3 Shares Set To Beat The FTSE Today

Published in Investing on 30 October 2012

Imperial Tobacco (LSE: IMT) and BP (LSE: BP) lead the way.

Wave the flags, the FTSE 100 (UKX) is heading back up again. At least, it's back up 45 points to 5,840 points at the time of writing, partly reversing the recent pessimism over earnings due to a few slightly disappointing results from the US.

But even as the index is picking up, there are individual constituents that are beating it. We look at three heading up today...

Imperial Tobacco

Preliminary results from Imperial Tobacco (LSE: IMT) lifted the shares 27p (1.2%) to 2,359p. Total tobacco revenues were up 4% to £7,005m, while adjusted earnings per share at constant currency rose by 8% to 201p. Importantly, the firm managed to keep its margins (if not its products) healthy, maintaining a 42% operating margin.

Of most importance to many investors will be the firm's full-year dividend, which was upped by 11% to 105.6p per share, in line with recent forecasts, for a yield of 4.6%.


BP (LSE: BP) (NYSE:BP.US) shares jumped 21.7p (5.1%) to 446.7p after the oil giant released a strong third-quarter update. Underlying replacement-cost profit for the quarter came in at $5.2bn, 40% up on the previous quarter, and the company is on course with its strategic plans to take it to 2014.

Probably the key bit of news was the announcement of an increased dividend. There will be a quarterly payout of 9c per share, which is a 12.5% boost, and it's a good indication of the company's confidence as it continues to recover from the Deepwater Horizon disaster. Current forecasts suggest a full-year dividend of 20p per share, but it looks likely the payout will beat that now.

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TT Electronics (LSE: TTG) recovered a few pence today, up 2.5p (2.1%) on the release of an interim management statement. The shares have been suffering of late, having lost around 40% since March due to tough global conditions and falling demand for the firm's products, and that was further confirmed today.

But what appears to have pleased investors is the news that, thanks to efforts to recapture market share, sales for the past nine months are less than 3% down on the previous year, and full-year performance it likely to be only slightly below previous guidance.

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> Alan does not own any shares mentioned in this article.

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