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Industrials sector team

Analysts

Christian Breitsprecher

Christian Breitsprecher
Analyst

Dario Carradori

Dario Carradori
Industrials analyst

Andy Chambers

Andy Chambers
Director

Anne Margaret Crow

Anne Margaret Crow
Analyst

Graeme Moyse

Graeme Moyse
Director

Toby Thorrington

Toby Thorrington
Director

By region

Recent initiations

De La Rue Orège
Premier Technical Services Group Fluence Corporation
Rubicon SG Recruitment

Recent QuickViews

De La Rue

Increasing focus on security features

Industrial Support Services | published 29/11/2018
Solid State

H119 results as expected, bar DPS increase

General Industrials | published 20/11/2018
Voltabox

Powering ahead

General Industrials | published 19/11/2018
MAX Automation

De-risking the company portfolio

General Industrials | published 19/11/2018

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Latest research

De La Rue

Keeping it real

Initiation | Industrial Support Services | 14/01/2019

De La Rue continues to pursue a strategy that is transitioning the company to a less capital-intensive operation with a more diverse customer base and…

QEX Logistics

Termination of coverage

Termination | Industrial Support Services | 10/01/2019

Edison Investment Research is terminating coverage on QEX Logistics (QEX). Please note you should no longer rely on any previous research or estimates…

Avon Rubber

M69 aircrew mask systems success

Flash note | Aerospace & Defence | 07/01/2019

Avon has announced that it has been awarded a sole source contract to supply the US Department of Defense (DoD) with M69 Joint Service Aircrew Mask Systems…

Cohort

Strategic Chess move

Outlook | Aerospace & Defence | 20/12/2018

Following a challenging first half, Cohort has seen excellent order intake in recent months. These underpin anticipated sales for H219 and provide longer-term…

Rubicon

Well-positioned going into H2

Update | Construction & Building Materials | 20/12/2018

Rubicon’s H1 performance contained typical seasonal trading features ahead of the more important H2 trading period and our earnings estimates are…

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Sectors covered

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