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 winners of the Brexit, we did a screening with following criteria:
- Currency = GBP
- The stock can be slightly overvalued (SFR>=2) because it will take time to analysts in order to assess the impact of the Brexit and to uplift their estimates.
- Companies with a low exposure to UK
- Large cap companies because small and mid cap companies are much more sensitive to local markets.