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JAMES HARDIE News & Analysis

Banks back in favour as markets move from 'hope' to 'growth'
Stocks
Banks back in favour as markets move from 'hope' to 'growth'
SG Hiscock is tilting its portfolio to capture the shift and that includes a more generous weighting to local lenders.
Lex Hall | 01 December 2020
Stocks to watch for the dawn of the next Aussie housing cycle
Stocks
Stocks to watch for the dawn of the next Aussie housing cycle
Residential construction will pick up next year and boost the covid-hit economy, says Morningstar’s Grant Slade.
Lex Hall | 04 September 2020
Construction suppliers built to weather the corona storm
Stocks
Construction suppliers built to weather the corona storm
Housing is in the virus doldrums, but Grant Slade sees balance sheet strength among building suppliers.
Lex Hall | 23 April 2020
Doubts over James Hardie's bullish outlook
Video
Doubts over James Hardie's bullish outlook
The building materials supplier's long-term North American market share forecast is too ambitious, says Grant Slade 
Glenn Freeman | 13 February 2020
Morningstar's predictions for 2020
Video
Morningstar's predictions for 2020
A contraction in housing starts; advances in electric vehicle technology; Trump re-election; a rate cut; and another tough year for banks - just some...
Glenn Freeman | 16 January 2020
Boral builds a growth path in US
Stocks
Boral builds a growth path in US
The US business cycle has years until its peak and offers long-term growth prospects for Australian building materials player Boral, says Morningstar.
Lex Hall | 07 November 2019
James Hardie cuts dividend despite 57pc full-year profit jump
Stocks
James Hardie cuts dividend despite 57pc full-year profit jump
Construction materials company James Hardie has cut its final dividend despite lifting full-year profit 57 per cent to $331m.
Lex Hall with AAP | 20 May 2019
James Hardie cements a place in Morningstar Best Ideas List
Stocks
James Hardie cements a place in Morningstar Best Ideas List
Shares in the industrial building materials company look compelling in light of the cyclical upswing in US housing. 
Morningstar Analysts | 05 December 2018
Earnings season insights - Part 2
Video
Earnings season insights - Part 2
CSL and Boral distinguished themselves in their respective sectors of healthcare and materials during fiscal 2018, while mining companies rightly...
Glenn Freeman | 17 September 2018
3 top picks in construction, property and packaging
Video
3 top picks in construction, property and packaging
These three companies with exposure to US housing, domestic property development and packaging are among some of the best investors can buy,...
Glenn Freeman | 29 May 2018