BUILDING MATERIALS News & Analysis

Analysts say supply chain constraints and labour shortages are expected to remain a theme in the second half.

Morningstar senior analyst Grant Slade says Brambles secular growth trend is intact despite nearterm headwinds. He discusses results from the...

The $8bn offer may not represent the best outcome Boral shareholders can ultimately achieve, says Grant Slade.

The record HomeBuilder scheme boosted activity, but housing-exposed stocks offer little value for the time being, says Morningstar.

Housing starts should kickstart an earnings recovery in 2021, says Morningstar’s Grant Slade.

The plumbing supplies giant’s performance in its Americas segment also helped offset weakness elsewhere, says Grant Slade.

Housing is in the virus doldrums, but Grant Slade sees balance sheet strength among building suppliers.

Is there a window of opportunity at Boral? The buildings products maker has fallen 45 per cent since its high of $8.22 in February 2018.

The US business cycle has years until its peak and offers long-term growth prospects for Australian building materials player Boral, says Morningstar.

Buy now pay later player Flexigroup joins CSR, Mortgage Choice and ALE Property in this group of small cap stocks trading at more than Morningstar...