Davy - Equity Research http://www.davydirect.ie/research/GeneralResearch Davy - Equity Research Archive Davy is a member of the Irish Stock Exchange & the London Stock Exchange & is authorised by the Financial Regulator under the Stock Exchange Act, 1995. Currency and share price data are delayed by 15 minutes. Indicative prices expressed are delayed by 15 minutes where indicated, otherwise they are those as at close of business on the previous day. Copyright Davy 2010 en-us Wed, 08 Sep 2010 10:18:29 GMT http://www.davydirect.ie/img/Davy.gif Davy HomePage http://www.davydirect.ie Conference Call Invitation - The outlook for US cement demand over 2010/2011 with Ed Sullivan, Chief Economist, Portland Cement Association http://www.davy.ie/content/articles/conf20100907.pdf Robert Gardiner TUE, 07 Sep 2010 12:38:09 GMT http://www.davy.ie/content/articles/conf20100907.pdf Short-haul European airlines - 2020 vision: all about cash generation for low-cost leaders Ryanair and easyJet http://www.davy.ie/content/articles/airlinessept2010.pdf Stephen Furlong/Josh Goldman TUE, 07 Sep 2010 10:50:45 GMT http://www.davy.ie/content/articles/airlinessept2010.pdf Irish Banks - Funding squeeze is manageable as sector restructuring enters crucial phase http://www.davy.ie/content/articles/banks20100907.pdf Stephen Lyons/Emer Lang TUE, 07 Sep 2010 10:50:32 GMT http://www.davy.ie/content/articles/banks20100907.pdf US Construction - Stimulus 2: The sequel - President Obama proposes $50bn infrastructure investment to jump-start job creation http://www.davy.ie/content/articles/highwayupdate20100907.pdf Robert Gardiner/Barry Dixon/Tim Cahill/Flor O'Donoghue TUE, 07 Sep 2010 10:50:13 GMT http://www.davy.ie/content/articles/highwayupdate20100907.pdf Davy on Food and Beverages - Sector performance and valuation update; key investment considerations for CSM http://www.davy.ie/content/articles/davyonfoodandbev20100907.pdf John O'Reilly/Jack Gorman/Cathal Kenny/Aiden O'Donnell/Barry Gallagher/Brian Fagan TUE, 07 Sep 2010 09:18:13 GMT http://www.davy.ie/content/articles/davyonfoodandbev20100907.pdf Davy on Construction - September 6th 2010 http://www.davy.ie/content/articles/doc20100906.pdf Tim Cahill/Barry Dixon/Robert Gardiner/Flor O'Donoghue MON, 06 Sep 2010 08:27:39 GMT http://www.davy.ie/content/articles/doc20100906.pdf William Hill - Long-term value remains but consensus estimates for 2011 now look too high; short-term risk is to the downside http://www.davy.ie/content/articles/willcr20100903.pdf David Jennings/Simon McGrotty FRI, 03 Sep 2010 08:32:43 GMT http://www.davy.ie/content/articles/willcr20100903.pdf Total Produce - Strong first-half performance; increasing EPS estimates http://www.davy.ie/content/articles/totpcr20100902.pdf Aiden O'Donnell/John O'Reilly THU, 02 Sep 2010 15:18:03 GMT http://www.davy.ie/content/articles/totpcr20100902.pdf Tullow Oil - Growing its African footprint http://www.davy.ie/content/articles/tullcr20100902.pdf Job Langbroek/Caren Crowley/James McCullough THU, 02 Sep 2010 12:58:02 GMT http://www.davy.ie/content/articles/tullcr20100902.pdf Monthly Market Monitor - Poor month for equities; global markets fall 3.6% with ISEQ losing 7.3% http://www.davy.ie/content/articles/mmm20100902.pdf Jim O'Neill/Laura Chambers/Jenny Campbell/Orla Lenehan THU, 02 Sep 2010 11:51:25 GMT http://www.davy.ie/content/articles/mmm20100902.pdf Poor month for equities; global markets fall 3.6% with ISEQ losing 7.3% http://www.davy.ie/content/articles/mmm20100902.pdf Jim O'Neill/Laura Chambers/Jenny Campbell/Orla Lenehan THU, 02 Sep 2010 11:06:00 GMT http://www.davy.ie/content/articles/mmm20100902.pdf Independent News & Media - Delivering on guidance; upgrading 2010 earnings but leaving 2011 forecasts unchanged http://www.davy.ie/content/articles/inmcr20100902.pdf Simon McGrotty THU, 02 Sep 2010 10:15:59 GMT http://www.davy.ie/content/articles/inmcr20100902.pdf CSM - Initiation of coverage: a lot of potential, but execution needs to be better than in the past http://www.davy.ie/content/articles/csm20100901.pdf John O'Reilly/Cathal Kenny/Jack Gorman/Aiden O'Donnell WED, 01 Sep 2010 10:51:40 GMT http://www.davy.ie/content/articles/csm20100901.pdf Kerry Group - Reports stellar set of interims; upgrading FY 2010 and FY 2011 forecasts http://www.davy.ie/content/articles/kygcr20100901.pdf John O'Reilly/Cathal Kenny WED, 01 Sep 2010 10:51:24 GMT http://www.davy.ie/content/articles/kygcr20100901.pdf