day trader - uk main market 20130808

8/22/2019 day trader - uk main market 20130808

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08 August 2013

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Intellisys Intelligent Analysis Limited 08 August 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


BAE SYSTEMS 448.7 300.8 455.4 Neutral 0.708CHEMRING GROUP 306.1 217 414.7 Neutral 0.663

COBHAM 299.5 190.1 307.7 Neutral 0.847

MEGGITT 542 366.2 562 Neutral 1.277ROLLS-ROYCE HOLDINGS 1194 799.39 1240 Neutral 1.003

SMITHS GROUP 1306 1011 1397 Neutral 0.768

ULTRA ELECTRONICS HDG. 1929 1505 1929 Neutral 0.521 Automobiles & Parts

Stock Price 12M Lo 12M Hi ST Rec BetaGKN 346.4 201 354 Neutral 1.971INCHCAPE 630 353.3 645 Neutral 1.417LOOKERS 123.5 65 125 Neutral 1.219

PENDRAGON 28.25 13.5 29 Neutral 1.092

Banks

Stock Price 12M Lo 12M Hi ST Rec BetaBARCLAYS 282.15 178.95 333.85 Neutral 1.947

HSBC HDG. (ORD $0.50) 700 541 769.9 Neutral 1.175

LLOYDS BANKING GROUP 73.47 31.38 75.69 Neutral 1.864ROYAL BANK OF SCTL.GP. 320.9 220.7 367.8 Neutral 1.394STANDARD CHARTERED 1593.5 1315.5 1837.5 Neutral 1.644

Beverages


BARR (AG) 566.5 415 588.5 Neutral 0.578DIAGEO 2101.5 1672.5 2136.5 Neutral 0.536SABMILLER 3140 2599 3657 Neutral 0.907

Chemicals

Stock Price 12M Lo 12M Hi ST Rec BetaALENT 355.1 305 397.5 Neutral #NA

AZ ELECTRONIC MATS.(DI) 318 240 406.4 Neutral 1.116

CARCLO 351.25 342.75 503 Neutral 0.743CRODA INTERNATIONAL 2508 2164 2841 Neutral 1.049

ELEMENTIS 255.9 204.2 275 Neutral 1.067

JOHNSON MATTHEY 2811 219 0 288 7 Neutral 1.425

VICTREX 1503 1309 1765 Neutral 1.163

SYNTHOMER 199.9 141.8 225.8 Neutral 1.096ZOTEFOAMS 204 175.5 225 Neutral 1.001


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Construction & Building Materials

Stock Price 12M Lo 12M Hi ST Rec BetaALUMASC GROUP 116 64 118.5 Neutral 0.560BALFOUR BEATTY 242.7 207.6 320.8 Neutral 0.827BARRATT DEVELOPMENTS 354.6 140.7 355.2 Sell 1.703BELLWAY 1477 837.5 1480 Neutral 1.016BERKELEY GROUP HDG.(THE) 2322 1387 2340 Neutral 0.579BOOT (HENRY) 186 119.5 201 Neutral 0.753BOVIS HOMES GROUP 795 467.3 851.5 Neutral 1.112CARILLION 299.5 244.8 331.8 Neutral 1.085CLARKE (T) 57.25 40 61.5 Neutral 0.804COSTAIN GROUP 284 215.75 306 Neutral 0.516CRH 1427 1090 1540 Neutral 1.038GALLIFORD TRY 995 610 1019 Neutral 0.972KELLER 1069 476.75 1161 Neutral 1.288KIER GROUP 1457 1106 1500 Neutral 1.008LOW & BONAR 70 50 76.75 Neutral 1.055MARSHALLS 151.5 78 152.75 Neutral 1.333MORGAN SINDALL GROUP 677.5 508 695 Neutral 0.709NORCROS 17.75 11.25 18.25 Neutral 1.052PERSIMMON 1247 601.26 1305 Neutral 1.024REDROW 251 134.3 255.1 Neutral 0.896

