メイソナイト・インターナショナルに関するコメント

RECAP
US stocks continued their march higher, with the S&P 500 decisively closing above the 5,000 level for the first time ever. The rally has been fueled continued strong corporate earnings and signs of progress in the Federal Reserve's goal of lowering inflation that could move policy makers to finally start cutting rates.
The $S&P 500 Index(.SPX.US)$ rose for a 14th week out of 15, the first for large-cap inde...

$メイソナイト・インターナショナル(DOOR.US)$ is US building materials company. Its recent good performance was due to being in the uptrend leg of the cycle. Revenue is strongly correlated to the Housing Starts making it a cyclical company
There is a strong correlation between revenue, gross profit margins, and gross profitability. When revenue declines so will these margins and returns. At the same time, SGA appears “sticky”.
Based on this cyclical view, earnings would be much lower than those of the past few ye...

Gainers:
• $Livent(LTHM.US)$ +22.58% (it posted better-than-expected quarterly earnings and raised its 2022 revenue forecast)
• $スーパー・マイクロ・コンピューター(SMCI.US)$ +11.01% (earnings reports)
• $オートリー・グループAB(OTLY.US)$ +8.31% (earnings reports)
• $ブルーリンクス・ホールディングス(BXC.US)$ +9.7% (increases share repurchase authorization to $100 mln; enters into $60 mln accelerated repurchase agreement)
• $スターバックス(SBUX.US)$ +7.18% (matched estimates wi...