day trader - uk main market 20131001

7/27/2019 day trader - uk main market 20131001

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Intellisys Intelligent Analysis Limited 01 October 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


AVON RUBBER 550 297.5 550 Neutral 0.930BAE SYSTEMS 454.4 300.8 468 Neutral 0.703

CHEMRING GROUP 303.8 217 353.3 Neutral 0.667

COBHAM 287.3 190.1 307.7 Neutral 0.824MEGGITT 549 366.2 564 Neutral 1.253

QINETIQ GROUP 191.6 179 211.1 Neutral 0.647

ROLLS-ROYCE HOLDINGS 1112 835.76 1240 Neutral 0.982SENIOR 270.4 185.9 288.4 Neutral 1.660

SMITHS GROUP 1399 1018 1412 Neutral 0.757ULTRA ELECTRONICS HDG. 1889 1505 1981 Neutral 0.512 Automobiles & Parts

Stock Price 12M Lo 12M Hi ST Rec BetaGKN 342 201 360.7 Neutral 1.958

INCHCAPE 610.5 353.3 645 Neutral 1.414

LOOKERS 124.5 71.5 128.5 Neutral 1.221

PENDRAGON 34 13.5 35.25 Neutral 1.036

TOROTRAK 26 23.5 36.5 Neutral 0.726

Banks

Stock Price 12M Lo 12M Hi ST Rec BetaBARCLAYS 265.5 203.45 308.39 Neutral 1.960

HSBC HDG. (ORD $0.50) 669.4 580.5 769.9 Neutral 1.187

LLOYDS BANKING GROUP 73.58 37.01 78 Neutral 1.875

ROYAL BANK OF SCTL.GP. 359.9 257.3 372.7 Neutral 1.388

STANDARD CHARTERED 1481 1380 1837.5 Neutral 1.668

Beverages


BARR (AG) 527.5 432.2 588.5 Neutral 0.580

BRITVIC 572.5 349.1 592 Neutral 0.725

DIAGEO 1965 1746.5 2136.5 Sell 0.511

SABMILLER 3143.5 2599 3657 Neutral 0.892

Chemicals

Stock Price 12M Lo 12M Hi ST Rec BetaALENT 355 305 397.5 Neutral #NA

AZ ELECTRONIC MATS.(DI) 295 240 406.4 Neutral 1.110

CARCLO 380 342.75 501 Neutral 0.743CRODA INTERNATIONAL 2655 2164 2841 Neutral 1.051

ELEMENTIS 239.7 204.2 275 Neutral 1.068

JOHNSON MATTHEY 2808 219 0 298 5 Neutral 1.437

VICTREX 1597 1331 1765 Neutral 1.161

SYNTHOMER 238.1 146 249.2 Neutral 1.052

ZOTEFOAMS 196.5 186.5 225 Neutral 1.001


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Construction & Building Materials

Stock Price 12M Lo 12M Hi ST Rec BetaALUMASC GROUP 134.5 77.5 137 Neutral 0.546BALFOUR BEATTY 284.3 207.6 320.8 Neutral 0.819BARRATT DEVELOPMENTS 308.6 174.5 355.2 Neutral 1.672BELLWAY 1315 913 1502 Neutral 0.963BERKELEY GROUP HDG.(THE) 2072 1387 2340 Neutral 0.548BOOT (HENRY) 182 123.5 201 Neutral 0.742BOVIS HOMES GROUP 719 487 851.5 Neutral 1.068CARILLION 312.7 244.8 331.8 Neutral 1.057

CLARKE (T) 65 40 68.5 Neutral 0.758COSTAIN GROUP 264.5 226.25 306 Neutral 0.503CRH 1478 1090 1540 Neutral 1.026GALLIFORD TRY 1040 678 1070 Neutral 0.929KELLER 1039 549 1161 Neutral 1.279KIER GROUP 1686 1106 1690 Neutral 0.988LOW & BONAR 74.25 50 80 Neutral 1.076MARSHALLS 178.75 85 184 Neutral 1.326MORGAN SINDALL GROUP 750 508 750 Neutral 0.701NORCROS 20.5 11.25 21.75 Neutral 1.022PERSIMMON 1086 685.75 1305 Neutral 0.988REDROW 233 152.9 255.1 Neutral 0.838

