day trader - uk main market 20130809

8/22/2019 day trader - uk main market 20130809

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09 August 2013

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Intellisys Intelligent Analysis Limited 09 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 439 300.8 455.4 Neutral 0.708CHEMRING GROUP 309.1 217 414.7 Neutral 0.663

COBHAM 295.6 190.1 307.7 Neutral 0.847

MEGGITT 543.5 366.2 562 Neutral 1.277ROLLS-ROYCE HOLDINGS 1185 799.39 1240 Neutral 1.003

SMITHS GROUP 1296 1011 1397 Neutral 0.768

ULTRA ELECTRONICS HDG. 1960 1505 1960 Neutral 0.521 Automobiles & Parts

Stock Price 12M Lo 12M Hi ST Rec BetaGKN 350.7 201 354 Neutral 1.971INCHCAPE 628.5 353.3 645 Neutral 1.417LOOKERS 122 65 125 Neutral 1.219

PENDRAGON 29 13.5 29 Neutral 1.092

Banks

Stock Price 12M Lo 12M Hi ST Rec BetaBARCLAYS 286.95 178.95 333.85 Neutral 1.947

HSBC HDG. (ORD $0.50) 697.6 541 769.9 Neutral 1.175

LLOYDS BANKING GROUP 74.02 31.38 75.69 Neutral 1.864ROYAL BANK OF SCTL.GP. 322.9 220.7 367.8 Neutral 1.394STANDARD CHARTERED 1587.5 1326.5 1837.5 Neutral 1.644

Beverages


BARR (AG) 577 415 588.5 Sell 0.578DIAGEO 2110 1672.5 2136.5 Neutral 0.536SABMILLER 3131 2599 3657 Neutral 0.907

Chemicals

Stock Price 12M Lo 12M Hi ST Rec BetaALENT 341.5 305 397.5 Buy #NA

AZ ELECTRONIC MATS.(DI) 329.9 240 406.4 Neutral 1.116

CARCLO 361 342.75 503 Neutral 0.743CRODA INTERNATIONAL 2524 2164 2841 Neutral 1.049

ELEMENTIS 256 204.2 275 Neutral 1.067

JOHNSON MATTHEY 2786 219 0 288 7 Neutral 1.425

VICTREX 1523 1309 1765 Neutral 1.163

SYNTHOMER 206.6 141.8 225.8 Neutral 1.096ZOTEFOAMS 204 176.5 225 Neutral 1.001


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Construction & Building Materials

Stock Price 12M Lo 12M Hi ST Rec BetaALUMASC GROUP 116 64.5 118.5 Neutral 0.560BALFOUR BEATTY 243.9 207.6 320.8 Neutral 0.827BARRATT DEVELOPMENTS 351 140.9 355.2 Neutral 1.703BELLWAY 1502 850 1502 Neutral 1.016BERKELEY GROUP HDG.(THE) 2312 1387 2340 Neutral 0.579BOOT (HENRY) 187 119.5 201 Neutral 0.753BOVIS HOMES GROUP 801.5 473.2 851.5 Neutral 1.112CARILLION 292.5 244.8 331.8 Neutral 1.085CLARKE (T) 57.75 40 61.5 Neutral 0.804COSTAIN GROUP 280.5 215.75 306 Neutral 0.516CRH 1447 1090 1540 Neutral 1.038GALLIFORD TRY 997.5 610 1019 Neutral 0.972KELLER 1076 476.75 1161 Neutral 1.288KIER GROUP 1477 1106 1500 Neutral 1.008LOW & BONAR 70 50 76.75 Neutral 1.055MARSHALLS 151 79.25 152.75 Neutral 1.333MORGAN SINDALL GROUP 672.5 508 695 Neutral 0.709NORCROS 17.5 11.25 18.25 Neutral 1.052PERSIMMON 1247 612.46 1305 Neutral 1.024REDROW 251.1 134.3 255.1 Neutral 0.896

SIG 187.2 94.15 187.2 Neutral 1.701SUPERGLASS HOLDINGS 46.5 43 287.5 Sell 0.894TAYLOR WIMPEY 113.6 49.78 113.8 Neutral 1.606TRAVIS PERKINS 1668 1013 1713 Neutral 1.947WOLSELEY 3257 2449.53 3483 Neutral 1.346

