JPMorgan upgrades Lennar, sees nearly 50% upside amid hot housing market and potential buybacks

cnbc2021-06-18

The market is under valuing Lennar’s internal improvements and potential in a hot housing market, according to JPMorgan. The homebuilder reported its second quarter earnings on Wednesday, delivering ...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

7fbd9d
2021-06-20
7fbd9d
Ok
仁毅
2021-06-19
仁毅
Wow
Ezec
2021-06-19
Ezec
Nice
LMChin
2021-06-18
LMChin
Add in the watchlist
BoonKheng
2021-06-18
BoonKheng
Thx
SunnyBoyz
2021-06-18
SunnyBoyz
Yes pls like n comment thanks

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1139060110?lang=zh_CN&edition=full","thumbnail":"","is_english":true,"pubTime":"2021-06-18 19:28","share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","id":"1139060110","market":"us","top_or_hot":-1,"title":"JPMorgan upgrades Lennar, sees nearly 50% upside amid hot housing market and potential buybacks","media":"cnbc","content":"<div>\n<p>The market is under valuing Lennar’s internal improvements and potential in a hot housing market, according to JPMorgan.\nThe homebuilder reported its second quarter earnings on Wednesday, delivering ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/18/lennar-stock-upgrade-jpmorgan.html\">网页链接</a>\n\n</div>\n","source":"cnbc_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>JPMorgan upgrades Lennar, sees nearly 50% upside amid hot housing market and potential buybacks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJPMorgan upgrades Lennar, sees nearly 50% upside amid hot housing market and potential buybacks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 19:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/18/lennar-stock-upgrade-jpmorgan.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The market is under valuing Lennar’s internal improvements and potential in a hot housing market, according to JPMorgan.\nThe homebuilder reported its second quarter earnings on Wednesday, delivering ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/18/lennar-stock-upgrade-jpmorgan.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LEN","symbol_name":"莱纳建筑公司","start_time":0,"source_url":"https://www.cnbc.com/2021/06/18/lennar-stock-upgrade-jpmorgan.html","article_id":"1139060110","we_media_id":null,"thumbnails":[],"rights":{"source":"cnbc_highlight","url":"https://www.cnbc.com/2021/06/18/lennar-stock-upgrade-jpmorgan.html","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.ArticleHeader-headline{#titleStyle#}a{#lv2TextColor#}.ArticleHeader-time, .Author-authorNameAndSocial a{#sourceStyle#;}","selectors":".PageBuilder-pageWrapper","filters":".ArticleHeader-eyebrow, .RelatedTags-relatedTags","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=1139060110","pubTimestamp":1624015692,"sourceInfo":{"source_id":"cnbc_highlight","name":"CNBC"},"weMediaInfo":null,"summary":"The market is under valuing Lennar’s internal improvements and potential in a hot housing market, ac","collect":0,"end_time":0,"defaultTopTitle":"cnbc.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LEN":"莱纳建筑公司"},"translate_title":"摩根大通升级Lennar，在房地产市场火热和潜在的回购中看到近50%的增长","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LEN":0.9},"content_text":"The market is under valuing Lennar’s internal improvements and potential in a hot housing market, according to JPMorgan.\nThe homebuilder reported its second quarter earnings on Wednesday, delivering revenue and earnings per share above expectations, according to FactSet. The company also raised its guidance for average sales prices and gross margins.\nAdditionally, the companyannounced in Marchthat it planned to spin-off some of its non-core assets to create a rental housing venture.\nJPMorgan analyst Michael Rehaut upgraded the stock to overweight from neutral, saying in a note to clients on Friday that the company appeared undervalued based on its strategic shift and potential for share buybacks.\n“At current levels, not only do we view LEN’s valuation as effectively not assigning much value to its proposed spin-off, but moreover, we expect the company to demonstrate further progress in its shift to an asset light model as well as, lastly, anticipate an increased level of returning cash to shareholders over time,” the note said.\nHome sales and starts have slowed in recent months as a short supply of houses on the market has hit at the same time as sky high lumber prices. However, JPMorgan said that Lennar’s management still seemed positive about the strength of the housing market overall.\nThe firm hiked its price target on Lennar to $141 per share from $115, representing upside of 49%. The stock has already gained 24% year to date.","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":165444180,"gmtCreate":1624156012340,"gmtModify":1634010151917,"author":{"id":"3581578814224856","authorId":"3581578814224856","authorIdStr":"3581578814224856","name":"7fbd9d","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3581578814224856"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/165444180","repostId":1139060110,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":162556179,"gmtCreate":1624068967591,"gmtModify":1634011146307,"author":{"id":"3579736270041651","authorId":"3579736270041651","authorIdStr":"3579736270041651","name":"仁毅","avatar":"https://static.tigerbbs.com/3a007247d6cf59cf9f87a07e5440dd16","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3579736270041651"},"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/162556179","repostId":1139060110,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":162190198,"gmtCreate":1624038588314,"gmtModify":1631891520182,"author":{"id":"3577869882489488","authorId":"3577869882489488","authorIdStr":"3577869882489488","name":"Ezec","avatar":"https://static.tigerbbs.com/443aba89e513b819e922bef06e4591e3","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3577869882489488"},"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/162190198","repostId":1139060110,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":166498212,"gmtCreate":1624021273236,"gmtModify":1634024015501,"author":{"id":"3586056098696132","authorId":"3586056098696132","authorIdStr":"3586056098696132","name":"LMChin","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3586056098696132"},"htmlText":"Add in the watchlist&nbsp;","listText":"Add in the watchlist&nbsp;","text":"Add in the watchlist","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166498212","repostId":1139060110,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":166577398,"gmtCreate":1624020516514,"gmtModify":1634024028801,"author":{"id":"3583967303257186","authorId":"3583967303257186","authorIdStr":"3583967303257186","name":"BoonKheng","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3583967303257186"},"htmlText":"Thx&nbsp;","listText":"Thx&nbsp;","text":"Thx","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166577398","repostId":1139060110,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":166570110,"gmtCreate":1624020069630,"gmtModify":1634024036007,"author":{"id":"3581761553455766","authorId":"3581761553455766","authorIdStr":"3581761553455766","name":"SunnyBoyz","avatar":"https://static.tigerbbs.com/08065fda7a858dc38bec2e41d6acaf71","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3581761553455766"},"htmlText":"Yes pls like n comment thanks","listText":"Yes pls like n comment thanks","text":"Yes pls like n comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166570110","repostId":1139060110,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":69,"commentSize":16,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.28.1","shortVersion":"4.28.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1139060110"}