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Inflation / Equity
- First Read: D.R. Horton Inc "FY3Q op. beat, FY22 outlook lowered as demand..." by UBS AG
- D.R. Horton Inc "Denying Bear essentials - Maintain $105 PT" (Buy) Lovallo by UBS AG
- US Building "Don't let Junebug you, NHS approaching a floor" Lovallo by UBS AG
- First Read: PulteGroup Inc "Margins/EPS above, rev/orders below - 2Q22..." by UBS AG
- Armstrong World Industries Inc "Slightly lower PT to $82 post 2Q" (Sell) Lovallo by UBS AG
- First Read: Owens Corning "Big 2Q for OC - first take" (Buy) Lovallo by UBS AG
- Owens Corning "Trim PT post 2Q on more conservative mult." (Buy) Lovallo by UBS AG
- Fortune Brands Home & Security Inc "Solid 2Q, but reset PT to $104/sh on..." by UBS AG
- First Read: Masco Corporation "Tough 2Q for MAS, but still well positioned..." by UBS AG
- First Read: Mohawk Industries Inc "2Q op. income ~in line, 3Q expected EPS..." by UBS AG
- Mohawk Industries Inc "Lower estimates and PT on inflationary pressures" by UBS AG
- First Read: JELD-WEN Holding Inc "2Q22 below expectations, '22 outlook cut..." by UBS AG
- JELD-WEN Holding Inc "Reframing the upside; lower PT to $21 post-2Q" (Buy) by UBS AG
- US Daily Brief "Today's Research – August 3, 2022" Parkhill by UBS AG
- First Read: AZEK Company Inc "Good FY3Q; outlook lowered - first take" (Buy) by UBS AG
- US Daily Brief "Today's Research – August 5, 2022" Parkhill by UBS AG
- US Daily Brief "Today's Research – August 9, 2022" Parkhill by UBS AG
- US Building "UBS Evidence Lab inside: 2Q earnings recap - feeling for the..." by UBS AG
- US Daily Brief "Today's Research – August 11, 2022" Parkhill by UBS AG
- US Daily Brief "Today's Research – August 15, 2022" Parkhill by UBS AG
- European Insurance "London Market: Inflation, investments & capital" Hardcastle by UBS AG
- US Daily Brief "Today's Research – August 16, 2022" Parkhill by UBS AG
- Janus International Group Inc "Raise estimates & PT post 2Q22" (Neutral) Lovallo by UBS AG
- US Daily Brief "Today's Research – August 18, 2022" Parkhill by UBS AG
- US Building "Greater Charlotte and Raleigh community visits show people..." by UBS AG
- CEE Consumer sector "Changes to retail sales structure suggests more pain..." by UBS AG
- US Building "Fireside chat w/ large building products distributor; R&R..." by UBS AG
- First Read: Armstrong World Industries Inc "2Q22 adj. EBITDA below..." by UBS AG
- First Read: NVR Inc "Slightly raise PT to $4,300/sh post 2Q" (Neutral) Lovallo by UBS AG
- PulteGroup Inc "Maintain $55 PT post 2Q22" (Buy) Lovallo by UBS AG
- US Daily Brief "Today's Research – July 27, 2022" Parkhill by UBS AG
- First Read: Meritage Homes Corporation "Strong 2Q; '22 outlook pulled on..." by UBS AG
- US Daily Brief "Today's Research – July 28, 2022" Parkhill by UBS AG
- Masco Corporation "Trim est. & PT post 2Q, but positioned for success" (Buy) by UBS AG
- US Daily Brief "Today's Research – July 29, 2022" Parkhill by UBS AG
- Scor "Implied balance sheet risk too high at 4x P/E" (Buy) Hardcastle by UBS AG
- US Daily Brief "Today's Research – August 1, 2022" Parkhill by UBS AG
- US Daily Brief "Today's Research – August 2, 2022" Parkhill by UBS AG
- US Daily Brief "Today's Research – August 4, 2022" Parkhill by UBS AG
- AZEK Company Inc "Trim est. & PT post FY3Q" (Buy) Lovallo by UBS AG
- US Daily Brief "Today's Research – August 8, 2022" Parkhill by UBS AG
- First Read: Trex Company Inc "Resurfacing the deck post-2Q, but stock could..." by UBS AG
- US Daily Brief "Today's Research – August 10, 2022" Parkhill by UBS AG
- US Daily Brief "Today's Research – August 12, 2022" Parkhill by UBS AG
- US Building "August's HMI could signal time to Buy" Lovallo by UBS AG
- CEE Consumer sector "Basket inflation peaking? JMT's Biedronka stays..." by UBS AG
- First Read: Janus International Group Inc "JBI leaves nothing in storage in..." by UBS AG
- US Daily Brief "Today's Research – August 17, 2022" Parkhill by UBS AG
- US Daily Brief "Today's Research – August 19, 2022" Parkhill by UBS AG
- US Daily Brief "Today's Research – August 23, 2022" Parkhill by UBS AG