SIG 185.8 99.75 193.7 Neutral 1.684SUPERGLASS HOLDINGS 43 43 287.5 Neutral 0.893TAYLOR WIMPEY 100.4 54.7 113.8 Neutral 1.575TRAVIS PERKINS 1650 1060 1713 Neutral 1.941WOLSELEY 3197 2636.64 3483 Neutral 1.298

Electronics & Electrical Equipment

Stock Price 12M Lo 12M Hi ST Rec BetaDIALIGHT 1135 999.5 1399 Neutral 0.674

DOMINO PRINTING SCIENCES 640 522 717 Neutral 1.120E2V TECHNOLOGIES 147.5 105.5 148.25 Neutral 1.246

INVENSYS 498 217.33 509.5 Neutral 1.415LAIRD 220.4 171.1 249.3 Neutral 2.058

OXFORD INSTRUMENTS 1260 1209 1752 Neutral 1.110RENISHAW 1803 1494 2081 Neutral 1.275

SPECTRIS 2206 1549 2470 Neutral 1.508BIOME TECHNOLOGIES 200 65 303.67 Neutral 0.755TT ELECTRONICS 193.5 114 200 Neutral 1.614XAAR 798 247.5 898 Neutral 1.084

Engineering & Machinery

Stock Price 12M Lo 12M Hi ST Rec BetaAGA RANGEMASTER GROUP 128.5 54.25 128.5 Sell 1.143BODYCOTE 650 345.1 685 Neutral 1.593CASTINGS 425 291 450 Neutral 0.934VESUVIUS 446.8 263.19 487.6 Neutral 2.232

FENNER 398.4 305.9 435.2 Neutral 1.474HALMA 566.5 410.4 578 Neutral 0.789

HILL & SMITH 470 364 480 Neutral 1.306

IMI 1455 902 1513 Neutral 1.388MORGAN ADVANCED MATERIAL 311.2 220.3 318 Neutral 1.886

ROTORK 2727 2229 3037 Neutral 1.009SEVERFIELD-ROWEN 59.75 35.4 76.91 Neutral 0.786

SPIRAX-SARCO 3015 1932.53 3090 Neutral 0.814VITEC GROUP 681.5 559 740 Neutral 1.342WEIR GROUP 2330 1688 2474 Neutral 1.448

Food & Drug Stores


GREGGS 423.6 392.1 523.5 Neutral 0.449

MORRISON(WM)SPMKTS. 280 248.6 302.5 Neutral 0.374

SAINSBURY (J) 391.5 321.9 400.8 Neutral 0.551

TESCO 359 307.9 387.75 Neutral 0.665

THORNTONS 97 28.63 100.5 Neutral 0.791


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Food Producers & Processors

Stock Price 12M Lo 12M Hi ST Rec BetaASSOCIATED BRIT.FOODS 1876 1308 2031 Neutral 0.593

CRANSWICK 1172 732.5 1189 Neutral 0.313DAIRY CREST 455.5 339.9 528.5 Neutral 0.884

DEVRO 324.5 289.9 380 Neutral 0.356PREMIER FOODS 156 59.75 166.5 Neutral 1.231TATE & LYLE 736.5 667 883 Neutral 0.649

UNILEVER (UK) 2440 2262 2885 Neutral 0.496

General Retail

Stock Price 12M Lo 12M Hi ST Rec BetaASHLEY(LAURA) HOLDINGS 26 24 29.5 Neutral 0.668BROWN (N) GROUP 525 266.4 577 Neutral 0.500BURBERRY GROUP 1634 1000 1667 Neutral 1.293CARPETRIGHT 648.5 585 701.5 Neutral 0.871DIXONS RETAIL 46.67 19.92 47.67 Neutral 1.462FINDEL 247.5 108 253.75 Neutral 1.040FRENCH CONNECTN.GROUP 31.5 22.75 34 Sell 1.033

HALFORDS GROUP 393.6 262.2 406 Neutral 0.713

JD SPORTS FASHION 1054 670 1073 Neutral 0.505DARTY 69 39 88.25 Neutral 1.220KINGFISHER 385.9 262.2 420 Neutral 0.901MARKS & SPENCER GROUP 496.6 357.9 513.5 Neutral 0.605MOSS BROTHERS GROUP 68.5 50.75 74.88 Neutral 0.949MOTHERCARE 377 212 492.75 Neutral 0.358NEXT 5160 3458 5205 Neutral 0.590

