…and some to hold, avoid or sell

Aggreko Investors Chronicle

This power-generation equipment rental group faces rising competition and souring economic sentiment. Debt is up, margins down and its large fixed-cost base has high capital requirements. Sell. 717p.

CRH The Times

This “impressive” Irish building materials group, which employs 85,000 people in 32 countries, has suffered rising costs, inflation and problematic weather. Too many negatives in its markets. Avoid. £22.15.

Domino’s Pizza Group Investors Chronicle

The pizza delivery group is struggling with rebellious franchisees demanding a greater share of profits. A quick succession of CFOS, rising capital requirements and tightening competition don’t help. Sell. 263p.

Halma The Times

Probably best known for its smoke detectors and fire alarms, Halma specialises in safety and hazard detection. Consistent and sustainable revenue and dividend growth is offset only by its premium valuation. Hold. £14.00.

NCC Group The Times

Demand for the services of this cybersecurity consultancy has slowed in the UK – just as it suffers the legacy of a badly executed acquisition spree. The scale of recovery needed makes for an unpredictable punt. Avoid. 125p.

Royal Mail Investors Chronicle

Royal Mail has narrowed its profit guidance as letter volumes continue to decline. More ominous, perhaps, is slowing growth at its international logistics business, where falling revenues are squeezing margins. Sell. 268p.