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geknoi
geknoi
·
2021-06-25
Pullback
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geknoi
geknoi
·
2021-06-25
$COMFORTDELGRO CORPORATION LTD(C52.SI)$
this is losing strength
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geknoi
geknoi
·
2021-06-19
Correction next week
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geknoi
geknoi
·
2021-06-18
$Starbucks(SBUX)$
the bounce is fast
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geknoi
geknoi
·
2021-06-18
Buying
Goldman sees Fed-driven dip in commodities as a 'buying opportunity'<blockquote>高盛将美联储推动的大宗商品下跌视为“买入机会”</blockquote>
(Reuters) - Goldman Sachs said on Friday the recent slip in commodities prices driven by the U.S. Fe
Goldman sees Fed-driven dip in commodities as a 'buying opportunity'<blockquote>高盛将美联储推动的大宗商品下跌视为“买入机会”</blockquote>
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geknoi
geknoi
·
2021-06-18
Nice
Lennar shares rose more than 2% in morning trading<blockquote>Lennar 股价早盘上涨超过 2%</blockquote>
Lennar shares rose more than 2% in morning trading. The market is undervaluingLennar’s internal impr
Lennar shares rose more than 2% in morning trading<blockquote>Lennar 股价早盘上涨超过 2%</blockquote>
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geknoi
geknoi
·
2021-06-17
Nice
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geknoi
geknoi
·
2021-06-17
$Starbucks(SBUX)$
poor performing
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geknoi
geknoi
·
2021-06-17
$Alphabet(GOOG)$
sich a fall
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geknoi
geknoi
·
2021-06-17
That's kinda late
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fast","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166445357","isVote":1,"tweetType":1,"viewCount":1769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166442021,"gmtCreate":1624023816263,"gmtModify":1631888845003,"author":{"id":"3581995960959972","authorId":"3581995960959972","name":"geknoi","avatar":"https://static.tigerbbs.com/fe555b915e7bd4098661657f2d471083","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581995960959972","idStr":"3581995960959972"},"themes":[],"title":"","htmlText":"Buying ","listText":"Buying ","text":"Buying","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166442021","repostId":"1131081247","repostType":4,"repost":{"id":"1131081247","kind":"news","pubTimestamp":1624019171,"share":"https://www.laohunote.com/m/news/1131081247?lang=zh_CN&edition=full","pubTime":"2021-06-18 20:26","market":"fut","language":"en","title":"Goldman sees Fed-driven dip in commodities as a 'buying opportunity'<blockquote>高盛将美联储推动的大宗商品下跌视为“买入机会”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1131081247","media":"Reuters","summary":"(Reuters) - Goldman Sachs said on Friday the recent slip in commodities prices driven by the U.S. Fe","content":"<p>(Reuters) - Goldman Sachs said on Friday the recent slip in commodities prices driven by the U.S. Federal Reserve’s decision to bring forward projections for interest rate hikes into 2023 was a buying opportunity for investors.</p><p><blockquote>(路透社)--高盛(Goldman Sachs)周五表示,由于美国联邦储备委员会决定将加息预测提前至2023年,近期大宗商品价格下滑,这对投资者来说是一个买入机会。</blockquote></p><p> “The bullish commodity thesis is neither about inflation risks nor Fed forward guidance. It is about scarcity and strong physical demand,” the Wall Street bank said in a note.</p><p><blockquote>“看涨大宗商品的论点既不是关于通胀风险,也不是关于美联储的前瞻性指引。而是关于稀缺性和强劲的实物需求,”这家华尔街银行在一份报告中说。</blockquote></p><p> Physical scarcity, caused by robust demand growth and inelastic supply, could drive Brent crude oil prices to average $80 in the third quarter, with potential spikes above that level, Goldman analysts wrote.</p><p><blockquote>高盛分析师写道,强劲的需求增长和缺乏弹性的供应造成的实物短缺可能会推动布伦特原油价格在第三季度平均升至 80 美元,并可能高于该水平。