Sector Specific Share Prices 22/03/13

Latest construction share prices for your viewing pleasure.

House builders have done well this week on the back Wednesdays budget. Heavy construction a mixed bag.

Have a great weekend.

CE Prices 220313

Sector Specific Share Prices 18/03/13

This weeks share price table for your viewing pleasure. I have corrected mistakes in Support Services from last week – sorry about that.

House builders and Industrial Suppliers are looking good this week with strong increases so far this year. Very interesting to see how different Heavy Construction and Support Services companies are coping given the continuation of tough market conditions. We may take a closer look at May Gurney next week.

If you would like any companies added please let me know by leaving a comment. Feedback is also very welcome.

CE Prices 150313

Sector Specific Share Prices

As promised my table of construction and related company share prices…..

CE Prices 080313(click to enlarge)

In future I will upload an updated version each Friday afternoon and normally some specific company analysis mid-week.

If you would like any companies adding to the list please let me know in the comments section below.

Also, if you would like me to email you a copy of my full spreadsheet (which has lots more functionality than just this output table)  just let me know via the comments section.

Balfour Beatty – Brief Share Price Analysis

So, my web coding skills are gradually progressing and I hope to make some progress with the company tables (mentioned in previous posts) over the next few weeks. In the meantime, and as Balfour Beatty have been prevalent in the trade press over the last few months, I thought it may be useful to have a quick look at some historical share prices.

Recently, BB have undertaken a major restructure (a realignment which is likely to yield substantial savings at the loss of around 650 jobs), and a supply chain consolidation exercise. Earlier this month they released a profit warning after reporting a lower profit forecast for 2012. As one would expect, this caused a steep decline in share price, but not below the key support zone of around the 245 level. More recently, contract wins in mid-November have set the bulls back in motion, although, BB’s price seems to be struggling to break through the resistance zone at around 253. BB’s average share price so far this year comes in lower than that of 2011 but the lowest price in 2012 has not sunk below the 2 year low of 214.6 posted last November.

You can read BBs Q3 Interim Management Statement here:

http://www.londonstockexchange.com/exchange/news/market-news/market-news-detail.html?announcementId=11389501

We are hoping to undertake lots more analysis of performance over in the future. Once per month, we will have a detailed look at the performance a chosen company, including:

–          History

–          Fundamental analysis

–          Technical analysis

–          Recent and noteworthy news such as contract wins, restructuring, etc.

–          Speculation on future developments

We will also be home to tables of high-level statistics on all listed construction, support services, and real estate companies, updated weekly.

New look Constructioneconomics.org – Coming Soon

The change in seasons has invigorated me to make undertake a more structured (and ultimately more useful) approach to Constructioneconimics.org, as I shall expound below:

To start with, you will soon notice some pleasing (and much needed) aesthetic modifications to the site including a new logo (which may or may not look something like the one below that I have just whipped up on Excel in an attempt to generate some interest!), new colours, and an updated theme.

More importantly, I am starting some new mini-projects that will warrant systematic weekly and monthly uploads, namely:

–          Tabulated and visualised share price data relating to UK listed Construction & Materials, Support Services, and Real Estate companies. This will include weekly fluctuation in share price and some nifty visuals. I hope this table will eventually become interactive once I have gained sufficient web coding power!

–          Weekly share price heat maps of the above companies. Again, this will hopefully become interactive after a few months.

–          Company Click – a detailed monthly insight into a selected company, which will include a bio, some visualisations and charts of historic stock performance, speculation on future price and investment ideas.  

–          Interactive map of UK construction – more on this to follow in the coming months (this is rather ambitious undertaking and may take a bit longer to galvanise).

So there you have it. The new features will of course be interposed with the usual visualisations and commentary on interesting construction data and the like. I will tweet about new posts as and when they happen (@guy_beaumont). Any questions or comments are, or course, very welcome.