PRIVATE CLIENTS
- Wealth Management
The most important thing we can do for our clients today is to listen. By understanding what you want out of life, we can help you put the right financial plan and investment strategy in place to achieve your personal goals.
CORPORATE & INSTITUTIONAL
- Asset Management
At Davy Asset Management it is our unique perspective that inspires our thematic styled investment strategies that deliver market leading performance. - Corporate Finance
Davy Corporate Finance is Irelands largest corporate financial adviser.
We work with domestic and international public, private, commercial and semi-state entities, combining innovative advice and proven execution skills, to provide a complete range of integrated corporate finance services. - Institutional Equity
Davy is the market leader in the origination, distribution and trading of Irish equities.
Our equity sales and trading function provides analysis and execution for domestic and overseas institutional investors, including some of the largest global fund managers, hedge funds, sovereign entities and money managers.
- Corporate Broking
Davy Corporate Broking serves a hybrid role combining traditional corporate advisory services, with institutional marketing and equity capital market transaction services.
The Corporate Broking team provides clients with a comprehensive service to help manage their relationships with the market and their existing and potential institutional shareholders.
- Debt & Specialist Finance
Davy's Debt & Specialist Finance team is the largest in Ireland. We act for both borrowers and investors in the global debt markets.
We are active traders in all sovereign bonds and global credits, and are primary dealers of Irish government bonds.
- Money Broking
Davy's Money Broking team acts exclusively in an agency capacity, for professional clients, matching up buyers and sellers in the wholesale financial markets.
Our over-the-counter products and services include interbank deposits, repos, forward rate agreements, swaps and forward foreign exchange rates.
- Fund Services
Davy has been involved with regulated investment funds for over 15 years, and can provide advice and services for clients seeking to establish a fund in Ireland.
- Property
Davy Property is one of the largest direct property investment and asset management businesses in Ireland. Our Property business is focused around Property Management, Property Investment and Portfolio Restructuring & Refinancing.
Davy Research
Industrials
Industrials
Ryanair replaces easyJet on our Conviction List
We are replacing easyJet with Ryanair in our Conviction List. EasyJet is up over 30% since inclusion, and we believe that earnings momentum in Ryanair is now superior. The Conviction List...
June 20 2018
|
Barry Dixon
| Sector Report |
6 pages
Cash machine – how the road to 2021 sets CRH apart
It has been a busy two months at CRH. Recent strategic updates have been well received and the share price has rallied strongly. We see these initiatives as core to CRH’s DNA and a...
June 18 2018
|
Robert Gardiner
,
Barry Dixon
| Company Report |
30 pages
Capital Markets Day along expected lines – greater cash focus but no magic bullet
HeidelbergCement's Capital Markets Day (CMD) saw the launch of the group's "Vision 2020" strategy. The plan leans heavily on efficiency, vertical integration and improved cash generation...
June 13 2018
|
Robert Gardiner
| Company Report |
11 pages
Adding Grafton Group and Smurfit Kappa Group
We are adding Grafton Group and Smurfit Kappa Group (SKG) to the Davy Research Conviction List. Grafton is our top pick in the building distribution sector and continues to benefit...
June 12 2018
|
Barry Dixon
| Sector Report |
7 pages
Superior cash generation will drive shareholder value
Key to CRH’s announcement today is that it expects to generate unutilised financial capacity of €7bn over the next four years through its ongoing focus on operational efficiency and...
May 31 2018
|
Robert Gardiner
,
Barry Dixon
| Company Report |
6 pages
Capital allocation to sustain outperformance
The Grafton investment thesis is increasingly centred on capital allocation. Its recent track record in this regard is strong. It has deployed investment funds strategically and...
May 31 2018
|
Michael Mitchell
,
Flor O'Donoghue
| Company Report |
24 pages
Kingspan and Rockwool highlight that insulation is a hot category
Insulation has been and will remain an attractive growth category within the building materials sector. Kingspan and Rockwool offer direct and substantive exposure to this opportunity....
May 30 2018
|
Flor O'Donoghue
,
Michael Mitchell
| Company Report |
23 pages
Site visits demonstrate significant progress on ramp-up
Our examination of Cairn Homes’ progress on open sites shows that it is well on the way to achieving at least its current medium-term target of 1,300-1,400 units. Notwithstanding some...
April 17 2018
|
Colin Sheridan CFA
| Company Report |
17 pages
Ramp-up on course; Glenveagh Living to drive higher profits from 2021
We are adjusting our model to account for the significant land purchases that Glenveagh has made since last October’s IPO. To date, the company has delivered on expectations that...
April 17 2018
|
Colin Sheridan CFA
,
Michael Mitchell
| Company Report |
14 pages
Medium-term outlook confirms confidence in the future; upgrading near-term forecasts by 2%
Smurfit Kappa Group’s (SKG) medium-term outlook (MTO) reflects management’s confidence in the long-term growth prospects of this industry and its ability to capitalise on this growth....
February 19 2018
|
Barry Dixon
| Company Report |
13 pages
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Berkeley Group, Full year numbers ahead due to joint ventures; pre-tax profit 4% above guidance
June 20 2018 -
Davy Conviction List, Ryanair replaces easyJet on our Conviction List
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Ferguson, Core US business continues to power ahead
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DS Smith, Full year results reflect on-going demand strength and pricing recovery
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CRH, Cash machine – how the road to 2021 sets CRH apart
June 18 2018 -
CRH, FTC approval for Ash Grove received subject to disposals
June 15 2018 -
HeidelbergCement AG, Capital Markets Day along expected lines – greater cash focus but no magic bullet
June 13 2018 - More>