Looking beyond lockdowns. As we continue through what is hopefully the final phase of the pandemic before vaccines start to take effect, the current lockdown is likely to have a minor effect on the sector. In combination with a last minute, albeit ‘barebones’ Brexit trade deal, there is good reason to start to become more optimistic about prospects for the sector, with two big uncertainties clouding investment decisions now becoming a lot clearer. As many capex decisions are fairly binary, great ....
29 Jan 2021
Machinations - finnCap Industrial Technology quarterly sector note
Alumasc Group plc (ALU:LON), 178 | Avingtrans plc (AVG:LON), 405 | Gooch & Housego PLC (GHH:LON), 558 | Hardide plc (HDD:LON), 6.2 | Robinson plc (RBN:LON), 100 | Solid State plc (SOLI:LON), 1,375 | Somero Enterprises, Inc. (SOM:LON), 335 | Surface Transforms PLC (SCE:LON), 3.0 | Trifast plc (TRI:LON), 79.5 | Norcros plc (NXR:LON), 183 | LPA Group Plc (LPA:LON), 64.0 | Xeros Technology Group Plc (XSG:LON), 1.4
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Machinations - finnCap Industrial Technology quarterly sector note
Alumasc Group plc (ALU:LON), 178 | Avingtrans plc (AVG:LON), 405 | Gooch & Housego PLC (GHH:LON), 558 | Hardide plc (HDD:LON), 6.2 | Robinson plc (RBN:LON), 100 | Solid State plc (SOLI:LON), 1,375 | Somero Enterprises, Inc. (SOM:LON), 335 | Surface Transforms PLC (SCE:LON), 3.0 | Trifast plc (TRI:LON), 79.5 | Norcros plc (NXR:LON), 183 | LPA Group Plc (LPA:LON), 64.0 | Xeros Technology Group Plc (XSG:LON), 1.4
- Published:
29 Jan 2021 -
Author:
David Buxton | Michael Clifton | Cavendish Research -
Pages:
33
Looking beyond lockdowns. As we continue through what is hopefully the final phase of the pandemic before vaccines start to take effect, the current lockdown is likely to have a minor effect on the sector. In combination with a last minute, albeit ‘barebones’ Brexit trade deal, there is good reason to start to become more optimistic about prospects for the sector, with two big uncertainties clouding investment decisions now becoming a lot clearer. As many capex decisions are fairly binary, great ....