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
Leisure
Leisure
Feedback from Davy real estate site visit
Davy hosted its fourth annual real estate site visit in Ireland on April 5th and 6th. The general tone continues to be upbeat on the outlook for all sectors – residential has the...
The Boomerang effect: upgrading forecasts by 7% to reflect the better-than-expected Australian turnaround
We are increasing our earnings forecasts for Paddy Power Betfair by 3% for 2017 and 7% for 2018 following publication of full-year results and our latest assessment of the outlook for...
Mar 20 2017
|
David Jennings
| Company Report |
10 pages
Updating estimates post full year results; now forecasting 14% compound annual earnings growth over three years; UK roll-out likely to further supplement growth
We have updated our earnings estimates for Dalata for 2017-2019. We are now forecasting 14% CAGR in EBITDA over the next three years with 17% growth expected this year. By 2019, we...
Mar 3 2017
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David Jennings
| Company Report |
4 pages
Key takeaways from encouraging Capital Markets Day
Whitbread hosted an encouraging Capital Markets Day yesterday (November 29th) that was consistent with its long-term model. However, we will not be changing our forecasts due to the...
Nov 30 2016
|
David Jennings
| Company Report |
3 pages
Q3 results preview: start of an upgrade cycle?
Paddy Power Betfair will release its Q3 numbers on November 4th. We are forecasting total net revenue in the quarter of £392m, which would represent headline growth year-on-year of...
Nov 1 2016
|
David Jennings
| Company Report |
5 pages
H1 results preview: conservative like-for-like expectations provide potential upside
Whitbread will report H1 results on Tuesday, October 25th. We forecast revenue growth of 9% to £1.57bn, EBIT growth of 6% to £319m and EPS growth of 4% to 132p. Our 9% revenue growth...
Oct 13 2016
|
David Jennings
| Company Report |
4 pages
Pipeline adds 20% to room stock - an assessment of what this means for group EBITDA in 2018 and 2019
Following H1 results, we have remodelled Dalata to reflect its new reporting style but, more importantly, we are now able to assess the value of its pipeline. Dalata has 925 new rooms due...
Sep 14 2016
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David Jennings
| Company Report |
10 pages
Connecting the dots between strategy and earnings potential; why Paddy Power Betfair is primed to deliver earnings upgrades over time; updated valuation yields 22% upside
Paddy Power Betfair’s recent de-rating has created a buying opportunity. While the share price fell on the back of weaker-than-expected H1 Australian earnings, the market seems to...
Sep 12 2016
|
David Jennings
| Company Report |
34 pages
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RELATED RESEARCH
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Whitbread, Reports solid start to the year; company comfortable with current market expectations
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Hotels, STR hotel data for May point to strong UK performance; Ireland broadly in line
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Gaming, UK election result not helpful for UK bookies as uncertainty persists
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Gaming, Pennsylvania moves one step closer to legalising online gaming
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Dalata Hotel Group, Announces details of sale and leaseback of Clayton Hotel Cardiff
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GAN, Earnings in line with expectations as recurring revenues continue to grow
May 30 2017 -
Gaming, GVC trading update points to acceleration in revenue growth year-to-date
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