FTSE 100 klesá kvůli obavám z čínského bankovnictví a poklesu cen ropy

FTSE 100 klesá kvůli obavám z čínského bankovnictví a poklesu cen ropy
Rivanshi Rakhrai
04. 6. 2026, 15:04 ODP.

poháněno technologií

Invezz
HSBC a Standard Chartered

Prodat HSBC (HSBA) a Standard Chartered (STAN). The news points to tighter China/HK offshore banking access, which directly hits customer flows, deposits, and fee income for Asia-exposed banks. The market already punished them (HSBA -4.8%, STAN -6.4%), and the risk is more restrictions spreading beyond offshore account opening into broader cross-border activity. Key risk: China/HK policy is softened or delayed, restoring offshore account access and reversing the earnings impact quickly.

Klíčové riziko: China/HK restrictions get eased or don’t spread, removing the earnings hit.

Shell a BP

Prodat Shell (SHEL) a BP (BP.). Oil is down sharply on ceasefire hopes, and that’s a direct earnings headwind for UK energy majors. If crude keeps sliding, the market will keep de-rating the sector until supply/demand stabilizes. This also compounds with weaker UK growth data, which typically reduces near-term energy demand expectations. Key risk: Oil rebounds fast due to renewed Middle East escalation or supply disruptions, lifting margins and share prices.

Klíčové riziko: Crude oil snaps back on renewed conflict or supply shocks.

  • FTSE 100 drops to a more-than-two-week low.
  • China-linked financial stocks lead losses across London markets.
  • Falling oil prices pressure major UK energy companies.

Britský hlavní index FTSE 100 ve čtvrtek klesl na nejnižší úroveň za více než dva týdny, oslabený prudkými propady u bank a těžařů zaměřených na Asii poté, co se objevily zprávy o zpřísnění omezení offshore bankovních služeb v Číně.

Lower crude oil prices also dragged energy stocks lower, adding to the market's weakness.

By 1144 GMT, the blue-chip FTSE 100 index had fallen 0.5% to 10,281.65 points, marking its lowest level since mid-May.

The mid-cap FTSE 250 index was also lower, edging down 0.1%.

Finanční akcie vystavené Číně vedou pokles

Akcie věřitelských institucí s významnou expozicí v Asii se dostaly pod tlak poté, co média informovala, že obyvatelé pevninské Číny čelí zvýšeným omezením při pokusech o zřízení offshore účtů u hlavních hongkongských bank.

HSBC fell 4.8%, while Standard Chartered declined 6.4%, making them among the biggest fallers on the FTSE 100.

The weakness extended beyond the banking sector. Asia-focused insurer Prudential dropped 6.7% and was on track for its largest single-day decline since February.

The report raised concerns about potential impacts on financial activity linked to Chinese customers, prompting investors to reduce exposure to companies heavily reliant on Asian markets.

Akcie těžebních společností kopírují oslabení kovů

Industrial metal miners also weighed on the London market as base metal prices initially moved lower.

Shares of Antofagasta and Rio Tinto each declined about 3%, reflecting investor concerns over demand prospects and broader sentiment toward commodity-linked stocks.

The mining sector's losses added further downward pressure on the FTSE 100, contributing to the benchmark index's slide to a multi-week low.

S4 Capital klesá po vyjádření předsedy

Advertising group S4 Capital was among the sharpest individual stock movers, falling 8.7%.

The decline followed comments from Chairman Martin Sorrell, who said progress in improving revenue growth and margins had been insufficient.

According to Sorrell, the industry continues to face a marketing downturn driven by global macroeconomic uncertainty.

His remarks highlighted ongoing challenges for the advertising sector as businesses remain cautious about spending amid an uncertain economic backdrop.

CMC Markets posiluje po prognóze zisku

In contrast to the broader market weakness, CMC Markets rose 15.8%.

The trading platform gained after forecasting annual profit ahead of market expectations, providing a boost to investor sentiment and making it one of the strongest performers of the session.

Energetické akcie ustupují při poklesu cen ropy

Energy stocks also came under pressure after crude oil prices fell by more than 3%.

The decline in oil prices followed news that Israel and Lebanon had agreed to implement a new ceasefire after US-mediated talks, according to the Trump administration.

The development raised hopes for progress toward ending the broader US-Israeli conflict with Iran.

As oil prices moved lower, shares of UK energy majors Shell and BP each fell more than 1%.

Stavební aktivita slábne

Economic data released during the session added to concerns about the UK outlook.

Activity in Britain's construction sector slowed at its sharpest pace in six years during the previous month.

The slowdown was attributed to economic uncertainty and rising inflation linked to the Iran conflict, which contributed to a significant decline in new work across the sector.

The data underscored the challenges facing parts of the British economy, adding another layer of caution for investors already navigating global geopolitical and economic uncertainties.