BLT: Quantitative Monographs "Transport and Leisure still while Services..."

研报英文原文证据摘录

BLT: Quantitative Monographs "Transport and Leisure still while Services..."

Global Research

20 July 2026ab

BLT: Quantitative Monographs Equities

GlobalTransport and Leisure still while Services

Weakens Quantitative

Jarrod Castle, CFA

Analyst

jarrod.castle@ubs.com

2nd (2026) edition of our BLT Quantitative Monographs +44-20-7568 8883

In the latest edition of our BLT Quant screen (until end of June'26), which uses an Rory McKenzie

aggregate quant score to assess how attractive stocks look from a quant perspective, the Analyst

relative ranking shows Support Services scores are positive whereas Transport and rory.mckenzie@ubs.com

Leisure scores diverge to a slightly negative level. The Support Services and Leisure scores +44-20-7568 1977

declined slightly whilst the Transport score improved slightly vs a month ago, albeit still Cristian Nedelcu, CFA

negative. Analyst

cristian.nedelcu@ubs.com

We review the highest and lowest ranked by quant score +44-20-7568 4375

The aggregate score allows us to rank all the BLT stocks, giving equal weighting to value, Ben Shelley, ACA

quality, momentum and risk investment styles to create the score. Melia Hotels Group Analyst

has the highest z-score, followed by ISS and Serco. Flutter received the lowest score in ben.shelley@ubs.com

BLT, followed by Hays and InPost SA. +44-20-7568 3957

Nicole Manion

IAG and Getlink are new to the top list while Adecco is the new entrant to the Analyst

bottom list nicole.manion@ubs.com

+44-20-7568 2094Compared to May'26, IAG and Getlink are new entrants in the top 10, whereas Trainline

and Evolution AB drop out. Adecco is the new entrant to the bottom 10 whereas Ivar Billfalk-Kelly

Lufthansa no longer appears in the bottom 10. Analyst

ivar.billfalk-kelly@ubs.com