</blockquote></p><p> Prices of commodities including oil, gold and copper fell as the U.S. dollar surged on the Federal Reserve’s outlook on interest rate hikes.</p><p><blockquote>由于美联储的加息前景导致美元飙升,包括石油、黄金和铜在内的大宗商品价格下跌。</blockquote></p><p> But oil prices were still close to multi-year highs, while gold has since seen a slight rebound, and copper was en route to its biggest weekly decline since March 2020.</p><p><blockquote>但油价仍接近多年高点,而黄金此后略有反弹,铜价有望创下 2020 年 3 月以来的最大单周跌幅。</blockquote></p><p> The copper market also remains on course for deficit conditions both over the remainder of this year and into 2022, the bank said, adding recent dips should be viewed as a longer-term buying opportunity.</p><p><blockquote>该银行表示,今年剩余时间和 2022 年铜市场仍处于赤字状态,并补充说,最近的下跌应被视为长期买入机会。</blockquote></p><p> A recovery in commodities markets excluding energy markets, however, is likely to be slower than from recent sell-offs as transient shocks from weather and Chinese-mandated repositioning have generated negative technical breakthroughs, Goldman warned.</p><p><blockquote>然而,高盛警告称,不包括能源市场的大宗商品市场的复苏速度可能会慢于近期的抛售,因为天气和中国强制重新定位带来了负面的技术突破。</blockquote></p><p> Earlier this month, China’s state planner renewed a pledge to step up monitoring of commodity prices and strengthen supervision of spot and futures markets, as producer inflation in the country hit over 12 year-highs.</p><p><blockquote>本月早些时候,中国国家规划师再次承诺加强对大宗商品价格的监测,并加强对现货和期货市场的监管,因为中国的生产者通胀率创下了 12 年来的新高。</blockquote></p><p> Goldman also viewed gold as under-valued relative to both real and nominal fundamentals.</p><p><blockquote>高盛还认为,相对于真实和名义基本面,黄金被低估。</blockquote></p><p> “In fact, gold is now pricing a Goldilocks scenario of strong growth without any inflation, implying limited demand for it as either a defensive asset or inflation hedge.”</p><p><blockquote>“事实上,黄金现在的定价是在没有任何通胀的情况下实现强劲增长的金发姑娘情景,这意味着对黄金作为防御性资产或通胀对冲资产的需求有限。”</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman sees Fed-driven dip in commodities as a 'buying opportunity'<blockquote>高盛将美联储推动的大宗商品下跌视为“买入机会”</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman sees Fed-driven dip in commodities as a 'buying opportunity'<blockquote>高盛将美联储推动的大宗商品下跌视为“买入机会”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-06-18 20:26</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Reuters) - Goldman Sachs said on Friday the recent slip in commodities prices driven by the U.S. Federal Reserve’s decision to bring forward projections for interest rate hikes into 2023 was a buying opportunity for investors.</p><p><blockquote>(路透社)--高盛(Goldman Sachs)周五表示,由于美国联邦储备委员会决定将加息预测提前至2023年,近期大宗商品价格下滑,这对投资者来说是一个买入机会。</blockquote></p><p> “The bullish commodity thesis is neither about inflation risks nor Fed forward guidance. It is about scarcity and strong physical demand,” the Wall Street bank said in a note.</p><p><blockquote>“看涨大宗商品的论点既不是关于通胀风险,也不是关于美联储的前瞻性指引。而是关于稀缺性和强劲的实物需求,”这家华尔街银行在一份报告中说。</blockquote></p><p> Physical scarcity, caused by robust demand growth and inelastic supply, could drive Brent crude oil prices to average $80 in the third quarter, with potential spikes above that level, Goldman analysts wrote.</p><p><blockquote>高盛分析师写道,强劲的需求增长和缺乏弹性的供应造成的实物短缺可能会推动布伦特原油价格在第三季度平均升至 80 美元,并可能高于该水平。</blockquote></p><p> Prices of commodities including oil, gold and copper fell as the U.S. dollar surged on the Federal Reserve’s outlook on interest rate hikes.</p><p><blockquote>由于美联储的加息前景导致美元飙升,包括石油、黄金和铜在内的大宗商品价格下跌。</blockquote></p><p> But oil prices were still close to multi-year highs, while gold has since seen a slight rebound, and copper was en route to its biggest weekly decline since March 2020.</p><p><blockquote>但油价仍接近多年高点,而黄金此后略有反弹,铜价有望创下 2020 年 3 月以来的最大单周跌幅。</blockquote></p><p> The copper market also remains on course for deficit conditions both over the remainder of this year and into 2022, the bank said, adding recent dips should be viewed as a longer-term buying opportunity.