Serco Group [SRP] – 26 years on the LSE

On this day in 1988 Serco Group listed on the LSE.

Monthly seasonality of Serco Group

The following chart plots the average monthly out-performance of the shares over the FTSE 100 Index since 1988. For example, on average Serco Group has out-performed the FTSE 100 by 4.4 percentage points in January.
Average monthly performance of Serco Group [SRP] relative to the FTSE 100 Index (1988-2013)

Observations:

  1. The strongest month for Serco Group shares relative to the market has been January (the shares have out-performed the market in this month in 18 of the last 25 years).
  2. The weakest month for Serco Group relative to the market has been July (the shares have only out-performed the market in this month in 11 of the past 25 years).

Serco Group is in the FTSE 350 Support Services [NMX2790] sector.

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Meggitt [MGGT] – 67 years on the LSE

On this day in 1947 Meggitt listed on the LSE.

Monthly seasonality of Meggitt

The following chart plots the average monthly out-performance of the shares over the FTSE 100 Index since 1988. For example, on average Meggitt has out-performed the FTSE 100 by 3.4 percentage points in March.
Average monthly performance of Meggitt [MGGT] relative to the FTSE 100 Index (1988-2013)

Observations:

  1. The strongest month for Meggitt shares relative to the market has been March (the shares have out-performed the market in this month in 15 of the last 25 years).
  2. The weakest month for Meggitt relative to the market has been July (the shares have only out-performed the market in this month in 11 of the past 25 years).

Meggitt is in the FTSE 350 Aerospace & Defense [NMX2710] sector.

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Diploma [DPLM] – 53 years on the LSE

On this day in 1960 Diploma listed on the LSE.

The following chart plots the average monthly out-performance of the shares over the FTSE 100 Index since 1988. For example, on average Diploma has out-performed the FTSE 100 by 4.0 percentage points in September.

Average monthly performance of Diploma [DPLM] relative to the FTSE 100 Index (1988-2013)

Observations:

  1. The strongest month for Diploma shares relative to the market has been September (the shares have out-performed the market in this month in 21 of the last 26 years).
  2. The weakest month for Diploma relative to the market has been July (the shares have only out-performed the market in this month in 12 of the past 26 years).

Diploma is in the FTSE 350 Support Services [NMX2790] sector.

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Ladbrokes [LAD] – 46 years on the LSE

On this day in 1967 Ladbrokes listed on the LSE.

The following chart plots the average monthly out-performance of the shares over the FTSE 100 Index since 1988. For example, on average Ladbrokes has out-performed the FTSE 100 by 3.6 percentage points in January.

Average monthly performance of Ladbrokes [LAD] relative to the FTSE 100 Index (1988-2013)

Observations

  1. The strongest month for Ladbrokes shares relative to the market has been January (the shares have out-performed the market in this month in 18 of the last 25 years).
  2. The weakest month for Ladbrokes relative to the market has been July (the shares have only out-performed the market in this month in 8 of the past 25 years).

Ladbrokes is in the FTSE 350 Travel & Leisure [NMX5750] sector.

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Last trading day of July

Tomorrow will be the last trading day (LTD) of July.

As explained in the 2013 edition of the Almanac the LTDs of months used to be stronger than average, but in recent years they have been weak. This is quite different from the first trading days of months which strongly out-perform the average for all days, and where the effect has strengthened in recent years.

Since 1984 the market has on average risen 0.14% on the LTD of July, which makes it 5th in the ranking of month LTDs.

Since 2000 the average change on the July LTD has been 0.15% – largely unchanged, with positive returns in 46% of those 13 years.

The following chart shows the FTSE 100 Index returns for every July LTD since 1984.

Last trading day of July for FTSE 100 Index

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Close Brothers Group [CBG] – 51 years on the LSE

On this day in 1962 Close Brothers Group listed on the LSE.

The following chart plots the average monthly out-performance of the shares over the FTSE 100 Index since 1988. For example, on average Close Brothers Group has out-performed the FTSE 100 by 3.8 percentage points in August.

Average monthly performance of Close Brothers Group [CBG] relative to the FTSE 100 Index (1988-2013)

Observations

  1. The strongest month for Close Brothers Group shares relative to the market has been August (the shares have out-performed the market in this month in 19 of the last 25 years).
  2. The weakest month for Close Brothers Group relative to the market has been July (the shares have only out-performed the market in this month in 9 of the past 25 years).

Close Brothers Group is in the FTSE 350 Financial Services [NMX8770] sector.

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Daejan Holdings [DJAN] – 54 years on the LSE

On this day in 1959 Daejan Holdings listed on the LSE.

The following chart plots the average monthly out-performance of the shares over the FTSE 100 Index since 1988. For example, on average Daejan Holdings has out-performed the FTSE 100 by 1.9 percentage points in July.

Average monthly performance of Daejan Holdings [DJAN] relative to the FTSE 100 Index (1988-2013)

Observations

  1. The strongest month for Daejan Holdings shares relative to the market has been July (the shares have out-performed the market in this month in 15 of the last 25 years).
  2. The weakest month for Daejan Holdings relative to the market has been November (the shares have only out-performed the market in this month in 9 of the past 25 years).

Daejan Holdings is in the FTSE 350 Real Estate Investment & Services [NMX8630] sector.

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Land Securities Group [LAND] – 58 years on the LSE

On this day in 1955 Land Securities Group listed on the LSE.

The following chart plots the average monthly out-performance of the shares over the FTSE 100 Index since 1988. For example, on average Land Securities Group has out-performed the FTSE 100 by 1.4 percentage points in July.

Average monthly performance of Land Securities Group [LAND] relative to the FTSE 100 Index (1988-2013)

Observations:

  1. The strongest month for Land Securities Group shares relative to the market has been July (the shares have out-performed the market in this month in 17 of the last 25 years).
  2. The weakest month for Land Securities Group relative to the market has been June (the shares have only out-performed the market in this month in 6 of the past 25 years).

Land Securities Group is in the FTSE 350 Real Estate Investment Trusts [NMX8670] sector.

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First trading day of July

Next Monday will be the first trading day (FTD) of July.

As explained in the 2013 edition of the Almanac, the market has a tendency to be strong on the FTD of a month. And this effect has been even more pronounced in recent years.

Along with April, the July FTD has been the strongest FTD of all 12 months: since 1984 the FTSE 100 Index has increased on average 0.44% on this day.

Although from 2000 the average return on the day has been weaker at 0.21%.

The following chart shows the returns for every July FTD since 1984.

FTSE 100 Index, first trading day of June

 

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Spirax-Sarco Engineering [SPX] – 54 years on the LSE

On this day in 1959 Spirax-Sarco Engineering listed on the LSE.

The following chart plots the average monthly out-performance of the shares over the FTSE 100 Index since 1988. For example, on average Spirax-Sarco Engineering has out-performed the FTSE 100 by 5.0 percentage points in March.

Average monthly performance of Spirax-Sarco Engineering [SPX] relative to the FTSE 100 Index (1988-2012)

Observations:

  1. The strongest month for Spirax-Sarco Engineering shares relative to the market has been March (the shares have out-performed the market in this month in 20 of the last 23 years).
  2. The weakest month for Spirax-Sarco Engineering relative to the market has been July (the shares have only out-performed the market in this month in 10 of the past 24 years).

Spirax-Sarco Engineering is in the FTSE 350 Industrial Engineering [NMX2750] sector.

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