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7/27/2019 day trader - uk main market 20130729
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29 July 2013
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Intellisys Intelligent Analysis Limited 29 July 2013
www.intellisys.uk.com +44 20 3239 8994 Page 2 of 14
Contents
Introduction .................................................................................................................................3How to use the report .................................................................................................................4Aerospace & Defence .................................................................................................................5Automobiles & Parts ...................................................................................................................5Banks ..........................................................................................................................................5Beverages ...................................................................................................................................5Chemicals ...................................................................................................................................5Construction & Building Materials ...............................................................................................6Electronics & Electrical Equipment .............................................................................................6
Engineering & Machinery ...........................................................................................................6Food & Drug Stores ....................................................................................................................6Food Producers & Processors ....................................................................................................7General Retail .............................................................................................................................7Health .........................................................................................................................................7Household Goods & Textiles ......................................................................................................7Information Technology & Hardware ..........................................................................................7Insurance ....................................................................................................................................7Leisure & Hotels .........................................................................................................................8Life Assurance ............................................................................................................................8Media & Entertainment ...............................................................................................................8Mining .........................................................................................................................................8Oil & Gas ....................................................................................................................................9Personal Care & Household Products ........................................................................................9Pharmaceuticals & Biotechnology ..............................................................................................9Real Estate - REIT ......................................................................................................................9Real Estate - REIS ................................................................................................................... 10Software & Computer Services ............................................................................................... 10Speciality & Other Finance ...................................................................................................... 10Support Services ..................................................................................................................... 11Telecommunication Services ................................................................................................... 11Transport ................................................................................................................................. 11Utilities ..................................................................................................................................... 12DISCLAIMER ........................................................................................................................... 13RISK WARNING ...................................................................................................................... 14
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Introduction
The overriding purpose of this daily report is to provide users with a quick guide that will identify thoseshares that merit their investment attention in an increasingly time critical and information noisy tradingenvironment.
The report is published daily and delivered to the subscribers personal email box, typically, before theofficial open of the London Stock Markets.
Intellisys has invested considerably in identifying what it believes are the key factors that influenceinvestment timing. Having identified the key parameters, these have been established as rules that reflectmarket dynamics and cut through the daily investment noise.
From an analysis of a years data for 40 stocks within Intellisys stock coverage, the trading indicatorsappear to be, on average, about 77% accurate in identifying good trading points as well as some 74%accurate for overall trend correlation.
The following chart provides an indication the accuracy scores for each of the 40 stocks analysed.
Individual Stock Rating & Trend Accuracy Scores
Source: Intellisys
However, like all trading and investment systems active position monitoring is critical for maximisedinvestment performance.
Therefore, Intellisys strongly recommend that its products should be used in conjunction with, and notseparate from, a subscribers existing trading system as well discussing investment options with theirchosen financial advisers.
Philip Morrish ([email protected])
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Best Buy/Sell Trend
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How to use the report
This daily report is typically available for download as a PDF from 7am - well in advance of the markets
open - and is based upon previous days closing prices.
We have kept the report deliberately simple for quick reading and identification of the shares most likely tobe active as can be seen from the following:
Engineering & Machinery
Stock Price 12M Lo 12M Hi ST Rec Beta
AGA RANGEMASTER GROUP 55.75 55.75 92 Buy 1.250BODYCOTE 372.9 242.9 437.1 Neutral 1.589CASTINGS 340 252.5 358.5 Neutral 0.977COOKSON GROUP 537 427.1 747.5 Neutral 2.224FENNER 380 324.8 483.7 Neutral 1.459HALMA 422.1 310.9 448.5 Neutral 0.762HILL & SMITH 371.75 235 380 Neutral 1.355IMI 920 681.5 1022 Neutral 1.400METALRAX GROUP 4.5 4.43 9 Neutral 0.819MORGAN CRUCIBLE 252.4 233.4 360 Neutral 1.810ROTORK 2332 1550 2387 Neutral 1.019SENIOR 197 153.3 213 Neutral 1.705SEVERFIELD-ROWEN 135.25 128 219.5 Neutral 1.006
SPIRAX-SARCO 2035 1708 2334 Neutral 0.851VITEC GROUP 734 518 734 Sell 1. 466WEIR GROUP 1738 1397 2236 Neutral 1.390
Beta is a measure of a stock's volatility or risk relative to its market. The market has a beta of 1.0 andindividual shares are attributed a beta according to how much they deviate from the market.
