Research, Charts & Company Announcements
Research Tree provides access to ongoing research coverage, media content and regulatory news on DERWENT LONDON PLC. We currently have 3 research reports from 1 professional analysts.
|21Dec16 02:00||RNS||Disposal of 120-134 Tottenham Court Road|
|28Nov16 04:15||RNS||Block listing Interim Review|
|10Nov16 07:00||RNS||Q3 2016 Business Update|
|01Nov16 05:10||RNS||Total Voting Rights|
|31Oct16 07:00||RNS||Sale of Tower House|
|04Oct16 07:00||RNS||Further pre-let at The White Chapel Building|
|03Oct16 04:00||RNS||Total Voting Rights|
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Research reports on
DERWENT LONDON PLC
DERWENT LONDON PLC
Panmure Morning Note 12-11-15
12 Nov 15
The report this morning follows the upbeat tone of the earlier trading update. Lettings continue to be the theme as the group reports a record year with 0.5m sqft let at values 10% above estimates last December. The group continues its development program with 0.6m sqft due to go on site by next June on a speculative basis backed by low gearing and strong rental income. The group is focused on price so that it delivers quality space at an attractive rent and generates strong returns for investors. The figures this morning continue to support our 18% expected growth in NAV/s this year. We retain our BUY recommendation and 4233p target price.
Panmure Morning Note 13-08-15
13 Aug 15
Derwent has delivered excellent results with NAV/s up 10.9% to 3266p, ahead of the pace of growth we had anticipated for FY15E after the stellar FY14A result. The momentum continues as demonstrated by the underlying growth in the portfolio value +9.1%, compared with +9.8% last year. We believe that the trading environment is strong for Derwent and that the development and refurbishing work will continue to deliver strong returns. We retain our Target Price of 4233p and Buy recommendation.
Panmure Research - London Property Tour 02-07-15
02 Jul 15
We conducted an investor trip in London with tours of the Derwent London Fitzrovia estate and Shaftesbury's villages as well as meetings with Hammerson and LondonMetric. The tone was unapologetically upbeat which confirms our BUY stance for the sector as well as the individual stocks. We include one page updates and thoughts following these meetings in this note.
N+1 Singer - Best Ideas 2017 - Top picks
04 Jan 17
Today we publish our Best Ideas for 2017 - 12 stocks that we believe have excellent prospects in the current year together with a detailed discussion of what we see as the key sector and market themes for 2017. Our top picks are Cineworld, Elementis, Herald Investment Trust, Hill & Smith, IQE, MySale, Redde, ReNeuron, RhythmOne, SDL, Servelec and Severfield.
The Monthly January 2017
09 Jan 17
Despite all the hullaballoo of the Brexit vote and the subsequent election of Donald Trump as the next US President, the UK stock market prospered last year, especially in the latter few months of 2016. The combination of a depreciating currency – making $ earnings more valuable in relative terms - and the Trump emphasis on infrastructure expenditure drove the stock market higher
10 for 17
09 Jan 17
As always at the start of a year, there are significant uncertainties about the year ahead but I think in 2017, the level of uncertainly has decisively moved up a gear. In fact, a leading economist at the LSE, Ethan Ilzetzki, was recently quoted as saying “I view the current global economic environment as the most uncertain in modern history”. Wow.
11 Jan 17
Joules Group (JOU): Strong festive trading (BUY) | Shoe Zone (SHOE): Tough FY16 could be just the beginning (HOLD) | H&T (HAT): Alternative lender emerging (BUY) | Omega Diagnostics* (ODX): ISO accreditation received for Pune, India (CORP) | Redcentric* (RCN): Interims – restoring forecasts (CORP)