Equity Ideas

Investment advice based on our analysis of share price implied expectations for margins and returns beyond consensus forecasts.

Research can be found via the search box above, or by clicking on a sector or industry:

Sectors	Industries
Consumer Non-Durables	Beverages Food Manufacturing Personal Goods Tobacco
Consumer Services	Food Retail General Retail Leisure and Travel Media
Energy	Oil & Gas Oil Services
Health Care	Medical Technology Pharmaceuticals
Industrials	Aerospace and Defence Business Services Construction Materials Capital Goods Electrical Products Industrial Machinery Trucks/Construction/Farm Machinery
Materials	Chemicals Metals Miners Pulp, Paper and Packaging Steel
Regional	UK
Technology	Computer Hardware Semiconductors and Equipment Software and Services Telco Equipment
Telecommunications	Asia Europe UK US ROW

Willis Welby LLP