Papers Avaliable on Request / Downloadable Files (see below)
Non Downloadable Papers
- contact us to request copies.
- European Real Estate and Construction Outlook (October 2008)
A detailed look at the prospects for these key sectors.
- UK Housing Sector: Q3 2008 relative performance and comment (October 2008)
No recovery just panic.
- The dynamics of UK Housebuilding (October 2008)
This near 100 page tomb is for sale.
- Conference powerpoint on UK construction outlook through 2010 (September 2008)
This presentation from the ‘Building’/Pinsent Masons recent conference is available.
- Stormy Monday (January 2008)
An examination of the post-credit crunch European construction and real estate market
- The future of UK builders merchants (September 2007)
The consequences of a rapidly consolidating supply side
- European real estate: the truth about yield compression (June 2007)
See where to make money in property…and where not to in this 42 page analysis.
- European Property & Construction Outlook (November 2006)
All you ever wanted to know – but were afraid to ask – in this 100 page report
- Lafarge Roofing Division (September 2006)
Full analysis of this major player – now sold by former parent Lafarge to PAI Partners for Euro 2.4 billion; although Lafarge will retain a 35% stake
- Germany über alles? (December 2005)
It is our view that the agreed bid for Heidelberg Cement AG in the summer of 2005 by its minority shareholder Spohn Cement GmbH was as good a lead indicator as you can get of better times ahead……
- UK Housebuilding – where from and where to (December 2005)
See why the Sector is configured as it is today in this major piece of work
- Last man standing (September 2005)
We consider ‘the great disappearing UK building materials company’.
- Balfour Beatty – “The creation and care of essential assets – and its shareholders” (January 2005):
Find out why Balfour Beatty is fast becoming the TESCO of UK construction in this 12,000 word report.
- Merrill Lynch conference on building sector Central and Eastern Europe (CEE) (October 2004):
Some of the great and good of European building opined on what are excellent prospects in CEE, including Wienerberger, Heidelberg, Pilkington and Kingspan; as did the home team on the macro view. Read our 5000+ word review.
- Merrill Lynch Housing Conference (April 2004):
Barker et al are spooked by house prices, but will the volume of new houses really increase? Read our 4000 word review of this excellent event.
- Wolseley – a review of the business, its market, competitors and prospects (November 2003):
Distribution is now a science and Wolseley is one of the finest industrial companies in the world. Find out why in this 17,000 word report.
- BPB – an overview (July 2003):
Plasterboard is pretty much a unique building material in that it is a growth product. BPB, the world’s number one manufacturer, uses the strap line "building systems, building value". See why this corporate uses our company name in this 8000 word report.
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