Davy Research

Fresh thinking on the European

industrials and consumer sectors

Current themes at Davy Research

Food, beverage & pharma

Unrelenting Delivery of Growth

The UDG Healthcare investment thesis is a potent combination of structurally high organic growth and balance sheet capacity for investment that is potentially equivalent to 35% of the...

Jun 12 2017| Allan Smylie CFA , Andrew Young CFA | Company Report | 55 pages
Transport & logistics

Entering the third phase; initiating coverage

AerCap is now embarking on the third phase of its corporate development. From its IPO in 2006 through to 2013, it increased its owned fleet by almost 75%. The 2014 ILFC deal was an...

Jun 27 2017| Ross Harvey , Stephen Furlong | Company Report | 63 pages
Markets & indices

MSCI AC world index advances for eighth consecutive month and enjoys best first half since 2013

The MSCI AC world index, despite falling 0.8% in the final two days of the month, managed to eke out a gain of 0.03% in June – marking its eighth consecutive monthly advance. The global...

Jul 3 2017| Colin Richardson , Jenny Campbell , Jim O'Neill , Laura Chambers | Monthly Market Monitor | 23 pages
Davy Research

MyHome Property Report, Q2 2017: Irish house price inflation should remain strong despite end of 'Help-to-Buy' scheme

MyHome asking price data show house price inflation rising to 8.9% in Q2 2017. In Dublin, asking price inflation was even stronger at 10.2%. The stock of properties listed for sale was...

Jul 3 2017| Conall Mac Coille | Irish Economy | 12 pages