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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: westpacific who wrote (18361)9/3/2004 12:40:28 PM
From: Ramsey Su  Read Replies (1) of 110194
 
CSFB recently did a study on homebuilders, an excellent study.

From the report, during 2003 13% of BZH homes are in Cal but responsible of 35% of EBIT.

17% of DHI homes are in Cal but responsible of 42% of EBIT.

20% of KBH homes are in Cal but responsible of 51% of EBIT.

39% of SPF homes are in Cal but responsible of 79% of EBIT.

The message being that if Cal goes down, some of these builders may be disproportionally hit.
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