TED BAKER 1917 908 2017 Neutral 0.574TOPPS TILES 88.5 46.5 94 Neutral 1.497

Health


BIOQUELL 145.5 130 160 Neutral 0.383

CONSORT MEDICAL 870 660.5 870 Neutral 0.348

OPTOS 159.25 106.75 222.75 Neutral 1.178SMITH & NEPHEW 771 638 800 Neutral 0.403

Household Goods & Textiles

Stock Price 12M Lo 12M Hi ST Rec BetaGAMES WORKSHOP 823.5 601 823.5 Neutral 0.306

HEADLAM GROUP 386 295 415 Neutral 0.889

HORNBY 79 55.25 87.5 Neutral 0.693

Information Technology & Hardware

Stock Price 12M Lo 12M Hi ST Rec BetaARM HOLDINGS 986 577 1097 Neutral 0.690

CSR 515 324.5 607 Neutral 1.130FILTRONIC 65.25 30.75 83.25 Neutral 0.928IMAGINATION TECHNOLOGIES 326 235.1 552 Neutral 1.044SPIRENT COMMUNICATIONS 127.6 118 169.2 Neutral 0.902WOLFSON MICROELECTRONICS 171 140 226.25 Neutral 0.925

Insurance

Stock Price 12M Lo 12M Hi ST Rec BetaADMIRAL GROUP 1233 1019 1416 Neutral 0.517AMLIN 405.2 364.1 435.1 Neutral 0.379BEAZLEY 209.7 167.3 242.7 Neutral 0.519

CATLIN GROUP 484.6 455.3 552.5 Neutral 0.229HISCOX 648.5 463.32 660 Neutral 0.420

JARDINE LLOYD THOMPSON 945 723 949 .5 Neutral 0.299

RSA INSURANCE GROUP 120.9 107.7 136.3 Neutral 0.348NOVAE GROUP 503 345 520.5 Neutral 0.349


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Leisure & Hotels

Stock Price 12M Lo 12M Hi ST Rec BetaCARNIVAL 2094 2094 2628 Neutral 0.949ENTERPRISE INNS 144.5 62.25 153.8 Neutral 1.653TUI TRAVEL 367.7 232 401.5 Neutral 0.957

FULLER SMITH 'A' 905 716 969 Neutral 0.266GREENE KING 801 587 897.5 Neutral 0.889

LADBROKES 169.2 169.2 243.1 Neutral 0.904ICTL.HTLS.GP. 1802 1524 2039 Neutral 1.086

MILLENNIUM & CPTH.HTLS. 555 456 582.5 Neutral 1.363

MITCHELLS & BUTLERS 411 289.5 460 Neutral 0.984BWIN PARTY DIGITAL ENTM. 122.1 101.3 156 Neutral 1.275PUNCH TAVERNS 14.25 6.15 15.5 Neutral 1.148

RANK GROUP 154 137.3 177.5 Neutral 0.967RESTAURANT GROUP 532 359.2 575 Neutral 0.658

WETHERSPOON (JD) 730.5 483.2 767 Neutral 0.538WHITBREAD 2964 2299 3303 Neutral 0.984

WILLIAM HILL 403 295.6 494.5 Neutral 0.843

MARSTON'S 151 115.1 165.5 Neutral 1.154

Life Assurance

Stock Price 12M Lo 12M Hi ST Rec BetaAVIVA 396.8 294.1 419.8 Neutral 1.176CHESNARA 269 176.5 276.5 Neutral 0.614

LEGAL & GENERAL 196.2 131.4 203.6 Neutral 1.701

OLD MUTUAL 187.6 166.1 221.6 Neutral 1.547

PRUDENTIAL 1151 820 1232 Neutral 1.688ST.JAMES'S PLACE 615 3 71.4 641.5 Neutral 0.828

Media & Entertainment

Stock Price 12M Lo 12M Hi ST Rec BetaBLOOMSBURY PBL. 149 102 149 Neutral 0.404BRITISH SKY BCAST.GROUP 870 709 899.5 Neutral 0.464CENTAUR MEDIA 50 31 60 Neutral 1.063

DAILY MAIL 'A' 762 451.25 835 Neutral 1.055EUROMONEY INSTL.INVESTOR 1160 747.5 1209 Neutral 0.927INFORMA 525 380.5 545 Neutral 1.644ITE GROUP 271.8 183.5 307.4 Neutral 1.456ITV 175.3 85.65 183.4 Neutral 1.460

