day trader - uk main market 20130813

7/27/2019 day trader - uk main market 20130813

1/14

13 August 2013

Powered by


2/14

Intellisys Intelligent Analysis Limited 13 August 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


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 440.4 300.8 455.4 Neutral 0.708CHEMRING GROUP 312.3 217 414.7 Neutral 0.663

COBHAM 296.2 190.1 307.7 Neutral 0.847

MEGGITT 537 366.2 562 Neutral 1.277ROLLS-ROYCE HOLDINGS 1157 799.39 1240 Neutral 1.003

SMITHS GROUP 1295 1011 1397 Neutral 0.768

ULTRA ELECTRONICS HDG. 1970 1505 1975 Neutral 0.521 Automobiles & Parts

Stock Price 12M Lo 12M Hi ST Rec BetaGKN 346.1 201 354 Neutral 1.971INCHCAPE 631.5 353.3 645 Neutral 1.417LOOKERS 127.5 65 127.5 Neutral 1.219

PENDRAGON 30.25 13.5 30.25 Neutral 1.092

Banks

Stock Price 12M Lo 12M Hi ST Rec BetaBARCLAYS 285 181.25 333.85 Neutral 1.947

HSBC HDG. (ORD $0.50) 712.1 541 769.9 Neutral 1.175

LLOYDS BANKING GROUP 75.49 31.63 75.69 Sell 1.864ROYAL BANK OF SCTL.GP. 329.5 220.7 367.8 Neutral 1.394STANDARD CHARTERED 1612.5 1333.5 1837.5 Neutral 1.644

Beverages


BARR (AG) 577 415 588.5 Neutral 0.578DIAGEO 2087 1672.5 2136.5 Neutral 0.536SABMILLER 3165 2599 3657 Neutral 0.907

Chemicals

Stock Price 12M Lo 12M Hi ST Rec BetaALENT 339.8 305 397.5 Buy #NA

AZ ELECTRONIC MATS.(DI) 322.5 240 406.4 Neutral 1.116

CARCLO 375 342.75 503 Neutral 0.743CRODA INTERNATIONAL 2519 2164 2841 Neutral 1.049

ELEMENTIS 259 204.2 275 Neutral 1.067

JOHNSON MATTHEY 2776 219 0 288 7 Neutral 1.425

VICTREX 1523 1309 1765 Neutral 1.163

SYNTHOMER 206 141.8 225.8 Neutral 1.096ZOTEFOAMS 200 178 225 Neutral 1.001


6/14



Construction & Building Materials

Stock Price 12M Lo 12M Hi ST Rec BetaALUMASC GROUP 116 68.5 118.5 Neutral 0.560BALFOUR BEATTY 247.2 207.6 320.8 Neutral 0.827BARRATT DEVELOPMENTS 332.5 140.9 355.2 Neutral 1.703BELLWAY 1479 854.5 1502 Neutral 1.016BERKELEY GROUP HDG.(THE) 2241 1387 2340 Neutral 0.579BOOT (HENRY) 187.5 123.5 201 Neutral 0.753BOVIS HOMES GROUP 796.5 473.2 851.5 Neutral 1.112CARILLION 291.5 244.8 331.8 Neutral 1.085CLARKE (T) 59 40 61.5 Sell 0.804COSTAIN GROUP 284 215.75 306 Neutral 0.516CRH 1467 1090 1540 Neutral 1.038GALLIFORD TRY 998 610 1019 Neutral 0.972KELLER 1075 490.25 1161 Neutral 1.288KIER GROUP 1496 1106 1500 Neutral 1.008LOW & BONAR 69 50 76.75 Neutral 1.055MARSHALLS 155 79.25 155 Neutral 1.333MORGAN SINDALL GROUP 674.5 508 695 Neutral 0.709NORCROS 17.75 11.25 18.25 Neutral 1.052PERSIMMON 1230 612.46 1305 Neutral 1.024REDROW 244.3 134.3 255.1 Neutral 0.896

SIG 187.9 94.15 187.9 Neutral 1.701SUPERGLASS HOLDINGS 46.5 43 287.5 Sell 0.894TAYLOR WIMPEY 112.3 49.89 113.8 Neutral 1.606TRAVIS PERKINS 1636 1013 1713 Neutral 1.947WOLSELEY 3218 2449.53 3483 Neutral 1.346

