The FTSE 100 株 up most this year as 株式市場 keeps hitting new 記録,記録的な/記録する highs

  • The FTSE 100 has 攻撃する,衝突する 12 highs in a month - equalling a 記録,記録的な/記録する dating 支援する to 1984

The FTSE 100 reached a 記録,記録的な/記録する 8,393 last week, having 増加するd by more than 9 per cent since the start of 2024.

That was the 主要な UK 株式市場 索引's 12th fresh の近くにing 頂点(に達する) in a month, equalling a 記録,記録的な/記録する dating 支援する to 1984.

While 投資家s will be 元気づけるd by a 9.3 per cent return by 中央の-May, some FTSE 100 株 have grown by much more - with the 最高の,を越す three rising 49 per cent, 42 per cent and 39 per cent, それぞれ.

We 明らかにする/漏らす the ten biggest risers in the FTSE 100 this year and look at why these big blue-半導体素子 companies have led the way on the UK 株式市場.

Highest risers: NatWest Group is the strongest-成し遂げるing blue-半導体素子 在庫/株 so far this year, followed by 航空宇宙学 巨大(な) Rolls-Royce and fellow banking 会社/堅い Barclays

Why are 株 rising?

The FTSE 100's 最新の string of 記録,記録的な/記録する highs has come off the 支援する of 新たにするd expectations of ぼんやり現れるing 利益/興味 率 削減(する)s.?

While the Bank of England did not lower the UK base 率 last week, the 7-2 投票(する) to 持つ/拘留する them and boss Andrew Bailey's doveish トン encouraged 財政上の markets to 予報する it will 削減(する) 率s over the summer and bring them 負かす/撃墜する to 4.75 per cent this year.?

Lower base 率s tend to 刺激(する) 株式市場s by 刺激するing 商売/仕事 投資 and 消費者 spending instead of 貯金 and 負債 返済s.

Conversely, bank 株 have 利益(をあげる)d from the elevated 利益/興味 率 環境 as borrowers are 告発(する),告訴(する)/料金d more for 貸付金s and mortgages.

The 'Footsie' is also 伸び(る)ing from the 続けざまに猛撃する's 価値低下 against the dollar because 会社/堅いs on the 索引 tend to have かなりの overseas 収入s that are 価値(がある) more when 変えるd 支援する into 英貨の/純銀の.

However, as Victoria Scholar, 長,率いる of 投資 at Interactive 投資家, 公式文書,認めるs: 'The 索引 is not a 晴雨計 for the strength of the UK economy; rather, it is an outward-looking 索引 構成するing 大部分は of 多国籍の 複合的な/複合企業体s.'

She 追加するs that the Footsie is receiving a 相当な 上げる from defence and 航空宇宙学 株, which are riding high on geopolitical 不安定 and bigger 軍の 予算s.?

Here are the ten strongest-成し遂げるing blue-半導体素子 在庫/株s so far this year, with data 訂正する as of 15 May 2024.

1.?NatWest Group: Up 48.8%

After a?'debanking スキャンダル' 伴う/関わるing former UKIP leader Nigel Farage 激しく揺するd NatWest last year, the 財政上の services 巨大(な) has roared 支援する.

In February, the 会社/堅い 明らかにする/漏らすd that pre-税金 利益(をあげる)s 急に上がるd by a fifth to £6.2billion in 2023, its best result since the 全世界の 財政上の 危機 and about £200million above 分析家 予測(する)s.

Like other 商業の banks, NatWest has 利益d from the BoE raising 利益/興味 率s even more in 返答 to elevated levels of インフレーション.

And although its first-4半期/4分の1 results showed a 重要な 拒絶する/低下する in 収入s, 利益(をあげる)s of £1.33billion still より勝るd 期待s.

These results come as the UK 政府 準備するs to sell its 優れた 火刑/賭ける in NatWest, having already whittled 負かす/撃墜する its 持つ/拘留するing by around 11 百分率 points since January to under 2 7 per cent.

Will Howlett, 財政上のs 分析家 at Quilter Cheviot, says: 'While this 現在のs an overhang for the 株 price, it may also be seen as a (疑いを)晴らすing event and 減ずる any 付加 political or regulatory 干渉,妨害 in the 近づく 称する,呼ぶ/期間/用語, which will be welcomed from 投資家s.'

?2.?Rolls-Royce: Up 42.3%

Under a turnaround spearheaded by 長,指導者 (n)役員/(a)執行力のある 'Turbo Tufan' Erginbilgic,?Rolls-Royce's 年次の 利益(をあげる)s have more than 二塁打d, and its cash flow has climbed to 記録,記録的な/記録する levels.

