day trader - uk main market 20130125

7/29/2019 day trader - uk main market 20130125

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25 January 2013

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© Intellisys Intelligent Analysis Limited 25 January 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 Household Goods & Textiles ......................................................................................................7 Information Technology & Hardware ..........................................................................................7 Insurance ....................................................................................................................................7 Leisure & Hotels .........................................................................................................................8 Life Assurance ............................................................................................................................8 Media & Entertainment ...............................................................................................................8 Mining .........................................................................................................................................9 Oil & Gas ....................................................................................................................................9 Personal Care & Household Products ........................................................................................9 Pharmaceuticals & Biotechnology ..............................................................................................9 Real Estate .............................................................................................................................. 10 Software & Computer Services ............................................................................................... 10 Speciality & Other Finance ...................................................................................................... 10 Support Services ..................................................................................................................... 11 Telecommunication Services ................................................................................................... 11 Transport ................................................................................................................................. 12 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 342.8 270.9 363.6 Neutral 0.666CHEMRING GROUP 296.9 217 442 Neutral 0.545COBHAM 219.2 179.7 239.5 Neutral 0.867MEGGITT 432.3 359.4 437.2 Neutral 1.316ROLLS-ROYCE HOLDINGS 929.5 717.08 929.5 Neutral 1.086SMITHS GROUP 1229 952 1238 Neutral 0.697ULTRA ELECTRONICS HDG. 1665 1424 1780 Neutral 0.564 Automobiles & Parts

Stock Price 12M Lo 12M Hi ST Rec BetaGKN 245.7 173.6 248.1 Neutral 1.960INCHCAPE 466.7 305.2 466.7 Neutral 1.436LOOKERS 76.25 50 79 Neutral 1.279

PENDRAGON 21.25 9.5 21.25 Neutral 1.096

Banks


BARCLAYS 300 150.55 300 Neutral 1.907HSBC HDG. (ORD $0.50) 704.9 503.2 704.9 Neutral 1.157LLOYDS BANKING GROUP 53.48 25.29 54.92 Sell 1.857ROYAL BANK OF SCTL.GP. 365 196.6 366.9 Sell 1.366STANDARD CHARTERED 1682.5 1228.5 1683 Neutral 1.708

Beverages


BARR (AG) 546.5 348 546.5 Sell 0.491DIAGEO 1860 1402 1886.5 Sell 0.542SABMILLER 3048 2348.5 3048 Sell 0.996

Chemicals


CRODA INTERNATIONAL 2437 1892 2501 Neutral 1.044

ELEMENTIS 215 148.1 240.3 Neutral 1.028 JOHNSON MATTHEY 2353 2009.3 2573 Neutral 1.439

VICTREX 1620 1185 1649 Neutral 1.140

SYNTHOMER 194.5 127.4 251 Neutral 1.186

ZOTEFOAMS 201.5 130 225 Neutral 0.978





Construction & Building Materials


BALFOUR BEATTY 281.7 237.9 320.8 Neutral 0.834

BARRATT DEVELOPMENTS 222.7 107.6 231.1 Neutral 1.488BELLWAY 1110 660 1129 Neutral 1.088

BERKELEY GROUP HDG.(THE) 1830 1177 1842 Neutral 0.652BOVIS HOMES GROUP 616.5 399.3 636.5 Neutral 1.134

