Berkeley Group Holdings PLC

Berkeley Group Holdings is a holding company. Through its subsidiaries, Co. is engaged in residential-led property development focusing on urban regeneration and mixed-use developments. Co. focuses its development in London and the South of England markets.
  • TickerBKG
  • ISINGB00B02L3W35
  • ExchangeLondon Stock Exchange
  • SectorHousehold Goods & Home Construction
  • CountryUnited Kingdom

Analysts

Tony Williams

UK Housebuilding Sector in 4Q 2019: ‘20/20 vision'

For fighter pilots, it is a minimum requirement. But having 20/20 ‘visual acuity’ (correct term) does not necessarily mean you have perfect vision (as convention assumes); instead, it indicates sharpness and clarity of vision at a distance. It is measured by a Snellen Chart, which displays letters of progressively smaller size and whereby 20/20 means that the test subject sees the same line of letters at 20 feet that a person with normal vision sees at 20 feet (or 6 metres; but 6/6 simply didn’t catch on). 20/20 and similar (e.g. 20/200 is legal blindness) are called Snellen fractions, named a...

Philip Morrish

Value Indicator - UK Construction & Materials 30122019

Currently '(TM) Value Indicator - UK Construction & Materials Sector' is a value analysis of the Construction & Materials super sector of quoted companies on The London Stock Exchange's Main market that provides the user with indicative long-term target prices. The publication is also available on request at

Philip Morrish

Value Indicator - UK Main Market 30122019

Currently '(TM) Value Indicator - Main Market' is a value analysis of the Basic Resources, Construction & Materials, Telcoms and Utilities sectors of quoted companies on The London Stock Exchange's Main market that provides the user with indicative long-term trading indicators and indicative target prices. The publication is also available on request at

Philip Morrish

Value Indicator - UK Construction & Materials 23122019

Curently '(TM)Value Indicator - UK construction & materials' is a value analysis of the Construction & Materials super sector of quoted companies on the London Stock Exchange's main market that provides the reader with indicative longer-term target prices.

Philip Morrish

Value Indicator - UK Main Market 23122019

Currently '(TM)Value Indicator - UK main market' is a value analysis of the Basic Resources, Construction & Materials, Telecoms and Utilities sectors of quoted companies on the London Stock Exchange's main market that provides the reader with indicative longer-term tagrte prices.

Tony Williams

UK Housebuilding Sector in 4Q 2019: ‘20/20 vision'

For fighter pilots, it is a minimum requirement. But having 20/20 ‘visual acuity’ (correct term) does not necessarily mean you have perfect vision (as convention assumes); instead, it indicates sharpness and clarity of vision at a distance. It is measured by a Snellen Chart, which displays letters of progressively smaller size and whereby 20/20 means that the test subject sees the same line of letters at 20 feet that a person with normal vision sees at 20 feet (or 6 metres; but 6/6 simply didn’t catch on). 20/20 and similar (e.g. 20/200 is legal blindness) are called Snellen fractions, named a...

Venkatraman Varun

The Berkeley Group Holdings plc

Venkatraman Varun

The Berkeley Group Holdings plc

Venkatraman Varun

The Berkeley Group Holdings plc

Venkatraman Varun

The Berkeley Group Holdings plc

Berkeley Group Holdings (The): 1 director sold

A director at Berkeley Group Holdings (The) sold 1,001,393 shares at 5,040p and the significance rating of the trade was 79/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The...

Philip Morrish

Value Indicator - UK Construction & Materials 30122019

Currently '(TM) Value Indicator - UK Construction & Materials Sector' is a value analysis of the Construction & Materials super sector of quoted companies on The London Stock Exchange's Main market that provides the user with indicative long-term target prices. The publication is also available on request at

Philip Morrish

Value Indicator - UK Main Market 30122019

Currently '(TM) Value Indicator - Main Market' is a value analysis of the Basic Resources, Construction & Materials, Telcoms and Utilities sectors of quoted companies on The London Stock Exchange's Main market that provides the user with indicative long-term trading indicators and indicative target prices. The publication is also available on request at

Philip Morrish

Value Indicator - UK Construction & Materials 23122019

Curently '(TM)Value Indicator - UK construction & materials' is a value analysis of the Construction & Materials super sector of quoted companies on the London Stock Exchange's main market that provides the reader with indicative longer-term target prices.

