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

2025-05工业自动化65免费

📄 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

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报告摘要

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

📋 核心要点(部分)

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

❓ 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。

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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。