Week Ahead: Pub groups, Kingfisher, US jobs

25th Nov 2011 14:18

We've had updates from Mitchells and Butlers, Enterprise Inns, Young's and Fuller's, and next week it is the turn of big hitters Marston's and Greene King to represent what used to be called the beerage, in jocular reference to the preponderance of toffs in the board rooms of Britain's brewers.Both groups are expected to report that food sales continue to drive growth as the Great British boozer slowly mutates into a place where people eat as well as drink.Investment analysts will be keen to see how well Greene King's Capital Pub purchase is doing - the experience of Young's and its purchase of Capital Pub facsimile Geronimo Inns suggests that the acquisition has been performing well - while as for Marston's, progress on the firm's schedule of purpose-built food-led outlets will be eagerly awaited.DIY retailer Kingfisher gives a trading update on Thursday which could be the cue for another set of headlines about hard times on the High Street or it could prompt press articles about the stark difference in fortunes between the winners and the losers in the retail space; judging by its September update, Kingfisher is more likely to fall into the "winners" category, but a lot can change in two months.Switching to the economy, the big event of the week is the release of US non-farm payrolls data for November. Many economists think the figures could bring a much needed boost to sentiment. Just about all economists expect an increase in payrolls, but the size of the forecast uplift varies wildly from 60,000 to 200,000. Monday November 28INTERIMSAcal, CSF Group, Immunodiagnostic Systems Holdings, Phoenix IT Group, Redstone, ReNeuron Group, Software Radio TechnologyINTERIM DIVIDEND PAYMENT DATESignet Jewelers Ltd.INTERNATIONAL ECONOMIC ANNOUNCEMENTSM3 Money Supply (EU) (09:00)New Homes Sales (US) (15:00)Q3Alpha Bank GDR (Reg S) USD, X5 Retail Group NV GDR (Reg S)GMSPetra Diamonds Ltd.FINALSAndor Technology, Sanderson Group, Zambeef ProductsAGMSJPMorgan Smaller Companies Inv Trust, Rolta India Ltd.GDR (Reg S), Scotgold Resources (DI), SimiGon Ltd. (DI)FINAL DIVIDEND PAYMENT DATEEl Oro LtdTuesday November 29INTERIMSACM Shipping Group, Bango, Findel, First Property Group, Iomart Group, NewRiver Retail Ltd. (Reg S), Quintain Estates & Development, Real Estate Credit Investments PCC Ltd, Scapa Group, VPINTERIM DIVIDEND PAYMENT DATEPublic Service Properties Inves (DI)tments Ltd.QUARTERLY EX-DIVIDEND DATESchlumberger Ltd.INTERNATIONAL ECONOMIC ANNOUNCEMENTSBusiness Climate Indicator (EU) (10:00)Economic Sentiment Indicator (EU) (10:00)House Price Index (US) (15:00)PMI Retail (EU) (09:00)PMI Retail (GER) (08:55)Q2Real Estate Credit Investments PCC LtdQ3National Bank of Greece ADRGMSDillistone GroupFINALSCharacter Group, Evocutis, Gooch & Housego, Impax Asset Management Group, ITE Group, Topps TilesANNUAL REPORTTracsisAGMSAberdeen Asian Smaller Companies Inv Trust, Baillie Gifford Japan Trust, Berkeley Resources Ltd. (DI), British Sky Broadcasting Group, Clean Energy Brazil, Continental Coal Limited (DI), F&C US Smaller Companies, Forte Energy NL, Global Petroleum Ltd., St IvesUK ECONOMIC ANNOUNCEMENTSBBA Mortgage Lending Figures (09:30)Consumer Credit (09:30)M4 Money Supply (09:30)M4 Sterling Lending (09:30)Mortgage Approvals (09:30)Trends in Lending (09:30)Wednesday November 30INTERIMSAEA Technology Group, Alterian, BlueStar SecuTech Inc. (DI), City of London Group, Creston, Daisy Group, Hogg Robinson Group, Plastics CapitalINTERIM