Report
Philip Morrish
EUR 29.18 For Business Accounts Only

Value Indicator - UK Construction & Materials 30092019

Currently '(TM)Value Indicator - UK construction & materials' is a value analysis of the Construction & Materials super sector of quoted companies on the London StockExchange's main market that provides the reader with indicative longer-term target prices.

Underlyings
Alumasc Group PLC

Alumasc Group has four segments. The Solar Shading & Architectural Screening is engaged in the design and supply of custom solar shading and architectural screening solutions mainly to commercial and public buildings in the U.K. and North America, and also in the design, supply and installation of bespoke balcony and balustrading solutions to residential properties in the U.K. The Roofing & Walling segment provides waterproofing solutions for flat roofs. The Water Management segment provides solutions that manage and attenuate water originating inside and outside buildings. The Housebuilding & Ancillary Products segment is engaged in the supply of housebuilding products and ancillary items.

Balfour Beatty PLC

Balfour Beatty finances, develops, builds and maintains the infrastructure that underpins daily life, supports communities and enables economic growth. Co.'s construction services segment provides building, civil engineering, ground engineering, mechanical and electrical services, rail engineering, and refurbishment and fit-out. Co.'s support services segment installs, upgrades and maintains water, gas and electricity networks, and provides highways network management, operation and maintenance, as well as rail renewals. Co.'s infrastructure investments segment develops and finances public and private infrastructure projects, and operates a portfolio of long-term infrastructure projects.

Barratt Developments PLC

Barratt Developments is a holding company. Co.'s principal activities comprise acquiring and developing land, planning, designing and constructing residential property developments and selling the homes it builds throughout Britain. These main activities are supported by Co.'s commercial development, urban regeneration, procurement, design and land capabilities. Co. operates in two segments: housebuilding and commercial developments. Co. has three housebuilding brands: Barratt Homes, David Wilson Homes and Barratt London. Commercial developments are delivered by Co.'s Wilson Bowden Developments division.

Bellway PLC

Bellway builds homes designed to complement the style of existing local housing in developments that meet local demand and improve the community. With a range from one-bedroom apartments to six-bedroom family homes, Co. provides a choice from which customers can choose a property that fits their particular requirements. Co. also provides homes to housing associations for social housing. Co.'s focus is to provide family housing across its divisions outside London and apartments within the London boroughs.

Berkeley Group Holdings PLC

Berkeley Group Holdings is a holding company. Through its subsidiaries, Co. is engaged in residential-led property development focusing on urban regeneration and mixed-use developments. Co. focuses its development in London and the South of England markets.

Bovis Homes Group PLC

Bovis Homes Group is a builder of homes in England. Co.'s business involves the design, build and sale of new homes for both private customers and Registered Social Landlords. Co.'s products include two-storey family homes and limited apartments. Co.'s targeted land investment concentrated on family housing sites in its Southern based operating area.

Costain Group PLC

Costain Group is engaged in providing technology-based engineering solutions. Co. provides a range of services, which comprised of: Consultancy, which include advisory, design, program management; Complex delivery; Technology; and Asset optimization. Co. operates in two business divisions, which provides technology-based solutions to meet natural needs across the U.K.'s energy, water and transportation infrastructures: Co.'s infrastructure division operates in the highways, rail and nuclear markets, while Co.'s natural resources division operates in the water, power and oil & gas markets.

Countryside Properties

Countryside Properties is a U.K. homebuilder engaged in placemaking and urban regeneration. Co. operates through two divisions: Partnerships and Homebuilding. The Partnerships division is engaged in urban regeneration of public sector land, delivering private homes in partnership with local authorities and housing associations. It operates in outer London, the West Midlands and North West England. The Housebuilding division develops private homes on land owned or controlled by Co. amd its subsidiaries, located in outer London and the Home Counties. It operates under the Countryside and Millgate brands.

