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
Jul 24 2012
FNArena’s weekly update on short positions in the Australian share market.
Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes
Jul 23 2012
Weekly update on recommendation, target price, and earnings forecast changes.
The Short Report
Jul 17 2012
FNArena’s weekly update on short positions in the Australian share market.
Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes
Jul 16 2012
Weekly update on recommendation, target price, and earnings forecast changes.
Weekly Broker Wrap: Retail, China And A US Drought
Jul 16 2012
Last week brokers remained focused on retail, China and healthcare, while a new topic to watch emerged, the onset of drought in the US.
The Short Report
Jul 10 2012
FNArena’s weekly update on short positions in the Australian share market.
The Short Report
Jun 26 2012
FNArena’s weekly update on short positions in the Australian share market.
Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes
Jun 25 2012
Weekly update on recommendation, target price, and earnings forecast changes.
Weekly Broker Wrap: The Gap Between Defensives And Cyclicals
Jun 25 2012
Last week saw Australian brokers look at the state of defensives, return forecasts for Oz equities, the mining sector and tech stocks.
Slowdown Coming For Oz Economy
Jun 21 2012
Weak data from the Westpac Leading Index suggests a slowdown is coming for the Australian economy, with weak dwelling approvals suggesting ongoing tough conditions for building materials stocks.