CARILLION 309.3 235.5 344 Neutral 1.115CLARKE (T) 57 39 61.5 Neutral 0.787

COSTAIN GROUP 260 188 263.5 Neutral 0.612

GALLIFORD TRY 815.5 470 839 Neutral 1.017KELLER 737 348.25 749 Neutral 1.258

KIER GROUP 1401 1095 1489 Neutral 0.963

LOW & BONAR 56.25 49 66.5 Neutral 1.073

MARSHALLS 110 76 110 Neutral 1.307MORGAN SINDALL GROUP 571 508 725 Neutral 0.831

PERSIMMON 865.5 515 888.5 Neutral 1.135

REDROW 189.5 107.3 195.1 Neutral 1.037

SIG 134.6 82.3 136.5 Neutral 1.661TAYLOR WIMPEY 73.15 40.28 75.05 Neutral 1.565

TRAVIS PERKINS 1223 863.5 1245 Neutral 1.941

WOLSELEY 2983 2121.32 3038 Neutral 1.440

Electronics & Electrical Equipment


DIALIGHT 1125 745 1244 Neutral 0.756DOMINO PRINTING SCIENCES 650 509 670 Neutral 1.139E2V TECHNOLOGIES 130.25 105.5 149.5 Neutral 1.332INVENSYS 345.5 186.1 351.6 Neutral 1.368LAIRD 223.4 163 243.9 Neutral 2.118OXFORD INSTRUMENTS 1563 905.5 1574 Neutral 0.978RENISHAW 1894 1260 2081 Neutral 1.259SPECTRIS 2215 1427 2215 Neutral 1.443BIOME TECHNOLOGIES 0.08 0.08 0.22 Neutral 0.829TT ELECTRONICS 162 114 203.5 Neutral 1.596

XAAR 282 185 292 Neutral 1.131

Engineering & Machinery

Stock Price 12M Lo 12M Hi ST Rec BetaAGA RANGEMASTER GROUP 83.5 54.25 92 Neutral 1.235BODYCOTE 459.3 291.2 481.9 Neutral 1.589CASTINGS 350 266.5 358.5 Neutral 0.982VESUVIUS 373.4 263.19 380.8 Neutral 2.211FENNER 406.8 329.3 483.7 Neutral 1.430HALMA 464.9 344 464.9 Neutral 0.766HILL & SMITH 446 296.25 446 Neutral 1.339IMI 1169 776 1169 Neutral 1.379METALRAX GROUP 3.02 3.02 9 Neutral 0.805MORGAN CRUCIBLE 290.9 220.3 360 Neutral 1.776

ROTORK 2704 1859 2704 Sell 1.000SENIOR 212.7 177 215 Neutral 1.682SEVERFIELD-ROWEN 80 78 219.5 Neutral 0.962SPIRAX-SARCO 2340 1900 2343 Neutral 0.818VITEC GROUP 605 555 740 Neutral 1.441WEIR GROUP 2036 1397 2236 Neutral 1.370

Food & Drug Stores

Stock Price 12M Lo 12M Hi ST Rec BetaGREGGS 480 449 558 Neutral 0.463MORRISON(WM)SPMKTS. 257 251.9 305.7 Buy 0.430SAINSBURY (J) 329.6 283.5 361.1 Neutral 0.634TESCO 352.5 297.05 355.4 Neutral 0.716THORNTONS 38.88 13.37 45.5 Neutral 0.836





Food Producers & Processors

Stock Price 12M Lo 12M Hi ST Rec BetaASSOCIATED BRIT.FOODS 1675 1153 1675 Neutral 0.591CRANSWICK 916.5 732.5 916.5 Neutral 0.578DAIRY CREST 412.3 290.4 412.3 Neutral 0.907

DEVRO 349 260.2 349 Sell 0.304PREMIER FOODS 119.5 54.5 180 Neutral 1.391TATE & LYLE 826.5 633.5 826.5 Neutral 0.647UNILEVER (UK) 2527 1994 2527 Neutral 0.584

General Retail


ASHLEY(LAURA) HOLDINGS 27.5 20.38 29.5 Neutral 0.724BROWN (N) GROUP 369.9 222.4 380 Neutral 0.510BURBERRY GROUP 1371 1000 1586 Neutral 1.306CARPETRIGHT 660.5 550 728.5 Neutral 0.962DIXONS RETAIL 27.58 12.67 29.8 Neutral 1.574FINDEL 8.2 2.76 9.3 Neutral 1.115FRENCH CONNECTN.GROUP 26.25 19.5 58.75 Neutral 1.012

