尽管股价下跌,PRM基本面依然稳健;分析师一致预期其回报率将超过10%,但这一预期取决于中期住房可负担性能否改善。
看涨他说的是几年内
《UK HOMEBUILDERS ARE IN A CYCLICAL DOWNTURN - WHICH TO BUY?》
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其中规模最大的Perimon较几年前的峰值大幅下跌。
The largest there, Perimon down significantly from the peak a few years ago.
Perimon同样下跌。他们让业务保持运转,只是略微领先、表现尚可,数据上略有下滑,但看起来仍然不错。前景依然存在。分析师表示,如果未来一两年可负担性等各方面都进展顺利,有形股本恢复增长,回报率应会高于10%。
Perimon also down. They are keeping their business just turning ahead working okay a little bit down on the numbers but still looks good. The outlook is still there. Analysts say that if affordability and everything works well over the next year or two tangible equity to recover grow the returns should be higher than 10%.
观察点
住房可负担性指标改善
可负担性表现良好
支持更高回报的看涨论点;若可负担性依然糟糕,则削弱该论点
这个频道对 $PRM 的历次判断
Value Investing with Sven Carlin, Ph.D. 在这只股票上只有这一条判断。
2026-09-17看涨本条
其中规模最大的Perimon较几年前的峰值大幅下跌。