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
James Hardie Fully Priced
Nov 19 2012
A slightly soft interim result and lower guidance has seen brokers trim forecasts for James Hardie, while valuation remains an issue.
CSR: Looking Better But Risks Remain
Nov 15 2012
Interim earnings from CSR were seen as reasonable, targets have been increased, but brokers remain cautious.
Weekly Broker Wrap: China, Oz Housing And Lower Super Costs
Nov 05 2012
China is showing some signs of improvement, brokers see lower super fees coming, while house prices and building may remain under pressure.
Weekly Broker Wrap: TV, Mining Capex And Insurance Caution
Oct 29 2012
Last week brokers took on the implications of Australia’s dwindling mining capex cycle, the local FTA TV market, insurers and US exposed building materials plays.
Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes
Oct 29 2012
Weekly update on recommendation, target price, and earnings forecast changes.
Recovery In The Building Industry A Difficult Proposition
Oct 11 2012
In trying to get a handle on any recovery in the depressed building industry brokers are turning out rather mixed views.
The Short Report
Sep 12 2012
FNArena’s weekly update on short positions in the Australian share market.
The Short Report
Aug 29 2012
FNArena’s weekly update on short positions in the Australian share market.
Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes
Aug 20 2012
Weekly update on recommendation, target price, and earnings forecast changes.
Weekly Broker Wrap: Bank Yields Less Secure
Jul 30 2012
Last Week brokers took on a broad range of domestic topics and of those we review commentary on local banks, property and housing, healthcare and a few dividend ideas.
Analyse The Market From A Different Angle
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