The market price can not always fully reflect the internal value of the company. If it was badly rated, capital profits can be offered for experienced investors. Here, four writers from the UK in Great Britain emphasize shares that, they think, investors should consider buying.
A group of securities
What he does: Land Securities Group is a reit that leases the portfolio of real estate, including offices and retail parks.
Stephen Wright. Many investment funds (REIT) trade with discounts on their net assets. But I really like the appearance A group of securities (LSE: Land).
The company did not see the growth that some other Reit recently experienced, but investors must be careful here. In many cases, REIT finances an raise by issuing equity.
This reduces the value of existing shares that can balance the raise in rental income. However, the Land Securities group does not do any of this.
Over the past decade, he has maintained a very stable number of shares. And I think it adds some dividend stability, which now gives 7.5%.
The greatest risk in the company is interest rates, and investors should remember the threat of higher loan costs. But I am impressed by the company and I think it is worth considering.
Stephen Wright has no action at the Land Securities Group.
OSB group
What does it do: OSB is a specialist lender and a savings bank under the brands, including Kent Reliance and precise.
Roland Head. Specialized lender OSB group (LSE: OSB) is on my radar as shares to consider the purchase thanks to a modest valuation, reliable recent trade and 7%dividend profitability.
OSB shares currently trade about 25% to the last reported accounting value of the lender of £ 6. I think it may be too low-cost, especially since the dividend seems to be well supported by earnings.
I must admit that the Bank’s exposure to the British real estate market may lead to credit losses in the event of a bad recession. However, OSB is an experienced lender and is currently trading with a comfortable safety buffer of surplus capital.
The guidelines for the coming year suggest that the bank loan book will return to growth in 2025. It is expected that the profits from the loan will generate the return of “low teenagers” from own capital (accounting value).
If the management can implement these guidelines, my analysis suggests that actions can provide attractive phrases for shareholders.
Roland Head has no position in the OSB group.
Holdings security
What does it do: Holdings’ security is the largest autopathy suppliers in Great Britain, serving people and companies throughout Europe.
Author: Mark Hartley. Price ratio to profit (p/e) is a popular way to measure values, but it does not tell the whole story. It is also worth checking the price ratio to the book (p/b), the debt ratio to Equita (d/e) and return on capital (REE). These indicators assess the stability and potential of the company’s growth.
By combining these indicators, I see that real estate investment trust (REIT) Holdings security (LSE: Safe) is trading far below the accounting value. It has a p/E 3.53 indicator, and the p/b factor amounting to 0.59 – both well below the average for shares in Great Britain. With a 0.42 and ROE ratio of 17%, it looks stable with decent growth potential.
However, growing interest rates are a risk because they can affect real estate valuations, which leads to a decrease in net assets (NAV) or Reit. It also becomes in the face of challenging competition on the part of rivals, such as Big Yellow and Lok’nstore.
Mark Hartley has no action in Safestore.
Vodafone
What does it do: Vodafone is one of the world’s largest telecommunications operators with operations covering Europe and Africa.
Author: Roiston Wild. Vodafone (LSE: VOD) looks low-cost in various indicators. This includes his price ratio to the book (p/b), which-0.4-4-is convenient in the territory of values ​​1 and below.
FTSE 100 also looks low-cost in relation to the expected earnings. The city analyst believes that the final result will raise by 17% in the budget year until March 2026, leaving Vodafone shares with a profit price indicator (p/e) 9.3 times.
It also means that Tytan Telecoms is aimed at a profit price raise factor (PEG) of 0.5.
Finally, the Vodafone dividend performance for the 2026 budget year is a powerful 5.9%.
There is a risk here for investors. The German market remains troublesome after recent changes in the scope of packaging regulations. The company still has a gigantic debt in the balance sheet (net debt amounted to USD 31.8 billion in September).
However, I think that the Ultra-Niske Vodafone valuation is these dangers. I think it can be a great share because restructuring activities are continued. I also like the excellent earning opportunities created by his African activities.
Roiston Wild has no action in Vodafone.