Electronics & Electrical Equipment

Stock Price 12M Lo 12M Hi ST Rec BetaDIALIGHT 1188 999.5 1365 Neutral 0.691DOMINO PRINTING SCIENCES 653 522 717 Neutral 1.139E2V TECHNOLOGIES 131 105.5 137.75 Neutral 1.268INVENSYS 496.6 217.33 509.5 Neutral 1.398LAIRD 208.8 171.1 249.3 Neutral 2.098

OXFORD INSTRUMENTS 1446 1209 1752 Neutral 1.114RENISHAW 1630 1494 2081 Neutral 1.285

SPECTRIS 2237 1549 2470 Neutral 1.531BIOME TECHNOLOGIES 65 65 303.67 Neutral 0.766

TT ELECTRONICS 191.5 114 191.5 Neutral 1.609XAAR 842.5 227 898 Neutral 1.058

Engineering & Machinery

Stock Price 12M Lo 12M Hi ST Rec BetaAGA RANGEMASTER GROUP 102.25 54.25 102.25 Neutral 1.193BODYCOTE 635.5 337.6 640 Neutral 1.604CASTINGS 415 291 425 Neutral 0.949VESUVIUS 447.9 263.19 480 Neutral 2.233FENNER 356.5 305.9 435.2 Neutral 1.451HALMA 571 401.9 571 Sell 0.783HILL & SMITH 422 322 480 Neutral 1.320

IMI 1435 837.5 1435 Sell 1.407MORGAN ADVANCED MATERIAL 315.1 220.3 318 Neutral 1.898ROTORK 2945 2157 3037 Neutral 1.002SENIOR 282.9 185.9 284.9 Neutral 1.659SEVERFIELD-ROWEN 55 35.4 80.16 Neutral 0.786SPIRAX-SARCO 2981 1932.53 2981 Sell 0.837VITEC GROUP 592 559 740 Neutral 1.367WEIR GROUP 2177 1566 2474 Neutral 1.442

Food & Drug Stores

Stock Price 12M Lo 12M Hi ST Rec BetaGREGGS 393.8 392.1 523.5 Neutral 0.438

MORRISON(WM)SPMKTS. 288.5 248.6 296.4 Neutral 0.390

SAINSBURY (J) 391.8 321.9 398.5 Neutral 0.564TESCO 369.1 307.9 387.75 Neutral 0.676

THORNTONS 82.5 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 1936 1267 2031 Neutral 0.607CRANSWICK 1163 732.5 1178 Neutral 0.331DAIRY CREST 520 332.9 520 Neutral 0.914DEVRO 322.5 289.9 380 Neutral 0.369PREMIER FOODS 95.25 54.5 125.75 Neutral 1.260TATE & LYLE 824.5 634.5 883 Neutral 0.669UNILEVER (UK) 2571 2235 2885 Neutral 0.503

General Retail

Stock Price 12M Lo 12M Hi ST Rec BetaASHLEY(LAURA) HOLDINGS 26.5 22.13 29.5 Neutral 0.656BROWN (N) GROUP 541 266.4 541 Sell 0.511BURBERRY GROUP 1563 1000 1563 Neutral 1.286CARPETRIGHT 650 585 701.5 Neutral 0.897DIXONS RETAIL 45.71 16 46.33 Neutral 1.455FINDEL 211 62.2 211.75 Neutral 1.058FRENCH CONNECTN.GROUP 31.5 20.38 34 Sell 1.010HALFORDS GROUP 372 224.6 405.2 Neutral 0.713

JD SPORTS FASHION 930 651 930 Neutral 0.494DARTY 75 39 80 Neutral 1.230KINGFISHER 390.5 262.2 404.9 Neutral 0.909MARKS & SPENCER GROUP 486.1 350 488.8 Neutral 0.598MOSS BROTHERS GROUP 60.75 44.75 71 Neutral 0.974MOTHERCARE 431 202 492.75 Neutral 0.375NEXT 4998 3320 5030 Neutral 0.607TED BAKER 1920 899 1973 Neutral 0.562TOPPS TILES 89.63 46 89.63 Neutral 1.514

Health

Stock Price 12M Lo 12M Hi ST Rec BetaBIOQUELL 134 129.5 160 Neutral 0.391CONSORT MEDICAL 828.5 660.5 839 Neutral 0.346

