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Barclays predicts significant growth for UK housebuilders with Help-to-Buy revival
Barclays analysts suggest that a revival of the Help-to-Buy scheme could significantly benefit UK housebuilders, potentially leading to over 50% earnings growth and a 400 basis point return increase within two years. They forecast a 5% Compound Annual Growth Rate in completions, driven by stronger order books and planning reforms, with sector returns expected to improve to over 8% by 2027. Stocks like Berkeley Group, Barratt, and Bellway are favored for their strong positions, while Vistry Group faces caution due to recent profit warnings.
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