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The Markets
by Proactive
Proactive UK has moved.
Coverage of London’s small caps continues on proactiveinvestors.com
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The Markets
by Proactive
Proactive UK has moved.
Small-cap coverage continues on .com
Go to Proactive UK
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The Markets
by Proactive
Proactive UK has moved.
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Pharma & Biotech

Friday's agenda: Bellway to keep going like the clappers

Trading statements are expected from Bellway and Polar Capital.

With the exception of Bovis, the good times have continued to roll for house builders this year, which bodes well for Bellway's trading statement.

The full-year results statement in October was full of detail, so Friday's update may be light on commentary.

“We will be mainly focused on the group’s assessment of current market conditions and also the strength of the order book,” revealed Chris Millington at brokers Numis Securities.

“We continue to believe that Bellway is the most attractive stock in the sector with a track record only second to Berkeley, a strong balance sheet, good visibility through a strong forward order book and the potential to show strong volume growth in the medium term – which should ensure strong earnings and NAV [net asset value] growth,” Millington said.

Significant announcements expected

Interim: ASA Resource Group (LON:ASA), Gresham House Strategic (LON:GHS), Polar Capital Holdings (LON:POLR)

Trading statement: Bellway (LON:BWY)

Economic: US – Retail sales; UK – Construction output

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