BUZZ-宏观不确定性下巴克莱下调美国住宅建筑商目标价

路透中文
Apr 08
BUZZ-宏观不确定性下巴克莱下调美国住宅建筑商目标价

4月8日 -

*** 巴克莱下调美国住宅建筑商目标价

** 券商称,地缘政治紧张局势、利率上调和更广泛的经济不确定性正在拖累消费者进入春季销售旺季的关键时期

** 随着消费者需求的减弱和建筑材料的新一轮通胀出现时机不对,住宅建筑商可能又将迎来 "失落的一年"--巴克莱银行(Barclays)

** 巴克莱认为,需求下降、抵押贷款利率上升和库存依然高企可能会迫使建筑商加大激励力度。

** 以下是新的目标价:

公司名称

新目标价

旧目标价

D.R. Horton DHI.N

$128

$129

伦纳 LEN.N

$80

$85

托尔兄弟TOL.N

$115

$116

普尔特集团PHM.N

$112

$115

泰勒莫里森TMHC.N

$68

$70

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