Transport Sector, China and Asia-focused Research

Charles De Trenck

Macroeconomics

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 worker shortage stories have been back for at least 2 years, if not longer.I took this opportunity to reduce most of the exposure in US West property I took on in 2010-12, and closed on one property last week and one last month.One home last month, I was glad to separate from, having had so many unexpected experiences with repairs and poor contracting…

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 worker shortage stories have been back for at least 2 years, if not longer.I took this opportunity to reduce most of the exposure in US West property I took on in 2010-12, and closed on one property last week and one last month.One home last month, I was glad to separate from, having had so many unexpected experiences with repairs and poor contracting…

Postcard Backstory: How Distorted Are Housing Data (Sale Last Week. Pictures, Warts and Data…)

United States

Toll Brothers, Inc. builds luxury homes, serving both move-up and empty nester buyers in several regions of the United States.  The Company builds customized single and attached homes, primarily on land that it develops and improves. Toll Brothers also operates its own architectural, engineering, mortgage, title, security, landscape, insurance brokerage, and manufacturing operations.

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Toll Brothers (TOL US)

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...

Charles De Trenck

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)