reports
- MarketLine Department
Keller Group Plc - Company Profile and SWOT Analysis
Summary Keller Group Plc - Company Profile and SWOT Analysis, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Keller Group Plc (Keller) is a provider of geotechnical solutions. It offers piling and earth retention, ground improvement, specialty grouting, instrumentation and monitoring, heavy foundations, and p...
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Remain Overweight Large-Cap Growth Mega-cap growth names such as AMZN, TSLA, MSFT, GOOGL, and META have picked up the slack as semiconductors (SMH, SOXX, NVDA, AVGO, etc.) are simply consolidating after getting extended. This was a possibility we discussed in last week's Compass (6/25/24), which means we are not seeing any lasting rotation away from large-cap growth. We remain bullish on all of the names listed (including the semiconductors), and we continue to recommend an overweight to large-...
LII LENNOX INTERNATIONAL INC.
COST COSTAIN GROUP PLC
ENLC ENLINK MIDSTREAM LLC
MPLX MPLX LP
EPD ENTERPRISE PRODUCTS PARTNERS L.P.
FIZZ NATIONAL BEVERAGE CORP.
COKE COCA-COLA CONSOLIDATED INC.
COST. COSTCO WHOLESALE CORP.
JSDA JONES SODA (US)
HESM HESS MIDSTREAM LP
PRMW PRIMO WATER CORPORATION
ASO ACADEMY SPORTS AND OUTDOORS
AM ANTERO MIDSTREAM CORP.
SMLP SUMMIT MIDSTREAM PARTNERS
TT TRANE TECHNOLOGIES PLC
WES WESTERN MIDSTREAM PARTNERS LP
- MarketLine Department
Keller Group plc - Mergers & Acquisitions (M&A), Partnerships & Allian...
Summary Marketline's Keller Group plc Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Keller Group plc - Mergers & Acquisitions (M&A), Partnerships & Alliances since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments r...
- VRS RESEARCH TEAM
Costain Group: 1 director
A director at Costain Group bought 50,000 shares at 59p and the significance rating of the trade was 69/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showi...
- Liberum Research Team
- Liberum Research Team
- Alex O’Hanlon
- Joe Brent
- Sanjay Vidyarthi
LIBERUM: Costain Group* - In line update with strength in Natural Reso...
Scheduled trading statement indicates that Costain is trading in line, and we expect a normal H1 EPS weighting of 38%. We leave our FY 23 FDS EPS of 11.0p unchanged, with a mix shift from Transportation to Natural Resources. We make 4 key points: 1) The business is operating effectively and should be capable of FD EPS of 20p based on target margins; 2) There is no comment on the order book; awards on HS2 are slow but we expect order book growth in FY 23; 3) At Transportation, delays on HS2 and t...
- Liberum Research Team
- Liberum Research Team
- Alex O’Hanlon
- Joe Brent
LIBERUM: Costain Group* - Coming off the naughty step
FY 22 EPS was in line, but cash generation was even stronger than we expected, with adjusted FCF of £72.9m (c.49% of the market cap). We make three key points: 1) Due to strong cash generation, we expect £131m of net cash at FY 23 (with no gross debt), which is 88% of the company’s market capitalisation; 2) New margin milestones were announced at the FY 22 results, with a target of 4.5% during 2025, which should be achievable and would be market-leading; 3) Costain remains well positioned to ben...
- Liberum Research Team
- Liberum Research Team
- Liberum Research Team
- Alex O’Hanlon
- Joe Brent
LIBERUM: Costain Group* - Free cash more than 50% market cap
FY 22 FD EPS increased by 3.1% to 9.9p and was in line with our estimates. Spot net cash on an IAS 17 basis increased from £96m at H1 22 to £124m, well ahead of our estimate of £100m. We increase our FY 23 and FY 24 EPS by 7% and 5% respectively as interest falls on the term loan repayment. Four key points: 1) New margin milestones introduced, with a target of 4.5% during 2025, which would be market leading. 2) The order book has increased from the H1 22 level of £2.7bn (£3.4bn at FY 22) to £2.8...
COSTAIN GROUP reduces its risk exposure and slightly improves to Neutr...
The independent financial analyst theScreener just allocated a lower risk rating to COSTAIN GROUP (GB), active in the Heavy Construction industry. As regards its fundamental valuation, the title still shows 2 out of 4 possible stars. Its market behaviour, however, has slightly improved and can be qualified as moderately risky. theScreener considers that these elements merit an overall rating upgrade to Neutral. As of the analysis date December 10, 2021, the closing price was GBp 51.70 and its ex...