Electronics & Electrical Equipment

Stock Price 12M Lo 12M Hi ST Rec BetaDIALIGHT 1230 999.5 1365 Neutral 0.691DOMINO PRINTING SCIENCES 677 522 717 Neutral 1.139E2V TECHNOLOGIES 132 105.5 137.75 Neutral 1.268INVENSYS 497.3 217.33 509.5 Neutral 1.398LAIRD 212.9 171.1 249.3 Neutral 2.098

OXFORD INSTRUMENTS 1472 1209 1752 Neutral 1.114RENISHAW 1680 1494 2081 Neutral 1.285

SPECTRIS 2243 1549 2470 Neutral 1.531BIOME TECHNOLOGIES 66 65 303.67 Neutral 0.766

TT ELECTRONICS 188.25 114 191.5 Neutral 1.609XAAR 851 227 898 Neutral 1.058

Engineering & Machinery

Stock Price 12M Lo 12M Hi ST Rec BetaAGA RANGEMASTER GROUP 100.38 54.25 102.25 Neutral 1.193BODYCOTE 643 337.6 644 Neutral 1.604CASTINGS 415 291 425 Neutral 0.949VESUVIUS 448.3 263.19 480 Neutral 2.233FENNER 360.3 305.9 435.2 Neutral 1.451HALMA 575.5 404.2 578 Neutral 0.783HILL & SMITH 427 322 480 Neutral 1.320

IMI 1436 837.5 1441 Neutral 1.407MORGAN ADVANCED MATERIAL 315 220.3 318 Neutral 1.898ROTORK 2891 2157 3037 Neutral 1.002SENIOR 277.7 185.9 284.9 Neutral 1.659SEVERFIELD-ROWEN 56.25 35.4 80.16 Neutral 0.786SPIRAX-SARCO 2932 1932.53 2981 Neutral 0.837VITEC GROUP 597.5 559 740 Neutral 1.367WEIR GROUP 2205 1566 2474 Neutral 1.442

Food & Drug Stores

Stock Price 12M Lo 12M Hi ST Rec BetaGREGGS 397.4 392.1 523.5 Neutral 0.438

MORRISON(WM)SPMKTS. 287.2 248.6 296.4 Neutral 0.390

SAINSBURY (J) 391.9 321.9 398.5 Neutral 0.564TESCO 372.3 307.9 387.75 Neutral 0.676

THORNTONS 81.88 23.5 100.5 Neutral 0.785


7/14



Food Producers & Processors

Stock Price 12M Lo 12M Hi ST Rec BetaASSOCIATED BRIT.FOODS 1921 1267 2031 Neutral 0.607CRANSWICK 1145 732.5 1178 Neutral 0.331DAIRY CREST 524.5 332.9 528.5 Neutral 0.914DEVRO 319.7 289.9 380 Neutral 0.369PREMIER FOODS 98 54.5 125.75 Neutral 1.260TATE & LYLE 814.5 634.5 883 Neutral 0.669UNILEVER (UK) 2588 2235 2885 Neutral 0.503

General Retail

Stock Price 12M Lo 12M Hi ST Rec BetaASHLEY(LAURA) HOLDINGS 27.13 22.13 29.5 Neutral 0.656BROWN (N) GROUP 541 266.4 542.5 Sell 0.511BURBERRY GROUP 1556 1000 1563 Neutral 1.286CARPETRIGHT 652 585 701.5 Neutral 0.897DIXONS RETAIL 43.47 16.61 46.33 Neutral 1.455FINDEL 213.75 73.4 213.75 Neutral 1.058FRENCH CONNECTN.GROUP 29.25 20.63 34 Sell 1.010HALFORDS GROUP 368.2 231.5 405.2 Neutral 0.713

JD SPORTS FASHION 935.5 651 935.5 Neutral 0.494DARTY 79.5 39 80 Neutral 1.230KINGFISHER 386.7 262.2 404.9 Neutral 0.909MARKS & SPENCER GROUP 470.7 350 488.8 Neutral 0.598MOSS BROTHERS GROUP 62.25 44.75 71 Neutral 0.974MOTHERCARE 433 202 492.75 Neutral 0.375NEXT 4855 3320 5030 Neutral 0.607TED BAKER 1825 899 1973 Neutral 0.562TOPPS TILES 89.75 46 89.75 Neutral 1.514

Health

Stock Price 12M Lo 12M Hi ST Rec BetaBIOQUELL 134 129.5 160 Neutral 0.391CONSORT MEDICAL 830 660.5 839 Neutral 0.346

