Analyst Views: What was your reaction to Taylor Wimpey’s half year trading update?

 
Kasmira Jefford
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ANTHONY CODLING | JEFFERIES
At half time, there is no nervousness or need for a strong pep talk from team boss Redfern. His players are following the set game plan and leaving little to chance, having set the bar high with respect to value vs volume, they have left Persimmon with a lot to do in the second half.

ROBIN HARDY | SHORE CAPITAL
While we have reviewed the make-up of our forecast for 2014, there is no significant change to the pre-tax profit or earnings per share. The change we have made is that there will be stronger growth in average selling price and lower than previously anticipated growth in earnings margins.

MICHAEL HEWSON | CMC MARKETS
Taylor Wimpey has been by far the better performer over the past 12 months, up around 30 per cent and it shows in the context of the dividend yield, currently 0.6 per cent and a forecast yield of 2.1 per cent, which would seem to suggest that the best of the gains could well be behind it.

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