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【Jefferies-2025研报】业绩的基石.pdf

发布：2025-05-16约12.65万字共16页下载文档

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EquityResearch

EUROPE|Building,ConstructionHousebuildersMay15,2025

BuildingBlocksforPerformance

CompanyupdatescontinuenextweekwithGenuitonMon,Forterraon

Tues,andGlenveaghonThurs.Industrydatapointstowatchinclude

theUKhouseprices,CPI,GfKconsumerconfidence,andbuildingsafety

remediation;Germanyconstructionorders,Ifobusinessclimate,andPPI;

Frenchbusinessclimate;USnewresisales,ABIandNAHBcostofhousing

index.

RATING

UKHOUSEBUILDERS

•Events:JefferiesInfrastructureTransportSummit2025,UKHousebuilders:Politics,BarrattRedrowBuy

BellwayBuy

Planning,Performance–AViewfromtheHBF,UKPaints-AnIndependentsViewon

BerkeleyGroupHold

Markets,JefferiesIndustrialsConferenceinNYC:CRH,Heidelberg,Holcim,SikaCres

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