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<rss version="2.0" xmlns:atom="http://www.w3.org/2005/Atom" xmlns:dc="http://purl.org/dc/elements/1.1/"><channel><atom:link href="http://www.davy.ie/content/rss/EquityResearch.xml" rel="self" type="application/rss+xml"/><title>Davy - Equity Research</title><link>http://www.davy.ie</link><description>Davy - Equity Research Archive</description><copyright>Davy is a member of the Irish Stock Exchange, the London Stock Exchange and 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 2011</copyright><language>en-us</language><lastBuildDate>Fri, 03 Feb 2012 22:45:41 +0000</lastBuildDate><image><url>http://www.davy.ie/img/Davy.gif</url><title>Davy - Equity Research</title><link>http://www.davy.ie</link></image><item><title>Monthly debt digest</title><link>http://www.davy.ie/LR?id=2944</link><description>The pain trade</description><dc:creator>Donal O'Mahony/Stephen Lyons/Conall Mac Coille</dc:creator><pubDate>Fri, 03 Feb 2012 16:01:04 +0000</pubDate><guid>http://www.davy.ie/LR?id=2944</guid></item><item><title>Dragon Oil</title><link>http://www.davy.ie/LR?id=2943</link><description>Plenty in the tank: upgrading our NAV</description><dc:creator>Caren Crowley/Job Langbroek</dc:creator><pubDate>Fri, 03 Feb 2012 09:31:56 +0000</pubDate><guid>http://www.davy.ie/LR?id=2943</guid></item><item><title>Market Comment</title><link>http://www.davy.ie/LR?id=2942</link><description>Stocks rise ahead of today's services sector data</description><dc:creator>Davy Research</dc:creator><pubDate>Fri, 03 Feb 2012 08:19:03 +0000</pubDate><guid>http://www.davy.ie/LR?id=2942</guid></item><item><title>Construction and Housebuilding</title><link>http://www.davy.ie/LR?id=2941</link><description>Cemex Q4 numbers ahead; meets crucial covenant test</description><dc:creator>Davy Research</dc:creator><pubDate>Fri, 03 Feb 2012 08:19:01 +0000</pubDate><guid>http://www.davy.ie/LR?id=2941</guid></item><item><title>Travis Perkins plc</title><link>http://www.davy.ie/LR?id=2940</link><description>OFT to review Toolstation acquisition</description><dc:creator>Davy Research</dc:creator><pubDate>Fri, 03 Feb 2012 08:19:00 +0000</pubDate><guid>http://www.davy.ie/LR?id=2940</guid></item><item><title>Airlines &amp; Other Transport</title><link>http://www.davy.ie/LR?id=2939</link><description>Airlines' January statistics to be released today; Malev ceases to operate</description><dc:creator>Davy Research</dc:creator><pubDate>Fri, 03 Feb 2012 08:18:58 +0000</pubDate><guid>http://www.davy.ie/LR?id=2939</guid></item><item><title>Elan Corp</title><link>http://www.davy.ie/LR?id=2938</link><description>Alkermes upgrades FY guidance after strong Q3</description><dc:creator>Davy Research</dc:creator><pubDate>Fri, 03 Feb 2012 08:18:57 +0000</pubDate><guid>http://www.davy.ie/LR?id=2938</guid></item><item><title>ARYZTA</title><link>http://www.davy.ie/LR?id=2937</link><description>Artisan holds 33% share of US in-store bread category</description><dc:creator>Davy Research</dc:creator><pubDate>Fri, 03 Feb 2012 08:18:55 +0000</pubDate><guid>http://www.davy.ie/LR?id=2937</guid></item><item><title>Foods</title><link>http://www.davy.ie/LR?id=2936</link><description>EU Sweeteners: Dutch sugar co-op maintains net profit and pays higher beet price to farmers</description><dc:creator>Davy Research</dc:creator><pubDate>Fri, 03 Feb 2012 08:18:53 +0000</pubDate><guid>http://www.davy.ie/LR?id=2936</guid></item><item><title>Petroceltic</title><link>http://www.davy.ie/LR?id=2935</link><description>ENEL transaction completed</description><dc:creator>Davy Research</dc:creator><pubDate>Fri, 03 Feb 2012 08:18:52 +0000</pubDate><guid>http://www.davy.ie/LR?id=2935</guid></item><item><title>Kenmare</title><link>http://www.davy.ie/LR?id=2934</link><description>Prices to remain stronger for longer</description><dc:creator>Davy Research</dc:creator><pubDate>Fri, 03 Feb 2012 08:18:50 +0000</pubDate><guid>http://www.davy.ie/LR?id=2934</guid></item><item><title>Smurfit Kappa