Philip Morrish

Value Indicator - UK Main Market 23122019

Currently '(TM)Value Indicator - UK main market' is a value analysis of the Basic Resources, Construction & Materials, Telecoms and Utilities sectors of quoted companies on the London Stock Exchange's main market that provides the reader with indicative longer-term tagrte prices.

Ng Adrian

The Berkeley Group Holdings plc

Expert Corporate Governance Service (ECGS)

Berkeley Group Holdings - AGM 06 September 2019

The Company has paid a dividend in respect of the financial year, however no resolution to approve the distribution has been proposed at the general meeting. Item 2: Approve the New Remuneration policy The company proposes to remove the Bonus Plan for 2019/20. Therefore, variable incentives will solely be based on 2011 awards performance condition of £2 of return required each year for the tranche of options to vest, and £2 of return required each year for any of the ‘banked’ shares to vest. Thus, there will be an insufficient alignment between incentive pay and Company strategy. Moreover, ...

Berkeley Group – Proxinvest Corporate Governance Rating ® : C

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

Expert Corporate Governance Service (ECGS)

Berkeley Group Holdings PLC - Proxy report- 05/09/2018

The Company has paid a dividend in respect of the financial year, however no resolution to approve the distribution has been proposed at the general meeting. Item 2: Approve the Remuneration Report The remuneration structure is not considered acceptable, primarily as the maximum variable remuneration is excessive. The LTIP is fully determined by shareholder returns which are under the control of executives. Performance metrics are not considered sufficiently challenging and we note that the ROE target has been lowered for the coming year. Alignment with performance has not been definitively ...

Expert Corporate Governance Service (ECGS)

Etude l' AG du 06/09/2017

The Company has paid a dividend in respect of the financial year, however no resolution to approve the distribution has been proposed at the general meeting. Item 2: Approve the Remuneration Report. The remuneration structure is not considered acceptable.  The maximum variable remuneration is excessive.  The LTIP is fully determined by shareholder returns which are under the control of executives and as such the Company’s dividend policy does not appear to be driven by underlying performance conditions. Case in point is FCF which was not able to cover the dividend payment and share buybacks du...

Matthieu DRIOL

Analyse court terme - BERKELEY GROUP HOLDINGS : La reprise est une consolidation.

La tendance est baissière. La reprise est une consolidation. Les Stochastiques sont en zone de surachat. La baisse peut bientôt reprendre vers 3 225,00 p. La tendance de fond serait remise en cause en cas de franchissement de 3 714,10 p.

Matthieu DRIOL

Short term view - BERKELEY GROUP HOLDINGS : The recovery is a consolidation.

The trend is bearish. The recovery is a consolidation. Stochastics are at the overbought level. The fall can soon resume toward 3,225.00 p. The background trend would be questioned should prices rise above 3,714.10 p.

Matthieu DRIOL

Analyse court terme - BERKELEY GROUP HOLDINGS : Les prix baissent.

La tendance de fond est clairement orientée à la baisse. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 3 123,07 p. La tendance de fond serait remise en cause en cas de franchissement de 3 714,10 p.

Matthieu DRIOL

Short term view - BERKELEY GROUP HOLDINGS : Falling prices.

The background trend is clearly bearish. Prices are falling again, but the movement has become hesitant. The next support is at 3,123.07 p. The background trend would be questioned should prices rise above 3,714.10 p.

Matthieu DRIOL

Medium term view - BERKELEY GROUP HOLDINGS : Falling prices.

The trend is uncertain. Prices are falling and they may accelerate to the downside. A new bearish trend is attempting to emerge.

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