Share Talk Expected Market Updates For The Week Ahead, 12th May – 16th May 2025

The FTSE 100 edged higher on Friday, closing up 23 points, or 0.3%, at 8,554.80 after a hesitant start, as easing trade war tensions lifted investor sentiment. The mid-cap FTSE 250 also advanced, gaining 0.2%.

BP led the blue-chip gains, jumping 4.7% after reports suggested several major energy rivals are weighing a potential takeover bid for the UK oil giant. The AIM All-Share rose 3% this week and is now up 15% over the past month, outperforming the FTSE 100 on both measures.

Week Ahead: Market Movers, Company Results & Key Data Releases

London-listed companies take centre stage this week with a heavy slate of trading updates, interim results, and AGMs from the likes of Aviva, ITV, Burberry, National Grid, and Imperial Brands. On the macro side, markets will watch closely for fallout from US-China trade talks and a raft of economic data from the UK, US, and Europe.

Monday 12 May

Scheduled Announcements:

• Trading Updates: Diversified Energy Company, Caledonia Mining Corporation

• Interim Results: Victrex

• Overseas Earnings: Fox, United Internet

• AGMs: International Paper, Spaceandpeople, Sunda Energy

Tuesday 13 May

Company Focus:
Bytes Technology Group (LSE:BYIT, JSE:BYI) gave its shares a boost in March, calming investor nerves after last year’s investigation into former CEO Neil Murphy’s share dealings.

Macro Focus:
Attention turns to the UK labour market, including wage growth figures, alongside BRC retail sales data.

Scheduled Announcements:

• Interim Results: On The Beach Group, Renew Holdings, Treatt

• Final Results: Angling Direct, Bytes Technology Group, DCC, Diaceutics, IQE

• Overseas Earnings: Bayer, Ferrovial, Honda Motor, JD.com, Nissan Motor, Nu Holdings, Softbank, Tata Motors, Tencent Music, Under Armour, Yamaha Motor

• AGMs: Baronsmead Venture Trust, Henderson High Income Trust, Hutchmed (China), ITV, James Fisher & Sons, MacFarlane Group, Midwich Group, Phoenix Group Holdings, Serinus Energy, St James’s Place

• Economic Data:

  • UK: Unemployment & Wage Growth, BRC Sales Monitor

  • EU: ZEW Economic Sentiment

  • US: Consumer Price Index (CPI)

Wednesday 14 May

Company Highlights:

• Burberry (LSE:BRBY): Under pressure as European luxury peers report weak sales.

• Compass Group (LSE:CPG): UBS flags it as a defensive play amid market volatility.

• Imperial Brands (LSE:IMB): Strategy update expected, with shares at 7-year highs.

Scheduled Announcements:

• Trading Updates: Keller, Spirax Group, TP ICAP Group, TUI

• Interim Results: Compass Group, Imperial Brands, Victorian Plumbing

• Final Results: Burberry, Experian, Vertu Motors

• Overseas Earnings: ABN Amro, Alibaba, Alstom, Cisco, Daimler Truck, E.On, Rakuten, Sony, Telefonica, Tencent

• AGMs: Burford Capital, Conduit Holdings, Direct Line Insurance, Gamma Communications, HG Capital Trust, Ithaca Energy, JPMorgan American Investment Trust, Keller Group, LMS Capital, Marshalls, Niox Group, Savills, SEPLAT Energy, Spirax Group, Spire Healthcare, TP ICAP, Travis Perkins

• Economic Data: US Oil Inventories

Thursday 15 May

Company Highlights:

• ITV (LSE:ITV): Q1 results may include cuts to full-year advertising forecasts.

• Aviva (LSE:AV.): Analysts remain bullish, citing strong diversification and the Direct Line deal.

• National Grid (LSE:NG.): Final results mark one of CEO John Pettigrew’s last updates.

• United Utilities (LSE:UU.): Investors watching for signs of fading defensive appeal.

Scheduled Announcements:

• Trading Updates: Aviva, ITV, Lion Finance, Premier Foods, Watches of Switzerland

• Interim Results: Auction Technology Group, Grainger, Nexus Infrastructure, Sage

• Final Results: 3i Group, National Grid, United Utilities

• Overseas Earnings: Alibaba, Applied Materials, Birkenstock, Deere, Deutsche Telekom, Siemens, Allianz, Merck, RWE, Take-Two Interactive, Vallourec, Walmart

• AGMs: Alpha Group International, Bridgepoint Group, Capricorn Energy, Central Asia Metals, Ceres Power, Computacenter, Eurocell, Funding Circle, Global Opportunities Trust, Greencoat Renewables, Hammerson, Helios Towers, Hiscox, Inchcape, Kromek Group, Literacy Capital, Lloyds Banking Group, M&C Saatchi, Michelmersh Brick Holdings, Next, Regional REIT, Resolute Mining, Secure Trust Bank, Spirent Communications, The Renewables Infrastructure Group, Unilever, Unite Group

• Economic Data:

  • UK: GDP, Index of Services, Industrial Production, Trade Balance

  • EU: GDP

  • US: Retail Sales, NAHB Housing Index, Industrial Production, Initial Jobless Claims

Friday 16 May

Company Focus:
Future PLC (LSE:FUTR) reports interim results, its first major update since February. New CEO Kevin Li Ying is expected to outline his vision for the publisher’s strategic evolution, especially in light of soft advertising trends and slowing growth at Go.Compare.

Scheduled Announcements:

• Trading Updates: Vesuvius

• Interim Results: Future

• Final Results: Land Securities

• Overseas Earnings: Aegon, Foot Locker, Richemont, Swiss Re

• AGMs: CLS Holdings, Derwent London, H&T Group, Proteome Sciences

• Economic Data:

  • EU: Balance of Trade

  • US: Building Permits, Housing Starts, Import/Export Price Indices, University of Michigan Confidence (Prelim)

  • China: Retail Sales, Industrial Production

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