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Ilika	Avingtrans
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Recent QuickViews

A tricky year navigated

Aerospace & Defence | published 08/02/2012

Up to best estimates

Construction & Building Materials | published 24/01/2012

Framework for the future

Construction & Building Materials | published 25/11/2011

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Industrials sector team

Latest research

A tricky year navigated

QuickView | Aerospace & Defence | 08/02/2012

Thales’ full year revenues and order intake aptly demonstrate the dichotomy of defence spending pressures and a buoyant civil aerospace market. With…

FY11 in line

Update | Alternative Energy | 06/02/2012

2011 was a year in which Helius reshaped its business, reducing costs and strengthening the balance sheet. 2012 should see a move towards commercial operation…

International potential

Review | Industrial Support Services | 03/02/2012

Newmark continued to be affected by tough trading conditions in H1 but sees scope for a stronger second half. The long-awaited SATEON has been launched…

Amazing year

Update | General Industrials | 03/02/2012

Walker Greenbank has experienced an amazing year, with progress in all aspects of group operations despite the severe UK consumer trading climate. The…

Filtering opportunities

Update | Aerospace & Defence | 03/02/2012

Avon’s IMS not only shows that the business continues to deliver despite the wider climate, but that the strategy to expand product lines and end…

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.