Crest Nicholson Holdings

Crest Nicholson Holdings is a holding company which is engaged in the design and delivery of homes, workplaces, and retail and leisure spaces. Co. operates across the South of England through its six regional divisions, and two teams. Co.'s six regional offices are Chiltern, Eastern, London, Midlands, South and South West. Co.'s two business units are: Crest Nicholson Regeneration, which is focused on developments with public and private partners, incorporating residential and mixed-use projects; and Crest Strategic Projects, which sources unallocated sites and secures planning permissions over time for medium- to long-term development to be delivered through its divisions.

Eurocell

Eurocell is principally engaged in the extrusion of unplasticized polyvinyl chloride (UPVC) window and building products to the new and replacement window market, and the sale of building materials across the United Kingdom. Co. operates in two divisions: Profiles and Building Plastics. The Profiles division manufactures extruded rigid and foam PVC products. The Building Plastics division distributes a range of Eurocell manufactured and branded PVC foam roofline products and Vista doors, as well as third party manufactured ancillary products, including sealants, tools and rainwater products.

Forterra

Forterra is engaged in the manufacture and sale of bricks, dense and lightweight blocks, precast concrete, concrete block paving and other complementary building products. Co.'s operating segments are: Bricks – manufacture and sale of bricks to the building sector; Blocks – manufacture and sale of concrete blocks to the building sector; and Bespoke Products – manufacture and sale of bespoke products to the building sector.

Galliford Try PLC

Galliford Try is a housebuilding, regeneration and construction group. Co.'s operating segments are: Linden Homes, which is a housebuilder that develops housing on sites, primarily for first-time buyers and families; Partnerships and Regeneration, which is Co.'s specialist regeneration business that works with registered providers and other partners to increase the supply of housing and build sustainable communities; and Construction, which is organised into the Building, Infrastructure and PPP Investments divisions, and also includes facilities management, telecommunications, dry lining and its national piling specialists, Rock & Alluvium.

Henry Boot PLC

Henry Boot is a land promotion, property investment and development, and construction company. Co.'s sectors include: land promotion, which acquires, promotes, develops and trades land; property investment and development, which consists of Co.'s commercial property development activities, development of family homes, and provision of office space to small business occupiers; and construction, which consists of Co.'s services for both public and private clients in various construction and civil engineering sectors, as well as its construction equipment and services, and the operation and maintenance of the A69 trunk road between Carlisle and Newcastle upon Tyne.

Ibstock

Ibstock is a manufacturer of clay bricks and concrete building products with operations in the U.K. and the U.S. Co.'s brands include: Ibstock, which manufacture clay bricks; Ibstock Kevington, which manufacture brick special shapes and components; Forticrete, which manufacture concrete substitutes for natural stone walling, dressings and concrete roof tiles; Supreme, which manufacture concrete fencing products, concrete lintels and general concrete building products; Anderton Concrete, which supplies lineside cable housing systems for railway and infrastructure projects, and retaining walling, fencing and structural components to building industry; and Glen-Gery, which manufacture bricks.

J. Smart & Co. Contractors PLC

J Smart & Co (Contractors) PLC. J. Smart & Co. (Contractors) PLC is a United Kingdom-based company engaged in building and civil engineering contracting, residential development for sale, the development of industrial and commercial property for lease and sale, and the manufacture of hydraulically pressed concrete products. The Company's segments include construction activities, investment activities and Joint Ventures. The Company's commercial development portfolio includes offices, industrial, retail and development land. It also offers private housing. Its contracting portfolio contracts, designs and builds contract for clients throughout east central Scotland. Its commercial and industrial developments consist of small industrial units ranging from 90 to 550 square meters; larger scale industrial units from 550 to 6,500 square meters; office developments from 120 to 9,200 square meters, and sites for future development. The Company offers a range of flatted properties in Edinburgh.

Keller Group PLC

Keller Group is engaged in geotechnical solutions. Co.'s products are ground improvement, groutin, deep foundations, earth retention, marine, post-tension systems, and instrumentation and monitoring. Co.'s projects are typically for a single, local site, perhaps for a building, a basement or a bridge.

