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Ryanair Holdings

Jun 18th

Ryanair Holdings - EGM - Radisson Blu Hotel, Dublin Airport, Co. Dublin - 09.00

Berkeley Group

Jun 19th

Berkeley Group (Stg) FY results

IAG

Jun 20th

IAG - AGM - Auditorio Sur de IFEMA, Feria de Madrid, Campo de las Naciones, Madrid - 12.00

Allied Irish Banks

Jun 20th

Allied Irish Banks - AGM - Bankcentre, Ballsbridge, Dublin 4 - 10.00

ICON

Jun 22nd

ICON - AGM - South County Business Park, Leopardstown, Dublin 18

Research

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Recent Research

Market Comment - US housing market recovery gathers pace
18 Jun 2013

Stock indices rose on Monday, driven by positive US data on the housing market and industrial production. The Euro Stoxx gained 1.3% and the S&P500 rose 0.8%. US Treasury yields increased by 5 basis points...

easyJet - Announces fleet plans with 100 A320neos
18 Jun 2013

easyJet has announced that, subject to shareholder approval, it has entered into arrangements with Airbus to acquire 35 current generation A320 aircraft for delivery between 2015 and 2017 under its...

Paper & packaging - US box shipments rise; inventories decline despite higher operating rates
18 Jun 2013

Rising containerboard prices in the US have a positive impact on European prices given that Europe imports close to 0.5m tonnes of kraftliner from the US each year. The on-going improvement in the US...

Independent News & Media - Shareholders approve disposal of INM South Africa
18 Jun 2013

Shareholder approval for the disposal of INM SA was not expected to cause any major problem for the group?s restructuring process. The next critical phase in the process is for INM to successfully...

CSM NV - Name change and ambitious growth targets
18 Jun 2013

CSM (Corbion) has outlined ambitious growth targets for its continuing operations at its Capital Markets day. The shares should be underpinned for the remainder of the year given the capital return. We...

Construction and Housebuilding - Crest Nicholson interims show a good start to the year
18 Jun 2013

Crest Nicholson?s interim results demonstrate a strong start to the year for the company with a 9% increase in housing legal completions. This has led to a 60% increase in operating profit, excluding IPO...

Transport Logistics - Alliance on the Asia-Europe, transpacific, transatlantic trade lanes to help sea freight rates
18 Jun 2013

A.P. Møller-Mærsk A/S (Maersk Line), MSC Mediterranean Shipping Company S.A. and CMA CGM S.A. (jointly the ?Partners?) have agreed in principle to establish an alliance named the P3 Network. The scope of the...

Banks - Moody's reports rising RMBS arrears
18 Jun 2013

Moody?s data show that arrears on rated Irish RMBS continued to rise ?steeply? in the quarter to end-April 2013 with 90-days + arrears hitting 18.1% (versus 17.3% previously), although it notes that...

Market Comment - Irish exports stabilising after sharp slowdown in 2012
17 Jun 2013

Stock indices were pushed down by worse-than-expected US industrial production data on Friday: the Euro Stoxx closed up 0.2% but the S&P 500 fell by 0.6%. Rightmove asking prices have exceeded £250,000...

Tullow Oil - Court rules in favour of Tullow and dismisses counter claim
17 Jun 2013

The news that the UK High Court has ruled in favour of Tullow in its action against Heritage validates the decision to adhere to the Ugandan government tax requirements. It should also result in a useful...

Regular Products

Title Date Archive
Weekly Book 17 Jun 2013
Weekly Market Comment 28 Jan 2013 Archive
Monthly Market Monitor 04 Jun 2013 Archive

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Top 10 Companies
Company Price Change
ARYZTA 43.40 0.00
Bank of Ireland 0.16 +0.01
CRH 15.50 -0.13
Dragon Oil 6.90 -0.16
Elan(USc) 13.78 +0.29
Glanbia 10.11 0.00
Kerry Group 42.84 +0.62
Paddy Power 66.25 +0.76
Ryanair 6.85 +0.04
Smurfit Kappa Group 12.55 +0.31
Davy forecast changes
Adj. dil. EPS(c) 2013 2014
June 14th prev rev prev rev
bwin.party 11.9 9.6 14.1 11.6
Wienerberger 18.2 10.8 35.1 25.0