...and the rest

Investors’ Chronicle

The cybersecurity market is set to grow 11% per year between 2021 and 2028. NCC is cheaper than most firms in the sector, on a p/e of 16. Buy (206p).

Shares

Building supplies firm Marshalls continues to see strong demand. Buy (530p). Telecoms firm Airtel Africa has exciting long-term growth prospects. Buy (140p). Walt Disney’s content should give it an edge over Netflix as streaming subscribers become more selective. Buy ($105.18). Diversified Energy benefits from higher gas prices. Buy (123p).

The Telegraph

Housebuilder Taylor Wimpey has £837m of cash to allow it to survive a tough spell, and its long-term prospects offer “significant capital growth potential”. Buy (127.25p). Warehouse owner Segro’s share price has been hit by the costof-living crisis, but the longstanding trends in its favour have not changed. Buy. (1,110p). Insurer Beazley is exposed to losses in Russia and Ukraine but this is priced in. Buy (468.4p).

The Times

Insurer Aviva’s shares are cheap despite a generous dividend that “looks incredibly secure”. Buy (423.9p). The economic slowdown has yet to affect demand for high-end watches and jewellery sold by Watches of Switzerland. Buy (920.5p). LondonMetric Property’s assets are let on long leases, providing reliable, inflationlinked income. Buy (264.7p). Diploma supplies essential items such as industrial seals, gaskets, specialist wiring and cabling, which should be less vulnerable to cost-cutting. Buy (2,470p). Royal Mail is suffering from weaker parcel volumes and rising costs. Avoid (329.7p).