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
Oz Housing Set For Sustained Recovery
Jun 15 2009
A new report by BIS Shrapnel suggests the Australian housing market is set to enter a period of sustained recovery in coming years.
Oz Housing Finance Figures Continue To Improve
Jun 10 2009
April housing finance figures for Australia show investors have now joined first home buyers back into the market.
Leighton A Loser If Rio/BHP Tie-Up Goes Ahead
Jun 10 2009
Potential for BHP/Rio Tinto to move to an owner-operator system implies additional downside risk for contractors like Leighton Holdings.
Oz Construction Work Done In Line With Negative GDP Forecasts
May 27 2009
Australian construction work done for the March quarter was in line with market estimates and so is likely to have little impact on expectations of a modest fall in GDP in the March quarter.
CBA Questions Budget Pessimism
May 22 2009
Commonwealth Bank believes the Australian federal budget forecast of an 18.5% drop in business investment is way too panicked.
Is It Too Early, Too Soon For James Hardie?
May 21 2009
Stockbroking analysts suggest it remains too early to look into buying James Hardie shares.
The Overnight Report: Now What?
May 20 2009
Wall Street was indecisive last night as the Dow bounced around in a low range before closing down 30.
The Budget And The Stock Market
May 13 2009
There were no real surprises in last night’s budget and no cause for stock market alarm. However specific sectors are winners and losers.
Oz Housing Upturn Becoming More Broadly Based
May 12 2009
Australian housing finance figures for March rose almost 5% and the move was more broadly based than in previous months.
Demand Remains The Key For Orica
May 05 2009
Orica has delivered a solid and good quality interim profit result but most analysts remain cautious on the stock given concerns over demand from its customers.
