Travis Perkins

Turning cautious, as Toolstation grinds to a halt

07/05/24 -"We now have a more cautious view about Travis Perkins’ performance in the near/mid-term. The revival of UK construction activity and RMI demand looks increasingly difficult over the next few quarters ..."

PDF page sample
Pages
49
Language
English
Published on
07/05/24
Download
You may also be interested by these reports :
15/05/24
Ferguson (Reduce, UK) is a case of buy and sit-tight. Only a handful of players offer such as blend of sound business model (discussed later), ...
15/05/24
2Q23/24: Sales and adj. EBIT increased yoy; FY23/24E guidance confirmed
14/05/24
While there were no major surprises in Currys’ post-peak trading, the management raised the full-year profit guidance (>10% vs the consensus). The ...
13/05/24
Specified guidance on FY23/24E – Prel. 2Q23/24: A notch better than feared

EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

CONFLICTS OF INTEREST

AlphaValue does not have nor seek any business with companies covered in AlphaValue Research paid by subscription. As a result, investors can be confident that there is no conflict of interest that could affect the objectivity of AlphaValue Research.

Corporate broking NO
Trading in corporate shares NO
Analyst ownership NO
Advising of corporate (strategy, marketing, debt, etc) NO
Research paid for by corporate NO
Provision of corporate access paid for by corporate NO
Link between and a banking entity NO
Brokerage activity at AlphaValue NO