Kier Group PLC

Kier Group is an investor, builder and maintainer of the U.K.'s assets. Co. operates across a range of sectors including defence. Co. operates four divisions: Property, which provides property development and financing and operates across the U.K.; Residential, which includes mixed tenure affordable housing and private house building; Construction, which comprises the U.K. building, U.K. infrastructure and international businesses which undertake a range of building and infrastructure projects; as well as Services, which comprises infrastructure services (highways and utilities), property services (housing, facilities management and related services) and environmental services.

Low & Bonar PLC

Low & Bonar manufactures and supplies performance materials commonly referred to as technical textiles. Co.'s business units are: Building and Industrial, which supplies technical textile solutions for applications in air and water filtration, building and roofing; Civil Engineering, which supplies woven and non-woven geotextiles and construction fibers used in infrastructure projects, including road and rail building, land reclamation and coastal defense; Coated Technical Textiles, which supplies a range of technical coated fabrics; and Interiors and Transportation, which supplies technical fabrics used in transportation, interior carpeting, resilient tiles and decorative products.

M J Gleeson

MJ Gleeson is engaged in two businesses: housebuilding on brownfield land in the North of England and land trading, primarily in the South of England. Co.'s Gleeson Homes division builds low cost homes for people on low incomes, while its Gleeson Strategic Land division is a land promotion business that is engaged in sourcing developable sites in the South of England.

Marshalls PLC

Marshalls and its subsidiaries are engaged in the manufacture and supply of landscape, driveway and garden products using a range of materials including concrete, natural stone, iron, steel, wood, glass and polyurethane, to the domestic and public sector and commercial end markets. Co. operates its own quarries and manufacturing sites throughout the United Kingdom, including a national network of manufacturing and distribution sites. Products are distributed from this network of sites either to customers' depots or, at their request, direct to site.

Mccarthy & Stone

McCarthy & Stone plc is a United Kingdom-based retirement house builder. The Company is the parent company of the McCarthy & Stone Group. Its subsidiaries include McCarthy & Stone Retirement Lifestyles Limited and McCarthy & Stone Management Services Limited. Ortus Homes is a trading name of the Company.

Morgan Sindall Group

Morgan Sindall Group operates through six divisions: construction and infrastructure, which provides construction and infrastructure design and build services; fit out, which focuses on fit out and refurbishment projects; property services, which provides asset management and responsive maintenance to social housing and public sector; partnership housing, which focuses on mixed-tenure developments, building and developing homes for open market sale and affordable rent and refurbishment; urban regeneration, which focuses on the delivery of new mixed-use regeneration; and investments, which creates partnerships to develop under-utilised property assets.

NMCN

North Midland Construction provides service offering to the construction industry. Co.'s six operational divisions are: Construction, which comprises build and refurbishment projects for the private and public sectors predominantly across the Midlands region; Power, which works within the power generation, power distribution, waste to energy and infrastructure; Highways, which delivers design and construction of large-scale complex projects to public realm works; Telecommunications, which provides the management and delivery of national and regional network infrastructure; and Water, which has the ability to deliver infrastructure and non-infrastructure projects.

Norcros

Norcros Plc is a holding company for the Norcros Group. The Company's principal activities include development, manufacture and marketing of home consumer products in the United Kingdom and South Africa. The Company's segments include UK and South Africa. The Company has six United Kingdom businesses, including Triton Showers, Vado, Croydex, Abode, Johnson Tiles and Norcros Adhesives, and three businesses in South Africa, including Johnson Tiles South Africa, TAL and Tile Africa. The Company is focused on showers, taps, bathroom accessories, tiles and adhesives. In the United Kingdom, the Company offers a range of bathroom and kitchen products both for domestic and commercial applications. The Company offers mixer showers and accessories; tile and stone adhesives; taps, bathroom accessories and valves; bathroom furnishings; ceramic wall and floor tiles; kitchen sinks; tile adhesives, pourable floor coverings and tiling tools through its United Kingdom and South Africa business.