This can be summarised as:
eta 1.0 Share should move by more than market (i.e., higher risk/higher reward)
Closing price Todays action
Sector
CompanyLatest 12 month
Hi/Lo for the shareprice
Measures the sharespotential performancerelative to the marketsmovement (see below)
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Aerospace & Defence
Stock Price 12M Lo 12M Hi ST Rec Beta
BAE SYSTEMS 439.1 300.8 439.1 Neutral 0.676CHEMRING GROUP 304.8 217 414.7 Neutral 0.655
COBHAM 282.5 190.1 293.4 Neutral 0.834
MEGGITT 541.5 366.2 562 Neutral 1.296ROLLS-ROYCE HOLDINGS 1200 799.39 1240 Neutral 1.012
SMITHS GROUP 1354 1011 1396 Neutral 0.774
ULTRA ELECTRONICS HDG. 1816 1424 1843 Neutral 0.508 Automobiles & Parts
Stock Price 12M Lo 12M Hi ST Rec BetaGKN 324.1 201 341.9 Neutral 1.963INCHCAPE 557 353.3 577.5 Neutral 1.422LOOKERS 118 64.5 118 Neutral 1.231
PENDRAGON 27.5 13.5 28.25 Neutral 1.109
Banks
Stock Price 12M Lo 12M Hi ST Rec BetaBARCLAYS 320.15 162.3 333.85 Neutral 1.942
HSBC HDG. (ORD $0.50) 731.2 531.1 769.9 Neutral 1.159
LLOYDS BANKING GROUP 68.37 29.39 70.03 Sell 1.857ROYAL BANK OF SCTL.GP. 328 204.5 367.8 Neutral 1.370STANDARD CHARTERED 1502 1228.5 1837.5 Neutral 1.649
Beverages
Stock Price 12M Lo 12M Hi ST Rec Beta
BARR (AG) 532 415 588.5 Neutral 0.580DIAGEO 1970.5 1672.5 2085 Neutral 0.527SABMILLER 3129 2599 3657 Neutral 0.926
Chemicals
Stock Price 12M Lo 12M Hi ST Rec BetaALENT 357.2 305 397.5 Neutral #NA
AZ ELECTRONIC MATS.(DI) 310 240 406.4 Neutral 1.210
CARCLO 354.5 342.75 503 Neutral 0.756CRODA INTERNATIONAL 2415 2164 2841 Neutral 1.060
ELEMENTIS 232.2 196.8 275 Neutral 1.044
JOHNSON MATTHEY 2779 2102.27 283 6 Neutral 1.441
VICTREX 1495 1239 1765 Neutral 1.191
SYNTHOMER 195 139.1 225.8 Neutral 1.109ZOTEFOAMS 207.5 166 225 Neutral 0.987
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Construction & Building Materials
Stock Price 12M Lo 12M Hi ST Rec BetaALUMASC GROUP 113.5 61.5 113.5 Neutral 0.524BALFOUR BEATTY 244.2 207.6 320.8 Neutral 0.825BARRATT DEVELOPMENTS 331 132.2 352 Neutral 1.614BELLWAY 1385 802 1455 Neutral 1.004BERKELEY GROUP HDG.