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16 Jun 2015 Ashtead Group PLC AHT Investec Buy 1,099.50 1,134.00 1,500.00 1,500.00 Reiterates SP Target 1500p.

Ashtead : Barclays price target 1375p: rating overweight

Ashtead : Jefferies raises price target to 1385p from 1365p; rating buy

<b>Ashtead posts 33% rise in full-year pre-tax profit; confident on outlook</b> Tue, 16 June 2015 Industrial equipment hire company Ashtead posted a 33% rise in full-year pre-tax profit to £473.8m from £356.5m on the back of strong US and UK markets, and said it was confident in the medium-term outlook. Pre-tax profit beat analysts' expectations, while revenue grew 24% to £2.04bn from £1.63bn. Ashtead proposed a final dividend of 12.25p, which brings the dividend for the full year to 15.25p. up 33% from 11.5p in 2015. Chief executive Geoff Drabble said: "2014/15 was another very successful year for Ashtead. The consistent execution of our well-established strategy focused on organic growth supplemented by bolt-on acquisitions has delivered both excellent financial results and significantly enhanced our geographic footprint and the breadth of the markets we serve." He added: "Our markets continue to provide both structural and cyclical opportunity. The business model established over recent years has a track record of exploiting these opportunities and we are supported by a strong balance sheet. Therefore the board looks forward to the medium term with confidence."

AHT ASHTEAD.... BEATS ANALYST EXPECTATIONS................. Ashtead confident on outlook after record profit 16-06-2015 07:17 LONDON, June 16 (Reuters) – British industrial equipment hire group Ashtead said it was confident for its medium term outlook after it posted a record high in underlying pretax profit on Tuesday, on strong demand in the United States and Britain. The company, which rents everything from small tools to large diggers and water pumps, said pretax profit rose to 490 million pounds ($764.35 million) for the year ended April 30, up from 362.1 million a year ago and ahead of analyst expectations. It was expected to report full year profit of 485.94 million pounds according to a Thomson Reuters poll of 13 analysts. ($1 = 0.6411 pounds) (Reporting by Li-mei Hoang; Editing by Neil Maidment) ((limei.hoang@thomsonreuters.com; 020 7542 6513; Reuters Messaging: limei.hoang.thomsonreuters.com@reuters.net) Keywords: ASHTEAD GROUP RESULTS/ © Thomson Reuters Limited. Click for restrictions

<b>Ashtead's shares are still ascending The company will announce its full-year numbers on Tuesday 16 June, and the stock is going from strength to strength.</b> David Madden Market Analyst, London Tuesday 09 June 2015 11:14 Ashtead Group’s share price hit a record high last month and traders hold hopes for the results. There is no stopping the share price growth which has gone up twelvefold in five years, and with record profits expected to be announced dealers are still bullish. In the first six months of the year, the firm revealed a 33% jump in profits and dividend, and the full-year guidance was raised by the same. The company hires out machinery that is used in the construction industry, and the robust property market in the US and the UK has seen demand ramp up for Ashtead’s business. The group earns over 80% of its revenue from its operation in the US, and the strong dollar is providing a bonus to the London-listed company. The construction sectors in both the UK and the US are secure, with the outlook in both nations positive and Ashtead’s prospects are only getting better. The market is expecting full-year revenues of £2.01 billion and adjusted net income of £311 million when Ashtead reveals its numbers. These forecasts equate to a 23% increase in revenue a 33% rise in adjusted net income. The company will also announce its second-half numbers on the same date; dealers are expecting revenue of £1 billion, and adjusted net income of £136 million. This compares with the first-half revenue and adjusted net profit of £987 million and £169 million respectively. Equity analyst are very bullish on Ashtead. Out of the 17 recommendations, 14 are buys, and three are holds. The average target price is £13.12, and this is 14% above the current price. The share price has been in an aggressive upward trend since 2012, and an all-time high of £12.31 is the initial target — a move through it will bring £13 into play. The stock has been trading lower recently but £11 will provide support, and if that mark is punctured £10 will be the next level of support. http://content.screencast.com/users/thomaser/folders/Default/media/7bfa9b29-5b69-4a18-b082-e370045e06eb/aht%204.jpg

