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
Financials
Financials
Hammerson plc - Initiating coverage with an 'Outperform' rating
Earnings as a percentage of net asset value (NAV) is currently at a level that has historically only occurred in periods of extreme financial stress. We feel this reflects hidden value...
Jul 20 2017
|
Colin Grant
| Company Report |
40 pages
NPL strategy will be the key focus
We expect interim results (July 26th) to show that PTSB is continuing to restore the core business to a more solid footing. However, given the intense regulatory focus on...
Davy hosts EPRA investor day
Davy hosted an investor day in Dublin for EPRA, the European Public Real Estate Association, with representatives from nine leading real estate stocks across Europe attending. We had...
Jun 26 2017
|
Colin Grant
| Sector Report |
5 pages
Forecast revisions post full year results
The highlight of Hibernia REIT’s full year results was the underlying NAV growth of 14.5% to €1.46 (Davy forecast €1.43) making it one of the fastest growing REITs in the world. It...
Jun 1 2017
|
Colin Grant
| Company Report |
2 pages
Mortgage market upturn to reset banks on a long-term growth trajectory
The strong upturn in mortgage activity in Q1 gives confidence that banks’ loan books are closer to an inflection point. The mortgage market is set to at least double in the next few...
May 30 2017
|
Emer Lang
,
Stephen Lyons
,
Diarmaid Sheridan
,
Conall Mac Coille
,
David McNamara
| Sector Report |
24 pages
Revised mortgage-to-rent a catalyst to deal with long-term mortgage arrears
Home-owner mortgage arrears have fallen by 45% since their peak in 2013, yet long-term cases remain stubbornly high. Key issues in resolving such cases include: affordability and...
May 25 2017
|
Diarmaid Sheridan
,
David McNamara
,
Stephen Lyons
,
Emer Lang
| Sector Report |
15 pages
SFCR confirms solvency buffer of €38m to lower end of target range of 110-130%
FBD’s Solvency and Financial Condition Report (SFCR) confirms that its group solvency capital ratio (SCR) of 126% is a product of total free funds of €304m and a solvency capital...
May 22 2017
|
Emer Lang
| Company Report |
4 pages
Good margin management
Lloyds Banking Group’s (LBG) Q1 IMS demonstrated strong margin management with the net interest margin (NIM) running significantly ahead of expectations and coming in advance of the...
Apr 28 2017
|
Diarmaid Sheridan
| Company Report |
2 pages
Q1 ahead of NIM and impairment charge; expect trends to persist through 2017
Lloyds Banking Group (LBG) has reported a strong Q1 statement with both the net interest margin (NIM) and the impairment charge ahead of expectations and expected to remain so...
Apr 27 2017
|
Diarmaid Sheridan
| Company Report |
2 pages
Upgrading forecasts
Following Hibernia’s letting of the top two floors at 1 Windmill Lane (1WML) at a rent of €57.60/square foot on March 31st (Hibernia REIT - New letting at 1 Windmill Lane) and Feedback...
Apr 13 2017
|
Colin Grant
| Company Report |
2 pages
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RELATED RESEARCH
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IRES REIT, H1 2017 results
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Kennedy Wilson Europe, H1 2017 interim results
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Bank of Ireland, On-going progress not reflected in valuation
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FBD Holdings, Stabilising volumes/improving COR underpin good H1
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permanent tsb Group, Progress overshadowed by NPL challenge
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Allied Irish Banks, Re-emerging and re-invigorated; attractive Irish banking sector recovery play
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FBD Holdings, Continuing progress on key COR metric
Aug 2 2017 - More>