OPTOS 167 106.75 222.75 Neutral 1.166SMITH & NEPHEW 785 638 800 Neutral 0.447

Household Goods & Textiles

Stock Price 12M Lo 12M Hi ST Rec BetaGAMES WORKSHOP 790 601 794.5 Neutral 0.417HEADLAM GROUP 397 280.5 415 Neutral 0.875

HORNBY 80.5 55.25 88.5 Neutral 0.698

Information Technology & Hardware

Stock Price 12M Lo 12M Hi ST Rec BetaARM HOLDINGS 886.5 528 1 097 Neutral 0.725

CSR 515 308.1 607 Neutral 1.127FILTRONIC 67.5 29.13 83.25 Neutral 0.935IMAGINATION TECHNOLOGIES 251 235.1 624 Neutral 1.042SPIRENT COMMUNICATIONS 137.7 118 170 Neutral 0.937WOLFSON MICROELECTRONICS 161.75 140 230 Neutral 0.935

Insurance

Stock Price 12M Lo 12M Hi ST Rec BetaADMIRAL GROUP 1237 1019 1416 Buy 0.517AMLIN 400 364.1 435.1 Neutral 0.397BEAZLEY 212.2 162.2 242.7 Neutral 0.497CATLIN GROUP 495.4 447 552.5 Neutral 0.216

HISCOX 655.5 459.54 660 Neutral 0.458JARDINE LLOYD THOMPSON 915 .5 723 921 .5 Neutral 0.324

RSA INSURANCE GROUP 122.3 107.7 136.3 Neutral 0.387NOVAE GROUP 480 345 507.5 Neutral 0.378


8/14



Leisure & Hotels

Stock Price 12M Lo 12M Hi ST Rec BetaCARNIVAL 2452 2092 2628 Neutral 0.950ENTERPRISE INNS 149.7 55.75 149.7 Neutral 1.635

TUI TRAVEL 380.2 203.7 401.5 Neutral 0.958FULLER SMITH 'A' 923.5 700.5 965 Neutral 0.263GREENE KING 827 556.5 897.5 Neutral 0.882

LADBROKES 193.9 165 243.1 Neutral 0.867ICTL.HTLS.GP. 1953 1524 2039 Neutral 1.101

MILLENNIUM & CPTH.HTLS. 553 456 582.5 Neutral 1.341MITCHELLS & BUTLERS 423 262.7 426.8 Sell 1.001BWIN PARTY DIGITAL ENTM. 139 91.9 156 Neutral 1.236

PUNCH TAVERNS 12.75 6.15 13.75 Neutral 1.158RANK GROUP 156.5 120 177.5 Neutral 0.963

RESTAURANT GROUP 556 319.8 570 Neutral 0.697WETHERSPOON (JD) 714 447.9 767 Neutral 0.572WHITBREAD 3143 2096 3303 Neutral 0.970

WILLIAM HILL 445.7 271.02 494.5 Neutral 0.802MARSTON'S 155.5 109.9 164.5 Neutral 1.164

Life Assurance

Stock Price 12M Lo 12M Hi ST Rec BetaAVIVA 398.6 294.1 402 Neutral 1.180

CHESNARA 262 169 270 Neutral 0.641LEGAL & GENERAL 196.2 128 201.9 Neutral 1.694OLD MUTUAL 201.3 165.1 221.6 Neutral 1.524PRUDENTIAL 1232 770 1232 Sell 1.664ST.JAMES'S PLACE 626 336.2 6 41.5 Neutral 0.837

Media & Entertainment

Stock Price 12M Lo 12M Hi ST Rec BetaBLOOMSBURY PBL. 140.38 102 146.5 Neutral 0.424BRITISH SKY BCAST.GROUP 846 709 899.5 Neutral 0.473CENTAUR MEDIA 41.25 31 60 Neutral 1.060

DAILY MAIL 'A' 825.5 451.25 835 Neutral 1.074EUROMONEY INSTL.INVESTOR 1093 747.5 1105 Neutral 0.962INFORMA 532.5 380.5 541.5 Neutral 1.627ITE GROUP 281.8 183.5 307.4 Neutral 1.439ITV 165.5 82 168.6 Neutral 1.458