AHT Ashtead Group The group earns over 80% of its revenue from its operation in the US, and the strong dollar is providing a bonus to the London-listed company. The construction sectors in both the UK and the US are secure, with the outlook in both nations positive and Ashtead’s prospects are only getting better. https://pbs.twimg.com/media/CHTp8EhWwAAQtdK.jpg

TPT Topps Tiles. Technically strong pattern developed here with a Bullish Pennant pointing to further upside. Results update next month. http://content.screencast.com/users/thomaser/folders/Default/media/efc49807-bfb5-48b2-9c81-d72b0a412db0/tpt%203.jpg

EMG once again starting to look as though its worth a punt. Strong support at 170p. Last high would be first target. http://content.screencast.com/users/thomaser/folders/Default/media/b4001776-3512-4885-9a92-380a47c42a1c/emg.jpg

SGP SUPERGROUP PLC. Broker Views and breakdowns on fundies. SuperGroup PLC FORECASTS 2015 2016 Date Rec Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p ) Cantor Fitzgerald Europe 02-06-15 BUY Numis Securities Ltd 01-06-15 HOLD 62.50 58.30 70.00 64.80 20.00 Peel Hunt LLP 29-05-15 BUY 62.02 58.34 70.34 66.17 22.06 Canaccord Genuity Ltd 06-05-15 BUY 62.00 58.80 68.00 64.60 20.00 Investec Securities 09-04-15 BUY 62.50 58.58 74.60 69.07 Westhouse Securities [W] 18-12-14 BUY 2015 2016 Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p) Consensus 62.01 58.38 69.45 65.17 20.65 1 Month Change 0.00 -0.10 -2.43 -1.87 -0.08 3 Month Change -0.49 -0.11 -4.00 -3.53 0.65 GROWTH 2014 (A) 2015 (E) 2016 (E) Norm. EPS 7.18% 16.18% 11.62% DPS % % % INVESTMENT RATIOS 2014 (A) 2015 (E) 2016 (E) EBITDA £75.90m £89.09m £99.04m EBIT £53.60m £62.00m £69.00m Dividend Yield 0.00% % 1.78% Dividend Cover x x 3.16x PER 23.06x 19.85x 17.78x PEG 3.21f 1.23f 1.53f Net Asset Value PS 259.86p p

SGP Supergroup looks technically and fundy wise very sound. SP as broken out today, results update in July. https://pbs.twimg.com/media/CGkwGlIWcAAwX6V.jpg

CVSG: interesting to note one brokers SP TARGET........ 07 May Berenberg Buy 663.50 560.00 730.00 Reiterates 730p.

CVSG looks rather dear until you take into account that EPS growth here is at a cracking rate. If investors bought while P/E was 50 plus why shouldnt they Buy whilst P/E is at forecasts of half of that. People spend a lot of money on there Pets. CVS Group PLC FORECASTS 2015 2016 Date Rec Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p) N+1 Singer 01-06-15 CORP 17.60 22.80 3.00 19.73 25.50 4.00 Peel Hunt LLP 29-05-15 BUY 18.83 25.52 3.00 20.62 27.62 3.50 Investec Securities 09-04-15 BUY 17.90 23.63 2.88 20.20 26.50 3.16 2015 2016 Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p) Consensus 17.90 23.63 3.00 20.20 26.50 3.50 1 Month Change 0.15 0.00 0.00 0.00 0.00 0.00 3 Month Change 1.18 2.10 0.00 1.70 2.58 0.00 GROWTH 2014 (A) 2015 (E) 2016 (E) Norm. EPS 18.69% 172.49% 12.16% DPS 33.33% 50.00% 16.67% INVESTMENT RATIOS 2014 (A) 2015 (E) 2016 (E) EBITDA £18.30m £22.63m £25.48m EBIT £8.20m £m £m Dividend Yield 0.31% 0.46% 0.54% Dividend Cover 4.34x 7.88x 7.57x PER 75.42x 27.68x 24.68x PEG 4.04f 0.16f 2.03f Net Asset Value PS -47.38p 61.80p 75.10p

