The UK Budget was generally considered disinflationary, suggesting the Bank of England will have scope to cut rates more aggressively than the market is anticipating, closer to Eurozone rates. Falling interest rates should have a stimulating effect on a number of Speedy’s end markets including Construction and Housebuilders. Speedy has positioned itself as the premium, sustainable choice for Tier 1 contractors who have carbon reduction mandates, and is an early cycle play benefiting from the poi ....
28 Nov 2025
Speedy Hire - Early cycle, Green moat: Playing a construction recovery
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Speedy Hire - Early cycle, Green moat: Playing a construction recovery
Speedy Hire Plc (SDY:LON) | 28.5 -0.2 (-1.9%) | Mkt Cap: 131.6m
- Published:
28 Nov 2025 -
Author:
Guy Hewett | Max Hayes -
Pages:
8 -
The UK Budget was generally considered disinflationary, suggesting the Bank of England will have scope to cut rates more aggressively than the market is anticipating, closer to Eurozone rates. Falling interest rates should have a stimulating effect on a number of Speedy’s end markets including Construction and Housebuilders. Speedy has positioned itself as the premium, sustainable choice for Tier 1 contractors who have carbon reduction mandates, and is an early cycle play benefiting from the poi ....