Taylor Wimpey Share Discussion Threads

[michaelbinary] 01/3/2017 15:08

I have had a great time with TW and BDEV from dividends and specials. BDEV have announced it will continue for a 4th year. Wonderful. Hopefully TW will follow suit.

[steeplejack] 01/3/2017 13:35

Wind in her sails now.

[chinese investor] 01/3/2017 13:20

Glorious !

[raffles the gentleman thug] 01/3/2017 10:39

Yup ... any tweak to stamp duty and it will put 5% to 10% on this sector in a day

[chinese investor] 01/3/2017 10:36

Budget Will Be Good For Builders !

[raffles the gentleman thug] 01/3/2017 10:33

Hadn't considered that banksy good point ... BKG ex-div tomorrow and then trading update coming later in March ...

[garycook] 01/3/2017 10:31

banksy,Agree.

[banksy] 01/3/2017 09:52

Take a look at Persimmon just 5% off all time high, so on a comparable view this share needs to retake to c £2.10

[chinese investor] 01/3/2017 09:50

Looking Good !

Chinese Investor (TW.) 28 Feb '17 - 10:27
Upward Path Resumes !

[speedsgh] 01/3/2017 09:46

Taylor Wimpey bullish but market is still cautious, says Hargreaves Lansdown -

Brexit concerns are firmly in the rear view mirror for housebuilder Taylor Wimpey (TW) and the group remains bullish.

Full-year results show a strong increase in profits and confidence in the near-term outlook. The shares added 1.5p to 180p yesterday.

‘After strong numbers from its peers in the sector, it is not at all surprising that Taylor Wimpey has delivered a good set of results. What is of interest though is the detail it has provided on its markets,’ said George Salmon, analyst at Hargreaves Lansdown.

‘While the group acknowledges the importance of managing the cycle in such an economically sensitive industry, it is confident enough to say that much of the risk and uncertainty around the Brexit vote is disappearing into the rear view mirror.’

He argued that while the ratio between average house prices and average income was above historic levels ‘for many buyers it is the cost of the monthly mortgage payment that is important, not the overall price of the property’.

‘Demand continues to outstrip supply and record low interest rates mean affordability remains high even as prices rise. Viewed from this perspective, it is easy to see why the group is bullish,’ said Salmon.

‘However, the UK’s housing market is nothing if not fickle, and the 7.8% yield on the shares shows that the wider market remains cautious.’

[michaelbinary] 28/2/2017 16:51

Yes cant wait, onward and upward ...........hopefully in the long term

[beercapafn] 28/2/2017 12:57

so through the £1.80 at last. next £2.00 for the final special div.

[michaelbinary] 28/2/2017 11:21

I bought at 44. In for the long haul, divi this year > £42K. Lovely.

[chinese investor] 28/2/2017 10:27

Upward Path Resumes !

[gbh2] 28/2/2017 10:25

It's just Hedge fund managers adjusting their cover imo.

[spoole5] 28/2/2017 09:24

Shares that rise on the run up to results almost always fall back.

[baracuda2] 28/2/2017 09:07

Always seems to happen on results day, I never learn!!!

[njb67] 28/2/2017 08:15

Normal dividend circa 2.5%

With target total dividend circa 7.5% in 2017 and similar in 2018.

I can not see this being priced on total dividend yield, the underlying dividend will act as an anchor in some regard. Fair value circa 200-225p/share?

[gbh2] 28/2/2017 08:03

We'll see a demonstration of institutional power today, they'll not let the share price run wild imo.

I still expect the main share price increase to occur during the run up to ex special dividend date.

[m4rtinu] 28/2/2017 07:59

Can't see a lot of movement in share price as mostly pre-announced and no extra "nice" surprises. Soon see!

[m4rtinu] 28/2/2017 07:48

UK current trading and outlook

We have made a very good start to 2017 and are encouraged by robust trading and levels of demand. The UK housing market fundamentals remain good with strong customer confidence in our core geographies.

The market is underpinned by a competitive mortgage market and low interest rates. Whilst the wider London market remains robust, prime central London is softer, as previously highlighted, however, house prices are stable, and there are good levels of underlying demand.

The net private sales rate for the year to date (w/e 19 February 2017) has increased to a very strong 0.91 (2016 equivalent period: 0.77).

We continue to focus on building a strong order book for the future. As at 19 February 2017, we were c.49% forward sold for private completions for 2017, with a total order book value of GBP1,978 million (2016 equivalent period: GBP2,030 million), excluding joint ventures. This order book represents 8,573 homes (2016 equivalent period: 8,409). 58% of Central London private completions for 2017 are forward sold, as at 19 February 2017 (2016 equivalent period: 76%).

We expect underlying build cost increases during 2017 to be at a similar level to 2016, at around 3-4%.

[gbh2] 28/2/2017 07:40

My best performer during the last three years and those special dividends are most welcome.

[gbh2] 28/2/2017 07:39

Looking good as long as those Special dividends keep coming.