Group</title><link>http://www.davy.ie/LR?id=2933</link><description>Director appointment</description><dc:creator>Davy Research</dc:creator><pubDate>Fri, 03 Feb 2012 08:18:42 +0000</pubDate><guid>http://www.davy.ie/LR?id=2933</guid></item><item><title>Exchequer Returns January</title><link>http://www.davy.ie/LR?id=2932</link><description>Tax revenues up on January 2011</description><dc:creator>Conall Mac Coille</dc:creator><pubDate>Thu, 02 Feb 2012 17:27:15 +0000</pubDate><guid>http://www.davy.ie/LR?id=2932</guid></item><item><title>Market Comment</title><link>http://www.davy.ie/LR?id=2931</link><description>Stock markets rise on optimism around global manufacturing</description><dc:creator>Davy Research</dc:creator><pubDate>Thu, 02 Feb 2012 08:04:18 +0000</pubDate><guid>http://www.davy.ie/LR?id=2931</guid></item><item><title>Construction and Housebuilding</title><link>http://www.davy.ie/LR?id=2930</link><description>Upward trend in US construction spending continues</description><dc:creator>Davy Research</dc:creator><pubDate>Thu, 02 Feb 2012 08:04:16 +0000</pubDate><guid>http://www.davy.ie/LR?id=2930</guid></item><item><title>Saint-Gobain Group</title><link>http://www.davy.ie/LR?id=2929</link><description>Negative commentary from Nippon on glass markets</description><dc:creator>Davy Research</dc:creator><pubDate>Thu, 02 Feb 2012 08:04:14 +0000</pubDate><guid>http://www.davy.ie/LR?id=2929</guid></item><item><title>Smurfit Kappa Group</title><link>http://www.davy.ie/LR?id=2928</link><description>Q4 profits likely to decline year-on-year; outlook will be interesting </description><dc:creator>Davy Research</dc:creator><pubDate>Thu, 02 Feb 2012 08:04:12 +0000</pubDate><guid>http://www.davy.ie/LR?id=2928</guid></item><item><title>Smurfit Kappa Group</title><link>http://www.davy.ie/LR?id=2927</link><description>US containerboard inventories could put pressure on pricing</description><dc:creator>Davy Research</dc:creator><pubDate>Thu, 02 Feb 2012 08:04:11 +0000</pubDate><guid>http://www.davy.ie/LR?id=2927</guid></item><item><title>Dragon Oil</title><link>http://www.davy.ie/LR?id=2926</link><description>Getting serious on exploration with appointment of new Exploration Manager</description><dc:creator>Davy Research</dc:creator><pubDate>Thu, 02 Feb 2012 08:04:10 +0000</pubDate><guid>http://www.davy.ie/LR?id=2926</guid></item><item><title>Kenmare</title><link>http://www.davy.ie/LR?id=2925</link><description>Rio Tinto acquires BHP Billiton's non-operating interest in Richards Bay Minerals</description><dc:creator>Davy Research</dc:creator><pubDate>Thu, 02 Feb 2012 08:04:09 +0000</pubDate><guid>http://www.davy.ie/LR?id=2925</guid></item><item><title>Bank of Ireland</title><link>http://www.davy.ie/LR?id=2924</link><description>Announces executive appointments; splits retail division</description><dc:creator>Davy Research</dc:creator><pubDate>Thu, 02 Feb 2012 08:04:07 +0000</pubDate><guid>http://www.davy.ie/LR?id=2924</guid></item><item><title>Banks</title><link>http://www.davy.ie/LR?id=2923</link><description>Survey highlights weak demand for credit</description><dc:creator>Davy Research</dc:creator><pubDate>Thu, 02 Feb 2012 08:04:05 +0000</pubDate><guid>http://www.davy.ie/LR?id=2923</guid></item><item><title>Irish economy</title><link>http://www.davy.ie/LR?id=2922</link><description>Live Register, January: unemployment rate falls to 14.2%</description><dc:creator>Davy Research</dc:creator><pubDate>Thu, 02 Feb 2012 08:04:04 +0000</pubDate><guid>http://www.davy.ie/LR?id=2922</guid></item><item><title>Equity markets</title><link>http://www.davy.ie/LR?id=2921</link><description>ISEQ enjoys a strong start to 2012 with 3.7% gain; global markets begin year in positive territory; US dollar falls while Brent Oil increases  </description><dc:creator>Davy Research</dc:creator><pubDate>Thu, 02 Feb 2012 08:03:59 +0000</pubDate><guid>http://www.davy.ie/LR?id=2921</guid></item><item><title>Monthly Market Monitor</title><link>http://www.davy.ie/LR?id=2920</link><description>ISEQ enjoys a