BUZZ-巴克莱称美国建筑产品和住宅建筑商面临淡季

Reuters
10 Oct 2024

((自动化翻译由路透提供,请见免责声明 ))

10月9日 - ** 经纪公司巴克莱预计,由于市场放缓,美国建筑产品和住宅建筑商的第三季度盈利将受到抑制,但对建筑产品的前景略微看好。

** 巴克莱认为,最近的利率下调只会使住宅建筑商略微受益。

** 最近的利率跳升可能仍会让市场对住宅建筑商的盈利波动持怀疑和不宽容态度。 印刷 - 巴克莱

** 券商称,财报季首选的超配股票是Azek Company 、Fortune Brands Innovations 和Builders First Source

** 券商对 Trex Co 和 SiteOne Landscape Supply 持减持态度

** PHLX住房指数 今年以来上涨了21.8%。

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