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Der Entwickler Berkeley Homes plant ein Gerichtsverfahren, nachdem seine Pläne für eine Shopping-Mall in Peckham in 867 neue Wohnungen umgewandelt wurden, vom Planungsausschuss abgelehnt wurden. Der Planungsinstruktor Matthew Shrigley nannte das Projekt "übermäßig dominierend" und "visuell störend", da es die Sicht auf den Peckham-Turm beeinträchtigen würde. Shrigley gab an, dass der Schaden für die Erbstücke in der Gegend die Vorteile des Projekts überwiegen würden, auch wenn er die "kritische Notwendigkeit" zur Errichtung von Häusern in der Hauptstadt anerkannte.

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Die Konsenswerteschätzung für Berkeley Group Holdings ist auf £38,25 pro Aktie gesunken, was einen moderaten Anpassung der Bewertung durch die Analysten bedeutet. Einige Firmen haben ihre Ziele angepasst, während andere sie erhöht haben. Die Gesamthaltung ist vorsichtiger, aber immer noch ausgeglichen. Lesen Sie weiter, um zu erfahren, was diese Bewegungen antreibt und wie Sie den sich ändernden Analystenberichten folgen können.

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The modelled fair value per share for Berkeley Group Holdings now stands at £38.83, compared with £39.31 previously, marking a small trim to the price target in the latest update. That shift lines up with the mixed analyst moves you are seeing, where some firms are cutting targets while others are comfortable upgrading the stock as they reassess risk and reward. Read on to see how these changes fit into the evolving narrative and what signals to watch as sentiment continues to adjust.

Stay updated as the Fair Value for Berkeley Group Holdings shifts by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Berkeley Group Holdings.

What Wall Street Has Been Saying

🐂 Bullish Takeaways

RBC Capital issued an upgrade in early April, which points to confidence in Berkeley Group Holdings’ ability to execute on its plans despite a more cautious sector backdrop. BofA also moved to a more positive stance in late March, suggesting it sees value support at current levels and a risk and reward balance that still appeals compared with peers.

🐻 Bearish Takeaways

JPMorgan and Berenberg both trimmed price targets on 2 April, signalling that some analysts are reassessing upside potential and tempering expectations around valuation. Morgan Stanley and Deutsche Bank followed up with downgrades in April, reinforcing a more cautious tone around growth prospects and the scope for further rerating.

Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there's more to the story. Head to the Simply Wall St Community to discover more perspectives!LSE:BKG 1-Year Stock Price Chart

We've flagged 1 risk for Berkeley Group Holdings. See which could impact your investment.

How This Changes the Fair Value For Berkeley Group Holdings

Fair value per share is £38.83, compared with £39.31 previously. Forecast revenue contraction is 6.63%, compared with 6.47% previously. Projected net profit margin is 13.05%, compared with 12.98% previously. Assumed future P/E multiple is 17.30x, compared with 17.49x previously. The discount rate is 9.50%, compared with 9.44% previously.

Never Miss an Update: Follow The Narrative

Narratives link a company’s story, its operating plans, and the current data on earnings and revenue together with a fair value view. They update automatically when new forecasts, risks, or company announcements come through.

Head over to the Simply Wall St Community and follow the Narrative on Berkeley Group Holdings to stay up to date on:

Story Continues

How the Berkeley 2035 focus on brownfield development and build to rent expansion shapes future revenue and earnings expectations. The role of flexible capital allocation, including the £7b investment plan and potential buybacks and dividends, in supporting future cash flow and returns. Key risks from higher build costs, new building safety and tax rules, and softer sales volumes that may pressure margins and long term profitability.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include BKG.L.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

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Investors who take an interest in The Berkeley Group Holdings plc (LON:BKG) should definitely note that the Executive Chairman, Robert Charles Perrins, recently paid UK£31.79 per share to buy UK£223k worth of the stock. However, it only increased shareholding by a small percentage, and it wasn't a huge purchase by absolute value, either.

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Berkeley Group Holdings Insider Transactions Over The Last Year

In fact, the recent purchase by Executive Chairman Robert Charles Perrins was not their only acquisition of Berkeley Group Holdings shares this year. They previously made an even bigger purchase of UK£500k worth of shares at a price of UK£38.46 per share. That means that even when the share price was higher than UK£34.48 (the recent price), an insider wanted to purchase shares. It's very possible they regret the purchase, but it's more likely they are bullish about the company. We always take careful note of the price insiders pay when purchasing shares. As a general rule, we feel more positive about a stock if insiders have bought shares at above current prices, because that suggests they viewed the stock as good value, even at a higher price.