Persimmon PLC

Persimmon is a holding company, engaged in house building, constructing a range of homes across England, Scotland and Wales. Co. trades under the brand names of: Persimmon Homes, which delivers a range of new homes from apartments to large family homes throughout the U.K.; Charles Church, which complements Persimmon by delivering executive housing in premium locations across the U.K.; Westbury Partnerships, which focuses on affordable social housing. Co. sells these homes to housing associations across the U.K.; and Space4, which operates an offsite manufacturing plant producing insulated wall panels and roof cassettes as a fabric first solution to the construction of new homes.

Polypipe Group

Polypipe Group manufacturers piping systems, water management solutions and ventilation systems for residential, commercial, civils and infrastructure, and public non-housing sectors in the U.K. and other selected markets. Co.'s segments are: Residential systems, which cover among other, above-ground drainage, storm water drainage, sewer drain, and water supply; Commercial and infrastructure systems - U.K., which cover among other, above-ground drainage, surface water drainage, storm water drainage, and land drainage and irrigation; and Commercial and infrastructure systems - Mainland Europe, which cover electrical ducting and conduit, irrigation piping systems, and pressure systems.

Redrow PLC

Redrow is engaged in creating places to live by delivering designed, building, homes whilst at the same time developing the beneficial characteristics of the local landscape, ecology and communal resources.

T Clarke

Clarke (T.) is a building services contractor. Co.'s building services project, including delivery of a range of packages, electrical, shell and core, Cat A fit out, ELV (systems integration) package, BMS, ICT, security and fire alarm installation. Co. also provides electrical and mechanical contracting and related services to the construction industry and end users. Co. is organised geographically into four regional divisions: London and South East, Central and South West, the North and Scotland.

Taylor Wimpey

Taylor Wimpey is a residential developer. Co.'s three divisions are: North, which covers its East and West Scotland, North East, North Yorkshire, Yorkshire, North West, Manchester, North Midlands, Midlands and West Midlands regional businesses; Central and South West, which covers its East Midlands, South Midlands, East Anglia, Oxfordshire, South Wales, Bristol, Southern Counties and Exeter regional businesses; and London and South East, which includes Central London and covers its East London, North Thames, South East, South Thames and West London regional businesses. In Spain, Co. builds homes in the locations of Costa Blanca, Costa del Sol and the islands of Mallorca and Ibiza.

Titon Holdings PLC

Titon Holdings is engaged in the design, manufacture, marketing and sales, plus its associate's activity in real estate development: trickle vents and hardware products for the window and door fabricator markets in the U.K., Europe and the U.S.; mechanical ventilation products for the new build residential markets in the U.K. and Europe; and natural ventilation products for the new build residential market in South Korea. The first two activities are carried out by Co.'s subsidiaries, Titon Hardware Limited and Titon Inc. (in the U.S.). The third activity is carried out by Co.'s subsidiary, Titon Korea Co. Ltd. and Browntech Sales Co. Limited, Co.'s associate company.

Tyman

Tyman is the holding company of the Tyman group of companies, which is engaged as a supplier of engineered components to the door and window industry. Co. operates in three divisions: North American, which operates as AmesburyTruth, a manufacturer of window and door hardware components, extrusions and sealing systems; U.K. and Ireland, which operates as Era, a designer, developer, manufacturer and distributor of solutions for the residential building and home improvement markets; and Schlegel International, which comprises sealing and extrusion businesses outside North America, together with Giesse, Co.'s Italy-based manufacturer of hardware products for aluminum doors and windows.

Volution Group

Volution Group has two business segments: Ventilation Group and original equipment manufacturer (OEM) (Torin-Sifan Limited (Torin-Sifan)). The Ventilation Group segment primarily supplies ventilation products for residential and commercial construction applications in the U.K., the Nordics and Central Europe. The OEM (Torin-Sifan) segment designs and manufactures alternating current and electronically commutated motors, motorized impellers, fans and blowers for the heating, ventilation and air conditioning (HVAC) industry and is a supplier to the residential and commercial HVAC manufacturing markets.

Provider
Intellisys
Intellisys

​Intellisys is an independent UK research house providing unique weekly valuation reports to investors globally.

Analysts
Philip Morrish

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