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LONDON MARKET CLOSE: FTSE 100 ends higher as oil price gains moderate
- London Stock Market: Closed mostly lower on Monday, influenced by Middle East conflict and oil prices above USD100.
- Oil Prices: Brent crude pushed above USD100, impacting stock markets; hopes of a shorter war prompted equity recovery.
- NATO and Allies: Pushed back on Trump's demand to reopen the Strait of Hormuz, with the UK, Germany, Spain, Japan, and Australia distancing from military involvement.
- Ukraine's Zelensky: Scheduled to visit the UK on Tuesday; Starmer warned of potential windfall for Russia's economy due to oil price rises.
- Iran: Launched strikes across the region, vowing to take the war "as far as necessary."
- FTSE Performance: FTSE 100 up 0.6%, FTSE 250 down 0.2%, AIM all-share down 0.7%.
- Sector Performance: Gold miners and defense stocks gained; airlines like easyJet and Wizz Air fell.
- Commodities: Gold down at USD4,983.55/ounce; Brent oil higher at USD102.83/barrel.
- European Equities: CAC 40 up 0.3%, DAX 40 up 0.5%.
- Currency Movements: Pound up at USD1.3293, euro up at USD1.1480, dollar down against yen at JPY159.34.
- US Markets: Dow Jones up 0.7%, S&P 500 up 0.8%, Nasdaq up 1.0%.
- Treasury Yields: US 10-year at 4.24%, 30-year at 4.88%, both narrowing.
- Top FTSE 100 Risers: Endeavour Mining, Haleon, Segro, Reckitt Benckiser, Airtel Africa.
- Top FTSE 100 Fallers: Rightmove, International Consolidated Airlines, Spirax, Entain, Intertek.
- Economic Calendar (Tuesday): Australia's rate decision, Germany/Eurozone economic sentiment, US pending home sales, Redbook index.
- UK Corporate Calendar (Tuesday): Full-year results from Zotefoams, Essentra, Prudential, STV.
LONDON MARKET MIDDAY: FTSE 100 outperforms Europe as oil majors rise
- London Stock Market:
- FTSE 100 up 0.5% at 10,311.87, supported by energy stocks (BP +0.6%, Shell +1.2%) amid Middle East tensions.
- FTSE 250 down 0.1% at 22,057.99; AIM all-share down 0.4% at 756.75.
- Defensive sectors (utilities, property, housebuilders) underperformed.
- European Markets:
- CAC 40 (Paris) marginally higher; DAX 40 (Frankfurt) up 0.2%.
- Currencies:
- Sterling up to USD1.3280; Euro higher at USD1.1483; Dollar weaker against Yen (JPY159.12).
- Commodities:
- Brent oil up to USD103.44/barrel; Gold down to USD5,011.10/ounce.
- Geopolitical Developments:
- UK PM Keir Starmer working with allies to reopen Strait of Hormuz and ease economic impacts.
- Consumer Sentiment:
- UK consumer sentiment index fell to 14-month low of 44.1 in March, with future finances outlook worsening.
- US Markets:
- Dow Jones, S&P 500, and Nasdaq called higher by 0.6%, 0.8%, and 0.9% respectively.
- US Treasury yields narrowed (10-year: 4.25%; 30-year: 4.88%).
- Corporate News:
- Haleon shares up 2.8% after GBP500 million share buyback program.
- Segro (+3.0%) and Reckitt Benckiser (+2.3%) upgraded to 'overweight' by Morgan Stanley.
- Hammerson (+3.7%) upgraded to 'overweight' by Morgan Stanley.
- Partners Group Private Equity (-2.3%) reported decreased portfolio value.
- CRH (+0.4%) to delist from London Stock Exchange by April 20.
- Kendrick Resources (+35%) on positive drill results from Namibia project.
- System1 (+18%) expects record revenue for H2 FY2026 and strong FY2027 outlook.
- Economic Calendar:
- US industrial production data and Canadian CPI reading due later Monday.
