TMHC Taylor Morrison Home Corporation Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
17:11
02 сен
02 сен
Long-term homebuilding despite bumpy road
Berkshire is taking a very long-term view of North American housing, expecting the American dream to persist and Taylor Morrison to become a strong asset over five to ten years; Abel sees no immediate recovery or hockey stick and expects a bumpy road, but says it is an industry Berkshire definitely wants to be invested in for the long term.
Сред.
08:10
14 авг
14 авг
Mortgage lock-in drives new homebuilder demand
Buy new-construction homebuilders because the mortgage lock-in effect (existing owners holding 2-3% mortgages) structurally redirects demand toward new builds; DHI's $9.23B revenue and 22,000 closings in a single quarter validate the thesis with hard data.
Выс.
07:50
14 авг
14 авг
Homebuilders at 8x: lock-in effect creates monopoly
Buy homebuilders (DHI, LEN, PHM, TMHC, NVR) down 27-47% from highs: the lock-in effect has eliminated existing home competition, redirecting all buyer demand to new construction; structural shortage of 3-4M homes persists; Millennials at peak buying age provide inelastic demand; DHI already beating estimates at ~8x forward earnings — valuation compression, not fundamental deterioration.
Выс.
11:56
01 июн
01 июн
Pre-market movers report highlights Nvidia and Microsoft unveiling AI superchip for PCs.
Pre-market movers report highlights Nvidia and Microsoft unveiling AI superchip for PCs, causing chip competitors to fall and partners to gain, along with other corporate news including Berkshire Hathaway's acquisition of TMHC and FedEx completing its spin-off.
11:48
01 июн
01 июн
Nvidia enters PC market with new chip boosting its stock and Arm while weighing on Intel.
Nvidia enters PC market with new chip boosting its stock and Arm while weighing on Intel, Qualcomm, and AMD, with IBM jumping on Trump praise, Oculis plunging on trial miss, and Taylor Morrison surging on Berkshire acquisition.
11:42
01 июн
01 июн
Berkshire Hathaway announces agreement to acquire Taylor Morrison Home Corporation for 72.50.
Berkshire Hathaway announces agreement to acquire Taylor Morrison Home Corporation for 72.50 dollars per share in cash representing a total enterprise value of approximately 8.5 billion dollars.
01:51
01 июн
01 июн
M&A announcement: Berkshire Hathaway acquiring Taylor Morrison for $6.8B.
M&A announcement: Berkshire Hathaway acquiring Taylor Morrison for $6.8B; factual event with no directional view.
Низ.
20:57
31 мая
31 мая
Author reports Berkshire Hathaway's small acquisition of Taylor Morrison.
Author reports Berkshire Hathaway's small acquisition of Taylor Morrison, interpreting it as a signal of possible value in homebuilders; no personal directional commitment.
Низ.
15:52
05 мая
05 мая
Bearish view on TMHC; affordability headwinds likely to delay order acceleration and margin.
Bearish view on TMHC; affordability headwinds likely to delay order acceleration and margin recovery for Sunbelt-focused builders.
Выс.
Об аналитическом покрытии TMHC
Buzzberg отслеживает TMHC (Taylor Morrison Home Corporation) в 8 источниках. Бычьих сигналов: 3, медвежьих: 0, от 8 аналитиков. Сентимент преимущественно бычий (33%). Всего отслеживается 9 торговых идей. За последние 7 дней: бычьих: 1. Последние спикеры: Greg Abel, asklivermore, Newsquawk.