HALFORDS GROUP 353.5 189 356.8 Neutral 0.676 JD SPORTS FASHION 739 606 .5 863 Neutral 0.469DARTY 63.75 38 85.7 Neutral 1.244KINGFISHER 274.9 251.8 313.8 Neutral 0.950MARKS & SPENCER GROUP 379.7 312.2 398.8 Neutral 0.730MOSS BROTHERS GROUP 71 34.75 71 Neutral 1.018MOTHERCARE 330.75 152 362 Neutral 0.449NEXT 4040 2589 4040 Sell 0.685TED BAKER 1166 735.5 1198 Neutral 0.572TOPPS TILES 54.75 30.5 55.25 Neutral 1.294

Household Goods & Textiles


GAMES WORKSHOP 655 487.5 720.5 Neutral 0.376HEADLAM GROUP 333 263 345 Neutral 0.921HORNBY 77.38 55.25 125 Neutral 0.744

Information Technology & Hardware


ARM HOLDINGS 867.5 469 873 Neutral 0.751

CSR 363.1 194.6 376.2 Neutral 1.213FILTRONIC 39 23 47.25 Neutral 0.796

IMAGINATION TECHNOLOGIES 457.1 383.5 717 Neutral 1.058

SPIRENT COMMUNICATIONS 151 118.8 174 Neutral 0.942

WOLFSON MICROELECTRONICS 205.5 155 230 Neutral 0.986

Insurance


ADMIRAL GROUP 1219 894.5 1231 Neutral 0.550AMLIN 382 312.9 405 Neutral 0.474BEAZLEY 191.6 132.5 194.2 Neutral 0.561CATLIN GROUP 520 399 520 Neutral 0.290HISCOX 464.1 371.3 489.4 Neutral 0.476

JARDINE LLOYD THOMPSON 784 .5 659 790 Neutral 0.296RSA INSURANCE GROUP 130 97.65 130 Neutral 0.423NOVAE GROUP 423.75 335 430.5 Neutral 0.458





Leisure & Hotels


CARNIVAL 2608 1841 2613 Neutral 0.987ENTERPRISE INNS 95 33.25 105 Neutral 1.639TUI TRAVEL 282 158 293.8 Neutral 1.012

FULLER SMITH 'A' 785.5 680 798 Neutral 0.401GREENE KING 673.5 474.3 673.5 Neutral 0.906LADBROKES 206.1 138.7 206.1 Neutral 0.923ICTL.HTLS.GP. 1858 1293.51 1858 Neutral 1.180MILLENNIUM & CPTH.HTLS. 526 430 536 Neutral 1.357MITCHELLS & BUTLERS 310.2 217.4 337 Neutral 1.059BWIN PARTY DIGITAL ENTM. 113.8 91.9 174 Neutral 1.250PUNCH TAVERNS 10.88 5.61 12.25 Neutral 1.202RANK GROUP 152.5 111 154.3 Neutral 0.975RESTAURANT GROUP 373.6 269.2 391.7 Neutral 0.814WETHERSPOON (JD) 496.9 371.3 548.5 Neutral 0.733WHITBREAD 2559 1637 2559 Sell 0.983WILLIAM HILL 362 222.2 362 Neutral 0.903MARSTON'S 132.8 94.25 134.2 Neutral 1.227

Life Assurance


AVIVA 374.5 255.3 388.4 Neutral 1.285

CHESNARA 213.25 155.25 213.25 Neutral 0.668LEGAL & GENERAL 151.4 106 151.8 Neutral 1.686

OLD MUTUAL 186.8 138.7 186.8 Neutral 1.627

PRUDENTIAL 938 660 938 Neutral 1.701

ST.JAMES'S PLACE 461.4 303.4 461.4 Neutral 0.831

Media & Entertainment

Stock Price 12M Lo 12M Hi ST Rec BetaAEGIS GROUP 234.8 153.2 237.8 Neutral 1.292BLOOMSBURY PBL. 122.75 104 146.5 Neutral 0.350BRITISH SKY BCAST.GROUP 794 635.5 800 Neutral 0.547CENTAUR MEDIA 51.25 28.5 54.63 Neutral 0.988DAILY MAIL 'A' 579 363.5 588 Neutral 1.072EUROMONEY INSTL.INVESTOR 951.5 668 951.5 Sell 0.967INFORMA 482.3 340 491.2 Neutral 1.555ITE GROUP 273.4 180 273.4 Neutral 1.426ITV 114.9 69.45 116.4 Neutral 1.546

