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: Bank Result Previews And Macro Themes
Apr 30 2012
Leading into bank results later this week, stockbrokers have updated expectations, while also reviewing strategies and looking at the potential impact of cuts to interest rates.
The Short Report
Apr 24 2012
FNArena’s weekly update on short positions in the Australian share market.
Weekly Broker Wrap: Earnings Confessions Season Is Near
Apr 23 2012
Brokers have updated their views on where there is value in the Australian market post the recent rally, which small cap stocks are preferred and the implications for equities of investors moving to a risk-off approach.
The Short Report
Apr 17 2012
FNArena’s weekly update on short positions in the Australian share market.
Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes
Apr 10 2012
Weekly update on recommendation, target price, and earnings forecast changes.
Weekly Broker Wrap: Getting Better, With Ongoing Headwinds
Apr 10 2012
Equity brokers have updated market expectations over the past week, while outlining preferred exposures for investors given likely market conditions.
Is Transfield The Next Leighton?
Apr 04 2012
Leighton recently shattered market confidence with yet another big write-down, and now Transfield has pulled out a shock write-down on a legacy contract leading to questions over transparency and management.
Weekly Broker Wrap: Double Digit Returns, Plus Dividend Opportunities
Apr 02 2012
Macquarie has revised its views for the year ahead, UBS sees some yield value, updates on the residential, materials and construction sectors and how US investors view the Australian market.
Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes
Mar 19 2012
Weekly update on recommendation, target price, and earnings forecast changes.
Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes
Mar 12 2012
Weekly update on recommendation, target price, and earnings forecast changes.