(THE) 2220 1368 2325 Neutral 0.566BOOT (HENRY) 188.5 115.5 201 Neutral 0.760BOVIS HOMES GROUP 808.5 451 851.5 Neutral 1.113CARILLION 293.7 244.8 331.8 Neutral 1.099CLARKE (T) 54.5 40 61.5 Neutral 0.797COSTAIN GROUP 276.5 206.5 306 Neutral 0.513CRH 1354 1090 1540 Neutral 1.052GALLIFORD TRY 989 610 1019 Neutral 0.949KELLER 1125 435.25 1161 Neutral 1.263KIER GROUP 1427 1106 1486 Neutral 0.935LOW & BONAR 65.5 50 76.75 Neutral 1.054MARSHALLS 150.25 77 150.25 Neutral 1.318MORGAN SINDALL GROUP 658 508 695 Neutral 0.692NORCROS 16.75 10.63 18.25 Neutral 1.070PERSIMMON 1219 574.65 1305 Neutral 1.040REDROW 242.5 125 253.3 Neutral 0.888
SIG 180.2 93.05 183 Neutral 1.724SUPERGLASS HOLDINGS 45.5 43 287.5 Neutral 0.880TAYLOR WIMPEY 105.1 44.15 108 Neutral 1.622TRAVIS PERKINS 1700 1005 1710 Sell 1.921WOLSELEY 3141 2287.42 3483 Neutral 1.367
Electronics & Electrical Equipment
Stock Price 12M Lo 12M Hi ST Rec BetaDIALIGHT 1136 999.5 1365 Neutral 0.686DOMINO PRINTING SCIENCES 633 522 717 Neutral 1.161E2V TECHNOLOGIES 129 105.5 137.75 Neutral 1.274INVENSYS 488.7 217.33 509.5 Neutral 1.355LAIRD 190.5 171.1 249.3 Neutral 2.119
OXFORD INSTRUMENTS 1340 1209 1752 Neutral 1.108RENISHAW 1550 1494 2081 Neutral 1.300
SPECTRIS 2060 1506 2470 Neutral 1.520BIOME TECHNOLOGIES 77.5 77.5 303.67 Neutral 0.752
TT ELECTRONICS 170.5 114 178.5 Neutral 1.607XAAR 835 227 898 Neutral 1.093
Engineering & Machinery
Stock Price 12M Lo 12M Hi ST Rec BetaAGA RANGEMASTER GROUP 93.75 54.25 93.75 Neutral 1.180BODYCOTE 613 323.7 613 Sell 1.577CASTINGS 407.75 291 412.5 Neutral 0.936VESUVIUS 412.7 263.19 413.2 Neutral 2.225FENNER 346.4 305.9 435.2 Neutral 1.455HALMA 539 395.5 539 Neutral 0.774HILL & SMITH 435.5 302 480 Neutral 1.356
IMI 1353 802.5 1400 Neutral 1.400MORGAN ADVANCED MATERIAL 303.3 220.3 305 Neutral 1.872ROTORK 2660 2157 3037 Neutral 1.027SENIOR 272.5 185.9 281.8 Neutral 1.662SEVERFIELD-ROWEN 59 35.4 80.16 Neutral 0.754SPIRAX-SARCO 2835 1932.53 2928.35 Neutral 0.840VITEC GROUP 566 559 740 Neutral 1.406WEIR GROUP 2085 1566 2474 Neutral 1.470
Food & Drug Stores
Stock Price 12M Lo 12M Hi ST Rec BetaGREGGS 432.1 398 523.5 Neutral 0.428
MORRISON(WM)SPMKTS. 286.9 248.6 296.4 Neutral 0.360
SAINSBURY (J) 392 320.1 398.5 Neutral 0.540TESCO 363.15 307.9 387.75 Neutral 0.656
THORNTONS 85 22.5 100.5 Neutral 0.821
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Food Producers & Processors
Stock Price 12M Lo 12M Hi ST Rec BetaASSOCIATED BRIT.FOODS 1887 1250 2031 Neutral 0.587CRANSWICK 1168 732.5 1178 Neutral 0.348DAIRY CREST 489.1 332.9 503.5 Neutral 0.886DEVRO 302.3 278 380 Neutral 0.342PREMIER FOODS 90 54.5 125.75 Neutral 1.217TATE & LYLE 829.5 634.5 883 Neutral 0.684UNILEVER (UK) 2620 2235 2885 Neutral 0.515