JOHNSTON PRESS 12.75 4.88 15 Neutral 1.270PEARSON 1187 1111 1294 Neutral 0.650PHOTO-ME INTL. 65.5 36.25 67.5 Neutral 0.804PINEWOOD SHEPPERTON 277.5 237.62 377.5 Neutral 0.193THOMSON REUTERS 31.04 26.66 31.04 Neutral 0.519STV GROUP 120.5 81.5 120.5 Neutral 0.757ST.IVES 120.75 67.5 125 Neutral 1.427TRINITY MIRROR 99.75 25.5 102 Neutral 1.571UBM 744.5 511 750 Neutral 1.331

WILMINGTON GROUP 154 78.5 160 Neutral 0.871WPP 976.5 737.5 976.5 Neutral 1.312HIBU 0.31 0.26 6.27 Neutral 1.106





Mining

Stock Price 12M Lo 12M Hi ST Rec BetaANGLO AMERICAN 1894.5 1664 2910 Neutral 1.731ANGLO PACIFIC GROUP 277.5 221.25 340 Neutral 0.997ANTOFAGASTA 1275 991 1399 Neutral 1.451

BHP BILLITON 2138.5 1681 2208.5 Neutral 1.419LONMIN 330.9 240.84 599.98 Neutral 1.937RANDGOLD RESOURCES 6165 4596 7775 Neutral 0.269RIO TINTO 3575 2715.5 3988 Neutral 1.482COALFIELD RESOURCES 6.8 3.75 34 Neutral 0.896VEDANTA RESOURCES 0 832.5 1502 Neutral 2.170XSTRATA 1171.5 785.8 1283 Neutral 1.780

Oil & Gas

Stock Price 12M Lo 12M Hi ST Rec BetaBG GROUP 1171 1000.5 1547 Neutral 0.775BP 467.7 391.95 504.6 Neutral 1.055CAIRN ENERGY 295.5 248.2 360 Neutral 1.347FORTUNE OIL 11.38 7.86 12.5 Neutral 0.886

HUNTING 840.5 688 968 Neutral 1.274 JKX OIL & GAS 75.25 68 187 .75 Neutral 1.447PREMIER OIL 377.9 321.3 449.7 Neutral 1.385ROYAL DUTCH SHELL B 2285.5 2039 2366.5 Neutral 0.899SOCO INTERNATIONAL 384.8 254.9 388.2 Neutral 0.532TULLOW OIL 1197 1150 1601 Neutral 1.092WOOD GROUP (JOHN) 824.5 647 875.5 Neutral 1.346

Personal Care & Household Products


MCBRIDE 136.5 102.7 140 Neutral 0.854PZ CUSSONS 390.2 285 393.7 Neutral 0.715RECKITT BENCKISER GROUP 4117 3300 4129 Neutral 0.360

Pharmaceuticals & Biotechnology

Stock Price 12M Lo 12M Hi ST Rec BetaARK THERAPEUTICS GP. 1.3 1.3 3.98 Strong Buy 1.029ASTRAZENECA 3135 2591 3135 Neutral 0.487BTG 330.1 300.3 423 Neutral 0.622DECHRA PHARMACEUTICALS 624 418.33 643 Neutral 0.240GLAXOSMITHKLINE 1425.5 1317.5 1507.5 Neutral 0.498OXFORD BIOMEDICA 2.27 2.05 5.8 Buy 0.670PHYTOPHARM 8.87 5.88 12.75 Buy 0.950SHIRE 2109 1727 2300 Neutral 0.668SKYEPHARMA 67.5 31 101.5 Neutral 0.708VERNALIS 23 19.25 27.38 Neutral 0.840





Real Estate


BIG YELLOW GROUP 369.5 271 382.1 Neutral 1.138BRITISH LAND 560 466.1 577 Neutral 1.025CAPITAL & REGIONAL 28 22.75 34.25 Sell 0.682