SIG 182.7 94.15 185.6 Neutral 1.701SUPERGLASS HOLDINGS 46.5 43 287.5 Sell 0.894TAYLOR WIMPEY 112.4 49.1 113.8 Neutral 1.606TRAVIS PERKINS 1659 1013 1713 Neutral 1.947WOLSELEY 3254 2449.53 3483 Neutral 1.346

Electronics & Electrical Equipment

Stock Price 12M Lo 12M Hi ST Rec BetaDIALIGHT 1172 999.5 1365 Neutral 0.691DOMINO PRINTING SCIENCES 643.5 522 717 Neutral 1.139E2V TECHNOLOGIES 132.75 105.5 137.75 Neutral 1.268INVENSYS 496.6 217.33 509.5 Neutral 1.398LAIRD 208 171.1 249.3 Neutral 2.098

OXFORD INSTRUMENTS 1410 1209 1752 Neutral 1.114RENISHAW 1580 1494 2081 Neutral 1.285

SPECTRIS 2213 1549 2470 Neutral 1.531BIOME TECHNOLOGIES 66.25 66.25 303.67 Neutral 0.766

TT ELECTRONICS 188 114 188 Neutral 1.609XAAR 841 227 898 Neutral 1.058

Engineering & Machinery

Stock Price 12M Lo 12M Hi ST Rec BetaAGA RANGEMASTER GROUP 100.75 54.25 101.75 Neutral 1.193BODYCOTE 628 337.6 640 Neutral 1.604CASTINGS 415 291 425 Neutral 0.949VESUVIUS 448.1 263.19 480 Neutral 2.233FENNER 349.1 305.9 435.2 Neutral 1.451HALMA 567 399.9 568.5 Sell 0.783HILL & SMITH 419 306.25 480 Neutral 1.320

IMI 1418 837.5 1427 Sell 1.407MORGAN ADVANCED MATERIAL 311.6 220.3 318 Neutral 1.898ROTORK 2925 2157 3037 Neutral 1.002SENIOR 279.8 185.9 284.9 Neutral 1.659SEVERFIELD-ROWEN 56.75 35.4 80.16 Neutral 0.786SPIRAX-SARCO 2891 1932.53 2928.35 Sell 0.837VITEC GROUP 598.5 559 740 Neutral 1.367WEIR GROUP 2179 1566 2474 Neutral 1.442

Food & Drug Stores

Stock Price 12M Lo 12M Hi ST Rec BetaGREGGS 392.1 392.1 523.5 Neutral 0.438

MORRISON(WM)SPMKTS. 285.2 248.6 296.4 Neutral 0.390

SAINSBURY (J) 386.3 321.9 398.5 Neutral 0.564TESCO 365.05 307.9 387.75 Neutral 0.676

THORNTONS 81.5 23.5 100.5 Neutral 0.785


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Food Producers & Processors

Stock Price 12M Lo 12M Hi ST Rec BetaASSOCIATED BRIT.FOODS 1933 1267 2031 Neutral 0.607CRANSWICK 1159 732.5 1178 Neutral 0.331DAIRY CREST 508 332.9 510 Neutral 0.914DEVRO 322.5 289.9 380 Neutral 0.369PREMIER FOODS 94.75 54.5 125.75 Neutral 1.260TATE & LYLE 823.5 634.5 883 Neutral 0.669UNILEVER (UK) 2572 2235 2885 Neutral 0.503

General Retail

Stock Price 12M Lo 12M Hi ST Rec BetaASHLEY(LAURA) HOLDINGS 26 22.13 29.5 Neutral 0.656BROWN (N) GROUP 540 266.4 540 Sell 0.511BURBERRY GROUP 1550 1000 1563 Neutral 1.286CARPETRIGHT 655 585 701.5 Neutral 0.897DIXONS RETAIL 44.9 16 46.33 Neutral 1.455FINDEL 211.5 61.8 211.75 Neutral 1.058FRENCH CONNECTN.GROUP 32.25 20.13 34 Sell 1.010HALFORDS GROUP 366.1 222.5 405.2 Neutral 0.713

