Analysts
Most recent initiations
| Vital Bio-Energy | ACM Shipping Group |
| Archial Group | Augean |
| Fiberweb | Blue Star Capital |
Recent QuickViews
AGA Rangemaster
Track the triggers
Engineering | published 31/08/2010
Costain Group
Strategic player
Construction & Building Materials | published 27/08/2010
Severfield-Rowen
Share gain, some pain
Engineering | published 26/08/2010
Low & Bonar
Broad progress
Basic Industries | published 13/07/2010
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Industrials sector team
Latest research
Biome Technologies
Developing nicely
Update | Engineering | 06/09/2010Having successfully navigated through a period of cash constraint, Biome can now concentrate on gaining market acceptance for its bioplastics. Encouragingly,…
British Polythene Industries
Bowed but unbroken
Update | Basic Industries | 06/09/2010BPI has toughed it out in a very challenging H1 trading environment to deliver normalised PBT only modestly down, in line with guidance. Credit where credit…
H R Owen
Motoring again
Review | Automotive Retailers | 02/09/2010As indicated in the July trading update, H R Owen has emerged strongly from the difficulties of 2009. Because of the economic situation, we remain slightly…
Molins
Grounds for optimism
Review | Engineering | 01/09/2010A modest drop in the share price following the interim announcement says more about City nervousness than the actual figures. The current difficulties…
AGA Rangemaster
Track the triggers
QuickView | Engineering | 31/08/2010Notwithstanding the current economic backdrop, this premium cyclical play is in fairly good order internally. Broad housing market commentary is unhelpful,…
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.
Sector reports
Sectors covered
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