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Raj Jilka * | Equity Research Team+44 0 (20) 7548 4305 | rjilka@jefferies.comMark Braley * | Equity Research Team+44 (0)20 7029 8717 | mbraley@jefferies.comMitsidzo Rukuni * | Equity Research Team+44 (0)20 7029 8792 | mrukuni@jefferies.comGeorge Farmiloe * | Equity Research Team+44 0(20) 7029 8783 | gfarmiloe@jefferies.comJefferies EMEA Product Management * |020 7029 8685 | emea_prod_mgmt@jefferies.comEquity ResearchMay 17, 2025 Equity Research Team Expert and Corporate access•Trade / US-Asia trade relations with the Asia Society Policy Institute (May 20th)•Housebuilders / Politics, planning & performance with Home Builders Federation (June4th)•Tech / Jefferies / Nasdaq investor conference (June 10th - 11th)Event and registration details inside.Have a great weekend. Jefferies European Research.Please see important disclosure information on pages 5 - 10 of this report.This report is intended for Jefferies clients only. Unauthorized distribution is prohibited. EXPERTS & EVENTSUK Housebuilders: Politics, Planning & Performance– a View from HBFBackgroundPlease join us as we host Stewart Baseley, Chairman, Neil Jefferson, CEO and David O’Leary,Executive Director of Policy and External Affairs, of the Home Builders Federation (HBF), todiscuss UK housebuilding: Politics, Planning & Performance.Bringing an unrivalled knowledge of a wide range of drivers for UK housebuilders, Stewart andDavid will cover topics such as government housing intentions an policy, potential future buildingregulations and insightful views on trading conditions.Experts: Stewart Baseley (Chairman – HBF); Neil Jefferson (Chief Executive Office – HBF); DavidO’Leary, Executive Director, Policy & External Affairs – HBF).Date & Time: June 10th -11thRegister: HereThe Evolving Landscape of the US-Asia TradeRelationsBackgroundAsia is home to some of the US’s major trading partners, including China, Japan, South Korea, andVietnam. Ex-China countries face difficult choices as two of their major partners are dealing witha major trade war. To explore the changing economic and geopolitical dynamics surrounding US-Asia relations, we will welcome Wendy Cutler, Vice President at the Asia Society Policy Instituteand a former USTR diplomat and negotiator with nearly 30 years of experience. Join us on Tue,May 20 at 10 AM ET / 3 PM UK. Key topics:•A brief history of US-Asia trade relations•Insights into US trade negotiations with major Asian countries•The impact of US-China relations on other Asian countries•Catalysts and potential impactsExpert: Wendy Cutler (Vice President - Asia Society Policy Institute)Date & Time: May 20th - 10:00 AM – 11:00 AM ETRegister: HereJefferies: Nasdaq ConferenceBackgroundPlease join us for the 2025 Nasdaq Investor Conference in Partnership with Jefferies on Tuesday,10 June & Wednesday, 11 June. The conference will be held at the Jefferies offices, in London.Sessions will begin at 8:00 AM UK time and conclude by 5:00 PM UK time.The conference will host a presentation track throughout the day. Attending companies will beallocated a 30-minute presentation and 50 minute investor meetings will be scheduled aroundtheir presentation time.Please see important disclosure information on pages 5 - 10 of this report.This report is intended for Jefferies clients only. Unauthorized distribution is prohibited. For the past 20+ years, Nasdaq has hosted International Investor Conferences in Europe. Eachevent brings the senior management of Nasdaq listed companies together with leading membersof the investment community.Date & Time: June 10th -11thLocation: Jefferies London, 100 Bishopsgate, EC2N 4JLRegister: HerePlease see important disclosure information on pages 5 - 10 of this report.This report is intended for Jefferies clients only. Unauthorized distribution is prohibited. Company Valuation/RisksFor Important Disclosure information on companies recommended in this report, please visit our website at https://javatar.bluematrix.com/sellside/Disclosures.action or call 212.284.2300.Analyst Certification:I, Raj Jilka, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) and subjectcompany(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations or viewsexpressed in this research report.I, Mark Braley, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) and subjectcompany(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations or viewsexpressed in this research report.I, Mitsidzo Rukuni, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) andsubject company(ies). I also certify that no part of my compensation was, is, or will be, directly or indi