strong start to 2012 with 3.7% gain; global markets begin year in positive territory; US dollar falls while Brent oil increases</description><dc:creator>Jim O' Neill/Laura Chambers/Orla Lenehan/Jenny Campbell  </dc:creator><pubDate>Wed, 01 Feb 2012 15:02:09 +0000</pubDate><guid>http://www.davy.ie/LR?id=2920</guid></item><item><title>Live Register, January</title><link>http://www.davy.ie/LR?id=2919</link><description>Unemployment rate falls to 14.2%</description><dc:creator>Conall Mac Coille</dc:creator><pubDate>Wed, 01 Feb 2012 11:42:19 +0000</pubDate><guid>http://www.davy.ie/LR?id=2919</guid></item><item><title>Market Comment</title><link>http://www.davy.ie/LR?id=2918</link><description>Global manufacturing sector back in focus </description><dc:creator>Davy Research</dc:creator><pubDate>Wed, 01 Feb 2012 08:18:12 +0000</pubDate><guid>http://www.davy.ie/LR?id=2918</guid></item><item><title>Construction and Housebuilding</title><link>http://www.davy.ie/LR?id=2917</link><description>Plenty of activity on US highway bills as House reveals new multi-year bill; Senate bill also making progress</description><dc:creator>Davy Research</dc:creator><pubDate>Wed, 01 Feb 2012 08:18:11 +0000</pubDate><guid>http://www.davy.ie/LR?id=2917</guid></item><item><title>Construction and Housebuilding</title><link>http://www.davy.ie/LR?id=2916</link><description>Michelmersh trading in line with expectations</description><dc:creator>Davy Research</dc:creator><pubDate>Wed, 01 Feb 2012 08:18:09 +0000</pubDate><guid>http://www.davy.ie/LR?id=2916</guid></item><item><title>easyJet</title><link>http://www.davy.ie/LR?id=2915</link><description>strategy reiterated at capital markets day</description><dc:creator>Davy Research</dc:creator><pubDate>Wed, 01 Feb 2012 08:18:07 +0000</pubDate><guid>http://www.davy.ie/LR?id=2915</guid></item><item><title>Elan Corp</title><link>http://www.davy.ie/LR?id=2914</link><description>Noisier-than-expected quarter from Tysabri, but growth trends remain intact</description><dc:creator>Davy Research</dc:creator><pubDate>Wed, 01 Feb 2012 08:18:05 +0000</pubDate><guid>http://www.davy.ie/LR?id=2914</guid></item><item><title>Foods</title><link>http://www.davy.ie/LR?id=2913</link><description>Outlook improving in US restaurant sector</description><dc:creator>Davy Research</dc:creator><pubDate>Wed, 01 Feb 2012 08:18:04 +0000</pubDate><guid>http://www.davy.ie/LR?id=2913</guid></item><item><title>Banks</title><link>http://www.davy.ie/LR?id=2912</link><description>December statistics highlight deleveraging progress; credit contracts but deposits remain stable</description><dc:creator>Davy Research</dc:creator><pubDate>Wed, 01 Feb 2012 08:18:02 +0000</pubDate><guid>http://www.davy.ie/LR?id=2912</guid></item><item><title>Petroceltic</title><link>http://www.davy.ie/LR?id=2911</link><description>Official gazetting of ENEL licence entry</description><dc:creator>Davy Research</dc:creator><pubDate>Wed, 01 Feb 2012 08:17:58 +0000</pubDate><guid>http://www.davy.ie/LR?id=2911</guid></item><item><title>Market Comment</title><link>http://www.davy.ie/LR?id=2910</link><description>Stock prices fall as concern about Greek debt deal mounts</description><dc:creator>Davy Research</dc:creator><pubDate>Tue, 31 Jan 2012 08:18:53 +0000</pubDate><guid>http://www.davy.ie/LR?id=2910</guid></item><item><title>Ryanair Holdings</title><link>http://www.davy.ie/LR?id=2909</link><description>Strategic position unchallenged; business set up for strong 2012</description><dc:creator>Davy Research</dc:creator><pubDate>Tue, 31 Jan 2012 08:18:52 +0000</pubDate><guid>http://www.davy.ie/LR?id=2909</guid></item><item><title>Aer Lingus</title><link>http://www.davy.ie/LR?id=2908</link><description>Seeking solution to pension issue</description><dc:creator>Davy Research</dc:creator><pubDate>Tue, 31 Jan 2012 08:18:50 +0000</pubDate><guid>http://www.davy.ie/LR?id=2908</guid></item><item><title>Smurfit Kappa Group</title><link>http://www.davy.ie/LR?id=2907</link><description>Announces recycled containerboard