3月6日 - ** Seaport Research将DR HortonDHI.N、LennarLEN.N和KB HomeKBH.N的评级从 "中性 "上调至 "买入",原因是估值和运营指标。
** 称自 2024 年 9 月券商下调行业评级以来,住宅建筑商股价下跌符合该行业在周期初期表现不佳的一贯趋势
** 然而,券商对住宅建筑行业持积极看法,认为与其他在周期后期表现不佳的行业相比,住宅建筑行业在市场好转时有更大的上升潜力。
** 券商还将 Pultegroup PHM.N 和 Meritage Homes MTH.N 的评级从 "卖出 "上调至 "中性",因为券商的行业偏好超越了基本面的不利因素,如新增供应量高企、开工率下降、利润率压力等。
** 今年以来,PHLX住房指数.HGX下跌了3.5%,而2024年则上涨了4.5%。
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