whitbread 3811.0 –121.0 4307.0 3512.0 2.5 14.8 6989.2 46 Coca Cola HBC 2531.0 +13.0 2671.0 1991.0 1.5 26.7 9309.1 83 ITV 147.6 –5.6 219.6 146.9 4.9 14.6 5941.5 10 Rio Tinto 3735.0 +8.5 4172.5 2910.0 4.6 10.4 50094.5 151 William Hill 320.5 –11.2 338.0 240.0 4.0 - 2752.7 21 Compass 1540.0 –11.5 1757.6 1425.0 2.2 21.6 25326.7 175 IWG 237.5 –8.6 365.2 190.9 2.2 19.3 2162.4 139 RIT Capital Partners 1918.0 –12.0 2005.0 1815.0 - - 2967.2 187 1054.0 nc 1108.0 944.0 2.1 - 1871.8 110 Convatec 195.5 –12.0 344.0 182.0 0.5 33.1 3815.1 146 Jardine Lloyd Thompson 1296.0 +6.0 1448.0 1096.0 2.5 24.0 2838.7 32 Rolls-Royce 901.6 –24.2 981.0 743.0 0.5 - 16590.7 184 Holdings 3437.0 –7.0 3716.0 1615.0 - 21.0 1975.5 28 CRH 2484.0 +39.0 2920.0 2380.0 2.3 13.2 20773.3 116 JD Sports 361.2 –24.7 456.0 303.3 0.4 17.6 3515.3 163 278.9 –4.2 304.2 223.5 1.8 32.1 2426.9 100 Wood 647.0 –9.6 828.5 560.0 4.0 - 4384.6 82 Croda 4548.0 –84.0 4655.0 3483.0 1.6 28.1 5975.7 77 Johnson Matthey 3138.0 –112.0 3503.0 2727.0 2.4 16.0 6073.1 16 Royal Bank Of Scotland 260.6 –1.2 302.4 224.7 - - 31183.4 34 WPP 1169.0 –35.5 1754.0 1155.5 4.8 8.6 14836.2 153 CYBG 305.6 –9.8 340.3 260.0 - 17.8 2703.4 168 491.2 –13.6 631.4 420.2 3.5 14.6 2248.2 1 Royal Dutch Shell A 2213.5 –48.0 2573.5 1992.5 6.4 22.8 185974.9 74 DCC 6940.0 +105.0 7755.0 6515.0 1.6 30.6 6190.5 91 Just 749.6 –38.8 890.0 556.5 - 60.9 5092.1 Royal Dutch Shell B 2248.5 –39.0 2609.0 2052.5 6.2 23.2 Price/earnings ratios are based on historic data, with yield and p/e values 152 2664.0 +114.0 2690.0 1624.0 0.8 58.0 2724.7 105 Kaz Minerals 930.6 +37.6 965.8 430.5 - 18.6 4157.2 90 Royal Mail 516.0 –50.6 570.0 369.9 4.5 14.4 5160.0 calculated from the most recent reported dividends and earnings per share, 121 3054.0 +29.0 3118.0 2580.0 1.7 32.0 3404.4 59 Kingfisher 343.4 –7.3 368.1 288.0 3.0 13.1 7423.9 126 RPC 811.6 –20.2 993.0 720.5 3.0 15.9 3310.6 using trailing 12-month figures. 52-week highs and lows are end of day. 7 Diageo 2436.0 –10.5 2725.0 2201.5 2.5 19.1 60535.7 127 Ladbrokes Coral 170.4 +2.7 188.0 111.3 1.8 - 3266.1 72 RSA Insurance 628.6 –6.6 666.5 570.5 2.5 56.1 6428.0 nc = no change Data provided by Morningstar.Any enquiries please contact: 86 Direct Line Insurance 388.3 –2.1 411.3 334.4 3.8 16.7 5339.1 62 Land Securities 906.8 –10.3 1208.5 906.8 4.6 39.3 7170.5 58 Sage 687.0 –8.8 821.4 615.5 2.1 28.9 7425.6 [email protected]