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LON:JHD

James Halstead PLC

OPPORTUNISTIC BUY 2026-08-08 Data 35 days old 127.10p Industrials - ConstructionAWAIT ENTRY
ACTIONABLEMethodology gates passed
59

Position levels

Currenttoday
127.10p
Buy <=wait / entry
111.67p
Trim >=take some off
135.00p
Thesis breakA confirmed cut to the dividend, a clear and sustained deterioration in commerci...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case27%100 / 10027.0
Base case48%62 / 10029.8
Bear case25%10 / 1002.5
Weighted conviction59 / 100 - OPPORTUNISTIC BUY

Top risks

  • H1 revenue decline to GBP 127.2m from GBP 130.1m and operating profit decline to GBP 23.6m from GBP 27.1m
  • Record interim dividend increase to 2.85p from 2.75p with cash rising to GBP 70.8m
  • Strong cash inflow from operations at GBP 36.9m
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.