Morgan Stanley Fixed-UK Housebuilders Aligning Cyclical + Structural Drivers = M...-115213858

报告摘要

May 6, 2025 03:01 AM GMT UK Housebuilders | Europe Morgan Stanley & Co. International plc+

核心要点

0.9x P/B, 10th percentile. Barratt Redrow (Top Pick) and

报告信息

文件全名: 《Morgan Stanley Fixed-UK Housebuilders Aligning Cyclical + Structural Drivers = M...-115213858.pdf》
适合读者: 战略规划行业研究员
核心数据: 13% EPS CAGR 2024-27e, healthy balance sheets and an
dovish than the street, 2.75% terminal rate by mid 2026.
The market misses the opportunity. Our FY27e EBIT is 9% ahead of the street
Preferred plays Barratt Redrow and Persimmon; for 2027e EBIT we are +11% and
+16% ahead of consensus, respectively.
核心议题: PLC

常见问题

《Morgan Stanley Fixed-UK Housebuilders Aligning Cyclical + Structural Drivers = M...-115213858》主要包含哪些内容?

May 6, 2025 03:01 AM GMT UK Housebuilders | Europe Morgan Stanley & Co. International plc+核心数据:13% EPS CAGR 2024-27e, healthy balance sheets and an;dovish than the street, 2.75% terminal rate by mid 2026.;The market misses the opportunity. Our FY27e EBIT is 9% ahead of the street。

这份报告覆盖哪一年、篇幅多大?

覆盖 2025 年,全文约 65。

这份报告是免费的吗?如何获取?

本报告免费查阅,登录资料宝后即可在线获取完整内容。

这份报告适合哪些读者?

适合战略规划、行业研究员等读者参考。

报告涉及哪些关键议题?

重点分析了PLC等议题。