Analysis of James Hardie Industries, Aristocrat Leisure, GrainCorp and Telstra Group
Fund Manager Chris Pedersen discusses James Hardie Industries, Aristocrat Leisure, GrainCorp and Telstra Group and copper.
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James Hardie Industries plc is a world leader in the manufacture of fiber cement siding and backerboard and a market leader in Europe for fiber gypsum products.
Our products are used in a number of markets, including new residential construction (single and multi-family housing), manufactured housing, repair and remodeling and a variety of commercial and industrial applications. We manufacture numerous types of fiber cement products with a variety of patterned profiles and surface finishes for a range of applications, including external siding and trim and soffit lining, internal linings, facades and floor and tile underlay.
We also manufacture fiber gypsum products that are used in a variety of applications such as dry lining walls, timber frame walls and flooring applications.
Our current primary geographic markets include the United States of America (“US,” “USA” or the “United States”), Canada, Australia, New Zealand, the Philippines and Europe.
Fund Manager Chris Pedersen discusses James Hardie Industries, Aristocrat Leisure, GrainCorp and Telstra Group and copper.
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A snapshot of the stocks on the move, featuring Empire Energy (ASX:EEG), James Hardie Industries (ASX:JHX) and Ensurance (ASX:ENA).
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Fund Manager Chris Pedersen discusses the overnight rate, macro market concerns, the ten-year bond yield, commodity prices, James Hardie, Reliance WorldWide and Brickworks.
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With a number of positive macro factors driving the outlook, T. Rowe Price believes the US housing market offers a happy hunting ground for high-quality companies. Ryan Martin, Head of Research, Australian Equities, explains how James Hardie is leveraged to this theme.
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The DNR Capital Australian Equities High Conviction Fund owns both James Hardie and Lend Lease in its portfolio as at August 2019.
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Building products group, James Hardie (ASX:JHX), has reaffirmed its 2025 guidance after a solid first-quarter performance for the three months to June.
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James Hardie might have notched up another record earnings year, defying tough homebuilding and construction markets in Australia and the US especially, but those headwinds look like they're catching up in the 2024-25 financial year, with lower earnings forecast by the group.
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James Hardie (ASX:JHX), the world's largest fiber cement maker, reported a modest 2% increase in second-quarter earnings, reaching an all-time high, as it focused on conserving cash flows for the upcoming year through higher prices and cost reductions.
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Price rises and better-than-expected sales volumes in the huge US market saw the building products group James Hardie (ASX:JHX; NYSE:JHX) survive the uncertainty in parts of the global home building and construction sectors in the three months to 30th June.
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In the month of July, the NAB monthly survey exhibited that business conditions experienced a marginal dip of one basis point, settling at +10 index points, while business confidence witnessed a positive shift, rising by two points to reach +2 index points.
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Building products multi-national James Hardie has reported record sales for the year to March 31 but warned of a slowdown in the current June quarter.
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A bit of a mixed bag from three of our big industrial companies on Tuesday, with James Hardie and Ansell both taking a recent earnings hit but old reliable CSL still going strong.
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There was no hiding behind a $US200 million share buyback yesterday for James Hardie as it sliced its 2022-23 earnings guidance for a third time in as many quarters.
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A chunky dividend payout and plenty of upbeat talk from James Hardie couldn't stop its share price weakness continuing, with the stock falling more than 3% in Tuesday's ASX session.
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