-- TDエコノミクスは火曜日、トロント大都市圏の中古マンション価格が第1四半期に前年同期比10%下落し、供給に対する需要の「低迷」から2026年まで価格下落が続くとの見通しを示した。 同行は、「来年は、住宅購入能力の向上、不確実性の緩和、潜在需要の顕在化、そして労働市場の堅調化により、販売が促進され、在庫の減少につながり、価格上昇の軌道が改善するだろう」と付け加えた。 しかし、「人口増加が鈍化し、投資家の需要が抑制され、金利上昇も価格を押し上げる可能性が低いことから、価格が本格的に上昇に転じるのは2028年以降になる可能性があり、下落局面は合計で約6年間続くことになるだろう。その頃には、価格は2022年初頭のピークから約25%から30%下落しているだろう」とも述べている。
Related Articles
Canadian Natural Resources Maintained at Hold at TPH After Q1 Results; Price Target at C$70.00
Tudor, Pickering, Holt on Thursday maintained its hold rating on the shares of Canadian Natural Resources (CNQ.TO, CNQ) with a C$70.00 price target following first-quarter results from the country's No.1 oil producer."While generally expected given net debt levels exiting 2025, highlights from the overall update include the formal step-up in return-of-capital alongside the ~4% beat on Q1 cash flow. On Q1 results, headline metrics include C$4.37B AFFO vs. TPHe/Street consensus C$4.19B/C$4.26B (C$2.09/shr vs. TPHe/Street C$2.01/C$2.01), with the delta vs. our model owing to realizations and expenses more than offsetting production. 1,643mboepd came in slightly below TPHe/Street 1,657/1,651, primarily driven by Oil Sands with 275mbopd In Situ comparing to TPHe/Street 279/276 and 588mbopd OSM comparing to TPHe/Street 594/595, though the April run-rate within OSM of 630mbopd bodes well for Q2 (TPHe/Street 587/587). On the balance sheet and return of capital, net debt is now sufficiently below C$16B to have driven CNQ to plan for returning 75% of FCF to shareholders. This is already starting to take effect, with April buybacks already totaling ~$0.3B, matching full Q1's buyback activity ($1.5B in return of capital, consisting of $1.2B in dividends and $0.3B in share repurchases); no change to TPHe H2'27+ at strip for the final uplift to 100% with ND (covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $59.80, Change: $-2.46, Percent Change: -3.95%
Blackstone, I Squared Nearing $2.9 Billion Bid for Stroeer, Bloomberg Reports
Price: $123.31, Change: $-1.38, Percent Change: -1.11%
BMO Capital Adjusts American International Group Price Target to $89 From $83
American International Group (AIG) has an average rating of overweight and mean price target of $87.80, according to analysts polled by FactSet.Price: $77.12, Change: $-0.58, Percent Change: -0.74%