Support Services sector monthly seasonality analysis

The 2013 edition of the Almanac looks at the historic monthly performance of the FTSE 350 sectors. Here we look at the Support Services sector.

The following chart plots the average out-performance of the FTSE 350 Support Services sector over the FTSE 100 Index by month since 1999. For example, since 1999 on average the sector has out-performed the FTSE 100 Index by 1.2 percentage points in January.

Observations:

  1. The strongest months have been January and December – the sector has under-performed the market only four times in December in the last 14 years.
  2. The weakest month has been July – the sector has out-performed the market only four times in July in the last 14 years.

The 23 stocks in the FTSE 350 Support Services sector [NMX2790] are-

Aggreko [AGK] Filtrona [FLTR]
Ashtead Group [AHT] G4S [GFS]
Atkins (W S) [ATK] Hays [HAS]
Babcock International Group [BAB] Homeserve [HSV]
Berendsen [BRSN] Howden Joinery Group [HWDN]
Bunzl [BNZL] Interserve [IRV]
Capita Group (The) [CPI] Intertek Group [ITRK]
Carillion [CLLN] Menzies (John) [MNZS]
De La Rue [DLAR] Michael Page International [MPI]
Diploma [DPLM] MITIE Group [MTO]
Electrocomponents [ECM] PayPoint [PAY]
Experian [EXPN]
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Chemical sector starts its 9-month out-performance of the FTSE 100

The 2013 edition of the Almanac looks at the historic monthly performance of the FTSE 350 sectors. The following chart looks at the chemicals sector.

The chart plots the average out-performance of the FTSE 350 Chemicals sector over the FTSE 100 Index since 1999. For example, since 1999 on average the chemicals sector has out-performed the FTSE Index by 1.5 percentage points in January.

Observations:

  1. The strongest month for the chemicals sector has been July; while the weakest has been September.
  2. From November, the chemicals sector has a continuous 9-month run of out-performing the general market.

The seven stocks in the FTSE 350 Chemicals sector [NMX1350] are:

Croda Intl. [CRDA] Morgan Crucible [MGCR]
Elementis [ELM] Victrex [VCT]
Filtrona [FLTR] Yule Catto [YULC]
Johnson Matthey [JMAT]
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