Dozens of the North's biggest firms could benefit from increased investment following the Conservatives' General Election win, research analysts Peel Hunt have suggested in a new report.
The London-based firm said the realignment of the political map could have a "material impact" on the government's desire to stimulate growth in the Midlands and North, after the party won a huge majority of 80.
In its 海角视频 Election note on Northern Investment released on Tuesday, it revealed dozens of firms either based in the North or with significant interests there, that it expects to benefit from increased investment and economic stimulus proposed by Boris Johnson's party.
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The report said: “We expect energy to be put into demonstrating investment and enabling enterprise in the region, through a combination of infrastructure investment, property development, freeports, enterprise zones, encouraging start-ups and investors and transference of government jobs."
There are 33 in total, which are listed below.
Housing, Building Materials and Merchants
MJ Gleeson: Sheffield housebuilding firm whose activity is focused solely in the North and Midlands. Demand for its low-cost homes remains strong, and "could be boosted by a stronger economic backdrop".
Henry Boot: Fellow Sheffield construction firm serving both public and private clients, and with increased spending part of the Government's plans, Peel Hunt is optimistic for its future.
Breedon Group, Marshalls and Polypipe: Leicestershire, West Yorkshire and South Yorkshire-based firms respectively all in the building materials sector. Peel Hunt said all three have "healthy exposure" to this end of the market.
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Van Elle: Ashfield, Nottinghamshire-based firm who will "also likely enjoy increased demand for its ground engineering services".
Real estate
The document said employment, infrastructure, improvements and broader economic growth are the largest drivers of property and rental growth, meaning increased investment is likely to have an impact on firms with significant exposure in the North.
Haworth Group: The Manchester firm "appears to be ideally positioned with its aim to become 'the leading land and property regeneration specialist in the North and Midlands'".
Town Centre Securities (Leeds and Manchester), Regional REIT, Warehouse REIT, NewRiver and Hansteen (all London-based, but with interests in the North) are listed as having "significant exposure in the North".
U&I: Another London-based firm, listed for its £1bn development scheme at Mayfield, adjacent to Manchester Piccadilly.
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Infrastructure and supply chain
Domestically-focussed contractors are set to be "key beneficiaries" of more investment in the North, the report said.
Although the report's estimates did not include HS2, the largest "shovel-ready" product, it said various firms would benefit from increased infrastructure investment, including potholes.
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Three key infrastructure firms listed in the report who all have significant interests in the region were London-based Balfour Beatty, Berkshire firm Costain, and Bedfordshire-based Kier.
Uxbridge-based Galliford Try and London firm Morgan Sindall stand to benefit from increased northern NHS and education investment as they have "strong regional framework positions".
Gloucester-based homes and social care provider Mears would be another to benefit due to its affordable housing and maintenance activities.
Rental firms such as Merseyside-based Speedy Hire and Harrogate business Vp would be the biggest beneficiaries of increased investment - and Peel Hunt emphasised the "immediate and material benefit from price rises".
Similarly, Oxfordshire-based RPS' consulting business would also reap dividends from increased investment.
Industrials
Structural steel specialist Severfield, based in North Yorkshire, provided steel for the rebuild of Manchester Victoria back in 2014, and is expected to benefit again from the building of 'Crossfield for the North'.
Design, manufacture and supply firm Hill & Smith Holdings based in Solihull could benefit from plans to connect Middlesbrough and London with a direct trainline, Peel Hunt said.
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Travel and Leisure
Pub chain Marston's, whose HQ is in Wolverhampton, has 95% of its pubs outside London - so is "less exposed" to a post-Brexit fall in tourism, as well as shortages in labour - that could be good news for the firm compared to many rivals.
Retail
Firms such as Newcastle-based Greggs, Bradford-based supermarket chain Morrison's and Merseyside-based discount chain B&M could all stand to benefit from "rising consumer confidence in the region". Dunelm, based in Leicestershire and with most stores based across the Midlands and North West, could also benefit.
Peel Hunt said northern skews aside, the retail sector as a whole should benefit from a pick-up in consumer confidence after three years of steady forecast downgrades.
Media
Moneysupermarket.com has sites in both North Wales and Manchester. It experienced peaks in its shares throughout the summer, but have "recently fallen from favour" - meaning they are now trading "well below our target price and increasingly represent good value".
Heathcare
Oxford-based Sensyne Health, which has interest in the North, is likely to receive "limited boost" from the Government's proposals to build new hospitals, as well as other southern-based firms like ConvaTec, Clinigen and UDG Healthcare.