FINWIRES · TerminalLIVE
FINWIRES

Homebuilder Confidence Tumbles to Lowest Since September Amid Macro Woes

-- US homebuilder confidence sank this month to the lowest since September amid economic uncertainty, as well as increasing building material costs and interest rates, the National Association of Home Builders and Wells Fargo said Wednesday.

The housing market index, which covers new single-family homes, fell four points sequentially to 34 in April. The consensus was a 37 reading in a survey compiled by Bloomberg.

"Builder sentiment has fallen back in spring as buyers face ongoing elevated interest rates and growing economic uncertainty," NAHB Chairman Bill Owens said. "The year started with hopes for housing momentum growth, but risks with respect to the Iran war, energy costs, and declines for consumer confidence have slowed the market."

A US navy blockade of Iranian ports in the Strait of Hormuz has been enforced after the US-Iran peace negotiations in Pakistan over the weekend ended without a deal. Still, a two-week ceasefire between Washington and Tehran holds. The war started at the end of February, sending energy prices soaring amid the closure of the crucial strait.

The index gauging sales expectations decreased seven points sequentially to 42 in April, the NAHB survey showed Wednesday. The measure charting prospective buyers fell three points to 22, while current sales conditions moved down four points to 37, according to the report.

About 36% of homebuilders cut prices this month, compared with 37% in March. The average price reduction was 5% in April, down from 6% the month prior, while the use of sales incentives was 60%, down from 64%.

"With oil prices higher in the US, 62% of builders reported suppliers have increased building material costs due to higher fuel prices, including gas and diesel," NAHB Chief Economist Robert Dietz said. "With near-term economic risks elevated, 70% of builders reported challenges pricing homes given uncertainty about material costs."

Separately, the Mortgage Bankers Association said Wednesday mortgage applications in the US rose 1.8% in the week through Friday on a seasonally adjusted basis as rates fell. Without adjustments, applications increased 2%.

"Given the evolving situation in the Middle East and its impact on energy and commodity prices, mortgage rates declined last week," with the 30-year fixed rate hitting 6.42%, its lowest in a month, said Joel Kan, the MBA's deputy chief economist. "This dip in rates helped to support an increase in conventional refinance applications, which had declined for five consecutive weeks."

The refinance index increased 5% week over week, while the seasonally adjusted purchase index decreased 1%, according to the report.

相关文章

Asia

市场动态:能源价格上涨,日本零售商加大成本削减力度

据《日经新闻》周四报道,尽管日本政府正努力保障能源供应,但零售商们仍在收紧运营以应对不断上涨的燃料和电力成本。 伊藤忠商事(TYO:8001)旗下的全家便利店(FamilyMart)正在考虑减少门店配送以降低运输成本,而罗森便利店(Lawson)则计划逐步转向混合动力和电动汽车。报道称,这两家连锁店也在投资节能设备以缓解成本压力。 报道称,永旺(TYO:8267)正在提前投资太阳能电池板和高效空调,并加快在各门店推广低功率制冷系统。 这些举措出台之际,正值公用事业公司准备从6月起将更高的燃料成本转嫁到电费中,同时还要应对季节性制冷需求。报道称,政府的燃料补贴提供了一定的缓解,但补贴的持续时间仍不确定。 (市场动态新闻来源于与全球市场专业人士的对话。这些信息据信来自可靠来源,但可能包含传闻和推测。准确性无法保证。)

$^N225$TYO:8001$TYO:8267
Asia

XRF Scientific将以400万美元收购布鲁克的燃烧气体分析业务,股价上涨4%。

据周四提交给澳大利亚证券交易所的文件显示,XRF Scientific(ASX:XRF)通过其全资子公司XRF Technology(WA)与Bruker AXS签署了一项具有约束力的资产购买协议,以400万美元的预付现金收购其燃烧气体分析业务。 此外,XRF Scientific还将获得最高100万美元的业绩奖励,该奖励基于交易完成后三年内燃烧气体分析业务净收入的7%计算得出。 根据协议,部分产品名称,例如“G4 Icarus”,将转移至XRF Scientific,并以XRF Scientific品牌销售。这些燃烧气体分析产品目前在德国生产,生产将转移至XRF位于澳大利亚珀斯的工厂。 预计该交易将于本周内完成。 周四,XRF Scientific股价上涨4%。

$ASX:XRF
Asia

创始人减持股份,为进军黄金市场做准备

据东京证券交易所周四发布的公告显示,Note(东京证券交易所代码:5243)创始人兼首席执行官加藤贞明于4月15日出售了55万股股票,占已发行股份的2.8%,持股比例从29.2%降至26.3%。 此次出售是通过一家证券公司在场内交易完成的,该证券公司对定价和执行拥有完全的自主权。 该公司表示,此举旨在提高交易流动性,并增加市场上流通股的比例,此前由于资本和业务整合导致股权集中。 加藤贞明已同意在未来两年内不再出售其他股份,并将继续担任公司主要股东,同时继续领导公司。

$TYO:5243