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WEEKLY
31 May 2013 WWW.LCC.ASIA
Market Cap Open Price Close Price High Low Volume TEV/ TEV/
Ticker (AUD Million) (AUD) (AUD) (AUD) (AUD) % Change Trend EBITDA EBIT
AJL 201 1.44 1.40 1.49 1.37 ▼ -6.2% NM NM
AZG 11 0.00 0.00 0.00 0.00 0.0% 2.9 X 5.1 X
ASL 401 1.21 1.29 1.44 1.15 ▲ 7.9% 3.4 X 5.8 X
AAX 270 2.13 2.19 2.26 2.10 ▼ -0.9% 5.1 X 6.0 X
ANG 317 4.64 4.33 4.64 4.27 ▼ -2.5% 6.8 X 7.9 X
BLY 314 0.65 0.69 0.75 0.61 ▲ 7.4% 3.1 X 4.8 X
BKN 784 4.52 4.66 4.85 4.32 ▲ 2.9% 5.6 X 7.3 X
BYL 32 0.28 0.29 0.29 0.28 ▲ 5.4% 2.2 X 3.5 X
BSA 38 0.19 0.17 0.19 0.11 ▼ -8.0% 5.3 X 13.7 X
CDD 773 5.37 5.38 5.45 5.25 ▲ 1.5% 7.8 X 9.1 X
CGH 97 0.31 0.32 1.17 1.07 ▲ 4.9% 1.8 X 2.8 X
CLO 906 1.11 1.17 1.17 1.07 ▲ 4.9% 7.8 X 8.1 X
COF 38 0.15 0.15 0.17 0.15 ▲ 0.5% 5.0 X 6.8 X
DCG 283 1.57 1.69 1.71 1.50 ▲ 7.9% 3.4 X 3.7 X
EAL 70 0.66 0.64 0.66 0.60 ▼ -1.4% 8.4 X 10.4 X
EGN 53 0.17 0.17 0.17 0.15 0.0% NM NM
EHL 239 0.41 0.41 0.44 0.39 ▲ 0.1% 3.0 X 6.3 X
FGE 406 4.30 4.71 4.71 4.09 ▲ 13.2% 3.6 X 4.6 X
GCS 73 0.49 0.43 0.49 0.42 ▼ -10.7% 4.2 X 6.3 X
GNG 63 0.42 0.42 0.47 0.42 ▲ 1.0% 8.3 X 9.0 X
HDX 54 0.27 0.30 0.30 0.26 ▲ 9.0% 3.5 X 5.4 X
IMD 179 0.89 0.85 0.93 0.82 ▼ -0.4% 4.0 X 4.7 X
LEI 5932 17.95 17.59 19.12 17.20 ▼ -3.1% 4.1 X 9.9 X
LCM 87 1.27 1.25 1.28 1.20 ▼ -0.8% 4.8 X 5.1 X
LYL 162 4.46 4.16 4.46 4.08 ▼ -2.7% 5.0 X 5.2 X
MLD 328 1.93 1.90 1.96 1.82 ▼ -0.4% 4.2 X 6.4 X
MAH 225 0.19 0.18 0.19 0.18 ▼ -2.7% 1.3 X 2.2 X
MYE 59 0.80 0.78 0.84 0.76 ▼ -2.0% 2.8 X 3.6 X
MND 1443 16.00 15.87 16.31 15.20 ▲ 0.8% 7.5 X 8.6 X
NMS 54 0.03 0.03 0.03 0.03 ▲ 0.1% 53.4 X NM
NFK 71 0.45 0.45 0.45 0.45 ▼ -1.1% 3.2 X 4.3 X
NWH 325 1.12 1.17 1.21 1.08 ▲ 0.9% 1.8 X 2.4 X
RCR 305 1.89 2.30 2.37 1.87 ▲ 16.9% 4.0 X 5.5 X
RQL 44 0.17 0.18 0.18 0.17 0.0% 3.0 X 4.8 X
SND 55 0.66 0.71 0.71 0.66 ▲ 8.3% 6.3 X 6.7 X
SDM Sedgman Limited 119 0.55 0.54 0.62 0.52 ▲ 2.4% 1.5 X 2.2 X
SWL 81 1.10 1.04 1.10 1.00 ▲ 0.3% 7.7 X 9.7 X
SXE 165 0.96 1.02 1.02 0.96 ▲ 2.0% 6.0 X 7.2 X
STS 27 0.43 0.42 0.43 0.42 ▲ 0.0% 2.5 X 6.1 X
SWK 52 0.28 0.30 0.30 0.28 ▲ 1.7% 2.0 X 3.8 X
TSE 474 0.92 0.93 0.96 0.88 ▲ 1.9% 6.8 X 12.9 X
UGL 1166 7.00 7.11 7.18 6.85 ▲ 1.0% 11.3 X 15.4 X
VMG 13 0.01 0.01 0.02 0.01 ▲ 30.5% NM NM
WDS 54 0.35 0.37 0.38 0.35 ▼ -1.2% 2.7 X 6.0 X
WOR 5110 19.80 20.71 21.08 19.54 ▲ 2.9% 10.8 X 11.9 X
WTP 106 0.53 0.58 0.62 0.50 ▲ 13.4% NM NM
* Sources: Capital IQ, LCC calculation
Calibre Group Limited
WorleyParsons Limited
UGL Limited
Watpac Limited
Allmine Group Limited
VDM Group Limited
Leighton Holdings Limited
Logicamms Limited
RCR Tomlinson Limited
NRW Holdings Limited
Norfolk Group Limited
Neptune Marine Services Limited
Monadelphous Group Limited
Bradken Limited
Boart Longyear Limited
GR Engineering Services Limited
Hughes Drilling Pty Limited
WDS Limited
E&A Limited
Lycopodium Limited
MACA Limited
MacMahon Holdings Limited
Mastermyne Limited
Resource Equipment Limited
Saunders International Limited
Southern Cross Electrical Engineering
Imdex Limited
Seymour Whyte Limited
Transfield Services Limited
Swick Mining Services Limited
Structural Systems Limited
Engenco Limited
Emeco Holdings Limited
Forge Group Limited
Global Construction Services Limited
Coffey International Limited
Clough Limited
Cardno Limited
BSA Limited
Brierty Limited
Decmil Group Limited
Austin Engineering Limited
Company Name
AJ Lucas Group Limited
Ausenco Limited
Ausdrill Limited
News Headlines and Key Sector Developments
Ticker News/Event Ticker News/Event
AAX Announced the resignation of its Chairman, Mr Wayne Goss,
effective immediately
TSE Has secured a combined $157M in contracts in its business
across Australia and New Zealand
BSA Expects revenues of circa $475M (FY2012 $491M) with EBITDA of
$16M compared to $16.5M for FY2012
VDM H&H Holdings Australia Pty Ltd has agreed to subscribe for
600M new fully paid ordinary VDM shares to raise $15M,
approximately 40% of the then issued share capital
MYE Now anticipates NPAT for the 12 months to 30 June 2013 to be in
the range of $11.1-$11.6M down from $12-13 million. Revenue is
anticipated to be between $245-$250M down from $245-255M
WTP Finalised a $37M contract with the Queensland Government to
deliver Stage 2 construction works for the redevelopment of the
Gold Coast Aquatic Centre
SDM Will not proceed with MDM Acquisition after certain condition
precedents were not able to be satisfied by MDM
WOR Agreed to extend its current Maintain Potential Programme
contract with Saudi Aramco for a further 2 years
*Sources: ASX, Company Release, Capital IQ, Bloomberg
Australian
Engineering
&
Mining
Services