In the last twelve months Berkeley Group Holdings insiders were buying shares, but not selling. You can see the insider transactions (by companies and individuals) over the last year depicted in the chart below. If you want to know exactly who sold, for how much, and when, simply click on the graph below!

View our latest analysis for Berkeley Group Holdings LSE:BKG Insider Trading Volume April 12th 2026

Berkeley Group Holdings is not the only stock insiders are buying. So take a peek at this freelist of under-the-radar companies with insider buying.

Insider Ownership Of Berkeley Group Holdings

Many investors like to check how much of a company is owned by insiders. Usually, the higher the insider ownership, the more likely it is that insiders will be incentivised to build the company for the long term. Insiders own 1.7% of Berkeley Group Holdings shares, worth about UK£56m. We've certainly seen higher levels of insider ownership elsewhere, but these holdings are enough to suggest alignment between insiders and the other shareholders.

So What Do The Berkeley Group Holdings Insider Transactions Indicate?

The recent insider purchases are heartening. We also take confidence from the longer term picture of insider transactions. Given that insiders also own a fair bit of Berkeley Group Holdings we think they are probably pretty confident of a bright future. So while it's helpful to know what insiders are doing in terms of buying or selling, it's also helpful to know the risks that a particular company is facing. To assist with this, we've discovered 1 warning sign that you should run your eye over to get a better picture of Berkeley Group Holdings.

Story Continues

If you would prefer to check out another company -- one with potentially superior financials -- then do not miss this freelist of interesting companies, that have HIGH return on equity and low debt.

For the purposes of this article, insiders are those individuals who report their transactions to the relevant regulatory body. We currently account for open market transactions and private dispositions of direct interests only, but not derivative transactions or indirect interests.

Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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Zusammenfassung (Deutsch)

Das Zacks Rank System, das sich auf Gewinnprognosen und Kursanpassungen konzentriert, wird durch einen umfassenderen Ansatz bei Zacks Investment Research ergänzt. Angesichts der Tatsache, dass einzelne Anleger unterschiedliche Perspektiven haben, überwacht Zacks aktiv Trends im Bereich Value-, Growth- und Momentum-Aktien, um starke Anlagechancen zu identifizieren. Derzeit bleibt Value Investing jedoch eine besonders beliebte Strategie, die Kennzahlen wie das Kurs-Gewinn-Verhältnis (KGV) und das Kurs-Buchwert-Verhältnis (KBV) nutzt, um unterbewertete Unternehmen zu finden.

Das Zacks Style Scores System hebt Aktien mit wünschenswerten Eigenschaften hervor, und Value-Anleger sind besonders an der Kategorie “Value” interessiert. Aktien, die in dieser Kategorie eine “A” Bewertung erhalten und einen hohen Zacks Rank aufweisen, stellen derzeit einige der stärksten Value-Spiele dar.

Ein Beispiel hierfür ist Berkeley Group (BKGFY), das derzeit einen Zacks Rank #2 (Buy) und eine “A” Bewertung für Value aufweist. Sein KGV von 11,4 liegt unter dem Branchenmittel, und sein KBV von 1,06 ist attraktiv im Vergleich zum Branchendurchschnitt. Diese Kennzahlen, zusammen mit einer günstigen Gewinnprognose, deuten darauf hin, dass BKGFY derzeit unterbewertet ist.

Zacks betont die Bedeutung, mehrere Bewertungskennzahlen zu berücksichtigen, um ein umfassendes Verständnis des Anlagepotenzials einer Aktie zu erhalten. Der Artikel bewirbt die neuesten Empfehlungen von Zacks, einschließlich eines Berichts mit dem Titel “7 Best Stocks for the Next 30 Days”, der zum Download verfügbar ist.

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Rob Perrins (right), chief executive of Berkeley Group, says red tape has made London effectively uninvestable - Jonathan Brady/Reuters

Building homes in London is becoming impossible because of high taxes and red tape, a major housebuilder has warned.

Berkeley Group said on Wednesday that it was halting new land purchases and reducing investment in its building projects, most of which are in the capital or other urban areas.

The company said the conflict in Iran, which is pushing up costs, and a deteriorating economic outlook contributed to its decision to pull back from the market.

However, Rob Perrins, the chief executive of Berkeley, criticised red tape and taxes that he said risked making London effectively uninvestable.

Berkeley said land prices were becoming “overheated” because it was too easy for other businesses to bid for land. Mr Perrins said that Big Yellow Group, the self-storage giant, is his “biggest competitor at the moment”.

