13 FTSE 100 companies still below their last century highs

The all time highs for the following 13 FTSE 100 companies were all in the last century.

Company TIDM Date of all time high Fall from high (%)
Aviva AV. Apr 98 -69.8
BAE Systems BA. May 98 -35.3
BT Group BT.A Dec 99 -78.0
GKN GKN Apr 99 -30.2
GlaxoSmithKline GSK Jan 99 -39.6
International Consolidated Airlines Group SA IAG May 97 -74.3
Kingfisher KGF Apr 99 -59.0
Legal & General Group LGEN Feb 99 -35.5
Lloyds Banking Group LLOY Apr 98 -90.7
Prudential PRU Dec 99 -24.8
Reed Elsevier REL Mar 98 -7.7
RSA Insurance Group RSA Mar 98 -80.4
United Utilities Group UU. Sep 98 -17.2
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These stocks still don’t like December

A previous post noted that seven stocks had fallen in at least eight of the past ten Decembers (up to 2011). The following chart shows the peformance of these stocks for December 2012.

Thorntons bucked the trend by rising strongly in December (the stock had been strong most of the year). But an equally-weighted portfolio of the seven December-phobic stocks would still have under-performed the FTSE All Share by 15 percentage points.

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Seven FTSE 100 companies are currently at their all-time highs

The following seven companies closed at their all-time highs on Friday 4 January 2013.

Company TIDM
Babcock International Group BAB
IMI IMI
InterContinental Hotels Group IHG
Next NXT
Rolls-Royce Group RR.
SABMiller SAB
Standard Life SL.

Of the 767 fully listed shares on the LSE, 63 (8.2%) are currently trading at their all time highs.

96 (12.5%) fully listed LSE shares have hit their all time highs in the last five trading days.

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Performance of FTSE 100 stocks in 2012

The following table shows the performance of FTSE 100 stocks in 2012 (also with the ranking of each stock in 2011) .

Rank Company Price change 2012 (%) Rank 2011
1 Lloyds Banking Group 85.0 97
2 Aberdeen Asset Management 73.2 38
3 TUI Travel 70.4 89
4 Standard Life 61.0 49
5 Royal Bank of Scotland Group (The) 60.8 95
6 Hargreaves Lansdown 58.2 83
7 Whitbread 56.5 64
8 ITV 54.4 46
9 Intertek Group 52.3 18
10 Barclays 49.0 88
11 InterContinental Hotels Group 47.5 56
12 IMI 44.3 75
13 Legal & General Group 41.6 31
14 Associated British Foods 41.3 55
15 Admiral Group 36.2 93
16 Wolseley 36.0 39
17 Prudential 35.6 48
18 Hammerson 35.6 67
19 Next 35.5 3
20 Croda International 31.7 21
21 HSBC Holdings 31.7 79
22 Old Mutual 31.5 24
23 WPP Group 31.5 68
24 Babcock International Group 31.3 6
25 Smiths Group 30.2 82
26 ARM Holdings 29.7 2
27 Schroders 28.3 86
28 Land Securities Group 28.0 54
29 Diageo 27.1 15
30 International Consolidated Airlines Group SA 25.4 94
31 GKN 25.0 72
32 SABMiller 24.6 43
33 Aviva 24.0 77
34 Reed Elsevier 23.7 47
35 Rexam 23.6 33
36 Johnson Matthey 23.5 62
37 Marks & Spencer Group 22.9 70
38 Reckitt Benckiser Group 22.0 61
39 British Land Co 21.5 63
40 BT Group 21.1 34
41 Fresnillo 21.0 58
42 Capita Group (The) 20.1 60
43 RSA Insurance Group 19.5 71
44 Compass Group 18.7 37
45 BAE Systems 18.2 66
46 Rolls-Royce Group 17.0 13
47 Melrose Industries 15.6 26
48 Centrica 15.3 65
49 Bunzl 14.1 10
50 Vedanta Resources 14.0 96
51 Sainsbury (J) 13.9 74
52 BHP Billiton 13.4 81
53 John Wood Group 13.3 17
54 Kingfisher 13.3 52
55 Serco Group 12.9 69
56 Petrofac Ltd 12.6 59
57 National Grid 12.5 20
58 Rio Tinto 12.4 87
59 Capital Shopping Centres Group 12.1 80
60 Experian 11.9 25
61 Standard Chartered 11.7 73
62 United Utilities Group 11.1 40
63 Carnival 10.9 85
64 AMEC 10.5 76
65 SSE 9.8 35
66 Unilever 9.4 23
67 Antofagasta 9.0 78
68 Smith & Nephew 8.6 57
69 Meggitt 8.4 51
70 Xstrata 8.3 90
71 Tate & Lyle 8.2 4
72 Polymetal International 7.4
73 Severn Trent 5.2 42
74 British Sky Broadcasting Group 4.7 44
75 Burberry Group 3.5 36
76 British American Tobacco 2.1 8
77 Sage Group (The) 0.0 28
78 Resolution Ltd -1.6 29
79 Pearson -1.8 12
80 AstraZeneca -2.2 41
81 Imperial Tobacco Group -2.5 9
82 CRH -2.5 50
83 G4S -5.6 30
84 Weir Group -7.5 19
85 BP -7.8 45
86 GlaxoSmithKline -9.3 14
87 Randgold Resources Ltd -9.6 7
88 Tullow Oil -10.1 22
89 Glencore International -10.4
90 Royal Dutch Shell -11.4 16
91 Aggreko -13.7 5
92 Vodafone Group -13.7 27
93 Shire -15.9 1
94 Kazakhmys -16.1 92
95 Tesco -16.7 53
96 Morrison (Wm) Supermarkets -19.4 11
97 Anglo American -20.4 84
98 BG Group -26.4 32
99 Evraz -30.9
100 Eurasian Natural Resources Corporation -55.3 91

Comparing the stocks’ performance rankings in 2012 with the previous year at first glance might suggest an inverse correlation (i.e. stocks that performed badly in 2011 bounced back in 2012, and vice versa).

For example, Lloyds Banking Group was ranked 1 in 2012 and 97 in 2011, TUI Travel 3 in 2012 and 89 in 2011, RBS 5 in 2012 and 95 in 2011.

The following chart plots the performance ranking of stocks in 2012 against that in 2011.

As can be seen, there is a very slight inverse correlation (illustrated by the trend line), but the (inverse) correlation is very weak, suggesting that performance in 2012 was not influenced by performance in the previous year.

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