day trader - uk main market 20130722

7/28/2019 day trader - uk main market 20130722

1/14

22 July 2013

Powered by


2/14

Intellisys Intelligent Analysis Limited 22 July 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 .............................................................................................6Engineering & 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 .................................................................................................................................9Software & Computer Services ............................................................................................... 10Speciality & Other Finance ...................................................................................................... 10Support Services ..................................................................................................................... 11Telecommunication Services ................................................................................................... 11Transport ................................................................................................................................. 11Utilities ..................................................................................................................................... 12DISCLAIMER ........................................................................................................................... 13RISK WARNING ...................................................................................................................... 14


3/14



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])

20.0%

30.0%

40.0%

50.0%

60.0%

70.0%

80.0%

90.0%

100.0%

110.0%

120.0%

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40

20.0%

30.0%

40.0%

50.0%

60.0%

70.0%

80.0%

90.0%

100.0%

110.0%

120.0%

Best Buy/Sell Trend


4/14



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)


5/14



Aerospace & Defence


BAE SYSTEMS 430 300.8 433.7 Neutral 0.676CHEMRING GROUP 298.2 217 414.7 Neutral 0.655

COBHAM 280.7 190.1 293.4 Neutral 0.834

MEGGITT 548 366.2 562 Neutral 1.296ROLLS-ROYCE HOLDINGS 1196 799.39 1225 Neutral 1.012

SMITHS GROUP 1396 1011 1396 Neutral 0.774

ULTRA ELECTRONICS HDG. 1810 1424 1843 Neutral 0.508 Automobiles & Parts

Stock Price 12M Lo 12M Hi ST Rec BetaGKN 341.9 200.7 341.9 Neutral 1.963INCHCAPE 560 353.3 577.5 Neutral 1.422LOOKERS 112.25 64.5 112.25 Neutral 1.231

PENDRAGON 27.75 13.5 28.25 Neutral 1.109

Banks

Stock Price 12M Lo 12M Hi ST Rec BetaBARCLAYS 320 150.55 333.85 Neutral 1.942

HSBC HDG. (ORD $0.50) 737.5 510.6 769.9 Neutral 1.159

LLOYDS BANKING GROUP 69.25 28.76 70.03 Sell 1.857ROYAL BANK OF SCTL.GP. 337.1 196.6 367.8 Neutral 1.370STANDARD CHARTERED 1525.5 1228.5 1837.5 Neutral 1.649

Beverages


BARR (AG) 546 415 588.5 Neutral 0.580DIAGEO 2046 1656 2085 Neutral 0.527SABMILLER 3238 2599 3657 Neutral 0.926

Chemicals

Stock Price 12M Lo 12M Hi ST Rec BetaALENT 376.1 305 397.5 Neutral #NA

AZ ELECTRONIC MATS.(DI) 335 240 406.4 Neutral 1.210

CARCLO 360 342.75 503 Neutral 0.756CRODA INTERNATIONAL 2552 2164 2841 Neutral 1.060

ELEMENTIS 232.8 191.5 275 Neutral 1.044

JOHNSON MATTHEY 2762 2080.27 283 6 Neutral 1.441

VICTREX 1575 1204 1765 Neutral 1.191

SYNTHOMER 195 137 225.8 Neutral 1.109ZOTEFOAMS 206 166 225 Neutral 0.987


6/14



Construction & Building Materials

Stock Price 12M Lo 12M Hi ST Rec BetaALUMASC GROUP 105 61.5 105 Neutral 0.524BALFOUR BEATTY 232 207.6 320.8 Neutral 0.825BARRATT DEVELOPMENTS 349 132.2 352 Neutral 1.614BELLWAY 1443 801.5 1455 Neutral 1.004BERKELEY GROUP HDG.(THE) 2280 1343 2325 Neutral 0.566BOOT (HENRY) 190 115.5 201 Neutral 0.760BOVIS HOMES GROUP 827.5 451 851.5 Neutral 1.113CARILLION 281.8 235.5 331.8 Neutral 1.099CLARKE (T) 54.75 40 61.5 Neutral 0.797COSTAIN GROUP 277.25 202 306 Neutral 0.513CRH 1355 1090 1540 Neutral 1.052GALLIFORD TRY 1002 606 1019 Neutral 0.949KELLER 1129 397 1140 Sell 1.263KIER GROUP 1397 1106 1486 Neutral 0.935LOW & BONAR 65 50 76.75 Neutral 1.054MARSHALLS 143.5 76 143.5 Neutral 1.318MORGAN SINDALL GROUP 631 508 695 Neutral 0.692NORCROS 16.75 10.63 18.25 Neutral 1.070PERSIMMON 1255 565.78 1305 Neutral 1.040REDROW 249.7 125 253.3 Neutral 0.888

