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value - Stock trades at 1.2x P/S and 7.0x EV/EBITDA, below historical averages…
Rising interest rates negatively impact demand through two channels: (1) higher mortgage rates reduce housing starts and home sales…
Watch on earnings: US housing starts (HOUST) and building permits as leading indicator for North American demand, Copper futures prices (HGUSD) as primary input cost driver affecting gross margins with 2-3 quarter lag, 30-year mortgage rates (MORTGAGE30US) impacting housing affordability and renovation activity.
One Sentence Summary:
Rinnai: the story is balanced — housing starts and renovation activity in japan, australia, and us markets (70% of water heater demand is new construction or major.
Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.
