Stocks to Watch: UK homebuilders, Galp, Kape Technologies

The video discusses Deutsche Bank's downgrade of home builder stocks due to high valuations and interest rates, impacting the mortgage market. It also covers Gulf Energia's strong earnings driven by high energy prices and the potential market impact of Russia's production cuts. Lastly, it highlights the acquisition of Cape Technologies by its founder, Teddy Sagi, and the expected stock movement in the UK tech space.

What are the four stocks that Deutsche Bank downgraded?

What factors are influencing the demand in the housing market according to the text?

What was the adjusted net income reported by Galp, and how does it compare to the previous year?

Who is the founder of Cape Technologies PLC and what is notable about him?

What is the expected market reaction to the acquisition by the founder of Cape Technologies PLC?