SIG 183 88.85 183 Neutral 1.724SUPERGLASS HOLDINGS 45.5 43 287.5 Neutral 0.880TAYLOR WIMPEY 107.7 42.72 108 Neutral 1.622TRAVIS PERKINS 1694 970.5 1696 Neutral 1.921WOLSELEY 3287 2237.39 3483 Neutral 1.367

Electronics & Electrical Equipment

Stock Price 12M Lo 12M Hi ST Rec BetaDIALIGHT 1075 997 1365 Neutral 0.686DOMINO PRINTING SCIENCES 641.5 522 717 Neutral 1.161E2V TECHNOLOGIES 129 105.5 137.75 Neutral 1.274INVENSYS 502 217.33 509.5 Neutral 1.355LAIRD 188.4 171.1 249.3 Neutral 2.119

OXFORD INSTRUMENTS 1338 1209 1752 Neutral 1.108RENISHAW 1590 1265 2081 Neutral 1.300

SPECTRIS 2083 1479 2470 Neutral 1.520BIOME TECHNOLOGIES 82.5 82.5 303.67 Neutral 0.752

TT ELECTRONICS 162 114 178.5 Neutral 1.607XAAR 854.5 227 898 Neutral 1.093

Engineering & Machinery

Stock Price 12M Lo 12M Hi ST Rec BetaAGA RANGEMASTER GROUP 88.25 54.25 91.75 Neutral 1.180BODYCOTE 577 322.6 577 Neutral 1.577CASTINGS 409 291 412.5 Neutral 0.936VESUVIUS 411.2 263.19 411.2 Neutral 2.225FENNER 344.8 305.9 435.2 Neutral 1.455HALMA 531.5 395.5 538.5 Neutral 0.774HILL & SMITH 433 297 480 Neutral 1.356

IMI 1400 776 1400 Sell 1.400MORGAN ADVANCED MATERIAL 295 220.3 305 Neutral 1.872ROTORK 2745 2132 3037 Neutral 1.027SENIOR 259.4 178.1 281.8 Neutral 1.662SEVERFIELD-ROWEN 54.5 35.4 80.16 Neutral 0.754SPIRAX-SARCO 2832 1903.48 2928.35 Neutral 0.840VITEC GROUP 561.5 559 740 Neutral 1.406WEIR GROUP 2167 1530 2474 Neutral 1.470

Food & Drug Stores

Stock Price 12M Lo 12M Hi ST Rec BetaGREGGS 437.1 398 523.5 Neutral 0.428

MORRISON(WM)SPMKTS. 286.5 248.6 296.4 Neutral 0.360

SAINSBURY (J) 395.8 312.5 396.5 Neutral 0.540TESCO 370.2 307.9 387.75 Neutral 0.656

THORNTONS 80.5 22.5 100.5 Neutral 0.821


7/14



Food Producers & Processors

Stock Price 12M Lo 12M Hi ST Rec BetaASSOCIATED BRIT.FOODS 1888 1243 2031 Neutral 0.587CRANSWICK 1166 732.5 1178 Neutral 0.348DAIRY CREST 487.5 327.3 503.5 Neutral 0.886DEVRO 297 278 380 Neutral 0.342PREMIER FOODS 82.5 54.5 125.75 Neutral 1.217TATE & LYLE 859 634.5 883 Neutral 0.684UNILEVER (UK) 2754 2140 2885 Neutral 0.515

