day trader - uk main market 20130801

7/27/2019 day trader - uk main market 20130801

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01 August 2013

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© Intellisys Intelligent Analysis Limited 01 August 2013

www.intellisys.uk.com +44 20 3239 8994 Page 2 of 14

Contents

Introduction .................................................................................................................................3 How to use the report .................................................................................................................4 Aerospace & Defence .................................................................................................................5 Automobiles & Parts ...................................................................................................................5 Banks ..........................................................................................................................................5 Beverages ...................................................................................................................................5 Chemicals ...................................................................................................................................5 Construction & Building Materials ...............................................................................................6 Electronics & Electrical Equipment .............................................................................................6

Engineering & Machinery ...........................................................................................................6 Food & Drug Stores ....................................................................................................................6 Food Producers & Processors ....................................................................................................7 General Retail .............................................................................................................................7 Health .........................................................................................................................................7 Household Goods & Textiles ......................................................................................................7 Information Technology & Hardware ..........................................................................................7 Insurance ....................................................................................................................................7 Leisure & Hotels .........................................................................................................................8 Life Assurance ............................................................................................................................8 Media & Entertainment ...............................................................................................................8 Mining .........................................................................................................................................8 Oil & Gas ....................................................................................................................................9 Personal Care & Household Products ........................................................................................9 Pharmaceuticals & Biotechnology ..............................................................................................9 Real Estate - REIT ......................................................................................................................9 Real Estate - REIS ................................................................................................................... 10 Software & Computer Services ............................................................................................... 10 Speciality & Other Finance ...................................................................................................... 10 Support Services ..................................................................................................................... 11 Telecommunication Services ................................................................................................... 11 Transport ................................................................................................................................. 11 Utilities ..................................................................................................................................... 12 DISCLAIMER ........................................................................................................................... 13 RISK WARNING ...................................................................................................................... 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 subscriber’s 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 year’s 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 subscriber’s existing trading system as well discussing investment options with theirchosen financial advisers.

Philip Morrish ([email protected])

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Best Buy/Sell Trend





How to use the report

This daily report is typically available for download as a PDF from 7am - well in advance of the market’s

open - and is based upon previous day’s 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:

ßeta <1.0 Share should move by less than market (i.e., less risk/lower reward)

ßeta =1.0 Share should move in line with the market (i.e., market neutral)

ßeta >1.0 Share should move by more than market (i.e., higher risk/higher reward)

Closing price Today’s action

Sector

CompanyLatest 12 month

Hi/Lo for the shareprice

Measures the share’spotential performancerelative to the market’smovement (see below)





Aerospace & Defence


BAE SYSTEMS 445.9 300.8 445.9 Neutral 0.676CHEMRING GROUP 308 217 414.7 Neutral 0.655

COBHAM 287.6 190.1 293.4 Neutral 0.834

MEGGITT 547.5 366.2 562 Neutral 1.296ROLLS-ROYCE HOLDINGS 1175 799.39 1240 Neutral 1.012

SMITHS GROUP 1385 1011 1396 Neutral 0.774

ULTRA ELECTRONICS HDG. 1816 1424 1843 Neutral 0.508 Automobiles & Parts

Stock Price 12M Lo 12M Hi ST Rec BetaGKN 350.1 201 350.1 Neutral 1.963INCHCAPE 570.5 353.3 577.5 Neutral 1.422LOOKERS 122 64.5 122 Neutral 1.231

PENDRAGON 27.5 13.5 28.75 Neutral 1.109

Banks

Stock Price 12M Lo 12M Hi ST Rec BetaBARCLAYS 287.9 162.3 333.85 Neutral 1.942

HSBC HDG. (ORD $0.50) 747.8 538.7 769.9 Neutral 1.159

LLOYDS BANKING GROUP 68.47 29.39 70.03 Sell 1.857ROYAL BANK OF SCTL.GP. 317.6 204.5 367.8 Neutral 1.370STANDARD CHARTERED 1524.5 1228.5 1837.5 Neutral 1.649

