Cov kws tshuaj ntsuam xyuas los ntawm Bank of America txiav lawv qhov kev ntsuam xyuas ntawm peb tus neeg tsim tsev nyob hauv ib daim ntawv tshaj tawm hnub Thursday vim kev lag luam vaj tsev ntsib kev lag luam qeeb.
Rafe Jadrosich ntawm Bank of America Kev Tshawb Fawb Ntiaj Teb tau txo qis qis ntawm Lennar (LEN) rau Underperform los ntawm Neutral, thiab sib koom ntawm KB Tsev (KBH) thiab Toll Brothers (TUAJ) mus rau Neutral los ntawm Kev Yuav, raws li cov paj laum nce siab tuaj yeem pheej yig rau cov neeg yuav khoom.
Jadrosich tau sau tias "Kev thov tsev tshiab tau rov qab qis dua peb lub hlis dhau los tom qab ob xyoos ntawm kev loj hlob tsis tau pom dua," Jadrosich tau sau. "Cov nyiaj khwv tau los hauv tsev thiab cov ntaub ntawv kev lag luam qhia tau hais tias qhov kev xav tau qis zuj zus nyob rau lub Rau Hli / Lub Xya Hli vim yog qhov pheej yig dua thiab kev ntseeg siab ntawm cov neeg siv khoom qis dua."
Nyuam qhuav pib lub lim tiam no, Toll Brothers tshaj tawm cov txiaj ntsig peb lub hlis twg uas qhia tawm qhov kev cia siab qis dua thiab kev txhawb siab ntxiv thaum CEO Douglas Yearley hu ua "ntau dua ntawm cov neeg yuav khoom lag luam."
Jadrosich hais ntxiv tias "Public builders tseem tau txais kev qhuab qhia nrog kev txhawb siab txog tam sim no," tab sis peb pom muaj kev pheej hmoo tias kev txhawb siab (tshwj xeeb yog los ntawm cov neeg tsim khoom ntiag tug) yuav nce ntxiv mus rau yav tom ntej muab qhov tsis muaj zog nqus pa thiab qhov tseem ceeb ntawm cov khoom muag tshiab uas tau teem sijhawm ua tiav tom qab. xyoo no."
Nyob rau lub asthiv tsis ntev los no tau loj hlob tuaj cov cim ntawm kev thim rov qab Hauv kev lag luam dav hauv Asmeskas kev lag luam vaj tsev, ib feem vim yog nce nqi tsev qiv nyiaj thiab txuas ntxiv kev txaus siab hauv tsev tau kaw cov neeg yuav khoom ntau dua.
Lub lim tiam dhau los, National Association of Homebuilders (NAHB) tau hais tias Tebchaws Meskas nyob hauv nyob nruab nrab ntawm kev muaj vaj tse nyob. Cov lus no tau ua raws li cov ntaub ntawv tsis muaj vaj tse nyob rau lub lim tiam no qhia txog kev poob hauv cov ntawv cog lus los yuav ob qho tib si tshiab thiab yav dhau los tus tswv tsev.
Hnub Thursday, cov ntaub ntawv los ntawm Freddie Mac pom Qhov nruab nrab tus nqi ntawm 30-xyoo cov nyiaj qiv nyiaj tau nce ntxiv rau lub lim tiam dhau los, mus rau 5.55% los ntawm 5.13%, raws li cov tub ua lag luam txuas ntxiv txhawm rau ntxiv cov paj laum ntxiv los ntawm Tsoom Fwv Teb Chaws Reserve.
Hauv cheeb tsam, Jadrosich cia siab tias thaj tsam sab hnub poob thiab Roob yuav ntsib kev poob qis dua kev vaj tsev zoo dua piv rau lwm qhov hauv lub tebchaws. Kev nthuav tawm hauv cov cheeb tsam tshwj xeeb no tau ua rau lub tuam txhab txo qis ntawm Cov Kwv Tij Toll thiab KB Tsev.
Hauv tebchaws, ntau dua 15% ntawm cov neeg muag khoom hauv tsev tau txiav lawv cov npe teev npe thaum Lub Xya Hli hla 97 metres txheeb xyuas los ntawm Redfin, nrog Boise, Denver thiab Salt Lake City pom qhov kev txiav nqi loj tshaj plaws. Hauv Boise, piv txwv li, qee qhov 70% ntawm cov npe tau txo qis lawv cov nqi nug lub hli tas los.
Shares ntawm tag nrho peb cov khoom lag luam poob qis dua 27% xyoo no.
Hauv tib daim ntawv, txawm li cas los xij, BofA tau hloov kho qhov sib koom ntawm Dream Finders Homes (DFH) muab nws hnyav raug rau Florida lag luam.
"DFH muaj ntau ntau nyob rau hauv Florida thiab muaj kev cuam tshuam loj heev rau kev tsim-rau-qib ntu, uas [peb] cia siab tias yuav ua tau zoo tshaj qhov kev lag luam tag nrho. DFH's 100% tus qauv xaiv tau muab nws yooj yim rau kev sib tham txog thaj av hauv kev lag luam qeeb, "Jadrosich sau.
Dani Romero yog tus sau xov xwm rau Yahoo Nyiaj Txiag. Ua raws nws ntawm Twitter @daniromerotv
Nyeem cov xov xwm tshiab nyiaj txiag thiab lag luam los ntawm Yahoo Finance
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Tau qhov twg los: https://finance.yahoo.com/news/housing-market-bank-of-america-downgrade-173236691.html