JOHNSTON PRESS 14 7.87 19 Neutral 1.207PEARSON 1257 1119 1350 Neutral 0.648PHOTO-ME INTL. 112 46.75 113 Neutral 0.850PINEWOOD SHEPPERTON 298.5 269 298.5 Neutral 0.136THOMSON REUTERS 36.02 26.85 36.59 Neutral 0.515STV GROUP 256 91 262.5 Neutral 0.819ST.IVES 173.25 79.75 174 Neutral 1.492TRINITY MIRROR 124 51.25 128.25 Neutral 1.583UBM 714.5 636 788 Neutral 1.341WILMINGTON GROUP 205 125 211.75 Neutral 0.831WPP 1270 788 1296 Neutral 1.248

Mining

Stock Price 12M Lo 12M Hi ST Rec BetaANGLO AMERICAN 1518 1207 2072 Neutral 1.846ANGLO PACIFIC GROUP 197.5 161 290 Neutral 1.092ANTOFAGASTA 818.5 784.5 1381 Neutral 1.423BHP BILLITON 1820 1666.5 2236 Neutral 1.489GLENCORE XSTRATA 336.7 256.85 397.85 Neutral #NALONMIN 319.3 240.84 380.1 Sell 2.045RANDGOLD RESOURCES 4451 3972 7775 Neutral 0.481RIO TINTO 3023 2582 3757 Neutral 1.550VEDANTA RESOURCES 0 992 1335 Neutral 2.287


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Oil & Gas

Stock Price 12M Lo 12M Hi ST Rec BetaBG GROUP 1180.5 1000.5 1350.5 Neutral 0.836BP 433.1 416.6 483.3 Neutral 1.031CAIRN ENERGY 262.3 251.8 296.1 Neutral 1.329FORTUNE OIL 9.9 7 .15 12.5 Neutral 0.806HUNTING 797.5 716 941 Neutral 1.353

JKX OIL & GAS 63 48.5 81 Neutral 1.325PREMIER OIL 325.5 321.3 400.2 Buy 1.485ROYAL DUTCH SHELL B 2134.5 2098 2365 Neutral 0.825SOCO INTERNATIONAL 393.5 290.14 397 Neutral 0.524TULLOW OIL 1024 977 1468 Neutral 1.066WOOD GROUP (JOHN) 802 720.5 915.5 Neutral 1.442

Personal Care & Household Products

Stock Price 12M Lo 12M Hi ST Rec BetaMCBRIDE 121.5 101 144.6 Neutral 0.826

PZ CUSSONS 413.9 301.8 432.5 Neutral 0.705

RECKITT BENCKISER GROUP 4520 3568 4950 Neutral 0.307

Pharmaceuticals & Biotechnology

Stock Price 12M Lo 12M Hi ST Rec BetaARK THERAPEUTICS GP. 0.37 0.36 3.58 Buy 0.909ASTRAZENECA 3215.5 2792.5 3521.5 Neutral 0.488

BTG 383.2 317.5 397.9 Neutral 0.702DECHRA PHARMACEUTICALS 718 569 780 Neutral 0.179GLAXOSMITHKLINE 1557.5 1317.5 1782 Neutral 0.498

OXFORD BIOMEDICA 2.15 1.33 2.83 Buy 0.533PHYTOPHARM 58 51.5 612.5 Buy 0.904SHIRE 2478 1727 2593 Neutral 0.685SKYEPHARMA 101 43.5 101.75 Neutral 0.554VERNALIS 29.75 19.38 31 Neutral 0.839

Real Estate - REIT

Stock Price 12M Lo 12M Hi ST Rec BetaBIG YELLOW GROUP 440 312 445 Neutral 1.179BRITISH LAND 577.5 506 658 Neutral 1.049DERWENT LONDON 2369 1946 2542 Neutral 1.244

GREAT PORTLAND ESTATES 539 442.2 598 Neutral 1.06HAMMERSON 501 456.2 554 Neutral 1.27

INTU PROPERTIES 321.1 300.6 366 Neutral 1.141LAND SECURITIES GROUP 919 762.5 994 Neutral 1.16LOCAL SHOP.REIT (THE) 30.25 24.25 39.25 Neutral 0.81

LONDONMETRIC PROPERTY 120 103.2 120.5 Neutral 0.336MCKAY SECURITIES 165 131.5 167 Neutral 0.65

