reports
- MarketLine Department
Barratt Developments Plc - Company Profile and SWOT Analysis
Summary Barratt Developments Plc - Company Profile and SWOT Analysis, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Barratt Developments Plc (Barratt) is a property developer. Its primary activities involve acquiring land, obtaining planning consents, and constructing high-quality homes. Barratt offers a ran...
- Charlie Campbell
- Edward Prest
LIBERUM: Housebuilders surveyor - Bananas politics & fruity economics
We update our view on housebuilders in this detailed and considered note, paying most attention to the resilience of house prices and explaining how planning could slow the 2024 recovery. Housebuilders’ shares rose 40% from lows as pessimists’ worst fears were thwarted. The easy money has been made but we expect continued outperformance as demand improves and returns recover. Investors should look past the biggest obstacles of inflation and planning. The big picture still sees inflation cooling ...
- Liberum Research Team
DRX DRAX GROUP PLC
MAB MITCHELLS & BUTLERS PLC
BLND BRITISH LAND COMPANY PLC
EZJ EASYJET PLC
SFE SAFESTYLE UK
SDY SPEEDY HIRE PLC
VTY VISTRY GROUP PLC
SAG SCIENCE GROUP
IKA ILIKA
RMG ROYAL MAIL PLC
OTB ON THE BEACH GROUP
CTEC CONVATEC GROUP PLC
AAL ANGLO AMERICAN
UPR UNIPHAR
ATOM ATOME ENERGY PLC
AT/ ASHTEAD TECHNOLOGY
- Liberum Research Team
- Liberum Research Team
- Liberum Research Team
- Charlie Campbell
- Edward Prest
LIBERUM: Housebuilders - Encouragements from first reporters
Last week’s reports from three builders were encouraging. It is too early yet to have a definitive view of the crucial spring selling season, but news of better sales rates and the market strengthening through January are helpful. We cut our 2024 EPS estimates for Bellway and Redrow (by c13%): selling prices are holding up as we hoped, but volumes are hampered by a turn for the worse in planning and the nutrient neutrality saga. We still see good upside in the sector, but are somewhat more selec...
- Charlie Campbell
- Edward Prest
LIBERUM: Housebuilders - So far, so good(ish)
Our positive view on housebuilders’ shares at the start of the year was based on a view that house prices would prove relatively resilient, falling only 5%. This is holding well, so far, but we have had to look at volumes again as site numbers are not growing as we expected, due to planning delays and also housebuilder caution. This has led us to cut estimates today for Persimmon, Taylor Wimpey and Vistry. The flip side is that prices matter more for long term value, and the stock market has cor...
Form 8.3 - The Vanguard Group, Inc.: Vistry Group plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Vistry Group plc 09-Nov-2022 / 13:32 GMT/BST Dissemination of a Regulatory Announcement, transmitted by EQS Group. The issuer is solely responsible for the content of this announcement. FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and s...
Form 8.3 - The Vanguard Group, Inc.: Vistry Group plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Vistry Group plc 08-Nov-2022 / 14:09 GMT/BST Dissemination of a Regulatory Announcement, transmitted by EQS Group. The issuer is solely responsible for the content of this announcement. FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and s...
Form 8.3 - The Vanguard Group, Inc.: Vistry Group plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Vistry Group plc 07-Nov-2022 / 14:12 GMT/BST Dissemination of a Regulatory Announcement, transmitted by EQS Group. The issuer is solely responsible for the content of this announcement. FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and s...
Form 8.3 - The Vanguard Group, Inc.: Vistry Group plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Vistry Group plc 04-Nov-2022 / 12:39 GMT/BST Dissemination of a Regulatory Announcement, transmitted by EQS Group. The issuer is solely responsible for the content of this announcement. FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and s...
Form 8.3 - The Vanguard Group, Inc.: Vistry Group plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Vistry Group plc 03-Nov-2022 / 13:22 GMT/BST Dissemination of a Regulatory Announcement, transmitted by EQS Group. The issuer is solely responsible for the content of this announcement. FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and s...
Form 8.3 - The Vanguard Group, Inc.: Vistry Group plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Vistry Group plc 02-Nov-2022 / 12:29 GMT/BST Dissemination of a Regulatory Announcement, transmitted by EQS Group. The issuer is solely responsible for the content of this announcement. FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and s...
Form 8.3 - The Vanguard Group, Inc.: Vistry Group plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Vistry Group plc 01-Nov-2022 / 11:56 GMT/BST Dissemination of a Regulatory Announcement, transmitted by EQS Group. The issuer is solely responsible for the content of this announcement. FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and s...
Form 8.3 - The Vanguard Group, Inc.: Vistry Group plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Vistry Group plc 31-Oct-2022 / 13:53 GMT/BST Dissemination of a Regulatory Announcement, transmitted by EQS Group. The issuer is solely responsible for the content of this announcement. FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and s...
Form 8.3 - The Vanguard Group, Inc.: Vistry Group plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Vistry Group plc 28-Oct-2022 / 13:56 GMT/BST Dissemination of a Regulatory Announcement, transmitted by EQS Group. The issuer is solely responsible for the content of this announcement. FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and s...
Form 8.3 - The Vanguard Group, Inc.: Vistry Group plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Vistry Group plc 27-Oct-2022 / 13:39 GMT/BST Dissemination of a Regulatory Announcement, transmitted by EQS Group. The issuer is solely responsible for the content of this announcement. FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and s...
Form 8.3 - The Vanguard Group, Inc.: Vistry Group plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Vistry Group plc 26-Oct-2022 / 13:25 GMT/BST Dissemination of a Regulatory Announcement, transmitted by EQS Group. The issuer is solely responsible for the content of this announcement. FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and s...
Form 8.3 - The Vanguard Group, Inc.: Vistry Group plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Vistry Group plc 25-Oct-2022 / 14:00 GMT/BST Dissemination of a Regulatory Announcement, transmitted by EQS Group. The issuer is solely responsible for the content of this announcement. FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and s...
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