Duab los ntawm David Potter / Kev Tsim Kho Duab / Avalon / Getty Images
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Housebuilder Persimmon poob rau hnub Tuesday kev lag luam raws li nws tshaj tawm kev thov poob rau nws lub tsev thiab nce kev tshem tawm.
Ntawm £ 12.35 ib feem ntawm FTSE 100 kev lag luam yog qhov kev lag luam kawg 7% qis dua rau hnub.
"Kev nce cov paj laum thiab kev lag luam dav dav tsis paub meej yog qhov cuam tshuam rau kev qiv qiv nyiaj thiab cov neeg siv khoom tus cwj pwm, "Persimmon hais.
"Qhov no tau tshwm sim hauv peb cov nqi muag khoom txhua lub lim tiam tsis ntev los no thiab kev muag khoom tom ntej."
Drilling Down
Nyob nruab nrab ntawm 1 Lub Xya Hli thiab 7 Kaum Ib Hlis, Persimmon qhov nruab nrab ntawm kev muag khoom ntiag tug txhua lub lim tiam ntawm ib qhov hluav taws xob poob rau 0.6, nws hais. Qhov no tau nqis los ntawm 0.78 hauv lub sijhawm sib xws 2021.
Persimmon tau hais tias qhov kev puas tsuaj "xav txog cov neeg siv khoom teb rau kev lag luam macro-economic headwinds ntawm nce cov paj laum thiab txo nqi tsev qiv nyiaj, nrog rau kev nce nqi ntawm kev ua neej nyob."
Lub sijhawm rau lub asthiv dhau los nws qhov nruab nrab net ntiag tug txhua lub limtiam muag tus nqi ntawm ib lub qhov hluav taws xob tau nqis mus rau 0.48, nws ntxiv. Dab tsi ntxiv, tus nqi muag khoom nruab nrab tau poob 2% los ntawm 12 lub lis piam los ntawm 1 Lub Xya Hli.
Persimmon qhov kev muag khoom tom ntej dhau lub xyoo no, lub sijhawm no, sawv ntawm £ 0.77 billion li ntawm 7 Kaum Ib Hlis. Qhov no tau nqis los ntawm £ 1.15 billion ib xyoos dhau los.
Hnub Monday lub tuam tsev Halifax tshaj tawm tias cov nqi vaj tsev nyob nruab nrab tau nqis 0.4% thaum lub Cuaj Hli thiab Lub Kaum Hli. Qhov no yog lub caij nplooj zeeg loj tshaj plaws nyob rau ib hlis rau yuav luag ob xyoos.
Cov nqi tsev qiv nyiaj tau nce siab tsis ntev los no raws li Bank of England tau ua kom cov paj laum nce ntxiv. Lub lim tiam dhau los cov neeg tsim cai lij choj ntawm Threadneedle Street tau tsa nws qhov kev ntsuas ntsuas los ntawm 0.75% mus rau 3%, qhov loj tshaj plaws nce txij li xyoo 1989.
Tus naj npawb ntawm cov khoom lag luam qiv nyiaj hauv khw kuj tau poob qis vim tias cov qiv nyiaj tau teb rau qhov tsis paub tseeb.
Kev tshem tawm Up
Persimmon kuj tau pom qhov nce siab hauv kev tshem tawm cov nqi tsis ntev los no. Lub sijhawm rau lub asthiv dhau los no tau nce mus txog 28% los ntawm 21% thaum lub sijhawm 12 lub lis piam los ntawm 1 Lub Xya Hli.
Txawm li cas los xij, Persimmon tau hais tias nws tseem nyob hauv chav kawm kom ua tau raws li 2022 lub hom phiaj ntim ntawm 14,500 thiab 15,000 lub tsev. Tus nqi tsim tau nce li ntawm 20% txij lub sijhawm no ib xyoos dhau los, nws tau sau tseg.
Tus nqi nce nqi ntawm lub tuam txhab tau khiav ntawm 8% thiab 10% thaum ntxov Lub Xya Hli thiab Lub Kaum Ib Hlis. Txawm li cas los xij, Persimmon tau hais tias cov nqi muag khoom siab dua tau tso cai rau nws "tso tswj hwm qhov sib npaug ntawm kev nce nqi siab."
Qhov no tau pab los ntawm kev koom tes ntawm nws cov Brickworks thiab Tileworks manufacturing chaw, nws tau tawm tswv yim.
Tsis muaj kev taw qhia rau 2023
Saib ua ntej, Persimmon tau hais tias "thaum peb twb tau pom cov chaw muab kev them nqi tsev thiab cov neeg siv khoom pib hloov mus rau cov paj laum siab dua, tag nrho cov kev cuam tshuam ntawm qhov tsis paub meej ntawm cov neeg siv khoom tus cwj pwm tseem tsis tau txiav txim siab."
Lub tuam txhab FTSE 100 tau qhuas txog "kev pom zoo ntawm peb qhov hluav taws xob qhov hluav taws xob" thiab ntxiv tias "peb cia siab tias peb cov xov tooj hluav taws xob yuav nyob twj ywm dav raws li txoj haujlwm tam sim no thoob plaws xyoo 2023, raws li kev pom zoo kev npaj ua tiav thiab kev ua lag luam."
Txawm li cas los xij, Persimmon tau hais tias nws ntxov dhau los muab kev taw qhia rau 2023 muab qhov kev puas tsuaj sai hauv kev ua lag luam. Nws tau hais tias "peb qhov kev cia siab tam sim no yog rau kev ua tiav raws cai tsawg dua li xyoo 2022 thiab qhov no ua ke nrog kev poob qis hauv cov nqi muag khoom nruab nrab yuav cuam tshuam rau 2023 cov paj."
Persimmon ntaus lub suab nrov rau nruab nrab mus rau lub sijhawm ntev, txawm li cas los xij, hais tias "qhov kev thov rau tsev tshiab yuav nyob twj ywm."
“Flashing Red Lights”
Kev tawm tswv yim txog cov txiaj ntsig niaj hnub no, Mark Crouch, tus kws tshuaj ntsuam xyuas ntawm social investing network eToro, tau hais tias "Persimmon tej zaum yuav nyob rau hauv txoj kev kom xa nws 2022 ntim lub hom phiaj, tab sis muaj qee lub teeb liab flashing nyob rau hauv nws qhov kev hloov tshiab tshiab tam sim no."
Nws tau hais tias cov teeb meem ua rau muaj kev poob qis hauv UK kev lag luam vaj tsev zoo li lawv tau teeb tsa mus tas li.
"Thaum muaj kev cia siab tias Bank of England yuav tsis tas yuav nce cov paj laum siab raws li qhov xav tau, qhov tseeb yog cov nqi tsev qiv nyiaj thiab kev nce nqi yuav siab dua rau qee lub sijhawm," Crouch sau tseg.
"Qhov ntawd ua rau muaj kev cuam tshuam tsis zoo rau tib neeg lub peev xwm los them cov tsev tshiab thiab, thaum kawg, ua rau qeeb - lossis txawm thim rov qab - tus nqi loj hlob."
Royston Wild muaj kev koom nrog hauv Persimmon.
Source: https://www.forbes.com/sites/roystonwild/2022/11/08/ftse-100-stock-persimmon-slumps-7-as-update-reveals-sinking-housing-market/