Beverages


BARR (AG) 541 415 588.5 Neutral 0.580DIAGEO 2054 1672.5 2085 Neutral 0.527SABMILLER 3220.5 2599 3657 Neutral 0.926

Chemicals

Stock Price 12M Lo 12M Hi ST Rec BetaALENT 367.5 305 397.5 Neutral #NA

AZ ELECTRONIC MATS.(DI) 306.6 240 406.4 Neutral 1.210

CARCLO 343 342.75 503 Neutral 0.756CRODA INTERNATIONAL 2509 2164 2841 Neutral 1.060

ELEMENTIS 250.7 201.7 275 Neutral 1.044

JOHNSON MATTHEY 2835 2102.27 283 6 Neutral 1.441

VICTREX 1510 1239 1765 Neutral 1.191

SYNTHOMER 196.7 139.1 225.8 Neutral 1.109ZOTEFOAMS 207 170 225 Neutral 0.987





Construction & Building Materials

Stock Price 12M Lo 12M Hi ST Rec BetaALUMASC GROUP 115.5 62 118.5 Neutral 0.524BALFOUR BEATTY 246.9 207.6 320.8 Neutral 0.825BARRATT DEVELOPMENTS 326 134.1 352 Neutral 1.614BELLWAY 1380 802 1455 Neutral 1.004BERKELEY GROUP HDG.(THE) 2259 1387 2325 Neutral 0.566BOOT (HENRY) 188.5 117 201 Neutral 0.760BOVIS HOMES GROUP 799.5 452 851.5 Neutral 1.113CARILLION 298.1 244.8 331.8 Neutral 1.099CLARKE (T) 54.25 40 61.5 Neutral 0.797COSTAIN GROUP 277.5 209 306 Neutral 0.513CRH 1381 1090 1540 Neutral 1.052GALLIFORD TRY 991 610 1019 Neutral 0.949KELLER 1109 443.75 1161 Neutral 1.263KIER GROUP 1484 1106 1486 Neutral 0.935LOW & BONAR 67.25 50 76.75 Neutral 1.054MARSHALLS 152.75 77 152.75 Neutral 1.318MORGAN SINDALL GROUP 670 508 695 Neutral 0.692NORCROS 16.75 10.88 18.25 Neutral 1.070PERSIMMON 1236 580.72 1305 Neutral 1.040REDROW 245 126 253.3 Neutral 0.888

SIG 181.8 93.05 183 Neutral 1.724SUPERGLASS HOLDINGS 45.5 43 287.5 Neutral 0.880TAYLOR WIMPEY 106.5 46.15 108 Neutral 1.622TRAVIS PERKINS 1702 1005 1710 Neutral 1.921WOLSELEY 3146 2287.42 3483 Neutral 1.367

Electronics & Electrical Equipment

Stock Price 12M Lo 12M Hi ST Rec BetaDIALIGHT 1101 999.5 1365 Neutral 0.686DOMINO PRINTING SCIENCES 634 522 717 Neutral 1.161E2V TECHNOLOGIES 132.5 105.5 137.75 Neutral 1.274INVENSYS 496.3 217.33 509.5 Neutral 1.355LAIRD 193 171.1 249.3 Neutral 2.119

OXFORD INSTRUMENTS 1425 1209 1752 Neutral 1.108RENISHAW 1570 1494 2081 Neutral 1.300

SPECTRIS 2110 1506 2470 Neutral 1.520BIOME TECHNOLOGIES 75 75 303.67 Neutral 0.752

TT ELECTRONICS 170.25 114 178.5 Neutral 1.607XAAR 840 227 898 Neutral 1.093

Engineering & Machinery

Stock Price 12M Lo 12M Hi ST Rec BetaAGA RANGEMASTER GROUP 93.13 54.25 94 Neutral 1.180BODYCOTE 619.5 323.7 619.5 Neutral 1.577CASTINGS 420 291 420 Neutral 0.936VESUVIUS 424 263.19 424 Neutral 2.225FENNER 345.4 305.9 435.2 Neutral 1.455HALMA 556 398.5 556 Sell 0.774HILL & SMITH 438.75 302 480 Neutral 1.356