</p><p><blockquote>该银行表示,今年剩余时间和 2022 年铜市场仍处于赤字状态,并补充说,最近的下跌应被视为长期买入机会。</blockquote></p><p> A recovery in commodities markets excluding energy markets, however, is likely to be slower than from recent sell-offs as transient shocks from weather and Chinese-mandated repositioning have generated negative technical breakthroughs, Goldman warned.</p><p><blockquote>然而,高盛警告称,不包括能源市场的大宗商品市场的复苏速度可能会慢于近期的抛售,因为天气和中国强制重新定位带来了负面的技术突破。</blockquote></p><p> Earlier this month, China’s state planner renewed a pledge to step up monitoring of commodity prices and strengthen supervision of spot and futures markets, as producer inflation in the country hit over 12 year-highs.</p><p><blockquote>本月早些时候,中国国家规划师再次承诺加强对大宗商品价格的监测,并加强对现货和期货市场的监管,因为中国的生产者通胀率创下了 12 年来的新高。</blockquote></p><p> Goldman also viewed gold as under-valued relative to both real and nominal fundamentals.</p><p><blockquote>高盛还认为,相对于真实和名义基本面,黄金被低估。</blockquote></p><p> “In fact, gold is now pricing a Goldilocks scenario of strong growth without any inflation, implying limited demand for it as either a defensive asset or inflation hedge.”</p><p><blockquote>“事实上,黄金现在的定价是在没有任何通胀的情况下实现强劲增长的金发姑娘情景,这意味着对黄金作为防御性资产或通胀对冲资产的需求有限。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.reuters.com/article/commodities-research-goldman/goldman-sees-fed-driven-dip-in-commodities-as-a-buying-opportunity-idUSL3N2O02QT\">Reuters</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GS":"高盛"},"source_url":"https://www.reuters.com/article/commodities-research-goldman/goldman-sees-fed-driven-dip-in-commodities-as-a-buying-opportunity-idUSL3N2O02QT","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131081247","content_text":"(Reuters) - Goldman Sachs said on Friday the recent slip in commodities prices driven by the U.S. Federal Reserve’s decision to bring forward projections for interest rate hikes into 2023 was a buying opportunity for investors.\n“The bullish commodity thesis is neither about inflation risks nor Fed forward guidance. It is about scarcity and strong physical demand,” the Wall Street bank said in a note.\nPhysical scarcity, caused by robust demand growth and inelastic supply, could drive Brent crude oil prices to average $80 in the third quarter, with potential spikes above that level, Goldman analysts wrote.\nPrices of commodities including oil, gold and copper fell as the U.S. dollar surged on the Federal Reserve’s outlook on interest rate hikes.\nBut oil prices were still close to multi-year highs, while gold has since seen a slight rebound, and copper was en route to its biggest weekly decline since March 2020.\nThe copper market also remains on course for deficit conditions both over the remainder of this year and into 2022, the bank said, adding recent dips should be viewed as a longer-term buying opportunity.\nA recovery in commodities markets excluding energy markets, however, is likely to be slower than from recent sell-offs as transient shocks from weather and Chinese-mandated repositioning have generated negative technical breakthroughs, Goldman warned.\nEarlier this month, China’s state planner renewed a pledge to step up monitoring of commodity prices and strengthen supervision of spot and futures markets, as producer inflation in the country hit over 12 year-highs.\nGoldman also viewed gold as under-valued relative to both real and nominal fundamentals.