General Retail

Stock Price 12M Lo 12M Hi ST Rec BetaASHLEY(LAURA) HOLDINGS 25 20.5 29.5 Neutral 0.673BROWN (N) GROUP 505 261.7 507 Sell 0.472BURBERRY GROUP 1534 1000 1541 Neutral 1.266CARPETRIGHT 688 585 701.5 Neutral 0.894DIXONS RETAIL 44.67 14.97 44.67 Neutral 1.458FINDEL 167 55.2 186 Neutral 1.051FRENCH CONNECTN.GROUP 28.5 19.5 34 Sell 0.999HALFORDS GROUP 373.6 189 405.2 Neutral 0.678

JD SPORTS FASHION 875 651 925 Neutral 0.508DARTY 75 38 75 Neutral 1.190KINGFISHER 391.9 254.1 392.9 Neutral 0.867MARKS & SPENCER GROUP 484.1 317.1 485 Sell 0.606MOSS BROTHERS GROUP 60 44.5 71 Neutral 0.983MOTHERCARE 466.5 194.75 492.75 Neutral 0.384NEXT 4861 3185 4872 Sell 0.588TED BAKER 1890 880 1890 Sell 0.543TOPPS TILES 87 41.75 89 Neutral 1.503

Health

Stock Price 12M Lo 12M Hi ST Rec BetaBIOQUELL 134 129.5 160 Neutral 0.389CONSORT MEDICAL 779 660.5 839 Neutral 0.378

OPTOS 157.25 106.75 222.75 Neutral 1.228SMITH & NEPHEW 790 638 795 Neutral 0.437

Household Goods & Textiles

Stock Price 12M Lo 12M Hi ST Rec BetaGAMES WORKSHOP 785 571.5 791.5 Neutral 0.381HEADLAM GROUP 358.75 265 378.75 Neutral 0.888

HORNBY 82.5 55.25 88.5 Neutral 0.706

Information Technology & Hardware

Stock Price 12M Lo 12M Hi ST Rec BetaARM HOLDINGS 897.5 481.3 1097 Neutral 0.699

CSR 600 296.2 607 Neutral 1.124FILTRONIC 67 28.38 83.25 Neutral 0.935IMAGINATION TECHNOLOGIES 283.9 273.1 624 Neutral 1.094SPIRENT COMMUNICATIONS 125.2 118 170 Neutral 0.943WOLFSON MICROELECTRONICS 149.75 140 230 Neutral 0.964

Insurance

Stock Price 12M Lo 12M Hi ST Rec BetaADMIRAL GROUP 1386 1019 1391 Neutral 0.498AMLIN 415.4 362.8 435.1 Neutral 0.393BEAZLEY 241.6 156 242.5 Neutral 0.516CATLIN GROUP 518 424 552.5 Neutral 0.221

HISCOX 605 428.39 606 Neutral 0.405JARDINE LLOYD THOMPSON 873 710 .5 917 Neutral 0.333

RSA INSURANCE GROUP 129.4 107.3 136.3 Neutral 0.386NOVAE GROUP 495 345 507.5 Neutral 0.406


8/14



Leisure & Hotels

Stock Price 12M Lo 12M Hi ST Rec BetaCARNIVAL 2505 2083 2628 Neutral 0.922ENTERPRISE INNS 126 55.5 126 Neutral 1.621

TUI TRAVEL 367.1 171.2 376.6 Neutral 0.959FULLER SMITH 'A' 917 700.5 925 Neutral 0.251GREENE KING 870 556.5 871 Sell 0.851

LADBROKES 203.3 153.8 243.1 Neutral 0.865ICTL.HTLS.GP. 1983 1524 2039 Neutral 1.115

MILLENNIUM & CPTH.HTLS. 553.5 456 582.5 Neutral 1.374MITCHELLS & BUTLERS 405.5 253.2 410 Neutral 0.963BWIN PARTY DIGITAL ENTM. 127.4 91.9 156 Neutral 1.234

PUNCH TAVERNS 13.12 5.61 13.75 Neutral 1.177RANK GROUP 158.4 115 177.5 Neutral 0.971

RESTAURANT GROUP 554 315.5 557.5 Neutral 0.701WETHERSPOON (JD) 656.5 445 670 Neutral 0.556WHITBREAD 3200 2047 3225 Neutral 0.986

WILLIAM HILL 465.8 268.33 471.3 Neutral 0.792MARSTON'S 153.8 107.2 154.7 Neutral 1.148