DIVIDEND PAYMENT DATEBAE Systems, Bloomsbury Publishing, China Food Co, Lookers, Old Mutual, Provident Financial, Senior, Toyota Motor Corp.INTERIM EX-DIVIDEND DATEAlliance Pharma, Amec, E2V Technologies, Establishment Inv Trust, Headlam Group, Helical Bar, Homeserve, IFG Group, Intermediate Capital Group, Investment Company, JD Sports Fashion, Johnson Matthey, Kewill, London & Stamford Property Ltd., Management Consulting Group, Mckay Securities, National Grid, PayPoint, Record, Rensburg AIM VCT, Rights & Issues Inv Trust Capital Shares, SABMiller, Sepura, Severn Trent, Slingsby H.C, Tate & Lyle, Telecom Plus, UK Mail Group , Utilico Emerging Markets Ltd., Victoria, Young & Co's Brewery 'A' SharesQUARTERLY PAYMENT DATECity of London Inv TrustQUARTERLY EX-DIVIDEND DATEAnglogold Ashanti Ltd., Canaccord Financial Inc., Land Securities Group, Premier Energy & Water TrustINTERNATIONAL ECONOMIC ANNOUNCEMENTSBeige Book Fed Survey (US) (19:00)Chicago PMI (US) (13:45)GFK Consumer Confidence (GER) (07:00)International Reserves (EU) (11:00)MBA Mortgage Applications (US) (12:00)Pending Homes Sales (US) (15:00)Productivity (US) (13:30)Unemployment Rate (EU) (10:00)Unemployment Rate (GER) (08:55)Q3Espirito Santo Financial Group SAGMSLMS CapitalFINALSBritvic, Marston's, Sage Group, Shaftesbury, SilverdellANNUAL REPORTAgriterra LDSPECIAL EX-DIVIDEND PAYMENT DATERensburg AIM VCTEGMSAvengardco Investments Public Ltd.GDRAGMSBlackRock Greater Europe Inv Trust, Harmony Gold Mining Co Ltd., ILA Group Ltd., Kea Petroleum, Plexus Holdings, Range Resources Ltd. (DI), Victoria Oil & Gas, Victory VCT, WFCAUK ECONOMIC ANNOUNCEMENTSGFK Consumer Confidence (09:30)FINAL DIVIDEND PAYMENT DATEKier Group, WolseleyFINAL EX-DIVIDEND DATEA&J Mucklow Group, Catco Reinsurance Opps. Fd (DI), Catco Reinsurance Opps. Fd (DI) C SHS, Daily Mail and General Trust, JPMorgan Chinese Inv Trust, JPMorgan Japanese Inv Trust, Northamber, Smart (J) & Co., St IvesQ1SportingbetThursday December 01INTERIMSConsort Medical, Falkland Islands Holdings, Greene King, May Gurney Integrated Services, Telford HomesINTERIM DIVIDEND PAYMENT DATEAndrews Sykes Group, ITV, Ladbrokes, Sony Corp., Toshiba Corp.QUARTERLY PAYMENT DATEJPMorgan Claverhouse Inv TrustINTERNATIONAL ECONOMIC ANNOUNCEMENTSAuto Sales (US) (15:00)Bloomberg Consumer Confidence (US) (14:45)Construction Spending (US) (15:00)Continuing Claims (US) (13:30)Initial Jobless Claims (US) (13:30)ISM Manufacturing (US) (15:00)ISM Prices Paid (US) (15:00)PMI Manufacturing (EU) (09:00)FINALSOMGEGMSMillwall Holdings, OJSC Phosagro GDR (Regs)AGMSAI Claims Solutions, Clinton Cards, Millwall HoldingsTRADING ANNOUNCEMENTSKingfisherUK ECONOMIC ANNOUNCEMENTSNationwide House Price Index (07:00)FINAL DIVIDEND PAYMENT DATEImpax Asian Environmental Markets, Manchester & London Inv TrustFriday December 02INTERIMSBerkeley Group Holdings INTERIM DIVIDEND PAYMENT DATEBlackRock Smaller Companies Trust, DCC, Elderstreet VCT, Hansa Trust, Hilton Food Group, Laird, Marshalls, SThree, TDK Corp.QUARTERLY PAYMENT DATEBoeing Co, Duet Real Estate Finance LtdINTERNATIONAL ECONOMIC ANNOUNCEMENTSNon-Farm Payrolls (US) (13:30)Producer Price Index (EU) (10:00)Retail Sales (GER) (07:00)Unemployment Rate (US) (13:30)SPECIAL DIVIDEND PAYMENT DATEAberdeen Asian Smaller Companies Inv Trust, Blackstar Group SE, SThreeAGMSCeres Power HoldingsTRADING ANNOUNCEMENTSSThreeFINAL DIVIDEND PAYMENT DATEAberdeen Asian Smaller Companies Inv Trust, Ashmore Group, James Halstead, Matchtech Group, Tawa, United Carpets Group--jh