2023年3月15日

富時100指數小幅走高;格林尼治時間0742，富時100指數預計將高開，因為投資者期待英國財政大臣傑裏米·亨特在格林尼治時間1230公布春季預算。IG期貨數據顯示，倫敦主要股指開盤上漲6點。瑞士銀行分析師Ipek Ozkardeskaya寫道，亨特可能會宣布促進投資的措施，包括慷慨的稅收優惠，以吸引企業回到英國。“對投資者來說，今天重要的是英國將如何促進增長，如何為增長提供資金，以及債券市場將如何對預算報告做出反應。”奧茲卡德卡亞說，可能不會像9月份前首相利茲·特拉斯的預算災難那樣，出現意想不到的反應或崩潰。(renae.dyer@wsj.com)公司新聞:博柏利集團(Burberry Group PLC)周三表示，已任命凱特·費裏(Kate Ferry)為首席財務官，最遲於2023年9月初生效。Studios PLC周三表示，由於公司看到了對內容的持續需求和外部服務提供的持續趨勢，該公司2022年的收入和稅前利潤都有所增長。——Balfour Beatty 2022年利潤大幅增長;Balfour Beatty PLC周三表示，其2022年稅前利潤與收入一起大幅增長，並將在2023年進一步回購1.5億英鎊(1.824億美元)的股票。 --- Trainline FY 2023 Revenue Rose on International Ticket Sales Growth Trainline PLC said Wednesday that its revenue for fiscal 2023 jumped on strong growth in net ticket sales, and that it sees its adjusted core earnings for the year in line with views. --- Bloomsbury Publishing Sees FY 2023 Revenue, Profit Ahead of Views Bloomsbury Publishing PLC said Wednesday that it expects to report revenue and profit materially ahead of views for fiscal 2023 after booking a strong performance at the end of the year. --- Kin & Carta 1H Pretax Loss Widened on Higher Costs Kin & Carta PLC said Wednesday that pretax loss for the first half of fiscal 2023 has widened on the back of higher costs due to macroeconomic pressures. --- Hyve Group Agrees to GBP320 Mln Takeover by Providence Equity Partners Hyve Group PLC said Wednesday that it has agreed to a 320 million pound ($389.1 million) takeover by private equity firm Providence Equity Partners LLP. --- Ferrexpo 2022 Profit, Revenue Fell Significantly Due to Ukraine War Ferrexpo PLC said Wednesday that its 2022 pretax profit and revenue significantly fell, principally due to the Russian invasion of Ukraine. --- IG Group 3Q Trading Revenue Fell on Lower Activity IG Group Holdings PLC on Wednesday said that its third-quarter net trading revenue fell on lower market volatility and a 5% drop in active client numbers reflecting quieter market conditions. Market Talk: Prudential Shows Encouraging 2023 Progress 0710 GMT - Prudential's management has been pleasingly transparent regarding outlook and have shared that annual premium equivalent is up 15% in the first months of 2023, says Jefferies in a note after the insurance-and-investment business posted 2022 results. "We expect all eyes today will be on the outlook for a post-reopening rebound in sales," says the U.S. bank. Prudential's market share growth in Hong Kong, along with a higher agency annual premium equivalent and agent recruitment in 2H show the insurance company is well-positioned to grow as demand remains intact and surveys show 86% of visitors intend to buy insurance in Hong Kong. Jefferies rates the stock buy. (elena.vardon@wsj.com) --- Prudential's Outlook Likely to Be in Focus 0644 GMT - Prudential reported a worse-than-expected new business profit in the second half of the year, so investors might focus on outlook comments and the accounting standards update, Citi analyst Andrew Baker says in a note. The insurance company's new business profit missed expectations by 7%, dragged by a lower Hong Kong margin, he says. Prudential also reported an IFRS 17 update, with shareholders equity expected to increase to 15% and operating profit to fall, he adds. "There are several key questions for the call including...strategic intent, the outlook for Mainland Chinese visitors volumes, Hong Kong new business margin, and balance-sheet credit exposures to SVB and U.S. commercial banks," Baker says. (michael.susin@wsj.com) Contact: London NewsPlus; paul.larkins@wsj.com