JD SPORTS FASHION 925 651 925 Neutral 0.494DARTY 74.25 39 80 Neutral 1.230KINGFISHER 390.7 262.2 404.9 Neutral 0.909MARKS & SPENCER GROUP 482.1 348.8 488.8 Neutral 0.598MOSS BROTHERS GROUP 60.75 44.75 71 Neutral 0.974MOTHERCARE 429.5 202 492.75 Neutral 0.375NEXT 5025 3320 5030 Sell 0.607TED BAKER 1920 899 1973 Neutral 0.562TOPPS TILES 89 45 89.5 Neutral 1.514

Health

Stock Price 12M Lo 12M Hi ST Rec BetaBIOQUELL 134 129.5 160 Neutral 0.391CONSORT MEDICAL 823.5 660.5 839 Neutral 0.346

OPTOS 166.75 106.75 222.75 Neutral 1.166SMITH & NEPHEW 782.5 638 800 Neutral 0.447

Household Goods & Textiles

Stock Price 12M Lo 12M Hi ST Rec BetaGAMES WORKSHOP 784.5 601 794.5 Neutral 0.417HEADLAM GROUP 413 278 413 Neutral 0.875

HORNBY 80.5 55.25 88.5 Neutral 0.698

Information Technology & Hardware

Stock Price 12M Lo 12M Hi ST Rec BetaARM HOLDINGS 860.5 528 1 097 Neutral 0.725

CSR 513.5 308.1 607 Neutral 1.127FILTRONIC 66 29 83.25 Neutral 0.935IMAGINATION TECHNOLOGIES 239.1 235.1 624 Neutral 1.042SPIRENT COMMUNICATIONS 140.7 118 170 Neutral 0.937WOLFSON MICROELECTRONICS 157 140 230 Neutral 0.935

Insurance

Stock Price 12M Lo 12M Hi ST Rec BetaADMIRAL GROUP 1265 1019 1416 Neutral 0.517AMLIN 405.3 364.1 435.1 Neutral 0.397BEAZLEY 218.7 162.2 242.7 Neutral 0.497CATLIN GROUP 497.6 441 552.5 Neutral 0.216

HISCOX 650.5 456.58 660 Sell 0.458JARDINE LLOYD THOMPSON 913 .5 723 917 Neutral 0.324

RSA INSURANCE GROUP 121.6 107.7 136.3 Neutral 0.387NOVAE GROUP 499.25 345 507.5 Neutral 0.378


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Leisure & Hotels

Stock Price 12M Lo 12M Hi ST Rec BetaCARNIVAL 2505 2092 2628 Neutral 0.950ENTERPRISE INNS 140.7 55.5 147 Neutral 1.635

TUI TRAVEL 380.8 195 401.5 Neutral 0.958FULLER SMITH 'A' 921.5 700.5 965 Neutral 0.263GREENE KING 848.5 556.5 897.5 Neutral 0.882

LADBROKES 207.7 164.7 243.1 Neutral 0.867ICTL.HTLS.GP. 1985 1524 2039 Neutral 1.101

MILLENNIUM & CPTH.HTLS. 551 456 582.5 Neutral 1.341MITCHELLS & BUTLERS 409.9 262.7 426.8 Neutral 1.001BWIN PARTY DIGITAL ENTM. 134.3 91.9 156 Neutral 1.236

PUNCH TAVERNS 13.12 6.1 13.75 Neutral 1.158RANK GROUP 157.5 120 177.5 Neutral 0.963

RESTAURANT GROUP 560 317.5 560 Neutral 0.697WETHERSPOON (JD) 703.5 447.9 767 Neutral 0.572WHITBREAD 3221 2096 3303 Neutral 0.970

WILLIAM HILL 449.8 271.02 494.5 Neutral 0.802MARSTON'S 156.7 109.7 164.5 Neutral 1.164