\n“In fact, gold is now pricing a Goldilocks scenario of strong growth without any inflation, implying limited demand for it as either a defensive asset or inflation hedge.”","news_type":1,"symbols_score_info":{"GS":0.9}},"isVote":1,"tweetType":1,"viewCount":3245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166441290,"gmtCreate":1624023766110,"gmtModify":1631888845015,"author":{"id":"3581995960959972","authorId":"3581995960959972","name":"geknoi","avatar":"https://static.tigerbbs.com/fe555b915e7bd4098661657f2d471083","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581995960959972","idStr":"3581995960959972"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166441290","repostId":"1113068568","repostType":4,"repost":{"id":"1113068568","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624023587,"share":"https://www.laohunote.com/m/news/1113068568?lang=zh_CN&edition=full","pubTime":"2021-06-18 21:39","market":"us","language":"en","title":"Lennar shares rose more than 2% in morning trading<blockquote>Lennar 股价早盘上涨超过 2%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1113068568","media":"Tiger Newspress","summary":"Lennar shares rose more than 2% in morning trading.\nThe market is undervaluingLennar’s internal impr","content":"<p>Lennar shares rose more than 2% in morning trading.</p><p><blockquote>Lennar 股价在早盘交易中上涨超过 2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4a8d5adc185f5868b880031dbe2ea594\" tg-width=\"803\" tg-height=\"593\" referrerpolicy=\"no-referrer\">The market is undervaluingLennar’s internal improvements and potential in a hot housing market, according to JPMorgan.</p><p><blockquote>摩根大通表示,市场低估了 Lennar 的内部改进和在火热的房地产市场中的潜力。</blockquote></p><p> The homebuilder reported its second-quarter earnings on Wednesday, delivering revenue and earnings per share that beat FactSet estimates. The company also raised its guidance for average sales prices and gross margins.</p><p><blockquote>这家住宅建筑商周三公布了第二季度收益,收入和每股收益超出了 FactSet 的预期。该公司还上调了平均销售价格和毛利率的指导。</blockquote></p><p> Additionally, the companyannounced in Marchthat it planned to spin off some of its non-core assets to create a rental housing venture.</p><p><blockquote>此外,该公司在三月份宣布,计划剥离部分非核心资产,以创建一家租赁住房企业。</blockquote></p><p> JPMorgan analyst Michael Rehaut upgraded the stock to overweight from neutral, saying Friday in a note to clients that the company appeared undervalued based on its strategic shift and potential for share buybacks.</p><p><blockquote>摩根大通分析师 Michael Rehaut 将该股评级从中性上调至跑赢大盘,并在周五给客户的一份报告中表示,基于其战略转变和股票回购潜力,该公司似乎被低估。</blockquote></p><p> “At current levels, not only do we view LEN’s valuation as effectively not assigning much value to its proposed spin-off, but moreover, we expect the company to demonstrate further progress in its shift to an asset light model as well as, lastly, anticipate an increased level of returning cash to shareholders over time,” the note said.</p><p><blockquote>“在目前的水平上,我们不仅认为 LEN 的估值实际上没有对其拟议的分拆给予太多价值,而且,我们预计该公司将在向轻资产模式转变方面取得进一步进展,最后,预计随着时间的推移,向股东返还的现金水平将有所提高。”</blockquote></p><p> Home sales and starts have slowed in recent months as a short supply of houses on the market has hit at the same time as sky high lumber prices. However, JPMorgan said Lennar’s management still seemed positive about the strength of the housing market overall.</p><p><blockquote>近几个月来,房屋销售和开工放缓,因为市场上房屋供应短缺,同时木材价格飙升。不过,摩根大通表示,Lennar 的管理层似乎仍然对房地产市场的整体实力持积极态度。</blockquote></p><p> The firm hiked its price target on Lennar to $141 per share from $115, representing upside of 49%. The stock has already gained 24% year to date.</p><p><blockquote>该公司将 Lennar 的目标价从每股 115 美元上调至 141 美元,上涨空间为 49%。今年迄今为止,该股已上涨 24%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Lennar shares rose more than 2% in morning trading<blockquote>Lennar 股价早盘上涨超过 2%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLennar shares rose more than 2% in morning trading<blockquote>Lennar 股价早盘上涨超过 2%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-06-18 21:39</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Lennar shares rose more than 2% in morning trading.