Life Assurance

Stock Price 12M Lo 12M Hi ST Rec BetaAVIVA 372.3 268.3 388.4 Neutral 1.172

CHESNARA 259.75 163 270 Neutral 0.670LEGAL & GENERAL 191.1 123.3 191.1 Sell 1.696OLD MUTUAL 197.3 151.9 221.6 Neutral 1.517PRUDENTIAL 1158 732.5 1203 Neutral 1.663ST.JAMES'S PLACE 597.5 318.2 640 Neutral 0.818

Media & Entertainment

Stock Price 12M Lo 12M Hi ST Rec BetaBLOOMSBURY PBL. 137.25 102 146.5 Neutral 0.379BRITISH SKY BCAST.GROUP 852 677.5 899.5 Neutral 0.473CENTAUR MEDIA 41.5 29 60 Neutral 1.023

DAILY MAIL 'A' 782.5 432.25 818 Neutral 1.065EUROMONEY INSTL.INVESTOR 1096 714 1105 Neutral 0.978INFORMA 503.5 350.4 537 Neutral 1.613ITE GROUP 293.6 183.5 307.4 Neutral 1.488ITV 159.2 70.4 161.3 Neutral 1.442

JOHNSTON PRESS 17 5.15 19 Neutral 1.218PEARSON 1263 1119 1294 Neutral 0.604PHOTO-ME INTL. 91.88 37 94 Neutral 0.865PINEWOOD SHEPPERTON 280 265 337.5 Neutral 0.124THOMSON REUTERS 35.79 26.85 36.45 Neutral 0.511STV GROUP 152.5 81.5 152.5 Neutral 0.823ST.IVES 154.75 67.5 166.5 Neutral 1.479TRINITY MIRROR 119.75 26.5 122.25 Neutral 1.602UBM 701.5 588.5 788 Neutral 1.307WILMINGTON GROUP 164 88 166.5 Neutral 0.856WPP 1200 788 1210 Neutral 1.277HIBU 0.28 0.26 1.78 Neutral 0.975

Mining

Stock Price 12M Lo 12M Hi ST Rec BetaANGLO AMERICAN 1379 1207 2084 Neutral 1.843ANGLO PACIFIC GROUP 189 161 290 Neutral 1.073ANTOFAGASTA 846 784.5 1381 Neutral 1.433BHP BILLITON 1869.5 1666.5 2236 Neutral 1.488GLENCORE XSTRATA 272.4 256.85 397.85 Neutral #NALONMIN 296.3 240.84 411.96 Neutral 2.082RANDGOLD RESOURCES 4525 3972 7775 Neutral 0.423RIO TINTO 2917.5 2582 3757 Neutral 1.543VEDANTA RESOURCES 0 832.5 1335 Neutral 2.249


9/14



Oil & Gas

Stock Price 12M Lo 12M Hi ST Rec BetaBG GROUP 1206.5 1000.5 1350.5 Neutral 0.856BP 469.8 416.6 483.3 Neutral 1.047

CAIRN ENERGY 273.4 251.8 309.4 Neutral 1.350FORTUNE OIL 7.76 7.15 12.5 Buy 0.869HUNTING 834.5 716 941 Neutral 1.367

JKX OIL & GAS 53 48 .5 96 Neutral 1.434PREMIER OIL 362.8 321.3 401.2 Neutral 1.473ROYAL DUTCH SHELL B 2319.5 2098 2366.5 Neutral 0.855SOCO INTERNATIONAL 358.9 310.6 404.3 Buy 0.565

TULLOW OIL 1107 977 1468 Neutral 1.083WOOD GROUP (JOHN) 901.5 720.5 906.5 Neutral 1.448

Personal Care & Household Products

Stock Price 12M Lo 12M Hi ST Rec BetaMCBRIDE 124.62 101 144.6 Neutral 0.790PZ CUSSONS 379.6 297.2 415.6 Neutral 0.675RECKITT BENCKISER GROUP 4700 3417 4950 Neutral 0.304

Pharmaceuticals & Biotechnology

Stock Price 12M Lo 12M Hi ST Rec BetaARK THERAPEUTICS GP. 0.44 0.36 3.58 Buy 0.892ASTRAZENECA 3280 2792.5 3521.5 Neutral 0.487BTG 390.6 300.3 411.2 Neutral 0.733DECHRA PHARMACEUTICALS 700 473 780 Neutral 0.200

