Midi à Londres: les actions augmentent alors que les investisseurs réfléchissent aux minutes de la Fed
Les actions de Londres avaient augmenté à midi jeudi alors que les investisseurs digéraient les dernières minutes de la Réserve fédérale américaine.
The FTSE 100 was up 0.1% at 7,475.13, while sterling was 0.3% higher versus the dollar at 1.2095. Markets were set to remain fairly quiet as Wall Street will be closed for Thanksgiving.
Russ Mould, directeur des investissements chez AJ Bell, said: "Stocks made gains on Wall Street as the latest minutes from the US Federal Reserve provided the reassuring message investors wanted to hear - the pace of rate increases is set to slow from here.
"Bien qu'il n'y ait aucune suggestion que la Fed cessera d'augmenter les taux d'intérêt de sitôt, le message permet au moins aux marchés de commencer à anticiper ce point."
On home shores, investors were mulling the latest manufacturing survey from the Confédération de l'industrie britannique. The total orders balance fell to -5 in November from -4 in October, but was above consensus expectations of -9.
CBI Deputy chief economist Anna Leach said: "The rise in manufacturing output this month appears to be at least partly driven by improvements to supply chains, with several companies reporting they were able to fulfil orders as materials and components became more readily available. Total order books remained much weaker than earlier in the year, however, and output is expected to fall again in the quarter ahead.
"Against a difficult economic backdrop, manufacturers welcomed aspects of last week’s Autumn Statement, notably business rates relief and commitments to R&D and infrastructure spending.
"Mais peu de choses ont été dites sur deux des problèmes les plus urgents qui freinent actuellement le secteur : l'avenir du programme de soutien énergétique aux entreprises et l'accès aux compétences. Cela laisse de gros points d'interrogation sur la compétitivité de l'industrie britannique."
In equity markets, property stocks got a boost after US real estate investment firm AEW said in its European annual outlook for 2023 that the UK was ranked most attractive out of 168 covered market segments for the second year in a row on a relative value basis over the next five years. It said UK stocks were less vulnerable to rate hikes than European peers.
Vodafone, Marques impériales, grille nationale, Terre britannique et Énergie diversifiée tous ont chuté alors qu'ils se négociaient sans droit au dividende.
Propriétaire B&Q et Screwfix Kingfisher était également dans le rouge car il a resserré ses prévisions de bénéfices pour l'ensemble de l'année malgré une amélioration des ventes au troisième trimestre.
Bottier emblématique Dr Martens tumbled as it warned of lower core profit margins after interim profit fell on weaker direct-to-consumer sales in the second quarter and the company said it would raise prices to offset inflation.
Russ Mould said: "The main reason the company has lost a bit of shine and polish is news that margins are under significant pressure.
"While external factors such as a stronger dollar are playing a part, the company is also suffering from weakening demand and there are at least hints that its pricing power isn’t what many might have hoped given the apparent strength of the brand.
"Growth in the lucrative direct-to-consumer sales channel is slipping and that matters because building out this part of the business is a key thread of the strategy.
"Hopes that a hefty increase in the dividend would keep the market sweet have proved forlorn, though one item which is hitting profitability, but which should earn Dr Martens a bit of credit, is the investment in the business.
"Taking a short-term hit to profit now to support growth in the future is what any business should be doing, and Dr Martens will hope this will help it put its best foot forward from here."
Movers du marché
FTSE 100 (UKX) 7,475.13 0.13%
FTSE 250 (MCX) 19,575.52 0.38%
techMARK (TASX) 4,410.07 -0.11%
FTSE 100 - Élévateurs
Groupe de capital intermédiaire (ICP) 1,230.50p 2.37%
SÉGRO (SGRO) 835.00p 2.33%
International Consolidated Airlines Group SA (CDI) (IAG) 134.76p 1.87%
Groupe Unite (UTG) 959.50p 1.86%
Groupe United Utilities (UU.) 1,070.50p 1.76%
Groupe Ocado (OCDO) 669.00p 1.73%
Groupe Amiral (ADM) 2,132.00p 1.67%
Melrose Industries (MRO) 134.65p 1.66%
GROUPE NATWEST (NWG) 258.50p 1.65%
Aliments britanniques associés (ABF) 1,585.00p 1.60%
FTSE 100 - Abatteurs
Marques impériales (IMB) 2,107.00p -3.57%
Groupe Vodafone (VOD) 92.10p -2.70%
Compagnie foncière britannique (BLND) 407.70p -1.76%
Réseau national (NG.) 1,015.00p -1.65%
Martin-pêcheur (KGF) 250.00p -1.42%
AstraZeneca (AZN) 10,896.00p -0.91%
Systèmes BAE (BA.) 791.00p -0.88%
Groupe de la Bourse de Londres (LSEG) 8,164.00p -0.83%
Groupe de titres fonciers (LAND) 629.60p -0.82%
Groupe RS (RS1) 969.50p -0.62%
FTSE 250 - Élévateurs
Home Reit (MAISON) 65.10p 4.66%
Entrepôt Reit (WHR) 115.60p 4.33%
Futur (FUTR) 1,576.00p 3.68%
UK Commercial Property Reit Limited (UKCM) 62.40p 3.48%
Aston Martin Lagonda Global Holdings (AML) 135.80p 3.47%
easyJet (EZJ) 399.60p 3.36%
TUI AG Reg Shs (DI) (TUI) 145.70p 3.33%
Tritax Big Box Reit (BBOX) 153.00p 3.17%
Virgin Money Royaume-Uni (VMUK) 171.75p 3.06%
Synthomère (SYNT) 149.90p 3.02%
FTSE 250 - Abatteurs
Dr Martens (DOCS) 218.20p -23.81%
Groupe Découverte (DSCV) 830.00p -9.19%
Société d'énergie diversifiée (DEC) 122.20p -3.55%
Individuel (INDV) 1,673.00p -2.45%
Groupe Kainos (KNOS) 1,699.00p -2.36%
ICG Entreprise Trust (ICGT) 1,130.00p -1.74%
Infrastructure 3i (3IN) 323.00p -1.52%
Énergie Capricorne (CNE) 245.80p -1.52%
Grands domaines de Portland (GPE) 523.00p -1.51%
Essentra (ESNT) 246.00p -1.40%