Since Donald Trump's election win on Nov. 6, the "Trump trade" has accelerated, driving U.S.$美國10年期國債收益率 (US10Y.BD)$to 4.5%, the dollar index past 108,$比特幣 (BTC.CC)$near $100,000, and gold prices lower. Analysts predict Trump's second-term policies could echo his first, but with a swifter pace and more assertive domestic and foreign agendas. Expectations are for a stronger application of the "A...
Recent insider share sale at current price of US$195 raises caution. Lack of insider purchases and significant selling over the last year, despite high insider ownership, leaves room for caution.
Builders FirstSource's impressive ROE and net income growth are positive, but earnings growth is expected to slow. Reinvesting all profits back into the business seems to be paying off.
Despite a challenging 2023, Builders FirstSource delivered a high-teens EBITDA margin. The company expects single-family housing starts to rise, while repair activity is estimated to rise slightly. Multifamily starts are expected to decline significantly.
According to B. Riley Securities, Builders FirstSource has become a best-of-breed company in the homebuilding ecosystem and is nearing an inflection point, transitioning from a low-multiple commodity play to a services-and-solutions provider meriting a higher valuation multiple.
B. Riley analysts expect Builders FirstSource to transition from a low-multiple commodity play to a service provider, anticipating a doubled share price in three years. Benchmark's Reuben Garner also rates the stock at 'Buy'
The ongoing insider stock sales might indicate a negative outlook for the company. Even with a high insider ownership, the lack of recent buys doesn't instil belief in the firm's future.
STI mover $牛奶國際控股 (D01.SG)$was the top STI gainer, rising 4.31 percent to close at S$2.66. The top loser was$凱德商用新加坡信托 (C38U.SG)$, losing 2.11 percent to end at S$1.86. See below for more trending stocks: REITs mover $吉寶-KBS美國房地產信托 (CMOU.SG)$was the top gainer, rising 6.15 percent to close at S$0.345. The top loser was$Builders FirstSource (BLDR.US)$, losing 3.17 percent to end at S$0.305. See below for more details: Top-Traded SG S...
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