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China stimulus plan lifts FTSE 100; G4S boosts mid-caps

Published 06/09/2019, 17:57
© Reuters. Traders looks at financial information on computer screens on the IG Index trading floor
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By Muvija M and Shashwat Awasthi

(Reuters) - London's FTSE 100 rose on Friday as a new stimulus plan from China helped support sentiment after U.S. jobs data disappointed and housebuilder Berkeley gained after pointing to robust conditions in key British markets despite Brexit uncertainties.

The main index (FTSE) edged 0.2% higher, tracking global stock markets that welcomed China's move to slash the amount of cash that banks must hold as reserves, which will provide more liquidity to support its economy.

The mid-caps (FTMC) advanced 0.3%, helped by a 6.5% jump in G4S (L:GFS), the world's largest private security firm, after Sky News reported U.S. security company Brinks (N:BCO) was mulling a takeover of G4S' cash solutions unit.

China's stimulus plan helped boost blue-chip mining stocks such as Glencore (L:GLEN) and BHP (L:BHPB). Packaging firm Smurfit Kappa (L:SKG) rose 3.4% to the top of the FTSE 100 as its latest bond offering incited demand from yield-starved investors.

"(Smurfit's) bond offering, at relatively advantageous rates as fixed-income yields trend lower, will provide it with much cheaper financing," Cityindex analyst Ken Odeluga said.

Homebuilder Berkeley (L:BKGH) rose 2.8% after pointing to robust market conditions in London and southeast England.

The much-anticipated and traditionally influential U.S. non-farm payrolls numbers showed slower-than-expected growth in August, pointing to an economy slowing against the backdrop of President Donald Trump's trade war with China.

"The employment report pretty much cements only a 25-basis-point rate cut for the U.S. Federal Reserve at the Sept. 18 meeting," said Edward Moya, senior market analyst at Oanda.

The main index's gains were kept in check by oil heavyweights BP (L:BP) and Shell (L:RDSa), which tracked a fall in crude prices, and utilities that slipped on the prospect of renationalisation if a Labour government took power in Britain.

Shares of SSE (L:SSE), Centrica (L:CNA) and Severn Trent (L:SVT) shed roughly 2%. A snap election remains a possibility as lawmakers prepare for a showdown over delaying Brexit.

"While no-deal Brexit risks have been abated, the nationalisation risks remain firmly in place," Moya said.

© Reuters. Traders looks at financial information on computer screens on the IG Index trading floor

United Utilities (L:UU) lost 2.9% as a rating and price target downgrade from RBC also weighed on the stock.

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