MUCKLOW (A & J) GROUP 453 325 500 Neutral 0.369PRIMARY HEALTH PROPS. 328 312.5 363.53 Neutral 0.255

REDEFINE INTL.REIT 46.5 30.69 47.25 Neutral 0.621SEGRO 310 221.6 313.6 Neutral 1.818SHAFTESBURY 590 522.5 668 Neutral 1.038

TOWN CENTRE SECURITIES 230 178.75 230 Neutral 1.039WORKSPACE GROUP 454 269.4 475 Neutral 1.015


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Real Estate - REIS

Stock Price 12M Lo 12M Hi ST Rec BetaCAPITAL & CNTS.PROPS. 335.00 218.70 365.60 Neutral 0.73CAPITAL & REGIONAL 40.50 22.75 42.00 Neutral 0.56CLS HOLDINGS 1174.00 656.50 1260.00 Neutral 0.73DAEJAN HOLDINGS 3915.00 2706.00 4179.00 Neutral 0.47DEVELOPMENT SECS. 197.50 143.00 209.00 Neutral 0.98GRAINGER 174.80 105.10 187.50 Neutral 1.57HELICAL BAR 297.00 178.00 302.50 Neutral 0.83LONDON & ASSOCS.PROPS. 34.00 21.50 34.00 Neutral 0.63

MOUNTVIEW ESTATES 6412.50 4350.00 6512.50 Neutral 0.68QUINTAIN ESTATES & DEV. 84.50 51.00 92.00 Sell 1.02RAVEN RUSSIA 75.50 61.50 79.75 Neutral 1.52SAVILLS 618.00 391.20 664.50 Neutral 0.69SMART (J) 87.50 72.50 90.50 Neutral 0.32ST MODWEN PROPS. 304.00 194.00 333.00 Neutral 1.63UNITE GROUP 394.90 260.70 403.00 Neutral 1.78

Software & Computer Services


ANITE 112.5 109.6 162 Neutral 0.661AVEVA GROUP 2598 1975.75 2650 Neutral 1.519COMPUTACENTER 534.5 333.29 564.1 Neutral 0.895

KOFAX 365 260.75 388 Neutral 1.043INNOVATION GROUP 29.25 20.75 30.25 Neutral 0.805

MICRO FOCUS INTL. 758 543 812.5 Neutral 0.808PHOENIX IT GROUP 159.25 130 184 Neutral 0.727

RM 106 64 114.25 Neutral 0.541FIDESSA GROUP 1988 1275 2190 Neutral 0.769SAGE GROUP 329.8 289.36 368.18 Neutral 0.688

Speciality & Other Finance

Stock Price 12M Lo 12M Hi ST Rec BetaABERDEEN ASSET MAN. 378.6 316.5 492.1 Neutral 1.121

BREWIN DOLPHIN 270.7 168.1 283 Neutral 0.692CAMELLIA 8705 8000 11105 Neutral 0.849CHARLES STANLEY GROUP 456.5 260 474 Neutral 0.928

CHARLES TAYLOR 210 155 228 Neutral 0.650CLOSE BROTHERS GROUP 1169 830 1189 Neutral 0.845F&C ASSET MANAGEMENT 98.2 90 110.4 Neutral 0.861

HELPHIRE GROUP 5.2 0.75 5.7 Neutral 0.610HENDERSON GROUP 188.9 109.1 192.5 Neutral 1.444

ICAP 374.3 280.8 422.2 Neutral 1.066INTERMEDIATE CAPITAL GP. 446.4 287.2 501.5 Neutral 1.704INVESTEC 400.4 358.4 513.5 Neutral 1.561

LONDON STOCK EX.GROUP 1537 930 1652 Neutral 1.125MAN GROUP 83.9 71.8 134.4 Neutral 1.392RATHBONE BROTHERS 1551 1208 1691 Neutral 0.711SCHRODERS 2576 1518 2631 Neutral 1.300SCHRODERS NV 2158 1190 2175 Sell 1.284


