Disruptive technology

September UK housing snapshot: good times, bad times?

  • Companies : OnTheMarket plc | Rightmove plc | Purplebricks Group plc

Ratings

Ratings and price correct at time of issue

Company Rating Date Previous Rating Date Closing Price
AO World plc NEUTRAL 22/09/21 N/A N/A 43.1p
ASOS plc NEUTRAL 29/09/21 N/A N/A 569p
Auto Trader Group plc NEUTRAL 24/01/22 N/A N/A 515p
Auto1 Group SE NEUTRAL 09/02/22 N/A N/A 647c
Baltic Classifieds Group plc NEUTRAL 09/08/22 N/A N/A 137.2p
boohoo group plc OUTPERFORM 22/09/21 N/A N/A 36.5p
Carvana Co NEUTRAL 09/02/22 N/A N/A 2030c
Cazoo Group NEUTRAL 08/09/21 N/A N/A 4121c
Darktrace plc NEUTRAL 11/08/22 N/A N/A 295.1p
Deliveroo plc OUTPERFORM 18/01/22 N/A N/A 84.8p
Delivery Hero OUTPERFORM 18/01/22 N/A N/A 3794c
DoorDash Inc NEUTRAL 18/01/22 N/A N/A 4945c
GB Group plc OUTPERFORM 11/08/22 N/A N/A 609p
HelloFresh SE OUTPERFORM 09/02/22 N/A N/A 2175c
In the Style Group plc NEUTRAL 09/08/22 Outperform 22/09/21 17.5p
Just Eat Takeaway.com OUTPERFORM 18/01/22 N/A N/A 1618c
Kainos Group plc NEUTRAL 06/09/22 N/A N/A 1287p
Made.com Group plc OUTPERFORM 30/08/22 Neutral 26/07/22 3.5p
Marks Electrical Group plc NEUTRAL 26/07/22 N/A N/A 56.5p
Moonpig Group plc NEUTRAL 06/10/21 N/A N/A 160p
musicMagpie plc NEUTRAL 29/09/21 N/A N/A 12.5p
Naked Wines plc NEUTRAL 06/10/21 N/A N/A 84.0p
On the Beach Group plc NEUTRAL 06/10/21 N/A N/A 101p
OnTheMarket plc NEUTRAL 09/08/22 N/A N/A 84.5p
Purplebricks Group plc NEUTRAL 24/01/22 N/A N/A 14.1p
Rightmove plc OUTPERFORM 24/01/22 N/A N/A 482p
Sosandar plc OUTPERFORM 26/07/22 N/A N/A 14.5p
Trustpilot Group plc NEUTRAL 06/09/22 N/A N/A 75.3p
Virgin Wines UK plc NEUTRAL 26/07/22 N/A N/A 50.0p

DAVY VIEW

In many ways, the data remain behind the curve of rather radical economic change. Thus, approvals and transactions look solid enough, but all eyes are on the remainder of 2022. The mortgage rate data grab the headlines this month – Truss and Kwarteng have done what the pandemic could not do and have dislocated mortgage lending. It does feel reminiscent of the 2007/08 financial crisis but, politically and economically, there are many, many material moving parts at play.

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Oct 3 2022, 07:40 IST/BST

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