IMI 1372 802.5 1400 Neutral 1.400MORGAN ADVANCED MATERIAL 305.5 220.3 305.5 Neutral 1.872ROTORK 2656 2157 3037 Neutral 1.027SENIOR 265.7 185.9 281.8 Neutral 1.662SEVERFIELD-ROWEN 56.25 35.4 80.16 Neutral 0.754SPIRAX-SARCO 2865 1932.53 2928.35 Neutral 0.840VITEC GROUP 573 559 740 Neutral 1.406WEIR GROUP 2149 1566 2474 Neutral 1.470

Food & Drug Stores

Stock Price 12M Lo 12M Hi ST Rec BetaGREGGS 432.8 398 523.5 Neutral 0.428

MORRISON(WM)SPMKTS. 289.1 248.6 296.4 Neutral 0.360

SAINSBURY (J) 393.6 320.1 398.5 Neutral 0.540TESCO 367.3 307.9 387.75 Neutral 0.656

THORNTONS 83 23.25 100.5 Neutral 0.821





Food Producers & Processors

Stock Price 12M Lo 12M Hi ST Rec BetaASSOCIATED BRIT.FOODS 1944 1267 2031 Neutral 0.587CRANSWICK 1150 732.5 1178 Neutral 0.348DAIRY CREST 510 332.9 510 Neutral 0.886DEVRO 312.5 289.9 380 Neutral 0.342PREMIER FOODS 87.25 54.5 125.75 Neutral 1.217TATE & LYLE 839 634.5 883 Neutral 0.684UNILEVER (UK) 2669 2235 2885 Neutral 0.515

General Retail

Stock Price 12M Lo 12M Hi ST Rec BetaASHLEY(LAURA) HOLDINGS 25.38 21.5 29.5 Neutral 0.673BROWN (N) GROUP 518 261.7 518 Sell 0.472BURBERRY GROUP 1530 1000 1541 Neutral 1.266CARPETRIGHT 660 585 701.5 Neutral 0.894DIXONS RETAIL 45.46 15.32 46.16 Neutral 1.458FINDEL 203.75 58.5 205 Neutral 1.051FRENCH CONNECTN.GROUP 32.5 19.5 34 Sell 0.999HALFORDS GROUP 368.7 203.5 405.2 Neutral 0.678

JD SPORTS FASHION 919 651 925 Neutral 0.508DARTY 77.5 39 80 Neutral 1.190KINGFISHER 397.5 262.2 397.5 Neutral 0.867MARKS & SPENCER GROUP 481.5 334 485.4 Neutral 0.606MOSS BROTHERS GROUP 60.75 44.75 71 Neutral 0.983MOTHERCARE 418.25 194.75 492.75 Neutral 0.384NEXT 4990 3320 5020 Sell 0.588TED BAKER 1905 880 1909 Neutral 0.543TOPPS TILES 87.25 43.25 89 Neutral 1.503

Health

Stock Price 12M Lo 12M Hi ST Rec BetaBIOQUELL 134 129.5 160 Neutral 0.389CONSORT MEDICAL 793 660.5 839 Neutral 0.378

OPTOS 157.25 106.75 222.75 Neutral 1.228SMITH & NEPHEW 784.5 638 795 Neutral 0.437

Household Goods & Textiles

Stock Price 12M Lo 12M Hi ST Rec BetaGAMES WORKSHOP 789.5 587.5 791.5 Neutral 0.381HEADLAM GROUP 384.5 272.5 384.5 Neutral 0.888

HORNBY 80.5 55.25 88.5 Neutral 0.706

Information Technology & Hardware

Stock Price 12M Lo 12M Hi ST Rec BetaARM HOLDINGS 875 528 1097 Neutral 0.699

CSR 569 308.1 607 Neutral 1.124FILTRONIC 61.5 28.38 83.25 Neutral 0.935IMAGINATION TECHNOLOGIES 235.1 235.1 624 Buy 1.094SPIRENT COMMUNICATIONS 132.1 118 170 Neutral 0.943WOLFSON MICROELECTRONICS 153 140 230 Neutral 0.964