OPTOS 161 106.75 222.75 Neutral 1.166SMITH & NEPHEW 782 638 800 Neutral 0.447

Household Goods & Textiles

Stock Price 12M Lo 12M Hi ST Rec BetaGAMES WORKSHOP 785 601 794.5 Neutral 0.417HEADLAM GROUP 415 280.5 415 Neutral 0.875

HORNBY 80 55.25 88.5 Neutral 0.698

Information Technology & Hardware

Stock Price 12M Lo 12M Hi ST Rec BetaARM HOLDINGS 880 528 1097 Neutral 0.725

CSR 520.5 308.1 607 Neutral 1.127FILTRONIC 66 29 83.25 Neutral 0.935IMAGINATION TECHNOLOGIES 244.4 235.1 624 Neutral 1.042SPIRENT COMMUNICATIONS 145 118 170 Neutral 0.937WOLFSON MICROELECTRONICS 159 140 230 Neutral 0.935

Insurance

Stock Price 12M Lo 12M Hi ST Rec BetaADMIRAL GROUP 1253 1019 1416 Buy 0.517AMLIN 403.9 364.1 435.1 Neutral 0.397BEAZLEY 216.9 162.2 242.7 Neutral 0.497CATLIN GROUP 489.1 442.8 552.5 Neutral 0.216

HISCOX 656 459.54 660 Sell 0.458JARDINE LLOYD THOMPSON 921 .5 723 921 .5 Neutral 0.324

RSA INSURANCE GROUP 122.1 107.7 136.3 Neutral 0.387NOVAE GROUP 485.5 345 507.5 Neutral 0.378


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Leisure & Hotels

Stock Price 12M Lo 12M Hi ST Rec BetaCARNIVAL 2492 2092 2628 Neutral 0.950ENTERPRISE INNS 148 55.75 148 Neutral 1.635

TUI TRAVEL 380.4 197.1 401.5 Neutral 0.958FULLER SMITH 'A' 918 700.5 965 Neutral 0.263GREENE KING 838.5 556.5 897.5 Neutral 0.882

LADBROKES 199.6 165 243.1 Neutral 0.867ICTL.HTLS.GP. 1978 1524 2039 Neutral 1.101

MILLENNIUM & CPTH.HTLS. 551.5 456 582.5 Neutral 1.341MITCHELLS & BUTLERS 420.1 262.7 426.8 Sell 1.001BWIN PARTY DIGITAL ENTM. 135.8 91.9 156 Neutral 1.236

PUNCH TAVERNS 13 6.15 13.75 Neutral 1.158RANK GROUP 160.5 120 177.5 Neutral 0.963

RESTAURANT GROUP 570 318.9 570 Neutral 0.697WETHERSPOON (JD) 713.5 447.9 767 Neutral 0.572WHITBREAD 3179 2096 3303 Neutral 0.970

WILLIAM HILL 446.6 271.02 494.5 Neutral 0.802MARSTON'S 155.5 109.9 164.5 Neutral 1.164

Life Assurance

Stock Price 12M Lo 12M Hi ST Rec BetaAVIVA 399 294.1 399 Sell 1.180

CHESNARA 259.25 163.5 270 Neutral 0.641LEGAL & GENERAL 198.3 128 201.9 Neutral 1.694OLD MUTUAL 203 165.1 221.6 Neutral 1.524PRUDENTIAL 1188 770 1203 Neutral 1.664ST.JAMES'S PLACE 633 336.2 6 41.5 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 841 709 899.5 Neutral 0.473CENTAUR MEDIA 42.5 31 60 Neutral 1.060

DAILY MAIL 'A' 835 451.25 835 Sell 1.074EUROMONEY INSTL.INVESTOR 1078 747 1105 Neutral 0.962INFORMA 531 380.5 541.5 Neutral 1.627ITE GROUP 288.2 183.5 307.4 Neutral 1.439ITV 167.1 82 168.6 Neutral 1.458