LONDON BROKER RATINGS: Morgan Stanley raises Segro, cuts LondonMetric
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- 16th Mar 2026 09:30
- The following London-listed shares received analyst recommendations Monday morning and on Friday:
- FTSE 100
- BofA raises Shell price target to 3,250 (2,900) pence - 'neutral'
- BofA raises BP price target to 400 (370) pence - 'underperform'
- Morgan Stanley raises Segro to 'overweight' - price target 880 pence
- Morgan Stanley cuts LondonMetric Property to 'underweight' - price target 205 pence
- UBS cuts National Grid to 'sell' - price target 1,160 pence
- Deutsche Bank Research raises National Grid price target to 1,430 (1,250) pence - 'buy'
- Deutsche Bank Research raises Severn Trent price target to 3,300 (2,950) pence - 'hold'
- Deutsche Bank Research raises SSE price target to 2,850 (2,500) pence - 'buy'
- Deutsche Bank Research raises United Utilities price target to 1,450 (1,300) pence - 'buy'
- Goldman Sachs raises BT price target to 330 (300) pence - 'buy'
- Goldman Sachs raises Halma price target to 4,290 (4,280) pence - 'buy'
- Goldman Sachs cuts Tritax Big Box REIT price target to 190 (210) pence - 'buy'
- Berenberg raises Haleon price target to 512 (510) pence - 'buy'
- Barclays cuts Sage price target to 900 (1,000) pence - 'underweight'
- Morgan Stanley raises Reckitt Benckiser to 'overweight' - price target 6,300 pence
- Citigroup raises Rentokil Initial price target to 575 (550) pence - 'buy'
- FTSE 250
- JPMorgan raises Vesuvius price target to 440 (390) pence - 'neutral'
- JPMorgan raises Bodycote price target to 700 (670) pence - 'neutral'
- Morgan Stanley raises Hammerson to 'overweight' - price target 400 pence
- Morgan Stanley cuts Big Yellow to 'underweight'
- Goldman Sachs cuts Lancashire Holdings price target to 631 (658) pence - 'buy'
- Peel Hunt raises Savills to 'buy' (add) - price target 1,400 (1,200) pence
- Deutsche Bank Research raises Pennon price target to 650 (600) pence - 'buy'
- Stifel cuts Taylor Wimpey to 'hold' (buy) - price target 95 (120) pence
- Related Shares:
LONDON MARKET OPEN: FTSE 100 rises as oil majors climb, airlines weigh
- London Stock Market:
- FTSE 100 opened up 0.1% at 10,267.40, supported by oil majors BP (+1.7%) and Shell (+1.4%) as Brent oil rose to USD106.09/barrel.
- FTSE 250 down 0.1% at 22,048.17; AIM all-share up 0.24 points at 759.62.
- Airline stocks (IAG, easyJet, Wizz Air) declined due to Middle East conflict disruptions.
- European Markets:
- CAC 40 (Paris) down 0.2%; DAX 40 (Frankfurt) down 0.1%.
- Currency Movements:
- Sterling up to USD1.3247; Euro slightly higher at USD1.1440; Dollar lower against yen (JPY159.33).
- Global Focus:
- Investors monitoring Middle East conflict; US President Trump warned of NATO's "very bad" future if allies fail to open Strait of Hormuz.
- Asian markets mixed: Nikkei 225 (-0.1%), Shanghai Composite (-0.3%), Hang Seng (+1.5%), S&P/ASX 200 (-0.4%).
- US markets ended lower on Friday: Dow (-0.3%), S&P 500 (-0.6%), Nasdaq (-0.9%).
- Corporate News:
- Segro shares up 1.4% after data centre development agreement in Slough.
- Standard Life shares down 2.6% despite narrower loss and dividend increase.
- Savills shares up 3.8% on Peel Hunt rating upgrade.
- CAB Payments shares surged 11% on StoneX's all-cash takeover proposal at 95p/share.
- Economic Indicators:
- US 10-year Treasury yield down to 4.27%; Gold lower at USD4,988.80/ounce.
- Upcoming: US industrial production data and Canada's consumer price index.
LONDON MARKET EARLY CALL: FTSE 100 to rise as oil edges higher
- London Stocks: FTSE 100 futures indicate a 0.5% rise to 10,310.25 at Monday's open, following oil price increases and ahead of central bank meetings.
- Currency Movements: Sterling rose to USD1.3245, euro dipped to USD1.1427, and the dollar weakened to JPY159.37 against the yen.
- Middle East Conflict: Developments remain in focus; US President Donald Trump warned of a "very bad" future for NATO if allies don't help open the Strait of Hormuz.
- US-China Relations: Trump hinted at delaying a Beijing summit with Xi Jinping, seeking China's assistance in the Gulf crisis.
- Trade Talks: US and Chinese officials met in Paris for trade discussions, as reported by Xinhua.
- Oil Prices: Brent crude rose to USD104.78 per barrel, up from USD101.57 on Friday.
- Global Markets: Wall Street closed lower on Friday; Asian markets mixed on Monday with Nikkei down 0.2%, Shanghai Composite down 0.4%, and Hang Seng up 1.5%.
- UK Housing Market: Average new seller asking prices rose 0.8% in March but declined 0.2% year-on-year, according to Rightmove.
- Gold Prices: Gold dipped to USD5,022.50 per ounce from USD5,043.40 on Friday.
- Economic Calendar: US industrial production data and Canada's consumer price index are key releases on Monday.
- Central Bank Meetings: Rate holds expected in the US, Japan, UK, eurozone, Canada, and Switzerland this week.
- UK Corporate Calendar: Full-year results expected from Standard Life, Marshalls, and SigmaRoc on Monday.
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