CAPITAL MARKETS

Institutional Group

Leading research and insights, expert execution and a global network of clients
Dublin | London

Damian Roddy, Head of Institutional Group

“Our Equities and Research teams have developed a strong franchise over the years, delivering a bespoke, value-added, high-touch service and leading insights to a global client base. We continue to invest in our business and our people to improve our content, product, distribution and service for our corporate and institutional clients in this ever-evolving market.”

Equities

Research

About the Institutional Group

The Davy Group is one of Ireland's leading financial services firms, serving domestic and international clients for over 90 years. At Davy, we deliver world class outcomes to our institutional clients through insights and expert execution. By combining the strength and expertise of our Equities and Research teams, we provide a range of services to our global and domestic institutional clients.

Our research team provide clients with full coverage over a broad range of companies and sectors. Our trading and execution team offer market making services in Irish and UK listed equity instruments.

Davy Capital Markets image of gears against a white background

CAPITAL MARKETS

Institutional Group

Damian Roddy, Head of Institutional Group

Equities

Research

About the Institutional Group

2022 musings

Forecast changes post H1 2022 results

September UK housing snapshot: good times, bad times?

MyHome Property Report, Q3 2022

Black sheep in a sea of red

Franchise intact post-COVID – just more debt

A virtuous cycle

Strong growth potential and high earnings visibility

Charting choppy waters

Quality shining through; producing on and off the field

New dawn fades

Atmosphere

August UK housing snapshot: the song remains the same

Pear trade? Trading at a material discount to the sector

Mortgage approvals of €1.45bn in July

Ever deeper opportunity set highlights strength of investment case

Important progress made in key divisions

Wilderness

Transmission

Shadowplay

Ceremony

E-commerce players: earnings downgrades

Conviction call… it’s the cohorts stupid

Interim results preview

July UK housing snapshot

Becoming more cautious on 2023 but reasonable downside is priced in

Sentiment weighs but quality will prevail

Isolation

Interzone

Heart and soul

Digital

Portfolio power

Refreshing forecasts for 2022

Ryanair to be standout in earnings season

Lowering 2023 forecasts but all is by no means lost

Online takeaway food players: earnings downgrades

Online auto players: earnings downgrades

Irish government plans €6.7bn budget package for 2023

June UK housing snapshot

Primark store visit highlights model relevancy and laser focus on price leadership

Multi-year, double-digit returns

MyHome Property Report, Q2 2022

May UK housing snapshot

Positioning for growth

Irish housing market should be resilient to higher rates

Housing: rate rises less impactful to Ireland

Elevating growth ambitions – key takeaways from Capital Markets Day

Forecast update

Increasing 2022 forecasts

Material re-rating opportunity awaits

Updating forecasts

Model update

Conviction call… eating into the KPIs

Anyone fancy a takeout?

Housekeeping, Hays’ CMD and long-term value

April UK housing snapshot

Model update and equity considerations

New forecasts transform the outlook on the GHH and pipeline projects

Momentum sustained in Q1; upgrade NAV forecasts once again

Accelerating cashflow increases price target to €1.46

New Irish economic forecasts

Investor event – Latin America in focus

A lot done

Investment case transformed

Updated forecasts increase price target to €1.60

Model update and equity considerations

Upgrading forecasts

March UK housing snapshot

Sell-side briefing takeaways and model update

Just too good to ignore

Capital Markets Day showcases integrity of model and team

MyHome Property Report, Q1 2022

Model update – growth back on the horizon

A winning strategy delivering for shareholders