General Retail
Stock Price 12M Lo 12M Hi ST Rec BetaASHLEY(LAURA) HOLDINGS 26 21 29.5 Neutral 0.673BROWN (N) GROUP 505 261.7 510 Neutral 0.472BURBERRY GROUP 1515 1000 1541 Neutral 1.266CARPETRIGHT 651.5 585 701.5 Neutral 0.894DIXONS RETAIL 46.08 15.32 46.16 Neutral 1.458FINDEL 205 58.5 205 Sell 1.051FRENCH CONNECTN.GROUP 30.25 19.5 34 Sell 0.999HALFORDS GROUP 369 203 405.2 Neutral 0.678
JD SPORTS FASHION 885 651 925 Neutral 0.508DARTY 80 38 80 Neutral 1.190KINGFISHER 386.7 262.2 396.6 Neutral 0.867MARKS & SPENCER GROUP 469.8 332.5 485.4 Neutral 0.606MOSS BROTHERS GROUP 60.75 44.75 71 Neutral 0.983MOTHERCARE 442.5 194.75 492.75 Neutral 0.384NEXT 4851 3219 4872 Neutral 0.588TED BAKER 1909 880 1909 Sell 0.543TOPPS TILES 87 43 89 Neutral 1.503
Health
Stock Price 12M Lo 12M Hi ST Rec BetaBIOQUELL 134 129.5 160 Neutral 0.389CONSORT MEDICAL 789 660.5 839 Neutral 0.378
OPTOS 160 106.75 222.75 Neutral 1.228SMITH & NEPHEW 778 638 795 Neutral 0.437
Household Goods & Textiles
Stock Price 12M Lo 12M Hi ST Rec BetaGAMES WORKSHOP 788 572.5 791.5 Neutral 0.381HEADLAM GROUP 353.5 272 378.75 Neutral 0.888
HORNBY 83.5 55.25 88.5 Neutral 0.706
Information Technology & Hardware
Stock Price 12M Lo 12M Hi ST Rec BetaARM HOLDINGS 846 528 1097 Neutral 0.699
CSR 578 308.1 607 Neutral 1.124FILTRONIC 63 28.38 83.25 Neutral 0.935IMAGINATION TECHNOLOGIES 247.9 247.9 624 Buy 1.094SPIRENT COMMUNICATIONS 127.2 118 170 Neutral 0.943WOLFSON MICROELECTRONICS 147.25 140 230 Neutral 0.964
Insurance
Stock Price 12M Lo 12M Hi ST Rec BetaADMIRAL GROUP 1400 1019 1400 Neutral 0.498AMLIN 400.7 364.1 435.1 Neutral 0.393BEAZLEY 223 156.7 242.7 Neutral 0.516CATLIN GROUP 494.4 424 552.5 Neutral 0.221
HISCOX 610.5 445.35 610.5 Neutral 0.405JARDINE LLOYD THOMPSON 884 .5 723 917 Neutral 0.333
RSA INSURANCE GROUP 125.4 107.7 136.3 Neutral 0.386NOVAE GROUP 486.25 345 507.5 Neutral 0.406
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Leisure & Hotels
Stock Price 12M Lo 12M Hi ST Rec BetaCARNIVAL 2524 2092 2628 Neutral 0.922ENTERPRISE INNS 132 55.5 132 Neutral 1.621
TUI TRAVEL 369.6 179.3 377.3 Neutral 0.959FULLER SMITH 'A' 940 700.5 940 Neutral 0.251GREENE KING 869 556.5 886 Neutral 0.851
LADBROKES 210.7 153.8 243.1 Neutral 0.865ICTL.HTLS.GP. 1885 1524 2039 Neutral 1.115