Life Assurance

Stock Price 12M Lo 12M Hi ST Rec BetaAVIVA 370.8 294.1 388.4 Neutral 1.180

CHESNARA 259 163.5 270 Neutral 0.641LEGAL & GENERAL 199.5 128 201.9 Sell 1.694OLD MUTUAL 198.1 165.1 221.6 Neutral 1.524PRUDENTIAL 1190 770 1203 Sell 1.664ST.JAMES'S PLACE 637.5 336.2 641.5 Neutral 0.837

Media & Entertainment

Stock Price 12M Lo 12M Hi ST Rec BetaBLOOMSBURY PBL. 140.63 102 146.5 Neutral 0.424BRITISH SKY BCAST.GROUP 829.5 709 899.5 Neutral 0.473CENTAUR MEDIA 42.5 31 60 Neutral 1.060

DAILY MAIL 'A' 824.5 451.25 828 Sell 1.074EUROMONEY INSTL.INVESTOR 1075 747 1105 Neutral 0.962INFORMA 524.5 380.5 541.5 Neutral 1.627ITE GROUP 282 183.5 307.4 Neutral 1.439ITV 167.1 81.25 168.6 Neutral 1.458

JOHNSTON PRESS 16 5.2 19 Neutral 1.204PEARSON 1325 1119 1350 Neutral 0.649PHOTO-ME INTL. 97.63 42.75 98 Neutral 0.861PINEWOOD SHEPPERTON 286.5 269 288.5 Neutral 0.126THOMSON REUTERS 35.5 26.85 36.45 Neutral 0.523STV GROUP 157.5 81.5 157.5 Neutral 0.823ST.IVES 166.75 72 170 Neutral 1.481TRINITY MIRROR 116 36.75 122.25 Neutral 1.588UBM 705.5 636 788 Neutral 1.332WILMINGTON GROUP 167.5 102 167.5 Neutral 0.845WPP 1175 788 1210 Neutral 1.267

Mining

Stock Price 12M Lo 12M Hi ST Rec BetaANGLO AMERICAN 1395 1207 2084 Neutral 1.836ANGLO PACIFIC GROUP 194.75 161 290 Neutral 1.067ANTOFAGASTA 844.5 784.5 1381 Neutral 1.423BHP BILLITON 1844.5 1666.5 2236 Neutral 1.482GLENCORE XSTRATA 270.45 256.85 397.85 Neutral #NALONMIN 313.3 240.84 403.71 Sell 2.082RANDGOLD RESOURCES 4366 3972 7775 Neutral 0.467RIO TINTO 2953.5 2582 3757 Neutral 1.534VEDANTA RESOURCES 0 861 1335 Neutral 2.235


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Oil & Gas

Stock Price 12M Lo 12M Hi ST Rec BetaBG GROUP 1194 1000.5 1350.5 Neutral 0.843BP 443.55 416.6 483.3 Buy 1.018

CAIRN ENERGY 266.9 251.8 305 Neutral 1.328FORTUNE OIL 8.2 7 .15 12.5 Neutral 0.844HUNTING 852 716 941 Neutral 1.352

JKX OIL & GAS 65 .5 48 .5 96 Neutral 1.346PREMIER OIL 349.7 321.3 400.2 Neutral 1.453ROYAL DUTCH SHELL B 2149 2098 2365 Neutral 0.828SOCO INTERNATIONAL 371.9 319.9 404.3 Neutral 0.532

TULLOW OIL 1042 977 1468 Neutral 1.054WOOD GROUP (JOHN) 888 720.5 908.5 Neutral 1.439

Personal Care & Household Products

Stock Price 12M Lo 12M Hi ST Rec BetaMCBRIDE 135 101 144.6 Neutral 0.839PZ CUSSONS 395 297.2 415.6 Neutral 0.696RECKITT BENCKISER GROUP 4590 3536 4950 Neutral 0.302