JOHNSTON PRESS 16.63 5.2 19 Neutral 1.204PEARSON 1341 1119 1350 Neutral 0.649PHOTO-ME INTL. 97.25 42.75 99 Neutral 0.861PINEWOOD SHEPPERTON 286.5 269 288.5 Neutral 0.126THOMSON REUTERS 36.1 26.85 36.45 Neutral 0.523STV GROUP 157.5 81.5 157.5 Neutral 0.823ST.IVES 164.75 73 170 Neutral 1.481TRINITY MIRROR 119 36.75 122.25 Neutral 1.588UBM 712 636 788 Neutral 1.332WILMINGTON GROUP 171.5 102 171.5 Neutral 0.845WPP 1178 788 1210 Neutral 1.267

Mining

Stock Price 12M Lo 12M Hi ST Rec BetaANGLO AMERICAN 1567.5 1207 2084 Neutral 1.836ANGLO PACIFIC GROUP 200 161 290 Neutral 1.067ANTOFAGASTA 958 784.5 1381 Neutral 1.423BHP BILLITON 1983.5 1666.5 2236 Neutral 1.482GLENCORE XSTRATA 301.4 256.85 397.85 Neutral #NALONMIN 348 240.84 394.14 Sell 2.082RANDGOLD RESOURCES 4841 3972 7775 Neutral 0.467RIO TINTO 3192 2582 3757 Neutral 1.534VEDANTA RESOURCES 0 861 1335 Neutral 2.235


9/14



Oil & Gas

Stock Price 12M Lo 12M Hi ST Rec BetaBG GROUP 1206 1000.5 1350.5 Neutral 0.843BP 442.9 416.6 483.3 Buy 1.018

CAIRN ENERGY 279.8 251.8 300.7 Neutral 1.328FORTUNE OIL 8.51 7.15 12.5 Neutral 0.844HUNTING 865 716 941 Neutral 1.352

JKX OIL & GAS 67 .5 48 .5 95 Neutral 1.346PREMIER OIL 361.5 321.3 400.2 Neutral 1.453ROYAL DUTCH SHELL B 2172.5 2098 2365 Neutral 0.828SOCO INTERNATIONAL 372.1 319.9 404.3 Buy 0.532

TULLOW OIL 1064 977 1468 Neutral 1.054WOOD GROUP (JOHN) 895 720.5 908.5 Neutral 1.439

Personal Care & Household Products

Stock Price 12M Lo 12M Hi ST Rec BetaMCBRIDE 132.75 101 144.6 Neutral 0.839PZ CUSSONS 401.3 297.2 415.6 Neutral 0.696RECKITT BENCKISER GROUP 4546 3536 4950 Neutral 0.302

Pharmaceuticals & Biotechnology

Stock Price 12M Lo 12M Hi ST Rec BetaARK THERAPEUTICS GP. 0.48 0.36 3.58 Buy 0.910ASTRAZENECA 3271 2792.5 3521.5 Neutral 0.506BTG 386.1 300.3 397.9 Neutral 0.732DECHRA PHARMACEUTICALS 676 473 780 Neutral 0.183

GLAXOSMITHKLINE 1665.5 1317.5 1782 Neutral 0.517OXFORD BIOMEDICA 1.45 1.33 2.8 Buy 0.574PHYTOPHARM SUSP - 21/05/13 1.33 1.05 12.75 Buy 0.931

SHIRE 2373 1727 2442 Neutral 0.704SKYEPHARMA 80.5 43.5 100.5 Neutral 0.660

VERNALIS 25.75 19.38 27.38 Neutral 0.862

Real Estate - REIT

Stock Price 12M Lo 12M Hi ST Rec BetaBIG YELLOW GROUP 437.5 300 445 Neutral 1.175BRITISH LAND 582 506 658 Neutral 1.048DERWENT LONDON 2301 1890 2542 Neutral 1.225GREAT PORTLAND ESTATES 541 425 598 Neutral 1.064HAMMERSON 509 448.6 554 Neutral 1.244INTU PROPERTIES 315 300.6 366 Neutral 1.13LAND SECURITIES GROUP 909.5 761.5 994 Neutral 1.153LOCAL SHOP.REIT (THE) 25.63 24.25 40.75 Buy 0.811LONDONMETRIC PROPERTY 116.7 103.2 121.4 Neutral 0.326MCKAY SECURITIES 153 131.5 155 Neutral 0.659MUCKLOW (A & J) GROUP 405 325 454.5 Neutral 0.386PRIMARY HEALTH PROPS. 332 312.5 363.53 Neutral 0.299