Insurance

Stock Price 12M Lo 12M Hi ST Rec BetaADMIRAL GROUP 1403 1019 1416 Neutral 0.498AMLIN 402.1 364.1 435.1 Neutral 0.393BEAZLEY 220.5 156.7 242.7 Neutral 0.516CATLIN GROUP 506 424 552.5 Neutral 0.221

HISCOX 650 452.39 650 Neutral 0.405 JARDINE LLOYD THOMPSON 893 .5 723 917 Neutral 0.333

RSA INSURANCE GROUP 125 107.7 136.3 Neutral 0.386NOVAE GROUP 484.5 345 507.5 Neutral 0.406





Leisure & Hotels

Stock Price 12M Lo 12M Hi ST Rec BetaCARNIVAL 2543 2092 2628 Neutral 0.922ENTERPRISE INNS 129.3 55.5 132 Neutral 1.621

TUI TRAVEL 382.2 182 382.2 Neutral 0.959FULLER SMITH 'A' 940.75 700.5 958 Neutral 0.251GREENE KING 875 556.5 886 Neutral 0.851

LADBROKES 213 154.7 243.1 Neutral 0.865ICTL.HTLS.GP. 1907 1524 2039 Neutral 1.115

MILLENNIUM & CPTH.HTLS. 552 456 582.5 Neutral 1.374MITCHELLS & BUTLERS 416.3 261.8 426.8 Neutral 0.963BWIN PARTY DIGITAL ENTM. 140.1 91.9 156 Neutral 1.234

PUNCH TAVERNS 13 6 13.75 Neutral 1.177RANK GROUP 160.5 116 177.5 Neutral 0.971

RESTAURANT GROUP 529.5 315.5 557.5 Neutral 0.701WETHERSPOON (JD) 711 447.9 767 Neutral 0.556WHITBREAD 3230 2067 3230 Neutral 0.986

WILLIAM HILL 486.5 271.02 486.5 Neutral 0.792MARSTON'S 155.4 109.7 164.5 Neutral 1.148

Life Assurance

Stock Price 12M Lo 12M Hi ST Rec BetaAVIVA 371.5 285.2 388.4 Neutral 1.172

CHESNARA 258.25 163 270 Neutral 0.670LEGAL & GENERAL 192.9 126.6 192.9 Sell 1.696OLD MUTUAL 194.2 159.2 221.6 Neutral 1.517PRUDENTIAL 1167 746 1203 Neutral 1.663ST.JAMES'S PLACE 618 336.2 640 Neutral 0.818

Media & Entertainment

Stock Price 12M Lo 12M Hi ST Rec BetaBLOOMSBURY PBL. 138.38 102 146.5 Neutral 0.379BRITISH SKY BCAST.GROUP 828 709 899.5 Neutral 0.473CENTAUR MEDIA 41 30.38 60 Neutral 1.023

DAILY MAIL 'A' 806.5 451.25 818 Neutral 1.065EUROMONEY INSTL.INVESTOR 1065 717.5 1105 Neutral 0.978INFORMA 525 369.9 537 Neutral 1.613ITE GROUP 283.8 183.5 307.4 Neutral 1.488ITV 168.6 76.1 168.6 Neutral 1.442

JOHNSTON PRESS 16.25 5.2 19 Neutral 1.218PEARSON 1350 1119 1350 Neutral 0.604PHOTO-ME INTL. 93.5 38.75 95 Neutral 0.865PINEWOOD SHEPPERTON 286.5 265 290.75 Neutral 0.124THOMSON REUTERS 35 26.85 36.45 Neutral 0.511STV GROUP 157.5 81.5 157.5 Neutral 0.823ST.IVES 163.75 71 166.5 Neutral 1.479TRINITY MIRROR 115.5 31 122.25 Neutral 1.602UBM 711.5 636 788 Neutral 1.307WILMINGTON GROUP 164 97 166.5 Neutral 0.856WPP 1184 788 1210 Neutral 1.277