MILLENNIUM & CPTH.HTLS. 550 456 582.5 Neutral 1.374MITCHELLS & BUTLERS 412.6 257.1 426.8 Neutral 0.963BWIN PARTY DIGITAL ENTM. 129.6 91.9 156 Neutral 1.234
PUNCH TAVERNS 13 5.85 13.75 Neutral 1.177RANK GROUP 157 115 177.5 Neutral 0.971
RESTAURANT GROUP 530 315.5 557.5 Neutral 0.701WETHERSPOON (JD) 762 447.9 767 Neutral 0.556WHITBREAD 3141 2067 3225 Neutral 0.986
WILLIAM HILL 464.5 271.02 471.3 Neutral 0.792MARSTON'S 157.5 109.7 164.5 Neutral 1.148
Life Assurance
Stock Price 12M Lo 12M Hi ST Rec BetaAVIVA 368.9 285.2 388.4 Neutral 1.172
CHESNARA 258.5 163 270 Neutral 0.670LEGAL & GENERAL 188.7 126.6 191.1 Neutral 1.696OLD MUTUAL 191.3 157.7 221.6 Neutral 1.517PRUDENTIAL 1144 746 1203 Neutral 1.663ST.JAMES'S PLACE 591 336.2 640 Neutral 0.818
Media & Entertainment
Stock Price 12M Lo 12M Hi ST Rec BetaBLOOMSBURY PBL. 136 102 146.5 Neutral 0.379BRITISH SKY BCAST.GROUP 822 709 899.5 Buy 0.473CENTAUR MEDIA 41 29 60 Neutral 1.023
DAILY MAIL 'A' 777 448.75 818 Neutral 1.065EUROMONEY INSTL.INVESTOR 1047 714 1105 Neutral 0.978INFORMA 493.8 369.7 537 Neutral 1.613ITE GROUP 286.4 183.5 307.4 Neutral 1.488ITV 156.7 75.5 161.3 Neutral 1.442
JOHNSTON PRESS 16.5 5.15 19 Neutral 1.218PEARSON 1329 1119 1329 Neutral 0.604PHOTO-ME INTL. 94.38 37 95 Neutral 0.865PINEWOOD SHEPPERTON 286.5 265 302.5 Neutral 0.124THOMSON REUTERS 36.26 26.85 36.45 Neutral 0.511STV GROUP 155 81.5 155 Neutral 0.823ST.IVES 155.25 70.25 166.5 Neutral 1.479TRINITY MIRROR 119 26.5 122.25 Neutral 1.602UBM 681.5 636 788 Neutral 1.307WILMINGTON GROUP 164 93 166.5 Neutral 0.856WPP 1175 788 1210 Neutral 1.277
Mining
Stock Price 12M Lo 12M Hi ST Rec BetaANGLO AMERICAN 1391 1207 2084 Neutral 1.843ANGLO PACIFIC GROUP 187 161 290 Neutral 1.073ANTOFAGASTA 858.5 784.5 1381 Neutral 1.433BHP BILLITON 1878 1666.5 2236 Neutral 1.488GLENCORE XSTRATA 281 256.85 397.85 Neutral #NALONMIN 312 240.84 411.96 Sell 2.082RANDGOLD RESOURCES 4663 3972 7775 Neutral 0.423RIO TINTO 2920 2582 3757 Neutral 1.543VEDANTA RESOURCES 0 861 1335 Neutral 2.249
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Oil & Gas
Stock Price 12M Lo 12M Hi ST Rec BetaBG GROUP 1190 1000.5 1350.5 Neutral 0.856BP 471 416.6 483.3 Neutral 1.047
CAIRN ENERGY 266.4 251.8 309.4 Neutral 1.350FORTUNE OIL 7.68 7.15 12.5 Buy 0.869HUNTING 835.5 716 941 Neutral 1.367
