The Singer Toolkit is a short overview of key themes, trends and developments we’re seeing across our growing coverage universe in UK Industrials. In this edition for March/April, whilst we’re seeing a broad-based recovery underway in 2026 (mindful of the situation in Iran), we are also keeping an eye on variable costs and margins in the near term. Our stocks in focus are Trifast (Buy TP 120p) and James Fisher (Buy TP 640p); and we run the calendar out to the end of April with previews of FY results for Zotefoams*, Essentra, Xaar*, Flowtech* and Strip Tinning*; a pre-close update for discoverIE; a capital markets event for Volex; and a site visit for Avingtrans*.