REDEFINE INTL.REIT 44.75 27.38 44.75 Neutral 0.637SEGRO 306.9 221.6 313.6 Neutral 1.812SHAFTESBURY 617 516 668 Neutral 1.031TOWN CENTRE SECURITIES 210.5 177 223 Neutral 1.042WARNER ESTATE 0.93 0.7 2.38 Neutral 0.934WORKSPACE GROUP 461.3 245 475 Neutral 1.009


10/14



Real Estate - REIS

Stock Price 12M Lo 12M Hi ST Rec BetaCAPITAL & CNTS.PROPS. 343.20 210.50 365.60 Neutral 0.70CAPITAL & REGIONAL 36.50 22.75 37.50 Sell 0.64CLS HOLDINGS 1160.00 656.50 1160.00 Neutral 0.75DAEJAN HOLDINGS 4010.00 2706.00 4179.00 Neutral 0.48DEVELOPMENT SECS. 202.00 143.00 209.00 Neutral 0.96GRAINGER 182.00 97.45 187.50 Neutral 1.57HELICAL BAR 293.75 178.00 302.50 Neutral 0.82LONDON & ASSOCS.PROPS. 25.00 20.50 29.75 Neutral 0.64

MOUNTVIEW ESTATES 6225.00 4212.50 6225.00 Neutral 0.69QUINTAIN ESTATES & DEV. 87.75 51.00 90.50 Sell 1.04RAVEN RUSSIA 68.75 61.50 79.75 Neutral 1.48SAVILLS 639.50 374.40 664.50 Neutral 0.74SMART (J) 88.50 71.50 88.50 Neutral 0.33ST MODWEN PROPS. 320.50 193.10 333.00 Neutral 1.60UNITE GROUP 382.60 214.75 403.00 Neutral 1.77

Software & Computer Services


ANITE 129.6 113 162 Neutral 0.666

AVEVA GROUP 2465 1776.97 2588.15 Neutral 1.488

COMPUTACENTER 522 333.29 564.1 Neutral 0.892

KOFAX 338 260.75 347.25 Neutral 1.055

INNOVATION GROUP 29.5 19 30.25 Neutral 0.782

MICRO FOCUS INTL. 790.5 531.08 812.5 Neutral 0.822

PHOENIX IT GROUP 160 130 222 Neutral 0.690

RM 83.13 64 85.5 Neutral 0.543

FIDESSA GROUP 2129 1275 2156 Neutral 0.789

SAGE GROUP 357 289.36 368.18 Neutral 0.693

Speciality & Other Finance

Stock Price 12M Lo 12M Hi ST Rec BetaABERDEEN ASSET MAN. 382 272 492.1 Neutral 1.107

BREWIN DOLPHIN 271.1 144.6 283 Neutral 0.699CAMELLIA 9055 8000 11105 Neutral 0.844CHARLES STANLEY GROUP 465 260 465 Sell 0.957CHARLES TAYLOR 193.25 155 195 Neutral 0.674CLOSE BROTHERS GROUP 1089 771 1107 Neutral 0.857F&C ASSET MANAGEMENT 108.3 88.9 110.4 Neutral 0.844HELPHIRE GROUP 4.38 0.55 4.57 Sell 0.626HENDERSON GROUP 173.1 101.7 180.4 Neutral 1.455ICAP 386.2 280.8 406.8 Neutral 1.042INTERMEDIATE CAPITAL GP. 468.8 280 501.5 Neutral 1.690INVESTEC 438.6 358.4 513.5 Neutral 1.572LONDON STOCK EX.GROUP 1571 930 1622 Neutral 1.106MAN GROUP 88.65 71.3 134.4 Neutral 1.363RATHBONE BROTHERS 1639 1208 1691 Neutral 0.726SCHRODERS 2413 1407 2560 Neutral 1.295SCHRODERS NV 1911 1128 2000 Neutral 1.284