JKX OIL & GAS 62 .5 48 .5 96 Sell 1.434PREMIER OIL 359.9 321.3 401.2 Neutral 1.473ROYAL DUTCH SHELL B 2307 2098 2366.5 Neutral 0.855SOCO INTERNATIONAL 364 319.9 404.3 Buy 0.565
TULLOW OIL 1025 977 1468 Neutral 1.083WOOD GROUP (JOHN) 889 720.5 906.5 Neutral 1.448
Personal Care & Household Products
Stock Price 12M Lo 12M Hi ST Rec BetaMCBRIDE 127.75 101 144.6 Neutral 0.790PZ CUSSONS 387 297.2 415.6 Neutral 0.675RECKITT BENCKISER GROUP 4626 3507 4950 Neutral 0.304
Pharmaceuticals & Biotechnology
Stock Price 12M Lo 12M Hi ST Rec BetaARK THERAPEUTICS GP. 0.47 0.36 3.58 Buy 0.892ASTRAZENECA 3255 2792.5 3521.5 Neutral 0.487BTG 378.2 300.3 397.9 Neutral 0.733DECHRA PHARMACEUTICALS 687 473 780 Neutral 0.200
GLAXOSMITHKLINE 1664 1317.5 1782 Neutral 0.512OXFORD BIOMEDICA 1.46 1.33 2.8 Buy 0.601PHYTOPHARM SUSP - 21/05/13 1.33 1.05 12.75 Buy 0.956
SHIRE 2327 1727 2339 Neutral 0.658SKYEPHARMA 66.75 43.5 100.5 Neutral 0.683
VERNALIS 20.75 19.38 27.38 Neutral 0.879
Real Estate - REIT
Stock Price 12M Lo 12M Hi ST Rec BetaBIG YELLOW GROUP 431.6 300 440 Neutral 1.146BRITISH LAND 596.5 506 658 Neutral 1.047DERWENT LONDON 2428 1890 2542 Neutral 1.212GREAT PORTLAND ESTATES 559.5 425 598 Neutral 1.054HAMMERSON 520.5 448.6 554 Neutral 1.235INTU PROPERTIES 331 300.6 366 Neutral 1.123LAND SECURITIES GROUP 933 761.5 994 Neutral 1.142LOCAL SHOP.REIT (THE) 25.88 24.25 40.75 Neutral 0.867LONDONMETRIC PROPERTY 113.1 103.2 121.4 Neutral 0.298MCKAY SECURITIES 149.25 131.5 155 Neutral 0.659MUCKLOW (A & J) GROUP 415 325 437.5 Neutral 0.357PRIMARY HEALTH PROPS. 337.25 312.5 363.53 Neutral 0.297
REDEFINE INTL.REIT 42 25.99 43.25 Neutral 0.642SEGRO 297 221.6 306.6 Neutral 1.8SHAFTESBURY 629.5 516 668 Neutral 1.018TOWN CENTRE SECURITIES 196.5 164.63 223 Neutral 1.03WARNER ESTATE 1 0.95 2.52 Neutral 0.964WORKSPACE GROUP 451 245 454.1 Neutral 0.979
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Real Estate - REIS
Stock Price 12M Lo 12M Hi ST Rec BetaCAPITAL & CNTS.PROPS. 346.80 209.70 358.50 Neutral 0.65CAPITAL & REGIONAL 37.50 22.75 37.50 Sell 0.68CLS HOLDINGS 1053.00 645.00 1053.00 Neutral 0.72DAEJAN HOLDINGS 3936.00 2706.00 4085.00 Neutral 0.42DEVELOPMENT SECS. 201.00 135.75 209.00 Neutral 0.92GRAINGER 172.00 89.15 174.00 Sell 1.54HELICAL BAR 301.50 178.00 302.50 Neutral 0.77LONDON & ASSOCS.PROPS. 25.00 20.25 29.75 Neutral 0.65
