Severfield - FY23 results highlight progress and strength
FY23 results highlight that we believe revenue quality remains materially underappreciated by the market (see our June update note), especially now...
331 Views
Severfield - Revenue visibility and growth underappreciated
The quality of Severfield’s revenues is materially underappreciated by the market in our view, especially now that the UK and EU are embarking on...
244 Views
Severfield - Constructing a robust future at a low rating
The strong interims confirmed Severfield’s robust performance in the current inflationary environment. The company is benefiting from solid demand...
678 Views
Severfield - Trading robust with lowest P/E since GFC
Severfield, the leading structural steel work fabricator in the UK, is benefiting from robust demand from a range of sectors, which is reflected in...
670 Views
Severfield - Strong H2 performance and order book growth
Severfield has overcome supply chain strains to deliver H2-weighted profitability in line with management’s expectations. Input cost inflation...
7 Views