- Philip Morrish
Value Indicator - UK Construction & Materials 30122019
Currently '(TM) Value Indicator - UK Construction & Materials Sector' is a value analysis of the Construction & Materials super sector of quoted companies on The London Stock Exchange's Main market that provides the user with indicative long-term target prices. The publication is also available on request at
CRST CREST NICHOLSON HOLDINGS PLC
NXR NORCROS
MSLH MARSHALLS PLC
TON TITON HOLDINGS PLC
MGNS MORGAN SINDALL GROUP
BWY BELLWAY P.L.C.
MCS MCCARTHY & STONE
ECEL EUROCELL
ALU ALUMASC GROUP PLC
BOOT HENRY BOOT PLC
VTY VISTRY GROUP PLC
CTO T CLARKE
KLR KELLER GROUP PLC
KIE KIER GROUP PLC
NMCN NMCN
PSN PERSIMMON PLC
TW. TAYLOR WIMPEY PLC
BKG BERKELEY GROUP HOLDINGS PLC
SMJ J. SMART & CO. CONTRACTORS PLC
FAN VOLUTION GROUP
IBST IBSTOCK PLC
GFRD GALLIFORD TRY HOLDINGS PLC
COST COSTAIN GROUP PLC
FORT FORTERRA
CSP COUNTRYSIDE PROPERTIES PLC
GLE M J GLEESON
BBYB BALFOUR BEATTY
RDW REDROW PLC
- Philip Morrish
Value Indicator - UK Main Market 30122019
Currently '(TM) Value Indicator - Main Market' is a value analysis of the Basic Resources, Construction & Materials, Telcoms and Utilities sectors of quoted companies on The London Stock Exchange's Main market that provides the user with indicative long-term trading indicators and indicative target prices. The publication is also available on request at
CNA CENTRICA PLC
BT.A BT GROUP PLC
AAL ANGLO AMERICAN PLC
DRX DRAX GROUP PLC
TLW TULLOW OIL PLC
CRST CREST NICHOLSON HOLDINGS PLC
NXR NORCROS
MSLH MARSHALLS PLC
JEL JERSEY ELECTRICITY PLC
ANTO ANTOFAGASTA PLC
TON TITON HOLDINGS PLC
CNE CAIRN ENERGY PLC
AYM ANGLESEY MINING PLC
8GC GLENCORE PLC
FXPO FERREXPO PLC
PMO PREMIER OIL PLC
UU. UNITED UTILITIES GROUP PLC
MGNS MORGAN SINDALL GROUP
EVR EVRAZ PLC
BWY BELLWAY P.L.C.
MCS MCCARTHY & STONE
P2F PETROFAC LIMITED
ECEL EUROCELL
ALU ALUMASC GROUP PLC
BDEV BARRATT DEVELOPMENTS PLC
BBY BALFOUR BEATTY PLC
BISI BISICHI
BOOT HENRY BOOT PLC
VTY VISTRY GROUP PLC
CTO T CLARKE
HTG HUNTING PLC
JKX JKX OIL & GAS PLC
KLR KELLER GROUP PLC
KIE KIER GROUP PLC
APF ANGLO PACIFIC GROUP PLC
NMCN NMCN
PSN PERSIMMON PLC
TW. TAYLOR WIMPEY PLC
POG PETROPAVLOVSK PLC
ALTN ALTYN
BKG BERKELEY GROUP HOLDINGS PLC
HDY HARDY OIL & GAS PLC
CAD CADOGAN PETROLEUM
PNN PENNON GROUP PLC
LAM LAMPRELL
FRES FRESNILLO PLC
7CT CENTAMIN PLC
ENQ ENQUEST PLC
POLY POLYMETAL INTERNATIONAL PLC
SMJ J. SMART & CO. CONTRACTORS PLC
NOG NOSTRUM OIL & GAS PLC
PLP POLYPIPE GROUP
FAN VOLUTION GROUP
IBST IBSTOCK PLC
NG. NATIONAL GRID PLC
KAZ KAZ MINERALS PLC
SVT SEVERN TRENT PLC
HOC HOCHSCHILD MINING PLC
TALK TALKTALK TELECOM GROUP PLC
PHAR PHAROS ENERGY
WG. JOHN WOOD GROUP PLC
COST COSTAIN GROUP PLC
GMS GULF MARINE SERVICES
FORT FORTERRA
RDSB ROYAL DUTCH SHELL PLC CLASS B
RIO RIO TINTO PLC
CSP COUNTRYSIDE PROPERTIES PLC
GLE M J GLEESON
BP. BP P.L.C.
VOD VODAFONE GROUP PLC
A2H7CH CONTOURGLOBAL PLC
BHP BHP GROUP PLC
RDW REDROW PLC
- Philip Morrish
Value Indicator - UK Construction & Materials 23122019
Curently '(TM)Value Indicator - UK construction & materials' is a value analysis of the Construction & Materials super sector of quoted companies on the London Stock Exchange's main market that provides the reader with indicative longer-term target prices.
