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Report Focus — Our regular quarterly preview covering 24 companies, detailing
our forecasts, consensus, and scope for positive and negative surprises. We also
include our databases that track dividend dates, government lock-ups and the Citi
catalyst tracker, all of which are available in electronic format from any analyst.
2008 Sector View: Relative Overweight — As we detailed in our Thirst for Growth
24 January 2008 report, the stock market should focus on the sector’s defensive
nature in a macroeconomic slowdown. FCF growth should outpace GDP growth
and relative valuations are also attractive (c.15% PE discount to utilities).
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