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Support Services

Stock Price 12M Lo 12M Hi ST Rec BetaACAL 275 157.75 284 Neutral 0.833AGGREKO 1604 1557 2370 Neutral 1.140AMEC 1074 965.5 1155 Neutral 1.105ASHTEAD GROUP 615.5 334.5 730 Neutral 1.644BABCOCK INTL. 1196 922.5 1209 Neutral 0.494BRITISH POLYTHENE INDS. 637 372.5 637 Sell 0.802BUNZL 1338 1009 1409 Neutral 0.502UK MAIL GROUP 580 259.5 645 Neutral 0.420CAPITA 996 713 1057 Neutral 0.544COMMUNISIS 61 34.54 68 Neutral 0.831COMPASS GROUP 850 671.5 910.5 Neutral 0.747BERENDSEN 907.5 550 939 Neutral 1.076DE LA RUE 993.5 891.5 1075 Neutral #NADIGNITY 1450 922.31 1567.68 Neutral 0.247DIPLOMA 653 435 661 Sell 0.960ELECTROCOMP. 276 200 280.9 Neutral 0.981ESSENTRA PLC 748.5 508.5 830 Neutral 1.139G4S 254.3 207.5 313.5 Neutral 0.474HAYS 118.4 75.2 118.4 Neutral 1.030HOMESERVE 257 185.6 293.6 Neutral 0.888

INTERSERVE 561.5 349.1 591.5 Neutral 1.250INTERTEK GROUP 3305 2697 3453 Neutral 0.803JOHNSON SERVICE GROUP 49 31.5 51.75 Neutral 1.099MANAGEMENT CNSL.GP. 26.5 21.25 32 Neutral 0.572MENZIES (JOHN) 800.5 573 809 Neutral 1.407MICHAEL PAGE INTL. 492.3 346.4 502.5 Neutral 1.363MITIE GROUP 295.9 248 300.8 Neutral 0.522OFFICE2OFFICE 45.25 33.75 139 Neutral 0.306PAYPOINT 1062 732 1185 Neutral 0.745PREMIER FARNELL 217.2 165.5 238.4 Neutral 1.412REGUS 182 96 193.4 Neutral 1.384RENTOKIL INITIAL 109 82.55 111.3 Neutral 1.256REXAM 481.6 432.56 547.5 Neutral 0.838RICARDO 555 349.63 556.5 Neutral 0.899ROBERT WALTERS 322.5 191 329 Neutral 1.147RPC GROUP 455 378 477.8 Neutral 0.809RPS GROUP 268 195.5 274.2 Neutral 1.514

SERCO GROUP 546.5 535 683.5 Neutral 0.597SHANKS GROUP 93 73 98 Neutral 1.492SPEEDY HIRE 65 29.25 65.5 Neutral 1.183TRIBAL GROUP 197 92.25 206.5 Neutral 0.646TRIFAST 67.5 40.5 70.75 Neutral 0.903VP 493.5 313 499 Sell 0.787WYG 108 50.25 108.75 Neutral 0.821

Telecommunication Services

Stock Price 12M Lo 12M Hi ST Rec BetaBT GROUP 342.4 212.5 348.9 Neutral 0.886CABLE & WIRELESS COMMS. 39.63 34.31 46.29 Neutral 0.670INMARSAT 709 542.5 749 Neutral 0.532KCOM GROUP 91 68.25 91.5 Neutral 1.196TELECOM PLUS 1266 821 1399 Neutral 0.051

VODAFONE GROUP 216 154.45 218.5 Neutral 0.506

Transport

Stock Price 12M Lo 12M Hi ST Rec BetaBBA AVIATION 305 195.7 326 Neutral 1.220BRAEMAR SHIPPING SVS. 500 350 520 Neutral 1.060CLARKSON 2250 1150 2250 Strong Sell 0.856EASYJET 1278 591.5 1448 Neutral 0.774FIRST GROUP 119.5 92 198.94 Neutral 0.875FISHER(JAMES)& SONS 1059 748 1148 Neutral 0.723GO-AHEAD GROUP 1678 1220 1678 Neutral 0.972NATIONAL EXPRESS 256.3 164.5 274.9 Neutral 1.385NORTHGATE 430 241 435 Neutral 1.337STAGECOACH GROUP 326.1 265.9 337.6 Neutral 0.970

WINCANTON 100.5 43.75 105 Neutral 0.949


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Utilities

Stock Price 12M Lo 12M Hi ST Rec BetaCENTRICA 369.7 310.8 402.2 Neutral 0.500NATIONAL GRID 730.5 682 847.5 Neutral 0.451PENNON GROUP 699 598 734.5 Neutral 0.626

SSE 1474 1364 1676 Neutral 0.403SEVERN TRENT 1763 1513 2090 Neutral 0.365UNITED UTILITIES GROUP 691 647 787.5 Neutral 0.486


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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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