CRST CREST NICHOLSON HOLDINGS PLC
NXR NORCROS
MSLH MARSHALLS PLC
TON TITON HOLDINGS PLC
MGNS MORGAN SINDALL GROUP
BWY BELLWAY P.L.C.
MCS MCCARTHY & STONE
ECEL EUROCELL
ALU ALUMASC GROUP PLC
BDEV BARRATT DEVELOPMENTS PLC
BOOT HENRY BOOT PLC
VTY VISTRY GROUP PLC
CTO T CLARKE
KLR KELLER GROUP PLC
KIE KIER GROUP PLC
NMCN NMCN
PSN PERSIMMON PLC
TW. TAYLOR WIMPEY PLC
BKG BERKELEY GROUP HOLDINGS PLC
SMJ J. SMART & CO. CONTRACTORS PLC
PLP POLYPIPE GROUP
FAN VOLUTION GROUP
IBST IBSTOCK PLC
GFRD GALLIFORD TRY HOLDINGS PLC
COST COSTAIN GROUP PLC
FORT FORTERRA
CSP COUNTRYSIDE PROPERTIES PLC
GLE M J GLEESON
BBYB BALFOUR BEATTY
RDW REDROW PLC
- Philip Morrish
Value Indicator - UK Main Market 23122019
Currently '(TM)Value Indicator - UK main market' is a value analysis of the Basic Resources, Construction & Materials, Telecoms and Utilities sectors of quoted companies on the London Stock Exchange's main market that provides the reader with indicative longer-term tagrte prices.
CNA CENTRICA PLC
BT.A BT GROUP PLC
AAL ANGLO AMERICAN PLC
DRX DRAX GROUP PLC
TLW TULLOW OIL PLC
CRST CREST NICHOLSON HOLDINGS PLC
NXR NORCROS
MSLH MARSHALLS PLC
JEL JERSEY ELECTRICITY PLC
ANTO ANTOFAGASTA PLC
TON TITON HOLDINGS PLC
CNE CAIRN ENERGY PLC
AYM ANGLESEY MINING PLC
8GC GLENCORE PLC
FXPO FERREXPO PLC
PMO PREMIER OIL PLC
UU. UNITED UTILITIES GROUP PLC
MGNS MORGAN SINDALL GROUP
EVR EVRAZ PLC
BWY BELLWAY P.L.C.
MCS MCCARTHY & STONE
P2F PETROFAC LIMITED
ECEL EUROCELL
ALU ALUMASC GROUP PLC
BDEV BARRATT DEVELOPMENTS PLC
BISI BISICHI
BOOT HENRY BOOT PLC
VTY VISTRY GROUP PLC
CTO T CLARKE
HTG HUNTING PLC
JKX JKX OIL & GAS PLC
KLR KELLER GROUP PLC
KIE KIER GROUP PLC
APF ANGLO PACIFIC GROUP PLC
NMCN NMCN
PSN PERSIMMON PLC
TW. TAYLOR WIMPEY PLC
TEP TELECOM PLUS PLC
POG PETROPAVLOVSK PLC
ALTN ALTYN
BKG BERKELEY GROUP HOLDINGS PLC
HDY HARDY OIL & GAS PLC
CAD CADOGAN PETROLEUM
PNN PENNON GROUP PLC
LAM LAMPRELL
FRES FRESNILLO PLC
7CT CENTAMIN PLC
ENQ ENQUEST PLC
POLY POLYMETAL INTERNATIONAL PLC
SMJ J. SMART & CO. CONTRACTORS PLC
NOG NOSTRUM OIL & GAS PLC
PLP POLYPIPE GROUP
FAN VOLUTION GROUP
IBST IBSTOCK PLC
NG. NATIONAL GRID PLC
KAZ KAZ MINERALS PLC
SVT SEVERN TRENT PLC
HOC HOCHSCHILD MINING PLC
GFRD GALLIFORD TRY HOLDINGS PLC
TALK TALKTALK TELECOM GROUP PLC
PHAR PHAROS ENERGY
WG. JOHN WOOD GROUP PLC
COST COSTAIN GROUP PLC
GMS GULF MARINE SERVICES
FORT FORTERRA
RDSB ROYAL DUTCH SHELL PLC CLASS B
RIO RIO TINTO PLC
CSP COUNTRYSIDE PROPERTIES PLC
GLE M J GLEESON
BP. BP P.L.C.
VOD VODAFONE GROUP PLC
A2H7CH CONTOURGLOBAL PLC
BBYB BALFOUR BEATTY
BHP BHP GROUP PLC
RDW REDROW PLC
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