Vinvestor schreef op 7 mei 2024 20:54:
De resultaten van Amerikaanse bouwers is bedroevend afgelopen kwartaal. De outlook is ook over de hele linie zwaar naar beneden bijgesteld. De Accsys JV in Amerika zal temidden uitdagende markt omstandigheden (hopelijk eindelijk komend jaar) opstarten.
"Builders FirstSource, one of the hottest stocks of the past year, is getting hammered after reporting a 22.5% decline in first-quarter profit, a sign that high borrowing costs are beginning to slow residential construction. + Shares of the building products supplier have stood out among chip makers and tech firms atop the S&P 500 despite the highest interest rates in a generation. JELD-WEN Holding shares are faring even worse after the window and door maker swung to a quarterly loss and cut its financial outlook."