GLAXOSMITHKLINE 1715 1317.5 1782 Neutral 0.512OXFORD BIOMEDICA 1.4 1.4 2.8 Strong Buy 0.601PHYTOPHARM SUSP - 21/05/13 1.33 1.05 12.75 Buy 0.956

SHIRE 2244 1727 2256 Neutral 0.658SKYEPHARMA 62.75 43.5 101.5 Neutral 0.683

VERNALIS 19.5 19.5 27.38 Neutral 0.879

Real Estate

Stock Price 12M Lo 12M Hi ST Rec BetaBIG YELLOW GROUP 420 295 440 Neutral 1.146BRITISH LAND 618 506 658 Neutral 1.047CAPITAL & REGIONAL 34.5 22.75 37 Sell 0.677CLS HOLDINGS 996.5 645 1010 Neutral 0.723DERWENT LONDON 2489 1886 2542 Neutral 1.212DEVELOPMENT SECS. 201.25 135.75 209 Neutral 0.915GRAINGER 170.7 85.5 171 Sell 1.538GREAT PORTLAND ESTATES 588.5 418.8 598 Neutral 1.054HAMMERSON 541 448.6 554 Neutral 1.235HELICAL BAR 293.25 178 297.5 Neutral 0.774LAND SECURITIES GROUP 968.5 761.5 994 Neutral 1.142INTU PROPERTIES 330.1 300.6 366 Neutral 1.123

MCKAY SECURITIES 148 130.5 155 Neutral 0.659MUCKLOW (A & J) GROUP 394 325 437.5 Neutral 0.357PRIMARY HEALTH PROPS. 325.5 312.5 363.53 Neutral 0.297QUINTAIN ESTATES & DEV. 87.5 48.75 87.5 Sell 1.037SAVILLS 619 365 619 Neutral 0.726SHAFTESBURY 642.5 516 668 Neutral 1.018SEGRO 305.6 221.6 305.6 Neutral 1.8ST MODWEN PROPS. 300 174 329.1 Neutral 1.571TOWN CENTRE SECURITIES 196 162 223 Neutral 1.03UNITE GROUP 380.5 207.5 389 Neutral 1.784WARNER ESTATE 1 1 2.52 Buy 0.964WORKSPACE GROUP 438.3 242.25 446.9 Neutral 0.979


10/14



Software & Computer Services

Stock Price 12M Lo 12M Hi ST Rec BetaANITE 132.4 113 162 Neutral 0.725AVEVA GROUP 2501 1774.96 2588.15 Neutral 1.492COMPUTACENTER 499 333.29 564.1 Neutral 0.881KOFAX 340 255 345.75 Neutral 1.073INNOVATION GROUP 29.25 18.25 29.5 Sell 0.778MICRO FOCUS INTL. 759 529.08 767 Neutral 0.801PHOENIX IT GROUP 154 130 222 Neutral 0.710RM 79.13 64 85.5 Neutral 0.486FIDESSA GROUP 2070 1275 2137 Neutral 0.787SAGE GROUP 355.6 280.06 368.18 Neutral 0.709

Speciality & Other Finance

Stock Price 12M Lo 12M Hi ST Rec BetaABERDEEN ASSET MAN. 413.3 244.8 492.1 Neutral 1.119BREWIN DOLPHIN 244 144.6 249.5 Neutral 0.690CAMELLIA 9011 8000 11105 Neutral 0.854CHARLES STANLEY GROUP 420 260 420 Neutral 0.958CHARLES TAYLOR 187 155 195 Neutral 0.683

CLOSE BROTHERS GROUP 1060 729 1107 Neutral 0.846F&C ASSET MANAGEMENT 97.8 80.7 110.4 Neutral 0.878HELPHIRE GROUP 4.5 0.55 4.57 Sell 0.652HENDERSON GROUP 170.6 90.55 180.4 Neutral 1.437ICAP 395.3 280.8 401.1 Neutral 1.042INTERMEDIATE CAPITAL GP. 490.9 252.3 501.5 Neutral 1.685INVESTEC 445.7 358.4 513.5 Neutral 1.559LONDON STOCK EX.GROUP 1561 930 1590 Neutral 1.076MAN GROUP 88.6 69.15 134.4 Neutral 1.389RATHBONE BROTHERS 1642 1208 1691 Neutral 0.750SCHRODERS 2508 1266 2560 Neutral 1.273SCHRODERS NV 1937 1016 2000 Sell 1.252


