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Analysts

Most recent initiations

GKN	Clean Air Power
Severfield-Rowen	Powerflute
Silverdell	Ilika

Recent QuickViews

Cautious clients

Industrial Support Services | published 17/05/2012

Shift to higher margins

General Industrials | published 04/05/2012

Water under the bridge

Industrial Support Services | published 01/05/2012

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Industrials sector team

Latest research

Still moving ahead

Update | Automotive Retailers | 11/05/2012

Three major motor dealership groups announcing trading updates on the same morning provided a consistent message – conditions are challenging, but…

Mind the value gap

Update | Alternative Energy | 10/05/2012

After the proposed return of value to shareholders, which we expect to take place later this summer (10p/share), the future of SeaEnergy will depend on…

Innovation-driven growth

Outlook | Aerospace & Defence | 09/05/2012

Avon’s interims were solid if unspectacular, affected by the timing of certain filter contracts and the non-recurrence of the same level of international…

Ultra-reliable performer

Update | Aerospace & Defence | 04/05/2012

Ultra Electronics has yet again demonstrated that the power of the business lies in the management approach and the business model to identify areas of…

Global and techno-driven

Outlook | Engineering | 25/04/2012

GKN is a stalwart of the auto and aero sectors. It performed well in 2011, despite disruptions, and should continue to do so, as confirmed by Q112. Well…

Research methodology

The ‘industrials’ sector is extremely broad, encompassing various end markets/drivers at different points in the economic cycle. As such the approach to analysing this sector has to be focused on niches, for example aerospace, engineering, logistics, automobiles etc. Against this backdrop of specialisation and specific industry knowledge we analyse companies according to their fundamentals and end markets. Valuation methodologies vary from the basic to the complicated and are company specific. Where available, peer comparisons are applied as standard practice.