US Housing

NAOS Asset Management

“It’s in their [The Telco’s] interest to just flick people to the low speed plans as the lower access charge makes a higher margin for them” Nicholas Demos, CEO, MyRepublic. Below are quotes from the week which in our view detail some of the most important and prominent industry trends... Show More

Tim Hannon

Significant household investment decisions depend on confidence, or ‘animal spirits’, which are clearly emerging in the USA. As per history, this confidence will manifest in households making high-value purchases – particularly new residential housing. While market analysts are expecting construction of new US housing to take four years to grow... Show More

QMG Insight

Pretty much as anticipated both economic & corporate releases yesterday captured the strength within US homebuilders....Housing Starts came in ahead of consensus and essentially boost homebuilders productivity benefit, deflate unit labour cost and boost margins... NVR also reported 15’Q3 bottomline earnings ahead of expectations but crucially from our perspective as... Show More