</p><p><blockquote>Lennar 股价在早盘交易中上涨超过 2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4a8d5adc185f5868b880031dbe2ea594\" tg-width=\"803\" tg-height=\"593\" referrerpolicy=\"no-referrer\">The market is undervaluingLennar’s internal improvements and potential in a hot housing market, according to JPMorgan.</p><p><blockquote>摩根大通表示,市场低估了 Lennar 的内部改进和在火热的房地产市场中的潜力。</blockquote></p><p> The homebuilder reported its second-quarter earnings on Wednesday, delivering revenue and earnings per share that beat FactSet estimates. The company also raised its guidance for average sales prices and gross margins.</p><p><blockquote>这家住宅建筑商周三公布了第二季度收益,收入和每股收益超出了 FactSet 的预期。该公司还上调了平均销售价格和毛利率的指导。</blockquote></p><p> Additionally, the companyannounced in Marchthat it planned to spin off some of its non-core assets to create a rental housing venture.</p><p><blockquote>此外,该公司在三月份宣布,计划剥离部分非核心资产,以创建一家租赁住房企业。</blockquote></p><p> JPMorgan analyst Michael Rehaut upgraded the stock to overweight from neutral, saying Friday in a note to clients that the company appeared undervalued based on its strategic shift and potential for share buybacks.</p><p><blockquote>摩根大通分析师 Michael Rehaut 将该股评级从中性上调至跑赢大盘,并在周五给客户的一份报告中表示,基于其战略转变和股票回购潜力,该公司似乎被低估。</blockquote></p><p> “At current levels, not only do we view LEN’s valuation as effectively not assigning much value to its proposed spin-off, but moreover, we expect the company to demonstrate further progress in its shift to an asset light model as well as, lastly, anticipate an increased level of returning cash to shareholders over time,” the note said.</p><p><blockquote>“在目前的水平上,我们不仅认为 LEN 的估值实际上没有对其拟议的分拆给予太多价值,而且,我们预计该公司将在向轻资产模式转变方面取得进一步进展,最后,预计随着时间的推移,向股东返还的现金水平将有所提高。”</blockquote></p><p> Home sales and starts have slowed in recent months as a short supply of houses on the market has hit at the same time as sky high lumber prices. However, JPMorgan said Lennar’s management still seemed positive about the strength of the housing market overall.</p><p><blockquote>近几个月来,房屋销售和开工放缓,因为市场上房屋供应短缺,同时木材价格飙升。不过,摩根大通表示,Lennar 的管理层似乎仍然对房地产市场的整体实力持积极态度。</blockquote></p><p> The firm hiked its price target on Lennar to $141 per share from $115, representing upside of 49%. The stock has already gained 24% year to date.</p><p><blockquote>该公司将 Lennar 的目标价从每股 115 美元上调至 141 美元,上涨空间为 49%。今年迄今为止,该股已上涨 24%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LEN":"莱纳建筑公司"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113068568","content_text":"Lennar shares rose more than 2% in morning trading.\nThe market is undervaluingLennar’s internal improvements and potential in a hot housing market, according to JPMorgan.\nThe homebuilder reported its second-quarter earnings on Wednesday, delivering revenue and earnings per share that beat FactSet estimates. The company also raised its guidance for average sales prices and gross margins.\nAdditionally, the companyannounced in Marchthat it planned to spin off some of its non-core assets to create a rental housing venture.\nJPMorgan analyst Michael Rehaut upgraded the stock to overweight from neutral, saying Friday in a note to clients that the company appeared undervalued based on its strategic shift and potential for share buybacks.\n“At current levels, not only do we view LEN’s valuation as effectively not assigning much value to its proposed spin-off, but moreover, we expect the company to demonstrate further progress in its shift to an asset light model as well as, lastly, anticipate an increased level of returning cash to shareholders over time,” the note said.\nHome sales and starts have slowed in recent months as a short supply of houses on the market has hit at the same time as sky high lumber prices. However, JPMorgan said Lennar’s management still seemed positive about the strength of the housing market overall.\nThe firm hiked its price target on Lennar to $141 per share from $115, representing upside of 49%. 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