CVSG veterinary services, on the verge of a breakout and next leg up. Looks dear but EPS Increase next year with bolt ons. https://pbs.twimg.com/media/CGgTlfsWcAAgpNd.jpg

<b>Greene King plc (GNK) – Research Analysts’ Recent Ratings Changes May 21st, 2015 • 0 comments • Filed Under • by ABMN Staff</b> Several brokerages have updated their recommendations and price targets on shares of Greene King plc (LON: GNK) in the last few weeks: 5/15/2015 – Greene King plc had its “buy” rating reaffirmed by analysts at Canaccord Genuity. They now have a GBX 850 ($13.37) price target on the stock. 5/12/2015 – Greene King plc had its price target raised by analysts at JPMorgan Chase & Co. from GBX 830 ($13.06) to GBX 920 ($14.47). They now have an “overweight” rating on the stock. 5/12/2015 – Greene King plc had its “neutral” rating reaffirmed by analysts at Nomura. They now have a GBX 846 ($13.31) price target on the stock. 5/12/2015 – Greene King plc had its “equal weight” rating reaffirmed by analysts at Barclays. They now have a GBX 835 ($13.14) price target on the stock. 5/6/2015 – Greene King plc had its “buy” rating reaffirmed by analysts at Beaufort Securities. 5/6/2015 – Greene King plc was downgraded by analysts at N+1 Singer to a “hold” rating. They now have a GBX 798 ($12.55) price target on the stock, down previously from GBX 848 ($13.34). 5/5/2015 – Greene King plc had its “buy” rating reaffirmed by analysts at N+1 Singer. They now have a GBX 848 ($13.34) price target on the stock. 5/5/2015 – Greene King plc had its “buy” rating reaffirmed by analysts at Stifel Nicolaus. They now have a GBX 940 ($14.79) price target on the stock. 5/5/2015 – Greene King plc had its price target lowered by analysts at Canaccord Genuity from GBX 880 ($13.84) to GBX 850 ($13.37). They now have a “buy” rating on the stock. Greene King plc (LON:GNK) opened at 835.00 on Thursday. Greene King plc has a 52 week low of GBX 712.00 and a 52 week high of GBX 891.00. The stock’s 50-day moving average is GBX 829. and its 200-day moving average is GBX 809.. The company’s market cap is £1.82 billion. Greene King plc is a United Kingdom-based pub and brewing company. The Company run 1,900 managed, tenanted, leased and franchised pubs, restaurants and hotels. It operates through three segments: retail, pub partners and brewing & brands. The Retail segment, consists of both branded and unbranded pubs, restaurants and hotels .

<b>UNITE Group plc’s “Add” Rating Reiterated at Numis Securities Ltd (UTG) May 21st, 2015 - 0 comments - Filed Under - by Thomas Dobrow</b> Numis Securities Ltd reissued their add rating on shares of UNITE Group plc (LON:UTG) in a research note released on Tuesday morning. They currently have a GBX 657 ($10.34) target price on the stock. UNITE Group plc (LON:UTG) opened at 620.00 on Tuesday. UNITE Group plc has a 1-year low of GBX 388.30 and a 1-year high of GBX 626.00. The stock’s 50-day moving average is GBX 594. and its 200-day moving average is GBX 519.. The company’s market cap is £1.25 billion. A number of other analysts have also recently weighed in on UTG. Analysts at Jefferies Group reiterated a buy rating and set a GBX 610 ($9.60) price target on shares of UNITE Group plc in a research note on Monday, April 27th. Analysts at JPMorgan Chase & Co. raised their price target on shares of UNITE Group plc from GBX 610 ($9.60) to GBX 700 ($11.01) and gave the company an overweight rating in a research note on Wednesday, April 22nd. Analysts at Stifel Nicolaus reiterated a buy rating and set a GBX 593 ($9.33) price target on shares of UNITE Group plc in a research note on Tuesday, March 24th. Finally, analysts at Oriel Securities Ltd reiterated an add rating on shares of UNITE Group plc in a research note on Wednesday, February 25th. Two analysts have rated the stock with a hold rating and three have assigned a buy rating to the company’s stock. The company currently has a consensus rating of Buy and an average price target of GBX 640 ($10.07). The Unite Group plc is a United Kingdom-based Company. The Company is engaged in the development and management of student residential accommodation in the United Kingdom. The Company acts as co-investing manager of four specialist student accommodation vehicles that the company has established, as outlined in the table overleaf.

