Davy Research |
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Weekly Market Comment
Weekly Market Comment
30 April 2012
Flor O'Donoghue |
Kingspan: the Green lion
What arguably really distinguishes Kingspan as an investment from others, either in a sector or wider context, is that it has both a cyclical and structural growth opportunity.
We examine the group's operational gearing upside, the strength of its product offering, the organic growth potential through market share gains and the opportunity it has to invest due to the strength of its balance sheet.