Transport Sector, China and Asia-focused Research

Charles De Trenck

Macroeconomics

Recent US property data underscored how tight the market is both in price and in labor terms. There is just not much for sale, and construction worker shortage stories have been back for at least 2 years, if not longer.I took this opportunity to reduce most of the exposure in US West property I took on in 2010-12, and closed on one property last week and one last month.One home last month, I was glad to separate from, having had so many unexpected experiences with repairs and poor contracting…

Recent US property data underscored how tight the market is both in price and in labor terms. There is just not much for sale, and construction worker shortage stories have been back for at least 2 years, if not longer.I took this opportunity to reduce most of the exposure in US West property I took on in 2010-12, and closed on one property last week and one last month.One home last month, I was glad to separate from, having had so many unexpected experiences with repairs and poor contracting…

Postcard Backstory: How Distorted Are Housing Data (Sale Last Week. Pictures, Warts and Data…)

United States

PulteGroup Inc. sells and constructs homes, and purchases, develops, and sells residential land and develops active adult communities.  The Company also provides mortgage financing, title insurance, and other services to home buyers. Pulte has operations in various markets across the United States and Puerto Rico.

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Pultegroup Inc (PHM US)

Postcard Backstory: How Distorted Are Housing Data (Sale Last Week. Pictures, Warts and Data…)

Recent US property data underscored how tight the market is both in price and in labor terms. There is just not much for sale, and construction...

Charles De Trenck

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)