The continued 回復する in 航空機による travel has driven up 需要・要求する for the 会社/堅い's engines and services, with Turkish 航空機によるs and 空気/公表する India の中で the 航空機によるs putting in 巨大(な) orders last year.

Recovery: Under a turnaround spearheaded by chief executive Tufan Erginbilgic (pictured), Rolls-Royce's annual profits have more than doubled

回復: Under a turnaround spearheaded by 長,指導者 (n)役員/(a)執行力のある Tufan Erginbilgic (pictured), Rolls-Royce's 年次の 利益(をあげる)s have more than 二塁打d

At the same time, its defence 商売/仕事 has にわか景気d as 衝突s in ウクライナ共和国 and the Middle East and the 可能性 of 中国 侵略するing Taiwan have led countries to raise 軍の spending.

Rolls-Royce is a major 勝利者 from the AUKUS 安全 共同, with a 取引,協定 to build 力/強力にする 部隊s for Australia's next 世代 of 核の-力/強力にするd 潜水艦s.

全世界の defence 支出 is 事業/計画(する)d to grow over the coming years 予定 to these 衝突s, while 空気/公表する travel 需要・要求する is 予報するd to 二塁打 by 2040, によれば the International 空気/公表する 輸送(する) 協会.

Both these factors 供給する an 楽観的な long-称する,呼ぶ/期間/用語 見通し for Rolls-Royce, whose 株 have already more than quadrupled since its Turkish-born CEO took over in January 2023.

?3.?Barclays: Up 38.6%

Although its most 最近の 年次の 収入s were lower, Barclays' 約束 to 手渡す £10billion to 投資家s and 請け負う a 再編成 to save £2billion in costs by 2026 resonated with 株主s.

The 会社/堅い followed up this 誓約(する) with 予測(する)-(警官の)巡回区域,受持ち区域ing 利益(をあげる)s of £2.3billion in the first 4半期/4分の1 にもかかわらず lower mortgage lending, 顧客 deposits, and 法人組織の/企業の dealmaking.

投資家s have (刑事)被告 Barclays of 存在 too reliant on its 投資 banking arm, a 批評 悪化させるd by the 減少(する) in 合併s and 取得/買収s 取引,協定s 予定 to higher 利益/興味 率s.

Rewards:?Barclays' promise to hand £10billion to investors and undertake a restructuring to save £2billion in costs by 2026 was welcomed by shareholders

Rewards:?Barclays' 約束 to 手渡す £10billion to 投資家s and 請け負う a 再編成 to save £2billion in costs by 2026 was welcomed by 株主s

Yet Russ Mould, 投資 director at AJ Bell, says the size of this 分割 'could make it a geared play into any 支えるd rec overy and 上昇' in Britain's struggling 公正,普通株主権 market.

He 追加するs: 'A rising market could 上げる 利益/興味 and 運動 取引,協定ing 容積/容量s, 最初の/主要な and 第2位 発行 and 合併 and 取得/買収 activity.

'All of those could 運動 incremental 料金s through the 投資 bank and 上げる its 伝統的に cyclical 利益(をあげる)s.'?

Here is a rundown of the remaining 最高の,を越す ten:?

4.?Antofagasta (36.3/5)?- 巡査 需要・要求する is 解除するing the Anglo-Chilean 会社/堅い, which 計画(する)s to 増加する 生産/産物 of the 重要な energy 移行 metal in 2024 にもかかわらず 落ちるing mineral prices.

5.?中間の 資本/首都 Group?(33.3%) -?A fresh FTSE 100 入ること/参加(者), the 私的な 公正,普通株主権 経営者/支配人 has continued to see 資産s under 管理/経営 拡大する, hitting $86.3billion at the end of December.

6.?Anglo American (33.2%) - The 採掘 group's 株 price has 急上昇するd since receiving a £31billion mega-申し込む/申し出 - subsequently raised to £34billion - from BHP, its much larger Australian 競争相手.

7.?Beazley (29.6%)?- In February, the 保険 商売/仕事 raised its 十分な-year 利益(をあげる) 見通し and 宣言するd 計画(する)s to 手渡す out another $300million to 株主s.

8.?GSK (25%)?- The 製薬の 巨大(な) upped its 年次の 利益(をあげる) 予測(する) after first-4半期/4分の1 sales rose by 10 per cent to £7.4billion.

9.?BAE Systems (22.7%) - Orders have kept rolling in for the defence 巨大(な) まっただ中に elevated 全世界の 緊張s, reaching a 記録,記録的な/記録する backlog of £70billion in 2023.

10.?3i Group (22.5%) - スパイ/執行官 Provocateur's ex-owner has enjoyed bumper returns thanks to 早い growth at Dutch 割引 chain 活動/戦闘, in which it owns a 大多数 火刑/賭ける.