Building Weekly
Building weekly New Zealand Surging new mortgage lending (Dec.): Total new mortgage lending up +22% yoy including owner-occupiers +19% and...
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U.S. Homebuilders Decisively Bottoming -- Add Exposure/Overweight
Homebuilders have been one of our favorite themes in the market and we officially assigned an overweight to the Group in our 2/12/19 Compass. Based...
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U.S. Equity Strategy: Oversold Rally Continues
A combination of, optimism surrounding U.S.-China trade talks, and Fed Chairman Powell’s comments have led to a continuation of the oversold bounce...
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Doosan Bobcat - Negative on the North American Housing Market Turning Downwards
We believe that the consensus earnings estimates of Doosan Bobcat Inc (241560 KS) are likely to revised down by 10-15% in the next 6-12 months,...
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Postcard Backstory: How Distorted Are Housing Data (Sale Last Week. Pictures, Warts and Data…)
Recent US property data underscored how tight the market is both in price and in labor terms. There is just not much for sale, and construction...
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