Among the smaller companies, Tomkins bounced 4.3 to 232.8p following a strong trading update. The company reported double-digit margin growth in the first quarter. That was well ahead of Collins Stewart's 8.8pc forecast for the first half and 6.6pc in 2009. Analysts at Collins Stewart said the shares are the cheapest in the sector and if they get to 290p, the company could move into the FTSE 100 index. "Normally inclusion in the FTSE 100 wouldn't have a significant impact on the shares, but with Tomkins still relatively under owned in the UK and many investors still struggling to even remember what Tomkins does, it could be a bigger driver than normal," said Mark Wilson, an analyst at Collins Stewart.