Mining

Stock Price 12M Lo 12M Hi ST Rec BetaANGLO AMERICAN 1408 1207 2084 Neutral 1.843ANGLO PACIFIC GROUP 186.5 161 290 Neutral 1.073ANTOFAGASTA 882 784.5 1381 Neutral 1.433BHP BILLITON 1879 1666.5 2236 Neutral 1.488GLENCORE XSTRATA 277.5 256.85 397.85 Neutral #NALONMIN 311.6 240.84 411.96 Sell 2.082RANDGOLD RESOURCES 4770 3972 7775 Neutral 0.423RIO TINTO 2955 2582 3757 Neutral 1.543VEDANTA RESOURCES 0 861 1335 Neutral 2.249





Oil & Gas

Stock Price 12M Lo 12M Hi ST Rec BetaBG GROUP 1186.5 1000.5 1350.5 Neutral 0.856BP 454.55 416.6 483.3 Neutral 1.047

CAIRN ENERGY 269.2 251.8 309.4 Neutral 1.350FORTUNE OIL 7.7 7 .15 12.5 Buy 0.869HUNTING 829 716 941 Neutral 1.367

JKX OIL & GAS 63 .5 48 .5 96 Neutral 1.434PREMIER OIL 360.7 321.3 401.2 Neutral 1.473ROYAL DUTCH SHELL B 2319.5 2098 2366.5 Neutral 0.855SOCO INTERNATIONAL 367.7 319.9 404.3 Neutral 0.565

TULLOW OIL 1038 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 129.38 101 144.6 Neutral 0.790PZ CUSSONS 393.6 297.2 415.6 Neutral 0.675RECKITT BENCKISER GROUP 4679 3536 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 3335 2792.5 3521.5 Neutral 0.487BTG 379.7 300.3 397.9 Buy 0.733DECHRA PHARMACEUTICALS 683 473 780 Neutral 0.200

GLAXOSMITHKLINE 1684 1317.5 1782 Neutral 0.512OXFORD BIOMEDICA 1.5 1.33 2.8 Buy 0.601PHYTOPHARM SUSP - 21/05/13 1.33 1.05 12.75 Buy 0.956

SHIRE 2402 1727 2414 Neutral 0.658SKYEPHARMA 74.5 43.5 100.5 Neutral 0.683

VERNALIS 22.38 19.38 27.38 Neutral 0.879

Real Estate - REIT

Stock Price 12M Lo 12M Hi ST Rec BetaBIG YELLOW GROUP 435 300 440 Neutral 1.146BRITISH LAND 597.5 506 658 Neutral 1.047DERWENT LONDON 2411 1890 2542 Neutral 1.212GREAT PORTLAND ESTATES 556 425 598 Neutral 1.054HAMMERSON 529.5 448.6 554 Neutral 1.235INTU PROPERTIES 336.6 300.6 366 Neutral 1.123LAND SECURITIES GROUP 949 761.5 994 Neutral 1.142LOCAL SHOP.REIT (THE) 25.88 24.25 40.75 Neutral 0.867LONDONMETRIC PROPERTY 113.5 103.2 121.4 Neutral 0.298MCKAY SECURITIES 147.5 131.5 155 Neutral 0.659MUCKLOW (A & J) GROUP 400 325 437.5 Neutral 0.357PRIMARY HEALTH PROPS. 339 312.5 363.53 Neutral 0.297

REDEFINE INTL.REIT 41.5 26.11 43.25 Neutral 0.642SEGRO 310.8 221.6 310.8 Neutral 1.8SHAFTESBURY 632 516 668 Neutral 1.018TOWN CENTRE SECURITIES 201.5 169.75 223 Neutral 1.03WARNER ESTATE 0.98 0.7 2.52 Neutral 0.964WORKSPACE GROUP 451.6 245 454.1 Neutral 0.979





