CAPITAL GOODS DESERVE MORE

10/01/20 -"The remarkable rebound of Capital Goods from their last September bottom seems to have petered out so that, in relative terms, the sector is back to where it started two years ago (green line below). ..."

Executive summary
Conflict of interest

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English

Published on

10/01/20

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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

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Corporate broking

Trading in corporate shares

Analyst ownership

Advising of corporate (strategy, marketing, debt, etc)

Research paid for by corporate

Provision of corporate access paid for by corporate

Link between and a banking entity

Brokerage activity at AlphaValue

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