“The Government needs to prioritise housebuilding land and not allow Big Yellow to buy all the land, because London will have no [new] homes, fundamentally, if we carry on as we are,” he said.

“You can’t keep increasing taxation on fewer and fewer houses. We have three types of taxes that are too high – development tax, customer-facing tax and corporate tax, which other land uses don’t get.”

In its update to the market, Berkeley criticised “an unprecedented increase in cost and regulation, at a time of increasing interest rates and faltering consumer confidence, amidst prolonged geopolitical and macro-economic volatility and uncertainty”.

Mr Perrins criticised the building safety levy, a tax aimed at funding cladding remediation work and the community infrastructure levy, a charge that councils use to fund infrastructure such as schools and health services.

He said: “The building safety levy should be dropped. We already pay a residential property developer tax of 4pc. Our corporation tax is [effectively] 29pc. We’ve got all the employee taxes.

“There’s a huge amount of what I call customer-facing taxes [such as] stamp duty, and then there’s a huge amount of development tax.

“The Government is not focusing and prioritising affordable housing, [but] focusing on tax-raising measures like the Community Infrastructure Levy.”

Building safety planning rules had added around a year to the time taken to gain planning approval and begin construction on projects, Berkeley said.

Mr Perrins said the quagmire in London meant Labour’s manifesto pledge to build 1.5 million homes by the end of this parliament was looking increasingly far-fetched.

Underpinning that ambition is the Mayor of London’s target to build 88,000 homes a year in the capital.

Story Continues

Mr Perrins said: “If London has a requirement for 88,000 homes, and we’re building 10pc of those, it probably sums up how difficult it is for the Government to hit its target. It just puts it in complete context.”

Steve Reed, the Housing Secretary and Sir Sadiq Khan, the Mayor of London, unveiled an emergency package to boost housebuilding in the capital in October. Reforms include cutting the proportion of affordable homes required for a site from 35pc to 20pc.

Mr Perrins said the temporary measures were to be “applauded”, but warned their success would depend entirely on how “forward-thinking” each borough is.

“My worry is, if boroughs don’t want to follow the messaging, it will not change behaviours on the ground,” he said.

“From a policy point of view, I can’t fault [the measures] … but if local authorities won’t implement them, then it will not translate into new houses quickly.”

He pointed to recent efforts to build 586 homes in Kingston, which were refused by the council after five years of negotiations.

Mr Perrins said the Government needed to consider more measures, such as reducing taxes and regulation on builders, and bringing in demand stimulus through Help to Buy-style schemes for buyers and stamp duty reductions.

Shares in Berkeley plummeted by nearly 18pc on Wednesday morning, marking the steepest fall in a decade.

The housebuilder cut its profit forecasts following the update. It now expects to generate £1.4bn of pre-tax profit in the four years between 2027 and 2030, roughly equivalent to £350m a year.

Anthony Codling of RBC Capital Markets said the new forecast was around a third lower than previous estimates.

Berkeley said it would redirect its focus to developing its existing land holdings and buying plots through joint-venture agreements, rather than on its own.

Its existing land holdings consist of sites for more than 50,000 homes, with a further pipeline of more than 10,000 in London and the South East.

Aynsley Lammin of Investec said London was the “most difficult area” in the UK for housebuilding and said Berkeley’s decisions were “reflective of the difficult situations” builders face in the capital.

“The affordability constraints are greater. If you’re a first-time buyer, just the hurdle to raise a deposit to get the mortgage is that much more difficult in London,” he said.

Data published by Nationwide last week showed the average first-time buyer must put down a deposit of £44,800 for a home, well above the national average of £23,000.

Mr Lammin said: “Investor appetite has waned as well, particularly from overseas investors, with all of the regulations on investment properties, buy-to-let - that’s been a big factor for Berkeley Group. London was more of an investor market and that’s become very difficult.

“Developers also face more regulatory and cost burdens in London… Some of it is obviously economy-wide, but it’s concentrated and magnified in London. Everything just becomes that much more difficult.”

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The stock plunged, leading the FTSE 100 index’s fallers after the company’s profit expectations through 2030 disappointed investors and it paused new land investments.

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While the proven Zacks Rank places an emphasis on earnings estimates and estimate revisions to find strong stocks, we also know that investors tend to develop their own individual strategies. With this in mind, we are always looking at value, growth, and momentum trends to discover great companies.

Looking at the history of these trends, perhaps none is more beloved than value investing. This strategy simply looks to identify companies that are being undervalued by the broader market. Value investors use a variety of methods, including tried-and-true valuation metrics, to find these stocks.