Pharmaceuticals & Biotechnology

Stock Price 12M Lo 12M Hi ST Rec BetaARK THERAPEUTICS GP. 0.53 0.36 3.58 Neutral 0.910ASTRAZENECA 3222 2792.5 3521.5 Neutral 0.506BTG 381.9 300.3 397.9 Neutral 0.732DECHRA PHARMACEUTICALS 685 473 780 Neutral 0.183

GLAXOSMITHKLINE 1670 1317.5 1782 Neutral 0.517OXFORD BIOMEDICA 1.48 1.33 2.8 Buy 0.574PHYTOPHARM SUSP - 21/05/13 1.33 1.05 12.75 Buy 0.931

SHIRE 2374 1727 2442 Neutral 0.704SKYEPHARMA 80.5 43.5 100.5 Neutral 0.660

VERNALIS 23.75 19.38 27.38 Neutral 0.862

Real Estate - REIT

Stock Price 12M Lo 12M Hi ST Rec BetaBIG YELLOW GROUP 427.9 300 445 Neutral 1.175BRITISH LAND 586.5 506 658 Neutral 1.048DERWENT LONDON 2350 1890 2542 Neutral 1.225GREAT PORTLAND ESTATES 547 425 598 Neutral 1.064HAMMERSON 518 448.6 554 Neutral 1.244INTU PROPERTIES 317.8 300.6 366 Neutral 1.13LAND SECURITIES GROUP 920.5 761.5 994 Neutral 1.153LOCAL SHOP.REIT (THE) 26 24.25 40.75 Neutral 0.811LONDONMETRIC PROPERTY 116.2 103.2 121.4 Neutral 0.326MCKAY SECURITIES 146.25 131.5 155 Neutral 0.659MUCKLOW (A & J) GROUP 385.5 325 454.5 Neutral 0.386PRIMARY HEALTH PROPS. 331.75 312.5 363.53 Neutral 0.299

REDEFINE INTL.REIT 44 26.74 44.75 Neutral 0.637SEGRO 300.7 221.6 313.6 Neutral 1.812SHAFTESBURY 628 516 668 Neutral 1.031TOWN CENTRE SECURITIES 205 172.5 223 Neutral 1.042WARNER ESTATE 0.93 0.7 2.52 Neutral 0.934WORKSPACE GROUP 452.2 245 475 Neutral 1.009


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Real Estate - REIS

Stock Price 12M Lo 12M Hi ST Rec BetaCAPITAL & CNTS.PROPS. 354.50 210.50 365.60 Neutral 0.70CAPITAL & REGIONAL 34.25 22.75 37.50 Sell 0.64CLS HOLDINGS 1111.00 645.00 1120.00 Neutral 0.75DAEJAN HOLDINGS 4030.00 2706.00 4179.00 Neutral 0.48DEVELOPMENT SECS. 200.75 143.00 209.00 Neutral 0.96GRAINGER 184.00 93.00 187.50 Sell 1.57HELICAL BAR 286.00 178.00 302.50 Neutral 0.82LONDON & ASSOCS.PROPS. 25.00 20.50 29.75 Neutral 0.64

MOUNTVIEW ESTATES 6187.50 4187.50 6187.50 Neutral 0.69QUINTAIN ESTATES & DEV. 87.50 50.00 90.50 Sell 1.04RAVEN RUSSIA 68.75 61.50 79.75 Neutral 1.48SAVILLS 630.00 374.40 664.50 Neutral 0.74SMART (J) 86.00 71.50 88.00 Neutral 0.33ST MODWEN PROPS. 316.00 193.10 333.00 Neutral 1.60UNITE GROUP 378.00 214.75 403.00 Neutral 1.77

