Following the Brexit, it is obvious that all UK companies won't feel the same impact on their revenues. Some of them will benefit from the situation while other ones will suffer from the Brexit.
In order to identify the potential losers of the Brexit, we did a screening with following criteria:
- Currency = GBP
- The upside potential can't be extreme (SFR<=4) because if the discount of company becomes extreme, this could offset the negative impact of the Brexit and the company could outperform the market
- Companies with a high exposure to the UK market