MOUNTVIEW ESTATES 5765.00 4112.50 5950.00 Neutral 0.72QUINTAIN ESTATES & DEV. 88.25 49.25 90.50 Sell 1.04RAVEN RUSSIA 71.50 61.50 79.75 Neutral 1.51SAVILLS 605.00 365.70 621.00 Neutral 0.73SMART (J) 85.50 71.50 88.00 Neutral 0.35ST MODWEN PROPS. 313.50 174.00 329.10 Neutral 1.57UNITE GROUP 379.90 210.00 389.00 Neutral 1.78
Software & Computer Services
Stock Price 12M Lo 12M Hi ST Rec Beta
ANITE 129.7 113 162 Neutral 0.725
AVEVA GROUP 2390 1776.97 2588.15 Neutral 1.492
COMPUTACENTER 510 333.29 564.1 Neutral 0.881
KOFAX 345.25 260.75 347.25 Neutral 1.073
INNOVATION GROUP 29 18.25 29.5 Neutral 0.778
MICRO FOCUS INTL. 759 529.08 767 Neutral 0.801
PHOENIX IT GROUP 157 130 222 Neutral 0.710
RM 83.5 64 85.5 Neutral 0.486
FIDESSA GROUP 2070 1275 2137 Neutral 0.787
SAGE GROUP 351.1 287.56 368.18 Neutral 0.709
Speciality & Other Finance
Stock Price 12M Lo 12M Hi ST Rec BetaABERDEEN ASSET MAN. 407.8 257.8 492.1 Neutral 1.119
BREWIN DOLPHIN 245 144.6 249.5 Neutral 0.690CAMELLIA 9050 8000 11105 Neutral 0.854CHARLES STANLEY GROUP 420 260 420 Neutral 0.958CHARLES TAYLOR 187 155 195 Neutral 0.683CLOSE BROTHERS GROUP 1056 743 1107 Neutral 0.846F&C ASSET MANAGEMENT 98.35 87 110.4 Neutral 0.878HELPHIRE GROUP 4.31 0.55 4.57 Sell 0.652HENDERSON GROUP 169.9 95.3 180.4 Neutral 1.437ICAP 400.5 280.8 405.8 Neutral 1.042INTERMEDIATE CAPITAL GP. 480.6 252.7 501.5 Neutral 1.685INVESTEC 446.6 358.4 513.5 Neutral 1.559LONDON STOCK EX.GROUP 1538 930 1590 Neutral 1.076MAN GROUP 83.65 71.3 134.4 Neutral 1.389RATHBONE BROTHERS 1646 1208 1691 Neutral 0.750SCHRODERS 2494 1283 2560 Neutral 1.273SCHRODERS NV 1927 1040 2000 Neutral 1.252
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Support Services
Stock Price 12M Lo 12M Hi ST Rec BetaACAL 251 157.75 251 Neutral 0.901AGGREKO 1778 1557 2400 Neutral 1.164AMEC 1064 965.5 1172 Neutral 1.096ASHTEAD GROUP 700 250.3 730 Neutral 1.648BABCOCK INTL. 1181 858.5 1209 Neutral 0.482BRITISH POLYTHENE INDS. 593.5 358 604 Neutral 0.800BUNZL 1374 1009 1396 Neutral 0.523UK MAIL GROUP 585 221 593 Neutral 0.406CAPITA 1022 711 1057 Neutral 0.525COMMUNISIS 66.88 28.57 68 Neutral 0.778COMPASS GROUP 874.5 671.5 910.5 Neutral 0.740BERENDSEN 808 509 823.5 Neutral 1.035DE LA RUE 991 891.5 1075 Neutral #NADIGNITY 1520 844 1568 Neutral 0.221DIPLOMA 570.5 417.1 627.5 Neutral 0.973ELECTROCOMP. 248.2 200 278.4 Neutral 1.017ESSENTRA PLC 742.5 465 768 Neutral 1.144G4S 222.9 207.5 313.5 Neutral 0.542HAYS 103.1 68.2 106 Neutral 1.048HOMESERVE 266 185.6 293.6 Neutral 0.914