price increases of &amp;euro;100/tonne from February 1st; kraftliner prices to rise by &amp;euro;60/tonne from March 1st; cites improving demand</description><dc:creator>Davy Research</dc:creator><pubDate>Tue, 31 Jan 2012 08:18:49 +0000</pubDate><guid>http://www.davy.ie/LR?id=2907</guid></item><item><title>Construction and Housebuilding</title><link>http://www.davy.ie/LR?id=2906</link><description>Carpetright warns again, although underlying sales trend improves</description><dc:creator>Davy Research</dc:creator><pubDate>Tue, 31 Jan 2012 08:18:47 +0000</pubDate><guid>http://www.davy.ie/LR?id=2906</guid></item><item><title>Fyffes</title><link>http://www.davy.ie/LR?id=2905</link><description>Banana prices make strong start to the year</description><dc:creator>Davy Research</dc:creator><pubDate>Tue, 31 Jan 2012 08:18:46 +0000</pubDate><guid>http://www.davy.ie/LR?id=2905</guid></item><item><title>Foods</title><link>http://www.davy.ie/LR?id=2904</link><description>Demand for food supplements by young Indians soars</description><dc:creator>Davy Research</dc:creator><pubDate>Tue, 31 Jan 2012 08:18:44 +0000</pubDate><guid>http://www.davy.ie/LR?id=2904</guid></item><item><title>DCC</title><link>http://www.davy.ie/LR?id=2903</link><description>NWF Group reports increased competition in UK fuels' distribution business as a result of warm weather as per DCC</description><dc:creator>Davy Research</dc:creator><pubDate>Tue, 31 Jan 2012 08:18:44 +0000</pubDate><guid>http://www.davy.ie/LR?id=2903</guid></item><item><title>Banks</title><link>http://www.davy.ie/LR?id=2902</link><description>Report suggests banks will draw significant funds in February LTRO </description><dc:creator>Davy Research</dc:creator><pubDate>Tue, 31 Jan 2012 08:18:42 +0000</pubDate><guid>http://www.davy.ie/LR?id=2902</guid></item><item><title>IFG Group</title><link>http://www.davy.ie/LR?id=2901</link><description>Mattioli Woods reports modest SIPP/SSAS growth; highlights regulatory challenge</description><dc:creator>Davy Research</dc:creator><pubDate>Tue, 31 Jan 2012 08:18:41 +0000</pubDate><guid>http://www.davy.ie/LR?id=2901</guid></item><item><title>ICON</title><link>http://www.davy.ie/LR?id=2900</link><description>Parexel reports in-line quarter; optimistic on recently-awarded strategic accounts</description><dc:creator>Davy Research</dc:creator><pubDate>Tue, 31 Jan 2012 08:18:39 +0000</pubDate><guid>http://www.davy.ie/LR?id=2900</guid></item><item><title>Gaming</title><link>http://www.davy.ie/LR?id=2899</link><description>888 extends existing B2B agreement with Caesars to include a regulated US market</description><dc:creator>Davy Research</dc:creator><pubDate>Tue, 31 Jan 2012 08:18:38 +0000</pubDate><guid>http://www.davy.ie/LR?id=2899</guid></item><item><title>Aminex</title><link>http://www.davy.ie/LR?id=2898</link><description>Results of Nytora-1 well onshore Tanzania expected soon</description><dc:creator>Davy Research</dc:creator><pubDate>Tue, 31 Jan 2012 08:18:33 +0000</pubDate><guid>http://www.davy.ie/LR?id=2898</guid></item><item><title>Davy on Food and Beverages</title><link>http://www.davy.ie/LR?id=2897</link><description>January 31st 2012</description><dc:creator>John O'Reilly/Jack Gorman/Aiden O'Donnell/Barry Gallagher/Richard O'Donovan</dc:creator><pubDate>Tue, 31 Jan 2012 07:29:38 +0000</pubDate><guid>http://www.davy.ie/LR?id=2897</guid></item><item><title>Ryanair Holdings</title><link>http://www.davy.ie/LR?id=2884</link><description>Stellar Q3 results; market leader powering ahead to its most profitable year ever</description><dc:creator>Stephen Furlong/Joshua Goldman</dc:creator><pubDate>Mon, 30 Jan 2012 08:32:25 +0000</pubDate><guid>http://www.davy.ie/LR?id=2884</guid></item><item><title>Market Comment</title><link>http://www.davy.ie/LR?id=2883</link><description>Irish retail sales expand sharply in December</description><dc:creator>Davy Research</dc:creator><pubDate>Mon, 30 Jan 2012 08:21:24 +0000</pubDate><guid>http://www.davy.ie/LR?id=2883</guid></item></channel></rss>
