Persimmon: Attractively Priced, With Leverage To Potential Building Boom

2026-03-24 14:52:36 ET

Introduction

Share prices of listed UK housebuilders have reacted very negatively to the fresh round of economic uncertainty triggered by the Iran conflict. As shown in Exhibit 1, Vistry Group PLC (BVHMF), Taylor Wimpey plc (TWODF), Persimmon Plc (PSMMF), and BARRATT REDROW PLC ( BTDPF ) have all materially underperformed the FTSE 100 since late February 2026. Vistry has been hit the hardest, but this in part reflects certain stock-specific issues. For medium-term-focused investors, all four of these stocks are now probably in good value-buying territory....

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