对，可以稍微买进HD！ (谈股论金)  297次阅读

作者: 雅歌 , 发表于: 2018-10-18 (2228天前) @ xiaocao

Shares of Home Depot Inc. (HD) dropped 3.8% toward a five-month low and Lowe's Companies' stock (LOW) slumped 3.3% toward a two-month low, in the wake is disappointing housing market data and after Credit Suisse downgraded the home improvement retailers, citing slowing earnings growth and less favorable valuation. Analyst Seth Sigman cut his rating on both companies to neutral from outperform, while lowering Home Depot 's stock price target to $204 from $222 and Lowe's target to $111 from $115 . "Our key concern is that home prices will continue to moderate, at least temporarily, as higher rates weigh on affordability, and inventory creeps up," Sigman wrote in a note to clients. He said research shows home prices are a key driver of big ticket projects, and therefore affect growth in average ticket and same-store sales. Separately, housing starts fell by a more-than-expected 5.3% (http://www.marketwatch.com/story/housing-starts- tick-down-in-another-weak-month-for-residential-construction-2018-10-17) in September to a seasonally adjusted annual rate of 1.201 million. The SPDR S&P Homebuilders ETF (XHB), of which Home Depot and Lowe's are components, slumped 2.2% with all 35 components losing ground. Over the past three months, shares of Home Depot have lost 7.3% and of Lowe's have gained 2.1%, while the homebuilders ETF has tumbled 15% and the Dow Jones Industrial