11/14



Support Services

Stock Price 12M Lo 12M Hi ST Rec BetaACAL 223.5 157.75 247.5 Neutral 0.901AGGREKO 1815 1557 2400 Neutral 1.164AMEC 1056 965.5 1172 Neutral 1.096ASHTEAD GROUP 727.5 240.5 730 Neutral 1.648BABCOCK INTL. 1206 844.5 1209 Neutral 0.482BRITISH POLYTHENE INDS. 590 352 590 Sell 0.800BUNZL 1385 1009 1396 Neutral 0.523UK MAIL GROUP 593 215 593 Neutral 0.406CAPITA 1049 677.5 1055 Neutral 0.525COMMUNISIS 66 27.33 68 Neutral 0.778COMPASS GROUP 896.5 647.5 910.5 Neutral 0.740BERENDSEN 823 496.3 823.5 Neutral 1.035DE LA RUE 973.5 891.5 1075 Neutral #NADIGNITY 1550 830 1568 Neutral 0.221DIPLOMA 617.5 417.1 627.5 Neutral 0.973ELECTROCOMP. 253.2 200 278.4 Neutral 1.017ESSENTRA PLC 757.5 460.5 762 Neutral 1.144

G4S 216.9 207.5 313.5 Neutral 0.542HAYS 105 68.2 105 Sell 1.048HOMESERVE 291.7 185.6 293.6 Neutral 0.914

INTERSERVE 505.5 319 519 Neutral 1.296INTERTEK GROUP 3056 2691 3453 Neutral 0.806JOHNSON SERVICE GROUP 49.25 27.13 50 Neutral 1.104

MANAGEMENT CNSL.GP. 26 21.25 32 Neutral 0.679MENZIES (JOHN) 746.5 573 801 Neutral 1.395MICHAEL PAGE INTL. 432 346.2 451.8 Neutral 1.369MITIE GROUP 269.4 248 300.8 Neutral 0.499OFFICE2OFFICE 40.5 40.5 156 Buy 0.282PAYPOINT 1085 670.5 1102 Neutral 0.719PREMIER FARNELL 224 165.5 236.3 Neutral 1.404REGUS 182.8 87.5 186.7 Neutral 1.403RENTOKIL INITIAL 96 70.35 100.7 Neutral 1.287REXAM 489.5 420.7 547.5 Neutral 0.856RICARDO 424 336 431 Neutral 0.873ROBERT WALTERS 218.13 176.25 234 Neutral 1.190RPC GROUP 440 378 477 Neutral 0.793RPS GROUP 219.1 195.5 274.2 Neutral 1.505

SERCO GROUP 623.5 535 683.5 Neutral 0.604SHANKS GROUP 80.75 73 98 Neutral 1.498SPEEDY HIRE 59.25 22.25 64.75 Neutral 1.232TRIBAL GROUP 189.5 82 189.5 Neutral 0.635TRIFAST 55.25 40.5 59.25 Neutral 0.936VP 387.25 287 397 Neutral 0.798WYG 91 42 91 Sell 0.816

Telecommunication Services

Stock Price 12M Lo 12M Hi ST Rec BetaBT GROUP 338.1 210.2 344 Neutral 0.891CABLE & WIRELESS COMMS. 41.37 29.64 46.29 Neutral 0.693INMARSAT 709 468.9 749 Neutral 0.573KCOM GROUP 84 68.25 88.5 Neutral 1.226TELECOM PLUS 1329 790 1390 Neutral 0.026VODAFONE GROUP 193.85 154.45 199.9 Neutral 0.512

