FINWIRES · TerminalLIVE
FINWIRES

加拿大3月份房屋开工量低于预期;加拿大抵押贷款和住房公司称月度数据可能“波动较大”

-- 加拿大抵押贷款和住房公司(CMHC)周五表示,3月份加拿大所有地区房屋开工量经季节性调整后的年化率(SAAR)为235,852套,较2月份的250,961套下降6%。 3月份的数据低于三菱日联金融集团(MUFG)此前预测的258,000套。 CMHC首席经济学家兼住房洞察高级副总裁马修·拉贝尔热(Mathieu Laberge)表示:“3月份的房屋开工数据显示,住房建设势头持续减弱,这与CMHC的住房市场展望基本一致。虽然实际开工量较去年同期有所增加,但这主要反映了去年第一季度异常低迷的建筑活动水平。” “月度房屋开工量波动较大,难以反映建筑商和开发商的实际经营状况。” 除其他亮点外,3月份房屋开工量的六个月移动平均值有所下降,同比下降2.9%至248,378套。该趋势指标是加拿大所有地区房屋开工总量经季节调整后的年化率(SAAR)的六个月移动平均值。 在人口超过1万的中心城市,实际房屋开工量同比增长10%,3月份录得16,398套,而2025年3月为14,935套。今年迄今为止的累计开工量为49,206套,比2025年同期增长9%,这主要得益于不列颠哥伦比亚省、安大略省和魁北克省年初较高的开工量。

Related Articles

Research

Research Alert: CFRA Keeps Buy Opinion On Share Of Rexford Industrial Realty Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We trim our 12-month target price by $4 to $41, applying a forward P/FFO multiple of 17.1x on our 2026 FFO estimate, a discount to its 19.2x three-year forward average. We leave our 2026 FFO/share estimate unchanged at $2.40 but lower 2027's by $0.07 to $2.47. Negative re-leasing spreads remain our base case for 2026, but we believe infill properties in Southern California have structural barriers preventing new supply from coming online. Leasing rose 70% Y/Y in Q1 and we expect re-leasing spreads at 6%-9% in 2027, supported by a lack of new supply and higher occupancy rates. REXR's current capital recycling strategy, aimed at selling sub-4% cap rate properties and either repurchasing shares or redeveloping properties, should lift total portfolio returns higher next year. We note demand in Southern California remains strongest for spaces under 50K sq ft, which are REXR's core focus, and believe increased advanced manufacturer demand in the San Fernando Valley and South Bay markets could accelerate this year.

$REXR
Asia

Toku Launches Conversational AI For Businesses

Toku (SGX:TKU) launched Makimoto, an open-source conversational AI in Asia-Pacific, according to a Monday filing with the Singapore Exchange.Makimoto assembles, configures and runs a production-grade pipeline, providing, with the core purpose to keep customer data processed within a single country, keeping in view local data laws.The AI will allow businesses to build and control in-house transcription and conversational AI pipelines.

$SGX:TKU
International

Taiwan Consumer Confidence Improves Slightly in April

Taiwan's consumer confidence index (CCI) edged up to 62.47 in April, rising 0.17 points from March, the Central Taiwan Economic Development Research Center at National Central University reported on Friday.The uptick was driven by improvements in four sub-indicators, with sentiment on employment opportunities posting the largest monthly gain.Confidence in the domestic economic outlook and household finances also increased, while stock investment sentiment saw a modest rise. However, views on purchasing durable goods recorded the sharpest decline, alongside a slight drop in price-level expectations.All six core sub-indicators remained below 100, indicating overall pessimism among consumers, the report said.

$^TWII