INTERSERVE 510 319 519 Neutral 1.296INTERTEK GROUP 3063 2697 3453 Neutral 0.806JOHNSON SERVICE GROUP 49.25 27.13 50 Neutral 1.104MANAGEMENT CNSL.GP. 26 21.25 32 Neutral 0.679MENZIES (JOHN) 718.5 573 801 Neutral 1.395MICHAEL PAGE INTL. 432.6 346.4 451.8 Neutral 1.369MITIE GROUP 266.7 248 300.8 Neutral 0.499OFFICE2OFFICE 41.5 40.5 156 Buy 0.282PAYPOINT 1084 670.5 1110 Neutral 0.719PREMIER FARNELL 224.7 165.5 236.3 Neutral 1.404REGUS 184.9 91.75 186.7 Neutral 1.403RENTOKIL INITIAL 96.75 70.75 100.7 Neutral 1.287REXAM 476.7 420.7 547.5 Neutral 0.856RICARDO 432 337 432 Neutral 0.873ROBERT WALTERS 219 176.25 234 Neutral 1.190RPC GROUP 441.5 378 477 Neutral 0.793RPS GROUP 229.6 195.5 274.2 Neutral 1.505
SERCO GROUP 617.5 535 683.5 Neutral 0.604SHANKS GROUP 86 73 98 Neutral 1.498SPEEDY HIRE 58.25 23.25 64.75 Neutral 1.232TRIBAL GROUP 190.5 82 193.25 Neutral 0.635TRIFAST 56.25 40.5 59.25 Neutral 0.936VP 412.5 295.25 412.5 Sell 0.798WYG 89.5 42 91 Neutral 0.816
Telecommunication Services
Stock Price 12M Lo 12M Hi ST Rec BetaBT GROUP 336.8 212.5 344 Neutral 0.891CABLE & WIRELESS COMMS. 40.46 29.64 46.29 Neutral 0.693INMARSAT 702.5 484.3 749 Neutral 0.573KCOM GROUP 84 68.25 88.5 Neutral 1.226TELECOM PLUS 1324 790 1390 Neutral 0.026
VODAFONE GROUP 192.55 154.45 199.9 Neutral 0.512
Transport
Stock Price 12M Lo 12M Hi ST Rec BetaBBA AVIATION 297.7 178 297.7 Neutral 1.248BRAEMAR SHIPPING SVS. 452 350 452 Neutral 1.057CLARKSON 1870 1150 1884 Neutral 0.839
EASYJET 1360 530 1406 Neutral 0.740FIRST GROUP 97 92 212.39 Neutral 0.912
FISHER(JAMES)& SONS 1050 596.25 1110 Neutral 0.750GO-AHEAD GROUP 1532 1220 1595 Neutral 0.999NATIONAL EXPRESS 250.3 164.5 254.8 Neutral 1.401
NORTHGATE 371.5 198.5 373.5 Neutral 1.329STAGECOACH GROUP 331.7 265.9 335.9 Neutral 0.974
WINCANTON 77 40 78.5 Neutral 0.937
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Utilities
Stock Price 12M Lo 12M Hi ST Rec BetaCENTRICA 380.6 310.8 394.9 Neutral 0.500NATIONAL GRID 760.5 661.5 847.5 Neutral 0.452PENNON GROUP 687 598 771.5 Neutral 0.611
SSE 1606 1307 1676 Neutral 0.412
SEVERN TRENT 1759 1513 2090 Neutral 0.344UNITED UTILITIES GROUP 716.5 647 787.5 Neutral 0.475
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