Real Estate - REIS

Stock Price 12M Lo 12M Hi ST Rec BetaCAPITAL & CNTS.PROPS. 360.90 210.50 360.90 Neutral 0.65CAPITAL & REGIONAL 35.00 22.75 37.50 Sell 0.68CLS HOLDINGS 1120.00 645.00 1120.00 Neutral 0.72DAEJAN HOLDINGS 4010.00 2706.00 4085.00 Neutral 0.42DEVELOPMENT SECS. 200.25 136.00 209.00 Neutral 0.92GRAINGER 174.00 90.95 174.00 Sell 1.54HELICAL BAR 299.00 178.00 302.50 Neutral 0.77LONDON & ASSOCS.PROPS. 25.00 20.25 29.75 Neutral 0.65

MOUNTVIEW ESTATES 5925.00 4150.00 5950.00 Neutral 0.72QUINTAIN ESTATES & DEV. 87.75 49.25 90.50 Sell 1.04RAVEN RUSSIA 70.50 61.50 79.75 Neutral 1.51SAVILLS 630.00 370.00 630.00 Neutral 0.73SMART (J) 86.50 71.50 88.00 Neutral 0.35ST MODWEN PROPS. 316.10 174.00 329.10 Neutral 1.57UNITE GROUP 390.30 213.25 390.30 Neutral 1.78

Software & Computer Services


ANITE 128.5 113 162 Neutral 0.725

AVEVA GROUP 2404 1776.97 2588.15 Neutral 1.492

COMPUTACENTER 486 333.29 564.1 Neutral 0.881

KOFAX 342.5 260.75 347.25 Neutral 1.073

INNOVATION GROUP 29 18.5 29.5 Neutral 0.778

MICRO FOCUS INTL. 796 529.08 796 Neutral 0.801

PHOENIX IT GROUP 155.25 130 222 Neutral 0.710

RM 84 64 85.5 Neutral 0.486

FIDESSA GROUP 2005 1275 2137 Neutral 0.787

SAGE GROUP 350.5 289.36 368.18 Neutral 0.709

Speciality & Other Finance

Stock Price 12M Lo 12M Hi ST Rec BetaABERDEEN ASSET MAN. 384.3 257.8 492.1 Neutral 1.119

BREWIN DOLPHIN 253.7 144.6 253.7 Neutral 0.690CAMELLIA 9150 8000 11105 Neutral 0.854CHARLES STANLEY GROUP 425 260 426 Neutral 0.958CHARLES TAYLOR 187.5 155 195 Neutral 0.683CLOSE BROTHERS GROUP 1045 743 1107 Neutral 0.846F&C ASSET MANAGEMENT 100 87 110.4 Neutral 0.878HELPHIRE GROUP 4.18 0.55 4.57 Sell 0.652HENDERSON GROUP 164.1 97.6 180.4 Neutral 1.437ICAP 406.8 280.8 406.8 Neutral 1.042INTERMEDIATE CAPITAL GP. 486.3 252.7 501.5 Neutral 1.685INVESTEC 439.3 358.4 513.5 Neutral 1.559LONDON STOCK EX.GROUP 1574 930 1590 Neutral 1.076MAN GROUP 80.3 71.3 134.4 Neutral 1.389RATHBONE BROTHERS 1670 1208 1691 Neutral 0.750SCHRODERS 2455 1292 2560 Neutral 1.273SCHRODERS NV 1919 1040 2000 Neutral 1.252





Support Services

Stock Price 12M Lo 12M Hi ST Rec BetaACAL 255 157.75 255 Neutral 0.901AGGREKO 1780 1557 2400 Neutral 1.164AMEC 1077 965.5 1172 Neutral 1.096ASHTEAD GROUP 706 250.3 730 Neutral 1.648BABCOCK INTL. 1175 868.5 1209 Neutral 0.482BRITISH POLYTHENE INDS. 597 358 604 Neutral 0.800BUNZL 1409 1009 1409 Neutral 0.523UK MAIL GROUP 587.5 224 593 Neutral 0.406CAPITA 1043 713 1057 Neutral 0.525COMMUNISIS 67.5 29.19 68 Neutral 0.778COMPASS GROUP 898 671.5 910.5 Neutral 0.740BERENDSEN 817 509 823.5 Neutral 1.035DE LA RUE 988.5 891.5 1075 Neutral #NADIGNITY 1475 890 1568 Neutral 0.221DIPLOMA 575 418 627.5 Neutral 0.973ELECTROCOMP. 246.1 200 278.4 Neutral 1.017ESSENTRA PLC 774 500 774 Neutral 1.144G4S 224.9 207.5 313.5 Neutral 0.542HAYS 103.1 68.2 106 Neutral 1.048HOMESERVE 265.2 185.6 293.6 Neutral 0.914