<b>Entertainment One’s Buy Rating Reiterated at Investec (ETO) May 19th, 2015, updated, 22nd May, 2015 - 0 comments - Filed Under - by Maddie Sorensen</b> Entertainment One (LON:ETO)‘s stock had its “buy” rating reissued by Investec in a research note issued on Tuesday. Shares of Entertainment One (LON:ETO) opened at 320.8600 on Tuesday. Entertainment One has a 52-week low of GBX 265.4400 and a 52-week high of GBX 361.0000. The stock’s 50-day moving average is GBX 315.40 and its 200-day moving average is GBX 303.24. The company’s market cap is £933.14 million. Separately, analysts at N+1 Singer lowered their price target on shares of Entertainment One from GBX 291 ($4.58) to GBX 269 ($4.23) and set a “sell” rating on the stock in a research note on Thursday, March 5th. Entertainment One Ltd. is an independent entertainment group focused on the acquisition, production and distribution of film and television content rights across all media throughout the world. The Company operates in two segments, including Film and Television. The Film segment includes revenues from all of the Company’s activities in relation to the production, acquisition and exploitation of film content rights.

<b>Paragon Group of Companies PLC’s Buy Rating Reaffirmed at Canaccord Genuity (PAG) May 19th, 2015 updated May 22nd, 2015 - 0 comments - Filed Under - by Jennifer Langley</b> Canaccord Genuity reissued their buy rating on shares of Paragon Group of Companies PLC (LON:PAG) in a research report released on Tuesday morning. Canaccord Genuity currently has a GBX 495 ($7.79) price objective on the stock. Canaccord Genuity has also taken action a number of other stocks recently. The firm reiterated its buy rating on shares of Canadian Solar Inc.. Also, Canaccord Genuity reiterated its buy rating on shares of Brookfield Asset Management Inc.. They have a $41.00 price target on that stock, down previously from $62.00. Finally, Canaccord Genuity reiterated its buy rating on shares of Cardiome Pharma Corp. They have a $16.00 price target on that stock. Paragon Group of Companies PLC (LON:PAG) traded down 0.9556% on Tuesday, hitting GBX 445.7000. The stock had a trading volume of 815,656 shares. Paragon Group of Companies PLC has a 1-year low of GBX 313.7000 and a 1-year high of GBX 461.5000. The stock’s 50-day moving average is GBX 434.11 and its 200-day moving average is GBX 415.31. The company’s market cap is £1.36 billion. Several other analysts have also recently commented on the stock. Analysts at RBC Capital reiterated a sector perform rating and set a GBX 440 ($6.92) price target on shares of Paragon Group of Companies PLC in a research note on Tuesday. Analysts at Panmure Gordon raised their price target on shares of Paragon Group of Companies PLC from GBX 500 ($7.87) to GBX 550 ($8.65) and gave the company a buy rating in a research note on Tuesday. Analysts at Shore Capital reiterated a buy rating on shares of Paragon Group of Companies PLC in a research note on Tuesday. Finally, analysts at Numis Securities Ltd reiterated a sell rating and set a GBX 297 ($4.67) price target on shares of Paragon Group of Companies PLC in a research note on Tuesday. One research analyst has rated the stock with a sell rating, two have issued a hold rating and nine have given a buy rating to the company’s stock. Paragon Group of Companies PLC presently has an average rating of Buy and a consensus price target of GBX 446.45 ($7.02). The Paragon Group of Companies PLC is an United Kingdom-based holding company, engaged in the first mortgage and consumer finance businesses. The Company operates in two business segments: First Mortgages and Consumer Finance. The revenue generated by the First Mortgages segment includes interest and fees generated by the buy-to-let and owner-occupied mortgage assets and other income derived from first charge mortgages.

