James Hardie Bull Reckons Investors Will Appreciate Demand Momentum

Dow Jones
08/07

2324 GMT [Dow Jones]--James Hardie has delivered a solid result in a tough market, according to Citi analyst Samuel Seow. "We expect investors to appreciate the visible momentum in PDG [primary demand growth] and revenue synergies," Seow says in a note. The midpoint of the company's FY27 Ebitda guidance -- of US$1.536 billion-US$1.625 billion -- is roughly 3% ahead of consensus, he says. Citi has a buy rating and A$42.60 target on the company's Sydney-listed shares. The stock ended Thursday at A$40.82.

 

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