INTERSERVE 509.5 319 519 Neutral 1.296INTERTEK GROUP 3025 2697 3453 Neutral 0.806 JOHNSON SERVICE GROUP 49 27.5 50 Neutral 1.104MANAGEMENT CNSL.GP. 26.5 21.25 32 Neutral 0.679MENZIES (JOHN) 737.5 573 801 Neutral 1.395MICHAEL PAGE INTL. 446.5 346.4 451.8 Neutral 1.369MITIE GROUP 271 248 300.8 Neutral 0.499OFFICE2OFFICE 41.5 40.5 156 Neutral 0.282PAYPOINT 1091 670.5 1110 Neutral 0.719PREMIER FARNELL 226.9 165.5 236.3 Neutral 1.404REGUS 185.2 94 186.7 Neutral 1.403RENTOKIL INITIAL 98 70.75 100.7 Neutral 1.287REXAM 491.8 420.7 547.5 Neutral 0.856RICARDO 435 340 435 Neutral 0.873ROBERT WALTERS 235 176.25 235 Neutral 1.190RPC GROUP 458.8 378 477 Neutral 0.793RPS GROUP 225.9 195.5 274.2 Neutral 1.505

SERCO GROUP 627 535 683.5 Neutral 0.604SHANKS GROUP 88 73 98 Neutral 1.498SPEEDY HIRE 59 23.5 64.75 Neutral 1.232TRIBAL GROUP 192.75 82 194.5 Neutral 0.635TRIFAST 55 40.5 59.25 Neutral 0.936VP 407.5 295.25 412.5 Neutral 0.798WYG 90.5 42 91 Neutral 0.816

Telecommunication Services

Stock Price 12M Lo 12M Hi ST Rec BetaBT GROUP 340.7 212.5 344 Neutral 0.891CABLE & WIRELESS COMMS. 40.51 29.64 46.29 Neutral 0.693INMARSAT 683.5 484.3 749 Neutral 0.573KCOM GROUP 83.2 68.25 88.5 Neutral 1.226TELECOM PLUS 1319 801 1390 Neutral 0.026

VODAFONE GROUP 197.5 154.45 199.9 Neutral 0.512

Transport

Stock Price 12M Lo 12M Hi ST Rec BetaBBA AVIATION 300 178 300 Sell 1.248BRAEMAR SHIPPING SVS. 432.5 350 452 Neutral 1.057CLARKSON 1888 1150 1888 Neutral 0.839

EASYJET 1412 530 1412 Neutral 0.740FIRST GROUP 99.95 92 212.39 Neutral 0.912

FISHER(JAMES)& SONS 1046 615 1110 Neutral 0.750GO-AHEAD GROUP 1582 1220 1595 Neutral 0.999NATIONAL EXPRESS 254.2 164.5 254.8 Neutral 1.401

NORTHGATE 390 199.75 390 Neutral 1.329STAGECOACH GROUP 334.7 265.9 335.9 Neutral 0.974

WINCANTON 75.25 42 78.5 Neutral 0.937





Utilities

Stock Price 12M Lo 12M Hi ST Rec BetaCENTRICA 391 310.8 394.9 Neutral 0.500NATIONAL GRID 786.5 665.5 847.5 Neutral 0.452PENNON GROUP 695.5 598 768 Neutral 0.611

SSE 1575 1312 1676 Neutral 0.412

SEVERN TRENT 1773 1513 2090 Neutral 0.344UNITED UTILITIES GROUP 721.5 647 787.5 Neutral 0.475





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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