Software & Computer Services


ANITE 127.8 113 162 Neutral 0.666

AVEVA GROUP 2458 1776.97 2588.15 Neutral 1.488

COMPUTACENTER 510.5 333.29 564.1 Neutral 0.892

KOFAX 335.5 260.75 347.25 Neutral 1.055

INNOVATION GROUP 30 18.63 30 Sell 0.782

MICRO FOCUS INTL. 798.5 531.08 812.5 Neutral 0.822

PHOENIX IT GROUP 158.25 130 222 Neutral 0.690

RM 81 64 85.5 Neutral 0.543

FIDESSA GROUP 2081 1275 2137 Neutral 0.789

SAGE GROUP 353.2 289.36 368.18 Neutral 0.693

Speciality & Other Finance

Stock Price 12M Lo 12M Hi ST Rec BetaABERDEEN ASSET MAN. 378.8 269.4 492.1 Neutral 1.107

BREWIN DOLPHIN 274.3 144.6 275.5 Sell 0.699CAMELLIA 9149.5 8000 11105 Neutral 0.844CHARLES STANLEY GROUP 436.5 260 437 Neutral 0.957CHARLES TAYLOR 194 155 195 Neutral 0.674CLOSE BROTHERS GROUP 1082 770 1107 Neutral 0.857F&C ASSET MANAGEMENT 104 88.9 110.4 Neutral 0.844HELPHIRE GROUP 4.3 0.55 4.57 Sell 0.626HENDERSON GROUP 170 101.7 180.4 Neutral 1.455ICAP 390 280.8 406.8 Neutral 1.042INTERMEDIATE CAPITAL GP. 483 279.5 501.5 Neutral 1.690INVESTEC 427.3 358.4 513.5 Neutral 1.572LONDON STOCK EX.GROUP 1607 930 1622 Sell 1.106MAN GROUP 90.6 71.3 134.4 Neutral 1.363RATHBONE BROTHERS 1617 1208 1691 Neutral 0.726SCHRODERS 2501 1393 2560 Neutral 1.295SCHRODERS NV 1977 1107 2000 Sell 1.284


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Support Services

Stock Price 12M Lo 12M Hi ST Rec BetaACAL 247 157.75 255 Neutral 0.884AGGREKO 1631 1557 2400 Neutral 1.134AMEC 1075 965.5 1172 Neutral 1.091ASHTEAD GROUP 705.5 267 730 Neutral 1.647BABCOCK INTL. 1202 892.5 1209 Neutral 0.487BRITISH POLYTHENE INDS. 580 358 604 Neutral 0.802BUNZL 1346 1009 1409 Neutral 0.529UK MAIL GROUP 599 233.5 599 Sell 0.424CAPITA 1028 713 1057 Neutral 0.537COMMUNISIS 60.5 32.8 68 Neutral 0.809COMPASS GROUP 886.5 671.5 910.5 Neutral 0.741BERENDSEN 841 514 847.5 Sell 1.030DE LA RUE 991.5 891.5 1075 Neutral #NADIGNITY 1501 900 1568 Neutral 0.242DIPLOMA 603 420.1 627.5 Neutral 0.963ELECTROCOMP. 258.2 200 278.4 Neutral 1.007ESSENTRA PLC 828.5 500.5 830 Sell 1.161G4S 226.9 207.5 313.5 Neutral 0.530HAYS 104.4 68.2 106 Neutral 1.059HOMESERVE 251.2 185.6 293.6 Neutral 0.879

INTERSERVE 507.5 319 519 Neutral 1.263INTERTEK GROUP 3161 2697 3453 Neutral 0.799JOHNSON SERVICE GROUP 47.5 27.5 50 Neutral 1.113MANAGEMENT CNSL.GP. 24.25 21.25 32 Neutral 0.633MENZIES (JOHN) 750.5 573 801 Neutral 1.384MICHAEL PAGE INTL. 462.2 346.4 462.2 Neutral 1.408MITIE GROUP 272 248 300.8 Neutral 0.523OFFICE2OFFICE 38 38 156 Buy 0.281PAYPOINT 1115 684 1130 Neutral 0.728PREMIER FARNELL 228 165.5 236.3 Neutral 1.422REGUS 188.6 96 189.2 Neutral 1.398RENTOKIL INITIAL 96.8 76.1 100.7 Neutral 1.262REXAM 508 420.7 547.5 Neutral 0.848RICARDO 450.5 340 451.75 Neutral 0.887ROBERT WALTERS 270 176.25 270 Neutral 1.185RPC GROUP 460 378 477 Neutral 0.795RPS GROUP 246 195.5 274.2 Neutral 1.511