Luckily, Zacks has developed its own Style Scores system in an effort to find stocks with specific traits. Value investors will be interested in the system's "Value" category. Stocks with both "A" grades in the Value category and high Zacks Ranks are among the strongest value stocks on the market right now.

One company value investors might notice is Berkeley Group (BKGFY). BKGFY is currently sporting a Zacks Rank #2 (Buy) and an A for Value. The stock has a Forward P/E ratio of 11.4. This compares to its industry's average Forward P/E of 11.84. Over the past year, BKGFY's Forward P/E has been as high as 14.89 and as low as 10.11, with a median of 11.66.

We should also highlight that BKGFY has a P/B ratio of 1.06. The P/B is a method of comparing a stock's market value to its book value, which is defined as total assets minus total liabilities. This stock's P/B looks attractive against its industry's average P/B of 1.27. BKGFY's P/B has been as high as 1.52 and as low as 0.95, with a median of 1.10, over the past year.

These are just a handful of the figures considered in Berkeley Group's great Value grade. Still, they help show that the stock is likely being undervalued at the moment. Add this to the strength of its earnings outlook, and we can clearly see that BKGFY is an impressive value stock right now.

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

Berkeley Group Holdings PLC Unsponsored ADR (BKGFY) : Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

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The war in the Middle East continued to rattle markets on Friday morning, as crude prices surged despite the US easing sanctions on Russian oil.

In the UK, softer-than-expected economic growth data also weighed on the FTSE 100 (^FTSE), which fell 0.9% in early trading. Figures from the Office for National Statistics (ONS), released on Friday, showed no rise in the UK’s gross domestic product (GDP) in January, falling short of consensus expectations for 0.2% growth.

Read more: FTSE 100 LIVE: Markets point lower and oil up as US eases sanctions on Russian oil

Markets in wider Europe were also lower on Friday morning, with the pan-European STOXX 600 (^STOXX) down 0.8%, while Germany’s DAX (^GDAXI) trading 1% in the red and France's CAC 40 (^FCHI) also falling 1%.

In the US, stock futures climbed as investors looked ahead to a key inflation reading. Futures tied to the Dow Jones Industrial Average (YM=F) and contracts linked to the S&P 500 (ES=F) rose 0.3%, while Nasdaq 100 futures (NQ=F) climbed around 0.1%.

Here's our daily roundup of the key trending stocks this Friday.

Adobe (ADBE)

Shares in Adobe (ADBE) dropped after the design software company’s CEO announced his departure, with the stock down 8.5% in pre-market trading on Friday.

Shantanu Narayen is stepping down after 18 years in the role but will remain chair of the board.

Stocks: Create your watchlist and portfolio

The announcement came alongside Adobe’s fiscal first quarter results, in which the company topped expectations. Adobe posted earnings per share (EPS) of $6.06 on revenue of $6.39bn (£4.81bn), versus estimates for EPS of $5.88 and revenue of $6.28bn.

Looking ahead, Adobe forecast second quarter revenue of $6.43bn to $6.48bn, compared to expectations for $6.43bn.

Ulta Beauty (ULTA)

Shares in beauty retailer Ulta (ULTA) also slid after the company issued cautious guidance and reported fourth quarter earnings that missed expectations, with the stock down nearly 9% in pre-market trading on Friday morning.

Ulta guided to EPS of $28.05 to $28.55 for the full year, which was below expectations of $28.57, according to consensus estimates from S&P Global Market Intelligence.

For the fourth quarter, Ulta posted diluted EPS of $8.01, missing analyst estimates of $8.03. However, revenue of $3.89bn came in ahead of expectations of $3.82bn. Same-store sales increased 5.8% year-on-year.

Rubrik (RBRK)

US data security company Rubrik (RBRK) was also trending after the release of its fourth-quarter results.

Rubrik posted total revenue of $377.7m for the final three months of the year, which was 46% higher compared to the same quarter last year. Subscription annual recurring revenue (ARR) increased 34% year-on-year, growing to $1.46bn as of the end of its 2026 fiscal year.

Story Continues

Read more: Sterling falls amid weak GDP and Middle East uncertainty

The company reported net income per share of $0.04 for the fourth quarter, improving from a loss of $0.18 per share for the same period a year ago.

In terms of outlook, Rubrik said it expected first quarter revenue to come in the range of $365m to $367m and to report a net loss per share of $0.04 to $0.02.

Rubrik shares fell 6% in the previous session but were up 1.6% in pre-market trading on Friday morning.

