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
The Short Report
Jun 19 2012
FNArena’s weekly update on short positions in the Australian share market.
Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes
Jun 18 2012
Weekly update on recommendation, target price, and earnings forecast changes.
The Short Report
Jun 05 2012
FNArena’s weekly update on short positions in the Australian share market.
Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes
May 28 2012
Weekly update on recommendation, target price, and earnings forecast changes.
The Short Report
May 23 2012
FNArena’s weekly update on short positions in the Australian share market.
James Hardie A Recovery Bet
May 22 2012
James Hardie bosts significant upside potential from a US housing recovery, whenever that may occur.
Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes
May 21 2012
Weekly update on recommendation, target price, and earnings forecast changes.
US Housing Reaches A Turning Point
May 16 2012
Research continues to suggest the US housing market has seen the trough and is now on the upswing. Good news for Australian building material companies with US exposure.
The Short Report
May 15 2012
FNArena’s weekly update on short positions in the Australian share market.
Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes
Apr 30 2012
Weekly update on recommendation, target price, and earnings forecast changes.
Analyse The Market From A Different Angle
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