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.

Advertisements

Great British Period on Period Construction Output Falls for Fifth Consecutive Quarter

Figures released by the Office for National Statistics today show a fall in output in 7 of the 9 defined sectors. The largest fall being in the private commercial sector.

As the graphic below illustrates, the infrastructure sector has been one of the few growth areas over the past quarter although, output is still a way off the same period a year previous.

Here is a link to the ONS publication and dataset if you want more detail:

 PUBLICATION

http://www.ons.gov.uk/ons/rel/construction/output-in-the-construction-industry/september-and-q3-2012/stb-construction-output-2012-q3.html

DATA

http://www.ons.gov.uk/ons/publications/re-reference-tables.html?edition=tcm%3A77-262512

 In other (equally dismal) news, my progress is slow with the construction share price data presentation and insight. I have a fully functioning spread sheet including charts, heat maps, interactive tables, etc. (which I use to aid trading decisions), yet its translation to the web is fraught with difficulty, mostly thanks to my lack of coding knowledge! I will persevere and hopefully it will be up within the next couple of months. In the meantime, I will start to post more regular Construction Company market insight and analysis in the form of charts and commentary which will become more interactive once I get the hang of this coding business.

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.

Structure of the UK Construction Industry – August 2012

It’s been a while since my last post- I have been wholly consumed with work and other obligatory life commitments, but a poor show none the less. So as some kind of recompense, I thought I would take a look at some of the most recently published ONS construction data in some detail and upload some interesting charts.

The rather messy charts below (click on it to enlarge) represent data from the ONS Construction Statistics No. 13, 2012 Edition published 24th August 2012. Let’s start by looking at a snapshot of our industry constituents – total firms by trade and civil engineering firms (the field I work in most) in more detail…..

UK Construction Industry Structure 08/2012

UK Construction Industry Structure 08/2012

It would be interesting to visualise how the industry has changed shape over the years but having read some of the background information, it would seem that any shift would merely represent changes in the registers (the Builders Address File (BAF) pre 2010 and the Inter-Departmental Business Register (IDBR) from 2010). It should also be noted that the size of firms will not be entirely accurate – ‘firms’ are recognised as ‘reporting units’ so larger companies may report through a plethora of separate operating companies/regional units/divisions/etc.

The moral of the story…..don’t take all data and statistics at face value, especially summary headlines – context is everything.

Next post I’ll do a summary of the most useful construction industry indicators that I personally use on a monthly basis. Something to look forward to right?! I will try to provide some more interesting visualisations too!

Construction Trade Survey Q2 2012

The latest Construction Trade Survey, published today, makes for bleak reading. The survey reports an industry wide decline across all measures including construction workloads, new orders and tender prices.

A good summary of the latest publication can be found on the Construction Index via the link below:

http://www.theconstructionindex.co.uk/news/view/no-olympic-feelgood-factor-for-construction

These results reiterate the sentiment of recent publications such as Volume of Construction Output and GDP collated by the ONS. Increasing pressure is being applied to the government to ‘enable’ more publically funded construction starts to inject some much-needed stimulus into our dwindling sector andthe UK economy.

Mouchel Share Performance and Rescue Package

Struggling infrastructure and business services group Mouchel recently announced that banks will exchange £87 million of liabilities for a majority stake in the firm as a form of equity swap. This will potentially help to evade insolvency action although, as a result, the group are likely to be delisted from the London Stock Exchange.

Mouchel floated on the Stock Exchange in 2002 and are listed in the FTSE Fledgling. Since spring 2011 share price has consistently fallen as shown the below charts illustrate.  If approved later this month, investors are set to receive a special dividend of just 1 pence per share.

Mouchel Shares August 2010 - August 2012

Mouchel Shares August 2010 – August 2012