Transport

Stock Price 12M Lo 12M Hi ST Rec BetaBBA AVIATION 289.3 178 291 Neutral 1.248BRAEMAR SHIPPING SVS. 431.5 350 431.5 Neutral 1.057CLARKSON 1866 1150 1870 Sell 0.839EASYJET 1402 530 1406 Neutral 0.740FIRST GROUP 93.15 92 212.39 Neutral 0.912FISHER(JAMES)& SONS 1060 590 1110 Neutral 0.750GO-AHEAD GROUP 1565 1220 1595 Neutral 0.999NATIONAL EXPRESS 250 164.5 250 Neutral 1.401NORTHGATE 359.5 195.5 369.5 Neutral 1.329STAGECOACH GROUP 332 265.9 334.4 Neutral 0.974

WINCANTON 74 38.5 78.5 Neutral 0.937


12/14



Utilities

Stock Price 12M Lo 12M Hi ST Rec BetaCENTRICA 382.3 310.8 394.9 Neutral 0.500NATIONAL GRID 774.5 641 847.5 Neutral 0.452PENNON GROUP 692 598 790.5 Neutral 0.611SSE 1632 1294 1676 Neutral 0.412SEVERN TRENT 1769 1513 2090 Neutral 0.344UNITED UTILITIES GROUP 727.5 647 787.5 Neutral 0.475


13/14



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

completeness or accuracy of the information and no responsibility or liability is accepted to the accuracy orsufficiency of any of the information, for any errors, omissions or misstatements, negligent or otherwise. Inno event will Intellisys Intelligent Analysis Limited, Intellisys or any of its officers, employees or agents beliable to any other party for any direct, indirect, special or other consequential damages arising from the useof this report.

The Intellisys Intelligent Analysis Limited and/or Intellisys reports are not directed to any person in anyjurisdiction where (by reason of that persons nationality, residence or otherwise) the publication oravailability of the Intellisys Intelligent Analysis Limited and/or Intellisys information may be prohibited.Persons in respect of whom such prohibitions apply must not access the Intellisys Intelligent AnalysisLimited and/or Intellisys reports. Neither this document, nor any copy in whatever form of media, may betaken or transmitted into the United States, Canada, Australia, Ireland, South Africa or Japan or into any

jurisdiction where it would be unlawful to do so. Any failure to comply with this restriction may constitute aviolation of relevant local securities laws. Recipients of Intellisys Intelligent Analysis Limited and/or Intellisysreports outside the UK are not covered by the rules and regulations made for the protection of investors inthe UK.

Any user distributing information taken from any Intellisys reports and/or the Intellisys website, in whateverform, to any other person, agrees to attach a copy of this Disclaimer and the Terms and Conditions of Usepages and obtain the agreement of such other person to comply with the terms set forth.

Intellisys' published reports are published for information purposes and only available to marketcounterparties, high net-worth and sophisticated individual investors.

No Intellisys report constitutes an offer or invitation to trade, sell, purchase or acquire any shares or other

financial instruments in any company or any interest therein, nor shall it form the basis of any contractentered into for the sale of shares or any other financial instrument in any company.

Intellisys believes that the information within each and any of its reports to be correct, but its accuracy orcompleteness cannot be guaranteed. No representation or warranty, expressed or implied, is given by anyperson as to the accuracy or completeness of the information and no responsibility or liability is accepted forthe accuracy or sufficiency of any of the information, for any errors, omissions or mis-statements, negligentor otherwise.

Intellisys (including its Directors, employees and representatives) or a connected person may have positionsin or options or other financial instruments on any of the securities mentioned within a report, and may buy,sell or offer to purchase or sell such securities from time to time, subject to restrictions imposed by internal

rules.


14/14



Subscribers, and casual reader, are reminded that the value of shares in any company may go up or downand that past performance is not necessarily a guide to future performance.

Intellisys Intelligent Analysis Limited is not registered with or regulated by any financial regulatory authorityand does not offer, provide or purport to provide or offer investment advice.

RISK WARNING

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

If you are unsure about dealing in shares and other equity investments, you must contact your financialadviser as these types of investments may not be suitable for everyone.

The value of stocks and shares, and the income from them, can fall as well as rise and you may not getback the full amount you originally invested. If denominated in a foreign currency, fluctuations in theexchange rate will also affect the value of stocks and shares and the income from them. Past performanceis not necessarily a guide to future performance.

day trader - uk main market 20130722

Documents