<b>Entertainment One’s Overweight Rating Reiterated at JPMorgan Chase & Co. (ETO) Posted by Karim Khaledi on May 22nd, 2015</b> Entertainment One Ltd logoJPMorgan Chase & Co. reaffirmed their overweight rating on shares of Entertainment One (LON:ETO) in a report issued on Wednesday. JPMorgan Chase & Co. has also updated their ratings on a number of other stocks in the last week. The firm reiterated its overweight rating on shares of Barclays. Also, JPMorgan Chase & Co. reiterated its overweight rating on shares of Vodafone Group Plc. Finally, JPMorgan Chase & Co. downgraded shares of Braskem SA from an overweight rating to a neutral rating. Entertainment One (LON:ETO) opened at 328.50 on Wednesday. Entertainment One has a 52 week low of GBX 265.44 and a 52 week high of GBX 361.00. The stock has a 50-day moving average of GBX 317. and a 200-day moving average of GBX 303.. The company’s market cap is £955.36 million. The company also recently announced a dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, July 9th will be paid a dividend of GBX 1.10 ($0.02) per share. This represents a dividend yield of 0.34%. The ex-dividend date is Thursday, July 9th. A number of other firms have also recently commented on ETO. Analysts at Investec reiterated a buy rating on shares of Entertainment One in a research note on Tuesday. Separately, analysts at N+1 Singer lowered their price target on shares of Entertainment One from GBX 291 ($4.58) to GBX 269 ($4.23) and set a sell rating on the stock in a research note on Thursday, March 5th. Entertainment One Ltd. is an independent entertainment group focused on the acquisition, production and distribution of film and television content rights across all media throughout the world. The Company operates in two segments, including Film and Television. The Film segment includes revenues from all of the Company’s activities in relation to the production, acquisition and exploitation of film content rights.

<b>Paragon Group of Companies PLC Given New GBX 460 Price Target at RBC Capital (PAG) May 21st, 2015 • 0 comments • Filed Under • by ABMN Staff</b> Stock analysts at RBC Capital increased their price objective on shares of Paragon Group of Companies PLC (LON:PAG) from GBX 440 ($6.92) to GBX 460 ($7.24) in a report issued on Thursday. The firm currently has a “neutral” rating on the stock. RBC Capital’s price objective suggests a potential upside of 7.05% from the company’s current price. A number of other analysts have also recently weighed in on PAG. Analysts at Bank of America downgraded shares of Paragon Group of Companies PLC to a “neutral” rating and lowered their price target for the stock from GBX 500 ($7.87) to GBX 470 ($7.39) in a research note on Wednesday. Analysts at JPMorgan Chase & Co. reiterated an “overweight” rating and set a GBX 465 ($7.31) price target on shares of Paragon Group of Companies PLC in a research note on Wednesday. Analysts at Barclays reiterated an “overweight” rating and set a GBX 500 ($7.87) price target on shares of Paragon Group of Companies PLC in a research note on Wednesday. Finally, analysts at Canaccord Genuity reiterated a “buy” rating and set a GBX 495 ($7.79) price target on shares of Paragon Group of Companies PLC in a research note on Tuesday. One analyst has rated the stock with a sell rating, three have given a hold rating and nine have issued a buy rating to the company. The stock currently has an average rating of “Buy” and an average price target of GBX 458.42 ($7.21). Shares of Paragon Group of Companies PLC (LON:PAG) traded down 0.56% on Thursday, hitting GBX 429.70. The stock had a trading volume of 610,369 shares. Paragon Group of Companies PLC has a one year low of GBX 313.70 and a one year high of GBX 461.50. The stock has a 50-day moving average of GBX 434. and a 200-day moving average of GBX 416.. The company’s market cap is £1.31 billion. The company also recently announced a dividend, which will be paid on Friday, July 24th. Investors of record on Thursday, July 2nd will be paid a dividend of GBX 3.60 ($0.06) per share. This represents a dividend yield of 0.81%. The ex-dividend date is Thursday, July 2nd. The Paragon Group of Companies PLC is an United Kingdom-based holding company, engaged in the first mortgage and consumer finance businesses. The Company operates in two business segments: First Mortgages and Consumer Finance. The revenue generated by the First Mortgages segment includes interest and fees generated by the buy-to-let and owner-occupied mortgage assets and other income derived from first charge mortgages.