JOHNSTON PRESS 16.25 5.2 19 Neutral 1.204PEARSON 1324 1119 1350 Neutral 0.649PHOTO-ME INTL. 98 42.75 98 Neutral 0.861PINEWOOD SHEPPERTON 286.5 269 288.5 Neutral 0.126THOMSON REUTERS 35.6 26.85 36.45 Neutral 0.523STV GROUP 157.5 81.5 157.5 Neutral 0.823ST.IVES 169.5 73 170 Neutral 1.481TRINITY MIRROR 116 36.75 122.25 Neutral 1.588UBM 711.5 636 788 Neutral 1.332WILMINGTON GROUP 171.5 102 171.5 Neutral 0.845WPP 1188 788 1210 Neutral 1.267

Mining

Stock Price 12M Lo 12M Hi ST Rec BetaANGLO AMERICAN 1454.5 1207 2084 Neutral 1.836ANGLO PACIFIC GROUP 197 161 290 Neutral 1.067ANTOFAGASTA 876.5 784.5 1381 Neutral 1.423BHP BILLITON 1899 1666.5 2236 Neutral 1.482GLENCORE XSTRATA 280.4 256.85 397.85 Neutral #NALONMIN 325.6 240.84 400.52 Sell 2.082RANDGOLD RESOURCES 4420 3972 7775 Neutral 0.467RIO TINTO 3016.5 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 1193 1000.5 1350.5 Neutral 0.843BP 441.8 416.6 483.3 Buy 1.018

CAIRN ENERGY 274.6 251.8 305 Neutral 1.328FORTUNE OIL 8.16 7.15 12.5 Neutral 0.844HUNTING 854 716 941 Neutral 1.352

JKX OIL & GAS 66.25 48 .5 96 Neutral 1.346PREMIER OIL 355.8 321.3 400.2 Neutral 1.453ROYAL DUTCH SHELL B 2160 2098 2365 Neutral 0.828SOCO INTERNATIONAL 374.6 319.9 404.3 Neutral 0.532

TULLOW OIL 1041 977 1468 Neutral 1.054WOOD GROUP (JOHN) 898 720.5 908.5 Neutral 1.439

Personal Care & Household Products

Stock Price 12M Lo 12M Hi ST Rec BetaMCBRIDE 134 101 144.6 Neutral 0.839PZ CUSSONS 401.1 297.2 415.6 Neutral 0.696RECKITT BENCKISER GROUP 4600 3536 4950 Neutral 0.302

Pharmaceuticals & Biotechnology

Stock Price 12M Lo 12M Hi ST Rec BetaARK THERAPEUTICS GP. 0.5 0.36 3.58 Buy 0.910ASTRAZENECA 3224 2792.5 3521.5 Neutral 0.506BTG 383.3 300.3 397.9 Neutral 0.732DECHRA PHARMACEUTICALS 685 473 780 Neutral 0.183

GLAXOSMITHKLINE 1659.5 1317.5 1782 Neutral 0.517OXFORD BIOMEDICA 1.45 1.33 2.8 Buy 0.574PHYTOPHARM SUSP - 21/05/13 1.33 1.05 12.75 Buy 0.931

SHIRE 2378 1727 2442 Neutral 0.704SKYEPHARMA 79.75 43.5 100.5 Neutral 0.660

VERNALIS 25.25 19.38 27.38 Neutral 0.862

Real Estate - REIT

Stock Price 12M Lo 12M Hi ST Rec BetaBIG YELLOW GROUP 439.5 300 445 Neutral 1.175BRITISH LAND 585 506 658 Neutral 1.048DERWENT LONDON 2358 1890 2542 Neutral 1.225GREAT PORTLAND ESTATES 555 425 598 Neutral 1.064HAMMERSON 517.5 448.6 554 Neutral 1.244INTU PROPERTIES 317.3 300.6 366 Neutral 1.13LAND SECURITIES GROUP 922 761.5 994 Neutral 1.153LOCAL SHOP.REIT (THE) 25.5 24.25 40.75 Buy 0.811LONDONMETRIC PROPERTY 116.3 103.2 121.4 Neutral 0.326MCKAY SECURITIES 146 131.5 155 Neutral 0.659MUCKLOW (A & J) GROUP 385 325 454.5 Neutral 0.386PRIMARY HEALTH PROPS. 329.75 312.5 363.53 Neutral 0.299