CLS HOLDINGS 771.5 560 804 Neutral 0.668DERWENT LONDON 2192 1666 2205 Neutral 1.196DEVELOPMENT SECS. 168 121.75 176 Neutral 0.929GRAINGER 126.2 83.1 128.8 Neutral 1.465GREAT PORTLAND ESTATES 494.7 345.6 502 Sell 1.045HAMMERSON 495.7 377.1 497.7 Neutral 1.142HELICAL BAR 230.25 164 247 Neutral 0.695LAND SECURITIES GROUP 815.5 672.5 832.5 Neutral 1.14CAPITAL SHOPCTS.GROUP 359.5 305 366 Neutral 1.092MCKAY SECURITIES 137 110.25 144 Neutral 0.711MUCKLOW (A & J) GROUP 367.25 306 390 Neutral 0.419QUINTAIN ESTATES & DEV. 62.25 32.5 62.25 Sell 1.151SAVILLS 480.1 300.8 486 Neutral 0.664SHAFTESBURY 567 482.2 572.5 Neutral 1.006SEGRO 247.2 209.4 259.2 Neutral 1.659ST MODWEN PROPS. 226.3 117 241.1 Neutral 1.455

TOWN CENTRE SECURITIES 187 135 189.5 Neutral 1.061UNITE GROUP 285 170.6 290.1 Neutral 1.745WARNER ESTATE 1.88 1 4.13 Sell 1.007WORKSPACE GROUP 327.5 213.25 335.5 Neutral 0.989

Software & Computer Services


ANITE 138.8 97 149.9 Neutral 0.813AVEVA GROUP 2200 1469 2200 Neutral 1.386COMPUTACENTER 448 292.4 461.9 Neutral 0.994KOFAX 300 240 314 Neutral 1.124INNOVATION GROUP 23.75 18.25 24 Neutral 0.841MICRO FOCUS INTL. 622.5 423.57 622.5 Neutral 0.806PHOENIX IT GROUP 167 135 231.75 Neutral 0.854

RM 76.38 67 93.5 Neutral 0.533FIDESSA GROUP 1575 1275 1766 Neutral 0.772SAGE GROUP 318.1 247.7 324.8 Neutral 0.708

Speciality & Other Finance


ABERDEEN ASSET MAN. 405.5 234 405.5 Neutral 1.097BREWIN DOLPHIN 214.5 136.3 222 Neutral 0.730CAMELLIA 10400 9175 10600 Neutral 0.807CHARLES STANLEY GROUP 329 247.5 334.13 Neutral 0.933CHARLES TAYLOR 175.75 123 189.75 Neutral 0.703CLOSE BROTHERS GROUP 982 664.5 982 Neutral 0.897F&C ASSET MANAGEMENT 109.6 64.75 109.8 Neutral 0.893HELPHIRE GROUP 3 0.77 3.61 Sell 0.659HENDERSON GROUP 155.5 90.55 158.7 Neutral 1.444ICAP 324 281.4 431.5 Neutral 1.072INTERMEDIATE CAPITAL GP. 361.2 227.3 361.6 Neutral 1.645INVESTEC 458.3 310.4 462.5 Neutral 1.547LONDON STOCK EX.GROUP 1205 859.5 1205 Neutral 1.148MAN GROUP 95 63.25 152.5 Neutral 1.291RATHBONE BROTHERS 1313 1115 1373 Neutral 0.739SCHRODERS 1915 1166 1915 Neutral 1.326





Support Services

Stock Price 12M Lo 12M Hi ST Rec BetaACAL 208 157.75 219.5 Neutral 0.891AGGREKO 1761 1664 2400 Neutral 1.037AMEC 1100 923 1172 Neutral 1.053

ASHTEAD GROUP 443.2 212.2 461.1 Neutral 1.589BABCOCK INTL. 1022 720.5 1022 Neutral 0.445BRITISH POLYTHENE INDS. 407 317 417 Neutral 0.754BUNZL 1119 851.5 1167 Neutral 0.519UK MAIL GROUP 370 214 372.5 Neutral 0.280CAPITA 793 602 800.5 Neutral 0.503COMMUNISIS 49.25 25.5 50.5 Neutral 0.751COMPASS GROUP 750 589 759.5 Neutral 0.694BERENDSEN 625 443.4 634 Neutral 1.025DE LA RUE 937.5 885.5 1075 Neutral #NADIGNITY 1187 755.5 1187 Neutral 0.178DIPLOMA 539.5 383.9 560 Neutral 0.973ELECTROCOMP. 245.3 195.2 263 Neutral 1.037FILTRONA 565 375.5 586.5 Neutral 1.087G4S 275.3 240 292.1 Neutral 0.578HAYS 91 66.4 92.5 Neutral 1.088

