Equity Research, Broker Reports, and media content on TAYLOR WIMPEY PLC

  • Access the latest forecasts, broker valuations, multiples, and video content from the city about TAYLOR WIMPEY PLC
  • See live updates from analysts, company announcements, and other news in a personalised/single dashboard

Research, Charts & Company Announcements

Research Tree provides access to ongoing research coverage, media content and regulatory news on TAYLOR WIMPEY PLC. We currently have 9 research reports from 3 professional analysts.

Market Cap
52 Week
Date Source Announcement
  • Frequency of research reports


  • Research reports on


  • Providers covering


Latest Content

View the latest research, videos, and podcasts for this company.

Breakfast Today

  • 01 Mar 17

Short on the detail. In fact, it was mostly a rendition of the what we have all heard before. President Trump’s inaugural address to the joint-session of Congress left many more questions than answers. While reasonably expansive regarding replacement of Obamacare, his unifying statements again broadly covered a ‘renewal of the American spirit’, economic nationalism, jump-starting momentum and that America had at last started to ‘drain the swamp’; a repeat of his ambitions to reduce high US corporation taxes in order to allow businesses to ‘compete anywhere’, while offering ‘massive’ relief for the middle classes, however, sounded something like a broken record. Having already heard White House officials suggest the President will call for the biggest increase in military spending since the height of the Iraq and Afghanistan wars, adding US$54bn to the Pentagon’s budget, a further ‘throw away’ ambition of invest US$1tr into his country’s tired infrastructure came across as just another unfunded promise. Equity markets appeared to anticipate just such an outcome before their close, with all three principal US indices falling modestly into the red as the Dow Jones snapped its 12-day streak of record closings, with retailers leading the decline following disappointing results and outlook statement from Target. Although trader’s patience now appears to be wearing rather thin, the initial impact on asset prices was limited during the Asian session as they instead hiked bets on a March interest-rate rise following hawkish speeches which put such a move ‘on the table’ coming from the Fed’s Bullard and FOMC’s Williams yesterday. This was enough to spike the US$:Yen, which was immediately reflected in a rising Nikkei that also celebrated news that Business Spending rose more than expected in Q4’2016. Other Asian markets followed this lead, with the Shanghai Composite confident having seen February Official Manufacturing PMI rise, while the commodity-heavy ASX also reversed earlier losses as the US$ spiked. Feeling in a rather anti-climactic mood, today’s macro releases are not expected to provide any great shakes, with the UK due to provide Nationwide House Prices, January Consumer Credit and February Markit Manufacturing PMI, with the US is scheduled this afternoon to detail January Personal Consumption Expenditures index data followed by Markit and ISM manufacturing PMI for February, the Beige Book and vehicle sales. Two further FOMC Member speeches due late in the US session, this time from Kaplan and Brainard, may add further to the markets increased conviction that a hike next month is on the cards. UK corporates due to detail earnings or trading updates include BBA Aviation (BBA.L), CRH (CRH.L), Carillion (CLLN.L), Costain Group (COST.L), James Fisher & Sons (FSJ.L), ITV (ITV.L) and Man Group (EMG.L). London equities will likely focus on the raised expectation of a Fed hike rather than last night’s disappointing lack of details, with the FTSE-100 seen rising between 10 and 15 points in early trade. Investors will also be seeking more detail from BP this morning after news of it setting a new break-even target for the Group at US$35 for a barrel of oil.

Breakfast Today

  • 12 Jan 17

"Those hoping the President-elect's first news conference would convey a more considered and expansive approach to his forthcoming period in office were left disappointed. The media, on the other hand, had a field day with his dismissal of claims that Russia holds compromising intelligence on him, clashes with reporters, comparing intelligence agencies to Nazis and admitting Mexico may not pay for the wall after all, while opening his new administration up to charges of nepotism and conflict of interest. The absence of any new detail regarding his planned fiscal stimulus knocked the US$ back, while his repeated determination to reform the bidding process to ensure drugs are bought on a more economical basis, possibly including new import tariffs while offering no guarantees on Obamacare, saw health-care stocks become the day's principal casualty. The Dow Jones swung 140 points high to low during the session, dipping into negative territory while Trump was speaking, before all three principal US indices closed with modest gains. This morning's Asian trading ended largely in the negative, with the Nikkei hurting the most due to the Yen's re-strengthening, while Chinese equities were weaker in the absence of any relaxation Trump's apparently hard line on trade with the US. With T-bills climbing somewhat on Wednesday following a successful US$20bn 10-year note auction, attention will likely revert to the Fed Chair, Janet Yellen, and any view she might details regarding building inflationary pressures, in a speech she is due to make this afternoon. Today the UK will see release of the Halifax House Price Index Regional Breakdown, while the EU is due to publish November Industrial Production figures and the US details Initial Jobless Claims. With the results season now underway, the UK will also see a number of corporates publishing earnings or trading updates, including Associated British Foods (ABF.L), AO World (AO..L), ASOS (ASC.L), Barrett Developments (BDEV.L), Debenhams (DEB.L), Dunelm (DNLM.L), JD Sports (JD..L), M&S (MKS.L), Moss Bross (MOSB.L), Mothercare (MTC.L) and Tesco (TSCO.L). Without significant lead from the overnight markets, London is expected to open just modestly weaker with the FTSE-100 seen down some 10 points in opening trade this morning, having hit a fresh all-time high yesterday and setting a record for the longest uninterrupted 12-day rise in its history. Traders will also be listening for additional detail regarding Shire's (SHP.L) reported US$350m settlement in this US against allegations it used kickbacks to promote a skin substitute product." - Barry Gibb, Research Analyst

Breakfast Today

  • 15 Nov 16

"The global bond markets saw another major sell-off yesterday, with the 30-year US T-bill yield rising above 3% for the first time since January. This is weighing the implication of the President-elect's wholly unorthodox policy proposals, the general expectation that Yellen will go ahead with the first Fed rate hike since 2006 in December and a growing expectation that Trump will champion an international reversal in the current fiscal-monetary mix of western economies. A looser fiscal policy together with a harder monetary policy, of course, demands a much-diluted version of present 'central bank independence' for whom the main proponents, Donald Trump and Theresa May, could well be the first to move toward subverting the system through the appointment of politically compliant governors to replace the conservative academic postings of the past couple of decades. So has 'Trumpism' started to be priced in? After the hostile takeover, might the populist outsider simply surround himself with insiders? Some optimists seem to believe in this rosy scenario. The Dow Jones inched up to its third consecutive record close yesterday after the Fed's Jeffrey Lacker noted in a speech that fiscal stimulus 'would bolster the case for raising rates' while, by comparison, the NASDAQ drifted lower on continuing concerns over tax imposition proposed on their international cash piles. Asia ended mix to fractionally down, avoiding the broad sell-off seen amongst emerging markets, as their currencies rallied marginally against the US$. Today the UK is due to publish monthly inflation figures, while the Eurozone will release GDP data. Being deep in the results season, earnings or trading updates are expected from the likes of BTG (BTG.L), Card Factory (CARD.L), Crest Nicholson (CRST.L), easyJet (EZJ.L), Enterprise Inns (ETI.L), First Group (FGP.L), Hayward Tyler (HAYT.L), Land Securities (LAND.L), McCarthy & Stone (MCS.L), Premier Foods (PFD.L) and Vodafone (VOD.L). Investors will also be listing out for more details from Rudy Giuliani, the former Mayor of New York, regarding his overnight suggestion that defeating ISIS will be an early focus of Donald Trump's foreign policy. The FTSE-100 is seen rising 10 or so pints in early trading." - Barry Gibb, Research Analyst