SERCO GROUP 620 535 683.5 Neutral 0.589SHANKS GROUP 88 73 98 Neutral 1.489SPEEDY HIRE 59.25 23.5 64.75 Neutral 1.196TRIBAL GROUP 199.75 84 199.75 Sell 0.649TRIFAST 56 40.5 59.25 Neutral 0.911VP 413.5 295.25 415 Sell 0.806WYG 99 42.5 99 Sell 0.804

Telecommunication Services

Stock Price 12M Lo 12M Hi ST Rec BetaBT GROUP 328.5 212.5 344 Neutral 0.880CABLE & WIRELESS COMMS. 39.52 31.86 46.29 Neutral 0.681INMARSAT 698 542.5 749 Neutral 0.546KCOM GROUP 84.85 68.25 88.5 Neutral 1.207TELECOM PLUS 1348 814 1390 Neutral 0.053

VODAFONE GROUP 197.7 154.45 200.2 Neutral 0.512

Transport

Stock Price 12M Lo 12M Hi ST Rec BetaBBA AVIATION 298.3 183 300.5 Neutral 1.240BRAEMAR SHIPPING SVS. 452.5 350 455 Neutral 1.052CLARKSON 1885 1150 1896 Sell 0.854

EASYJET 1386 530 1448 Neutral 0.763FIRST GROUP 104.9 92 212.39 Neutral 0.914

FISHER(JAMES)& SONS 1044 618 1110 Neutral 0.740GO-AHEAD GROUP 1544 1220 1595 Neutral 0.989NATIONAL EXPRESS 251.5 164.5 256.1 Neutral 1.403

NORTHGATE 385.25 202 390 Neutral 1.335STAGECOACH GROUP 322.9 265.9 337.6 Neutral 0.983

WINCANTON 75.25 43.75 79.5 Neutral 0.955


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Utilities

Stock Price 12M Lo 12M Hi ST Rec BetaCENTRICA 392.4 310.8 394.9 Neutral 0.517NATIONAL GRID 771.5 678 847.5 Neutral 0.464PENNON GROUP 679 598 766.5 Neutral 0.616

SSE 1576 1320 1676 Neutral 0.412

SEVERN TRENT 1764 1513 2090 Neutral 0.360UNITED UTILITIES GROUP 716 647 787.5 Neutral 0.484


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DISCLAIMER

Intellisys Intelligent Analysis Limited has prepared this report. Intellisys is the trading name of IntellisysIntelligent Analysis Limited.

Intellisys is a provider of financial research reports that indicate the possible value of quoted companyshares. The information contained within any and all of Intellisys reports are designed to present anobjective assessment of the possible value or relative value of a company and/or an actuarial sector orstock market index. Intellisys utilises as extensive as possible range of valuation tools and proprietarysystems to derive its outputs. The base data for the models are derived from sources believed to beaccurate but Intellisys Intelligent Analysis Limited does not warrant or guarantee the accuracy or reliability ofthe source data or its models and proprietary systems. Subscribers, and casual readers, should not relyupon the Intellisys research outputs when forming specific investment decisions but should seek advicespecific to their situation and investment requirements from a person authorized under the FinancialServices and Markets Act 2000, before entering into any investment agreement.

Intellisys Intelligent Analysis Limited has used reasonable care and skill in compiling the content of thisreport. No representation or warranty, expressed or implied, is given by any person as to the accuracy or

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Intellisys does not make personal recommendations. The information in this publication is providedsolely to enable you to make your own investment decisions.

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