REDEFINE INTL.REIT 44.25 26.74 44.75 Neutral 0.637SEGRO 306 221.6 313.6 Neutral 1.812SHAFTESBURY 626.5 516 668 Neutral 1.031TOWN CENTRE SECURITIES 205 174 223 Neutral 1.042WARNER ESTATE 0.93 0.7 2.52 Neutral 0.934WORKSPACE GROUP 456 245 475 Neutral 1.009


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Real Estate - REIS

Stock Price 12M Lo 12M Hi ST Rec BetaCAPITAL & CNTS.PROPS. 351.30 210.50 365.60 Neutral 0.70CAPITAL & REGIONAL 35.50 22.75 37.50 Sell 0.64CLS HOLDINGS 1151.00 645.00 1151.00 Neutral 0.75DAEJAN HOLDINGS 4000.00 2706.00 4179.00 Neutral 0.48DEVELOPMENT SECS. 200.25 143.00 209.00 Neutral 0.96GRAINGER 185.00 96.20 187.50 Sell 1.57HELICAL BAR 290.25 178.00 302.50 Neutral 0.82LONDON & ASSOCS.PROPS. 25.00 20.50 29.75 Neutral 0.64

MOUNTVIEW ESTATES 6225.00 4200.00 6225.00 Neutral 0.69QUINTAIN ESTATES & DEV. 88.50 51.00 90.50 Sell 1.04RAVEN RUSSIA 69.00 61.50 79.75 Neutral 1.48SAVILLS 640.00 374.40 664.50 Neutral 0.74SMART (J) 88.50 71.50 88.50 Neutral 0.33ST MODWEN PROPS. 318.80 193.10 333.00 Neutral 1.60UNITE GROUP 387.50 214.75 403.00 Neutral 1.77

Software & Computer Services


ANITE 131 113 162 Neutral 0.666

AVEVA GROUP 2459 1776.97 2588.15 Neutral 1.488

COMPUTACENTER 512 333.29 564.1 Neutral 0.892

KOFAX 339.25 260.75 347.25 Neutral 1.055

INNOVATION GROUP 30 18.63 30 Sell 0.782

MICRO FOCUS INTL. 798 531.08 812.5 Neutral 0.822

PHOENIX IT GROUP 158.88 130 222 Neutral 0.690

RM 83.13 64 85.5 Neutral 0.543

FIDESSA GROUP 2152 1275 2152 Neutral 0.789

SAGE GROUP 357.2 289.36 368.18 Neutral 0.693

Speciality & Other Finance

Stock Price 12M Lo 12M Hi ST Rec BetaABERDEEN ASSET MAN. 379.8 270.3 492.1 Neutral 1.107

BREWIN DOLPHIN 277.1 144.6 277.1 Sell 0.699CAMELLIA 9102.5 8000 11105 Neutral 0.844CHARLES STANLEY GROUP 444 260 444 Neutral 0.957CHARLES TAYLOR 193 155 195 Neutral 0.674CLOSE BROTHERS GROUP 1089 771 1107 Sell 0.857F&C ASSET MANAGEMENT 106 88.9 110.4 Neutral 0.844HELPHIRE GROUP 4.23 0.55 4.57 Sell 0.626HENDERSON GROUP 168.7 101.7 180.4 Neutral 1.455ICAP 387.4 280.8 406.8 Neutral 1.042INTERMEDIATE CAPITAL GP. 482.9 280 501.5 Neutral 1.690INVESTEC 429 358.4 513.5 Neutral 1.572LONDON STOCK EX.GROUP 1617 930 1622 Sell 1.106MAN GROUP 92.05 71.3 134.4 Neutral 1.363RATHBONE BROTHERS 1630 1208 1691 Neutral 0.726SCHRODERS 2368 1393 2560 Neutral 1.295SCHRODERS NV 1875 1110 2000 Neutral 1.284