HOMESERVE 243.1 137.5 298.9 Neutral 0.909INTERSERVE 442.2 270.1 447.4 Neutral 1.241INTERTEK GROUP 3093 2078 3219 Neutral 0.799

JOHNSON SERVICE GROUP 40.25 25.63 42 Neutral 1.225MANAGEMENT CNSL.GP. 24.75 21.25 39.5 Neutral 0.664MENZIES (JOHN) 678.5 542 681.5 Neutral 1.417MICHAEL PAGE INTL. 409.5 341.4 497 Neutral 1.401MITIE GROUP 280.2 252.2 300.8 Neutral 0.555OFFICE2OFFICE 91.5 91.5 163.75 Buy 0.416PAYPOINT 860 542.5 893.5 Neutral 0.733PREMIER FARNELL 209 153.2 228.8 Neutral 1.279REGUS 115.9 82.65 117.5 Neutral 1.421RENTOKIL INITIAL 90.2 69.4 97.95 Neutral 1.307REXAM 465.8 374 465.8 Neutral 0.868RICARDO 399.25 304.5 405 Neutral 0.829ROBERT WALTERS 214 176.25 264.63 Neutral 1.228

RPC GROUP 412 348.3 447 Neutral 0.780RPS GROUP 233 197 256.6 Neutral 1.514SERCO GROUP 560 505.5 602 Neutral 0.594SHANKS GROUP 98 75.8 113 Neutral 1.452SPEEDY HIRE 38.5 22.25 40.5 Neutral 1.255TRIBAL GROUP 124 61.63 124 Neutral 0.504TRIFAST 52.38 39.5 53.25 Neutral 0.927VP 321.75 216.5 354.88 Neutral 0.903WYG 73 42 75 Sell 0.772

Telecommunication Services


BT GROUP 249.2 200.7 250.7 Neutral 0.891

CABLE & WIRELESS COMMS. 39.22 27.28 45.16 Neutral 0.668

INMARSAT 610 390.8 625 Neutral 0.519KCOM GROUP 72.4 67 85.2 Neutral 1.265

TELECOM PLUS 937.5 612 980.5 Neutral 0.054

VODAFONE GROUP 168.65 154.45 191.25 Neutral 0.527





Transport

Stock Price 12M Lo 12M Hi ST Rec BetaBBA AVIATION 224 178 231.2 Neutral 1.313BRAEMAR SHIPPING SVS. 375 309.5 425 Neutral 0.985CLARKSON 1271 1145 1390 Neutral 0.801

EASYJET 898.5 405.86 898.5 Neutral 0.761FIRST GROUP 203.8 175.7 316.5 Neutral 0.986FISHER(JAMES)& SONS 828 495.5 844.5 Neutral 0.800GO-AHEAD GROUP 1290 1086 1374 Neutral 0.943NATIONAL EXPRESS 208.7 164.5 252 Neutral 1.337NORTHGATE 324.75 159.6 336 Neutral 1.407STAGECOACH GROUP 308.3 230.4 319.6 Neutral 0.927WINCANTON 70.5 31 91.75 Sell 0.906

Utilities


CENTRICA 347 288.5 347 Neutral 0.475

NATIONAL GRID 698 610.5 717.5 Neutral 0.527PENNON GROUP 698 598 796 Neutral 0.560

SSE 1381 1209 1466 Neutral 0.446SEVERN TRENT 1635 1501 1796 Neutral 0.355

UNITED UTILITIES GROUP 747.5 594 747.5 Neutral 0.502





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

internal rules.





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 provided solely toenable you to make your own investment decisions.

If you are unsure about dealing in shares and other equity investments, you should 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.

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