In a week of big results, the biggest of the big is Tuesday's announcement from stricken oil giant BP. Not only has the company got to withstand comparison with Shell's announcement of an 88% increase in underlying third quarter earnings but much of the UK pension fund industry will be waiting for clues on when the dividend will be restored and at what level.Charles Stanley thinks net income will be little changed from last year at $4.5bn and is predicting a quarterly dividend of 7 cents."BP's first priority is still to improve liquidity and it plans to raise $30bn through disposals and to reduce debt to $10-15bn within the next 18 months," the broker notes. Panmure Gordon is going for replacement cost net income of $4.6bn, and no dividend. "However, after the better than expected numbers from Royal Dutch Shell and ExxonMobil, we might expect the company to also show a better underlying performance," the broker said.The broker thinks that despite making a massive provision in the second quarter for the Macondo well disaster in the Gulf of Mexico "the well took a further month to permanently kill off" which could add "a few billion dollars" to the provision made at the halfway stage.BP's announcement will overshadow fellow oil and gas producer BG Group's third quarter figures, due to be released the same day. Here, Charles Stanley expects net income to improve to $900m from $818m the year before while Panmure Gordon is slightly below consensus with its prediction of £850m, which represents a 5% decline on second quarter performance, due to weaker liquefied natural gas profits."We believe that the focus will very much be on what the company is doing rather than how it has done. The key will be the development of its Brazilian assets. The company has recently brought on stream the Tupi field, and finished its extended well test on the field. We believe that the company could come out with a clearer view on the level of recoverable reserves, which are currently thought to be 5-8bn bbl [barrels]," the broker said. "We believe that the recent successful appraisal wells should allow this reserve number to move towards the top of this range, and could well exceed this. The market will also look for any update on the numerous other sub-salt discoveries made in the region. The market will also look for any additional information on the recently announced discovery offshore Tanzania. This found evidence of a working hydrocarbon system with gas bearing sands discovered, but little more was announced," Panmure Gordon added.Cigarette producer Imperial Tobacco is scheduled to issue its full year results and Nomura Securities thinks trends in the second half of the company's financial year will have stabilised or even improved.The broker will be looking for "evidence of better price/mix and margin progression" in the second half versus the first, in order to support "somewhat improved sentiment."However, it sees some risks of margins still being lower than they were the year before as "the competitive environment and down-trading weigh on UK profit development."Market consensus is for pre-tax profit of £2.32bn, up from £2.23bn last year. Charles Stanley is a little more optimistic, and predicts profits of £2.47bn, but is below market consensus of 84.63p with its forecast of a full year dividend of 83.5p."Guidance is for tobacco net revenues to be up around 3% for the year at £7023m (FY09: £6,818m)," the broker said. "Cigarette volumes are expected to be down in line with the 9m [first nine months] decline of -4.3% driven by market declines in Spain, USA, Russia and Ukraine (H1: -3.7%)," Charles Stanley added. The construction purchasing manager's index (PMI) for October is tipped to fall back to 53.0 from 53.8, though as the value is above 50 this would still represent an expansion in activity. Construction output rose strongly in the second and third quarters but there may have been a strong element of the sector playing catch-up after work was put in mothballs during the recession.In the US voters go to the poll for the mid-term elections and in the eyes of most pundits and opinion pollsters it looks like the ruling Democrat party is going to get a battering. Just how bad the battering will be is the main area of interest with the prospect of president Obama becoming a lame duck leader if the Democrats lose control of both houses of Congress.INTERIMSEndace Ltd., Media SquareINTERIM DIVIDEND PAYMENT DATEGoldenport Holdings Inc., Total ProduceINTERNATIONAL ECONOMIC ANNOUNCEMENTSPMI Construction (GER) (08:55)PMI Construction (EU) (09:00)New Car Registrations (EU) (10:00)FOMC meeting begins (US)Auto Sales (US) (15:00)ABC Consumer Confidence (US) (22:00)Q3BG Group, BP, Reckitt Benckiser GroupGMSArchipelago ResourcesFINALSImperial Tobacco GroupIMSSAviva, Lloyds Banking Group, St James's PlaceEGMSComstar United Telesystems GDR (Reg S), Dori Media Group Ltd.AGMSJSM Indochina Ltd. (DI)TRADING ANNOUNCEMENTSPlaytech Ltd.UK ECONOMIC ANNOUNCEMENTSPMI Construction (09:30)