April’s newsflow has continued to indicate challenging markets across the board, evidenced through industry data such as Construction PMI. Within Merchant and Retailing, Howden Joinery’s good start to the year contrasts to Travis Perkins, who recently announced its new CEO. The Equipment Hire businesses provided broadly in line FY updates, albeit the widely reported slow start to CP7 (Rail) has been felt by the sector. Within Building Products, Epwin delivered another year of outperformance and ....