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Support Services

Stock Price 12M Lo 12M Hi ST Rec BetaACAL 251 157.75 255 Neutral 0.884AGGREKO 1651 1557 2400 Neutral 1.134AMEC 1079 965.5 1172 Neutral 1.091ASHTEAD GROUP 689 267 730 Neutral 1.647BABCOCK INTL. 1197 892.5 1209 Neutral 0.487BRITISH POLYTHENE INDS. 578.5 358 604 Neutral 0.802BUNZL 1345 1009 1409 Neutral 0.529UK MAIL GROUP 615 233.5 615 Sell 0.424CAPITA 1021 713 1057 Neutral 0.537COMMUNISIS 60.5 32.8 68 Neutral 0.809COMPASS GROUP 882.5 671.5 910.5 Neutral 0.741BERENDSEN 840 514 847.5 Neutral 1.030DE LA RUE 993 891.5 1075 Neutral #NADIGNITY 1521 900 1568 Neutral 0.242DIPLOMA 612.5 420.1 627.5 Neutral 0.963ELECTROCOMP. 261 200 278.4 Neutral 1.007ESSENTRA PLC 830 500.5 830 Neutral 1.161G4S 231 207.5 313.5 Neutral 0.530HAYS 105.9 68.2 106 Neutral 1.059HOMESERVE 253 185.6 293.6 Neutral 0.879

INTERSERVE 519.5 319 519.5 Neutral 1.263INTERTEK GROUP 3167 2697 3453 Neutral 0.799JOHNSON SERVICE GROUP 47.5 27.5 50 Neutral 1.113MANAGEMENT CNSL.GP. 25 21.25 32 Neutral 0.633MENZIES (JOHN) 755 573 801 Neutral 1.384MICHAEL PAGE INTL. 474.4 346.4 474.4 Neutral 1.408MITIE GROUP 275.4 248 300.8 Neutral 0.523OFFICE2OFFICE 38 38 156 Buy 0.281PAYPOINT 1115 684 1130 Neutral 0.728PREMIER FARNELL 229.2 165.5 236.3 Neutral 1.422REGUS 193.4 96 193.4 Neutral 1.398RENTOKIL INITIAL 98.05 76.1 100.7 Neutral 1.262REXAM 512 420.7 547.5 Neutral 0.848RICARDO 455.5 340 455.5 Neutral 0.887ROBERT WALTERS 270.25 176.25 270.25 Neutral 1.185RPC GROUP 465 378 477 Neutral 0.795RPS GROUP 248.8 195.5 274.2 Neutral 1.511

SERCO GROUP 617 535 683.5 Neutral 0.589SHANKS GROUP 89.5 73 98 Neutral 1.489SPEEDY HIRE 59 23.5 64.75 Neutral 1.196TRIBAL GROUP 199 85 199.75 Neutral 0.649TRIFAST 56.25 40.5 59.25 Neutral 0.911VP 413.5 295.25 415 Neutral 0.806WYG 99.5 42.5 99.5 Sell 0.804

Telecommunication Services

Stock Price 12M Lo 12M Hi ST Rec BetaBT GROUP 326.5 212.5 344 Neutral 0.880CABLE & WIRELESS COMMS. 40.09 31.86 46.29 Neutral 0.681INMARSAT 704.5 542.5 749 Neutral 0.546KCOM GROUP 84.85 68.25 88.5 Neutral 1.207TELECOM PLUS 1360 814 1390 Neutral 0.053

VODAFONE GROUP 196.8 154.45 200.2 Neutral 0.512

Transport

Stock Price 12M Lo 12M Hi ST Rec BetaBBA AVIATION 300 184.5 300.5 Neutral 1.240BRAEMAR SHIPPING SVS. 449 350 455 Neutral 1.052CLARKSON 1889 1150 1896 Neutral 0.854

EASYJET 1383 530 1448 Neutral 0.763FIRST GROUP 111.9 92 212.39 Neutral 0.914

FISHER(JAMES)& SONS 1043 620 1110 Neutral 0.740GO-AHEAD GROUP 1559 1220 1595 Neutral 0.989NATIONAL EXPRESS 259.4 164.5 259.4 Neutral 1.403

NORTHGATE 386.25 202 390 Neutral 1.335STAGECOACH GROUP 326.2 265.9 337.6 Neutral 0.983

WINCANTON 77.13 43.75 79.5 Neutral 0.955


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Utilities

Stock Price 12M Lo 12M Hi ST Rec BetaCENTRICA 391.9 310.8 394.9 Neutral 0.517NATIONAL GRID 769.5 678 847.5 Neutral 0.464PENNON GROUP 685.5 598 766.5 Neutral 0.616

SSE 1581 1320 1676 Neutral 0.412

SEVERN TRENT 1779 1513 2090 Neutral 0.360UNITED UTILITIES GROUP 717.5 647 787.5 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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