Geopolitics Alpha

West Fraser Earnings: Lowering Fair Value Estimate as US Housing Woes Lead to Plant Curtailments

Published . Updated .

GEOPOLITICS ALPHAWest Fraser Earnings: LoweringFair Value Estimate as US HousingWoes Lead to Plant CurtailmentsGEOPOLITICS ALPHA

This report is about real estate.

Directly affected

  • No company is named in this report.

Indirectly affected

  • XLRE Real Estate Select Sector SPDR+1.3% 30d

    Real Estate Select Sector SPDR: it holds property and homebuilding stocks. Linked by “housing” (real estate) in this story.

  • XHB SPDR S&P Homebuilders ETF+5.1% 30d

    SPDR S&P Homebuilders ETF: it holds property and homebuilding stocks. Linked by “housing” (real estate) in this story.

  • PLD Prologis-5.8% 30d

    Prologis (real estate investment trusts): housing and property firms move with mortgage rates and demand. Linked by “housing” (real estate) in this story.

  • DHI D.R. Horton+5.1% 30d

    D.R. Horton (operative builders): housing and property firms move with mortgage rates and demand. Linked by “housing” (real estate) in this story.

  • LEN Lennar+6.8% 30d

    Lennar (general bldg contractors - residential bldgs): housing and property firms move with mortgage rates and demand. Linked by “housing” (real estate) in this story.

  • WELL Welltower-0.5% 30d

    Welltower (real estate investment trusts): housing and property firms move with mortgage rates and demand. Linked by “housing” (real estate) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
XLRENo price data for this ticker———————
XHBNo price data for this ticker———————
PLDNo price data for this ticker———————
DHINo price data for this ticker———————
LENNo price data for this ticker———————
WELLNo price data for this ticker———————

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Market Call

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West Fraser Earnings: Lowering Fair Value Estimate as US Housing Woes Lead to Plant Curtailments Morningstar

Source: Morningstar

Trades by members of Congress and officials in the stocks in this story

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This story

12 out of 100

“West Fraser Earnings: Lowering Fair Value Estimate as US Housing Woes Lead to Plant Curtailments” scores 12 out of 100. The score uses 1 sources.