11/14



Support Services

Stock Price 12M Lo 12M Hi ST Rec BetaACAL 260 157.75 260 Neutral 0.884AGGREKO 1713 1557 2400 Neutral 1.134AMEC 1075 965.5 1172 Neutral 1.091ASHTEAD GROUP 671.5 267 730 Neutral 1.647BABCOCK INTL. 1176 892.5 1209 Neutral 0.487BRITISH POLYTHENE INDS. 571.5 358 604 Neutral 0.802BUNZL 1349 1009 1409 Neutral 0.529UK MAIL GROUP 628 233.5 628 Sell 0.424CAPITA 1008 713 1057 Neutral 0.537COMMUNISIS 60.5 33.05 68 Neutral 0.809COMPASS GROUP 875 671.5 910.5 Neutral 0.741BERENDSEN 844 514 849.5 Neutral 1.030DE LA RUE 980 891.5 1075 Neutral #NADIGNITY 1502 899.82 1567.68 Neutral 0.242DIPLOMA 635 420.1 635 Sell 0.963ELECTROCOMP. 267.6 200 278.4 Neutral 1.007ESSENTRA PLC 818.5 500.5 830 Neutral 1.161G4S 244.1 207.5 313.5 Neutral 0.530HAYS 107.4 68.2 107.6 Neutral 1.059HOMESERVE 249.2 185.6 293.6 Neutral 0.879

INTERSERVE 535.5 324 535.5 Neutral 1.263INTERTEK GROUP 3166 2697 3453 Neutral 0.799JOHNSON SERVICE GROUP 48 28 50 Neutral 1.113MANAGEMENT CNSL.GP. 26.5 21.25 32 Neutral 0.633MENZIES (JOHN) 749.5 573 801 Neutral 1.384MICHAEL PAGE INTL. 469 346.4 474.4 Neutral 1.408MITIE GROUP 273.5 248 300.8 Neutral 0.523OFFICE2OFFICE 40 38 156 Neutral 0.281PAYPOINT 1130 687.5 1130 Neutral 0.728PREMIER FARNELL 234.1 165.5 236.3 Neutral 1.422REGUS 191.1 96 193.4 Neutral 1.398RENTOKIL INITIAL 98.7 76.1 100.7 Neutral 1.262REXAM 506.5 420.7 547.5 Neutral 0.848RICARDO 455.75 340 455.75 Neutral 0.887ROBERT WALTERS 282 176.25 282 Neutral 1.185RPC GROUP 468 378 477 Neutral 0.795RPS GROUP 251.5 195.5 274.2 Neutral 1.511

SERCO GROUP 610 535 683.5 Neutral 0.589SHANKS GROUP 90.5 73 98 Neutral 1.489SPEEDY HIRE 59 23.5 64.75 Neutral 1.196TRIBAL GROUP 200.5 86 200.5 Neutral 0.649TRIFAST 55.13 40.5 59.25 Neutral 0.911VP 414.75 295.25 415 Neutral 0.806WYG 101 42.5 101 Sell 0.804

Telecommunication Services

Stock Price 12M Lo 12M Hi ST Rec BetaBT GROUP 329 212.5 344 Neutral 0.880CABLE & WIRELESS COMMS. 39.59 33.42 46.29 Neutral 0.681INMARSAT 711 542.5 749 Neutral 0.546KCOM GROUP 85.25 68.25 88.5 Neutral 1.207TELECOM PLUS 1399 814 1399 Sell 0.053

VODAFONE GROUP 196.2 154.45 200.2 Neutral 0.512

Transport

Stock Price 12M Lo 12M Hi ST Rec BetaBBA AVIATION 305.7 184.5 305.7 Neutral 1.240BRAEMAR SHIPPING SVS. 460 350 460 Neutral 1.052CLARKSON 1900 1150 1900 Neutral 0.854

EASYJET 1328 530 1448 Neutral 0.763FIRST GROUP 114.6 92 212.39 Neutral 0.914

FISHER(JAMES)& SONS 1032 625 1110 Neutral 0.740GO-AHEAD GROUP 1500 1220 1595 Neutral 0.989NATIONAL EXPRESS 257.5 164.5 259.4 Neutral 1.403

NORTHGATE 395.75 203.5 395.75 Neutral 1.335STAGECOACH GROUP 322.2 265.9 337.6 Neutral 0.983

WINCANTON 77.38 43.75 79.5 Neutral 0.955


12/14



Utilities

Stock Price 12M Lo 12M Hi ST Rec BetaCENTRICA 385.2 310.8 394.9 Neutral 0.517NATIONAL GRID 758 678 847.5 Neutral 0.464PENNON GROUP 681 598 766.5 Neutral 0.616

SSE 1560 1323 1676 Neutral 0.412

SEVERN TRENT 1763 1513 2090 Neutral 0.360UNITED UTILITIES GROUP 708 647 787.5 Neutral 0.484


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.

Documents

day trader - uk main market 20130813