Davy Research

Business Support Services

Business Support Services

Ryanair replaces easyJet on our Conviction List

We are replacing easyJet with Ryanair in our Conviction List. EasyJet is up over 30% since inclusion, and we believe that earnings momentum in Ryanair is now superior. The Conviction List...

June 20 2018 | Barry Dixon | Sector Report | 6 pages

A world of opportunity! Deep dive into DCC’s LPG division

DCC LPG is a leading European player in the sales and marketing of propane and butane to commercial, industrial, domestic, retail and agricultural customers. The business has high...

March 22 2018 | Allan Smylie CFA , Ross Harvey | Company Report | 48 pages

H2 2017 results: thoughts post conference call

Applegreen enters FY2018 in excellent shape, delivering 23% constant currency EBITDA growth in H2 2017. The stand-out positive, in our view, was FY2017 operating cash conversion at 202%,...

March 13 2018 | Allan Smylie CFA | Company Report | 6 pages

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