Davy Research

Market Analysis

Conviction calls for 2018: earnings growth, financial strength and returns continue to dominate
Market Analysis
CRH | DCC | UDG Healthcare plc | Kingfisher | Smurfit Kappa Group | HeidelbergCement AG | Dalata Hotel Group | Applegreen | Kingspan Group | easyJet

DAVY VIEW

The Davy Research Conviction List represents the best conviction ideas from the 120 stocks in our coverage universe. Our ideas are based on deep fundamental knowledge of these companies and the sectors in which they operate. We hope this will help you to achieve significant outperformance in 2018.

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  • RATINGS AND PRICE CORRECT AT TIME OF ISSUE


  • CRH

    Closing Price: 2882c

  • RATING 23/05/12

  • PREVIOUS RATING 12/01/12

    Neutral

  • Dalata Hotel Group

    Closing Price: 616c

  • RATING 09/09/14

  • PREVIOUS RATING 03/09/14

    Under Review

  • DCC

    Closing Price: 726500p

  • RATING 30/06/09

  • PREVIOUS RATING N/A

  • easyJet

    Closing Price: 137700p

  • RATING 12/12/17

  • PREVIOUS RATING 14/06/17

    Neutral

  • HeidelbergCement AG

    Closing Price: 9024c

  • RATING 16/06/17

  • PREVIOUS RATING 05/02/14

    Neutral

  • Kingspan Group

    Closing Price: 3640c

  • RATING 12/05/11

  • PREVIOUS RATING 30/06/09

    Neutral

  • Smurfit Kappa Group

    Closing Price: 2781c

  • RATING 30/06/09

  • PREVIOUS RATING N/A

  • Kingfisher

    Closing Price: 33330p

  • RATING 02/10/17

  • PREVIOUS RATING 01/07/16

    Neutral

  • Applegreen

    Closing Price: 557c

  • RATING 23/07/15

  • PREVIOUS RATING N/A

  • UDG Healthcare plc

    Closing Price: 1199p

  • RATING 12/06/17

  • PREVIOUS RATING N/A

Analyst(S)

Market Analysis

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