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Berkeley Group (BKG.L)

In London, shares in FTSE 100-listed (^FTSE) housebuilder dipped nearly 3% lower in early trading, after warning that the Middle East conflict was “weighing heavily on risk sentiment”.

Berkeley re-affirmed its pre-tax profit guidance of £450m ($597m) for the current financial year in a trading statement on Friday.

At the same time, the company warned the trading environment between November and February has “remained constrained by the impact on consumer confidence of geo-political events and macro-economic uncertainty”.

Read more: Bank of America analysts are most bullish on these 10 European stocks versus consensus

“However, sales enquiries remain good and the value of underlying reservations has been recovering towards the levels seen over the summer prior to the pre-budget hiatus,” Berkeley said.

“The emerging situation in the Middle East is weighing heavily on risk sentiment and we await to see the impact of this on the market,” the housebuilder said.

“While reaffirming guidance, we are aware of the risk of a further deterioration in macro conditions with the potential for higher inflation in the near term and for interest rates to remain higher for longer.”

BP (BP.L)

Oil major BP (BP.L) was the biggest riser on the FTSE 100 on Friday morning, with shares edging up 1.5%, boosted by the jump in crude prices.

Brent crude (BZ=F) futures rose 1% to $97.63 a barrel, while West Texas Intermediate (CL=F) climbed 2% to $97.60.

Read more: UK economy stagnated in January

Matt Britzman, senior equity analyst at Hargreaves Lansdown, said: “Traders are continuing to weigh the fallout from the conflict with Iran, with no signs of de‑escalation and production disruptions keeping supply concerns front of mind.

“With the Strait of Hormuz essentially closed, any measures to relieve price pressure are likely to be little more than a temporary stopgap.”

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Read more:

What are share buybacks? UK house buyer demand dips as Iran crisis clouds interest rate outlook How to regain your professional identity after becoming a mother

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The latest analyst update keeps Berkeley Group Holdings' fair value effectively unchanged at £43.15, reinforcing a steady price target rather than a major reset. Bulls link this £43.15 figure to JPMorgan's upgrade and argue it reflects refined assumptions rather than a new view of the business, while bears see it as largely model housekeeping. As you read on, you will see how to interpret this evolving narrative and what it might mean for your own view on the shares.

Analyst Price Targets don't always capture the full story. Head over to our Company Report to find new ways to value Berkeley Group Holdings.

What Wall Street Has Been Saying

🐂 Bullish Takeaways

JPMorgan's recent upgrade highlights a view that Berkeley Group's current share price is out of line with its assessed worth. The £43.15 fair value is used as a key anchor. The upgrade suggests that, in JPMorgan's framework, the updated valuation reflects refined modelling of the business rather than a wholesale change in conviction. Some investors read this as a sign of underlying confidence in the existing thesis.

🐻 Bearish Takeaways

More cautious readers of the JPMorgan work see the revised numbers as largely technical housekeeping. They argue that a fair value close to prior levels does not address bigger questions around execution risk and the timing of cash generation. Sceptics also point out that a fair value anchored around £43.15 still leaves limited room for error in the assumptions embedded in JPMorgan's model. This could matter if build costs, sales rates or planning outcomes differ from expectations.

Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there's more to the story. Head to the Simply Wall St Community to discover more perspectives!LSE:BKG 1-Year Stock Price Chart

See how Berkeley Group Holdings' fair value stacks up across multiple valuation models — not just analyst targets.

How This Changes the Fair Value For Berkeley Group Holdings

Fair Value is £43.15 in both the previous and updated models, indicating no material change in the headline valuation outcome. Revenue Growth shifts from a 16.25% decline to a 16.32% decline in the updated model. Profit Margin is essentially flat, moving from 14.79% to 14.79% with only a very small recalibration. Future P/E moves from 13.82x to 13.77x in the latest set of assumptions. The Discount Rate moves from 9.36% to 9.22%, slightly increasing the present value of projected cash flows.

Story Continues

Never Miss an Update: Follow The Narrative

Narratives link a company's story to a financial forecast and fair value, pulling together growth plans, risks and capital allocation into a single view. They update as new information comes in so you can see how the investment case is evolving in one place.

Head over to the Simply Wall St Community and follow the Narrative on Berkeley Group Holdings to stay up to date on:

How the Berkeley 2035 plan leans on brownfield development and build to rent expansion as key drivers for future revenue and earnings. What a flexible £7b capital allocation framework, including potential buybacks and dividends, could mean for future cash flow and shareholder returns. How higher build costs, extra taxation and the new building safety regime might pressure net margins and challenge long term profitability.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include BKG.L.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

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