29 March 2017
In this note, ‘Revving up’, the team attempt to bridge the gap between what they consider to be cautious and conservative company guidance for 2017 and economic indicators, as well as anecdotal evidence, that point to a stronger underlying trading backdrop.
In this note the industrials team have conducted a sensitivity analysis to try to determine the scope for further upgrades if underlying sales growth accelerates, and where they envisage share prices heading over the next 12 months.
The team have 32 stocks under coverage, through Industrials, Electricals, Distributors & Chemicals, giving a huge breadth & depth of coverage across the sector.
To view the full sector note please click here