US Building_2025_ The Year Ahead - Gut Check Time

本文档仅供上海信鱼私募基金管理有限公司18860455898研究使用，请勿外传 ab 8 January 2025 Powered by YES UBS Evidence Lab Global Research US Building 2025: The Year Ahead - Gut Check Time We are constructive on the Homebuilder set up for 2025 We view the setup for homebuilder stocks in 2025 favorably and believe market sentiment has rapidly shifted towards peak pessimism, which often creates the most attractive buying opportunities for the group. According to the UBS HOLT team's proprietary valuation metrics (Figure 75) the builders are n ...