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
Resources & environment
Resources & environment
Report watching
Recent news from its near-30% held Australian operations indicates that the subsurface risk has been much reduced and a viable unconventional gas project is emerging. However,...
May 30 2017
|
Job Langbroek
| Company Report |
9 pages
A good company trading at a substantial discount = a good buy
We have analysed Cairn Energy’s capital allocation since late 2011, an important juncture for the company, and conclude that over the last five years the group’s capital allocation has...
May 19 2017
|
Caren Crowley
| Company Report |
14 pages
Updating forecasts and valuation; underappreciation presents investment opportunity
We are revising our forecasts and valuation primarily for an improved ilmenite price, softer-than-estimated realised zircon price and production guidance. We think the current share...
Apr 13 2017
|
Caren Crowley
,
Job Langbroek
| Company Report |
4 pages
Ntorya-2: very good result, but market has priced in what we know so far
We think the Ntorya-2 well was a significant success and that price gains so far are justified. However, we would caution that although the result is likely to be a breakthrough well...
Apr 13 2017
|
Job Langbroek
| Company Report |
6 pages
Updating our valuation and forecasts
Our updated valuation for Tullow Oil is 255p per share (previously 337p). This adjusts for an underwritten $750m rights issue, the Uganda farm-down and guidance provided at the time...
Mar 20 2017
|
Caren Crowley
,
Job Langbroek
| Company Report |
4 pages
Site visit shows that Moma is finally settling down
Prior to its 2016 recapitalisation, we identified three important elements in how the market viewed Kenmare: a stressed balance sheet, poor product markets and several operational...
Feb 16 2017
|
Caren Crowley
,
Job Langbroek
| Company Report |
7 pages
Dawn breaking: looking ahead to 2017
Mindful that the list of dawn analogies can also contain the word ‘false’, the recent OPEC/non-OPEC producer meetings look to have achieved a decent result. These deals should provide...
Dec 16 2016
|
Job Langbroek
,
Caren Crowley
| Sector Report |
8 pages
A fresh look at valuations: low-cost environment creates exceptional opportunity
After an eventful year, we think that a sensible, risk weighted net present value/share valuation for Providence is 35p with core assets (discovered oil and cash) making up 20p of...
Dec 12 2016
|
Job Langbroek
| Company Report |
8 pages
UK E&P positioning ahead of 2017
OPEC’S agreement to cut production has whittled down the discount to our valuations at which EnQuest, Cairn Energy, Ophir Energy, Premier Oil and Tullow Oil are trading. Nonetheless, we...
Dec 5 2016
|
Caren Crowley
,
Job Langbroek
| Sector Report |
31 pages
Seeds of next phase of growth
The Jubilee discovery along the West African Transform Margin nearly a decade ago provided a major impetus to Tullow’s valuation. Since then, investor interest in exploration activity...
Oct 12 2016
|
Job Langbroek
,
Caren Crowley
| Company Report |
10 pages
Showing 1 - 10 of 13 stories
RELATED RESEARCH
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EnQuest, First oil from Kraken commences on schedule
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Cairn Energy, Expands into Mexico
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Aminex, Financial and operational update
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Cairn Energy, Update on Cairn India tax dispute
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Providence Resources, Attracts new major into its Porcupine licences; Cairn Energy options Avalon well
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