Building Material & Const
Inefficiencies plagued James Hardie in the December quarter and FY17 guidance is downgraded. The key is whether the company continues to take US market share and secures price increases.
Feb 06 2017
Boral And CSR Go Separate Ways On Bricks
Boral and CSR will disband their joint venture in bricks on Australia’s east coast. Brokers declare the decision a win for both parties.
Nov 01 2016
Slower Going Seen Beyond FY17 For Brickworks
Brickworks has raised expectations for its investment portfolio and expanded margins in building products but several brokers note that beyond FY17, the cycle is turning.
Sep 26 2016
Is James Hardie Biting Off More Than It Can Chew?
Brokers are positive about James Hardie’s strategy in the US but remain wary of the amount of time and financial investment required.
Sep 21 2016
Previous Stories
Weekly Broker Wrap: Aldi, Oz Equity, Builders And Aged Care
Jun 03 2016
Aldi expands market share; Australian equity becoming expensive; more normal housing market developing; aged care prospects; Nanosonics establishes Trophon; global supply tightness in salmon.
Good As It Gets For CSR?
May 12 2016
CSR delivered a credible FY16 result, brokers contend. Yet, while building demand extends for another 12-18 months, several believe the going is as good as it gets for CSR.
Weekly Broker Wrap: Oz Health, Gaming, Pacific Smiles And US Housing
Apr 29 2016
Hospital industry outlook; Vic gaming data; Morgan Stanley initiates on Pacific Smiles; US new home sales soften.
Weekly Broker Wrap: Stock Picking, Food, Cement, Household Income, Adacel And Automotive
Apr 01 2016
Uneven earnings growth; China’s new tax policy; Cement Australia up for sale?; household income outlook; Bell Potter initiates on Adacel; Morgan Stanley initiates on four automotive related stocks.
Weekly Broker Wrap: Global Outlook, Resources, Building Materials, Gaming And Electronics
Mar 18 2016
Prospects for global GDP; resources rally; Queensland building conditions; gambling sector outlook; consolidation in the consumer electronics segment.
Will Softer Housing Take The Gloss Off Dulux?
Mar 09 2016
Morgans assumes coverage of paint and hardware manufacturer, Dulux, believing the company’s strong brand profile will enable it to weather any downturn in the housing market.
Weekly Broker Wrap: Reporting Season, Small & Mid Caps, Grocery, Tax And Apartments
Feb 19 2016
Reporting season reasonable so far; Goldman revamps focus list; dry grocery deflation; talk on tax reforms; outlook for apartment building.
Fletcher Takes A New Road
Feb 04 2016
Fletcher Building will acquire private NZ road builder, Higgins Group, cementing and adding to its position in the construction and infrastructure market in the South Pacific.
Weekly Broker Wrap: Hospitals, Insurers, Banks, Building Materials And Temple & Webster
Jan 22 2016
Hospital usage and MBS review; insurer recovery; major bank exposures to oil industry; earnings season outlook for building materials; and Bell Potter initiates on Temple & Webster.
Weekly Broker Wrap: SMSFs, Franking, Building Materials, Bank Capital, Wealth And Utilities
Dec 18 2015
Torrid time for selfies; changes in franking ranks; US housing hits a bump; bank capital rules; flagging investor appetites; the Paris agreement impact on renewables.
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