James Hardie Bull Reckons Tide May Have Turned on Multiple Fronts -- Market Talk

Dow Jones11-27

2217 GMT - For building materials supplier James Hardie tough market conditions are stabilizing and inventory concerns are fading, Macquarie analysts say. "We are hopeful that the tide has turned on a few fronts and valuation remains attractive at this EPS ebb," the analysts say in a note. Investors will now be focused on the impact of rates and housing policy, they say. Macquarie reiterates an outperform rating and A$41.70 target. "An evolving AZEK integration story, a bottoming of markets and valuation are in support of our thesis," say the analysts. They also reckon recent governance changes might be positive. James Hardie last traded at A$29.75. (rhiannon.hoyle@wsj.com; @RhiannonHoyle)

(END) Dow Jones Newswires

November 26, 2025 17:17 ET (22:17 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2586229396?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-11-27 06:17","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2586229396","market":"sh","top_or_hot":-1,"title":"James Hardie Bull Reckons Tide May Have Turned on Multiple Fronts -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     2217 GMT - For building materials supplier <a href=\"https://laohu8.com/S/JHIUF\">James Hardie</a> tough market conditions are stabilizing and inventory concerns are fading, <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a> analysts say. \"We are hopeful that the tide has turned on a few fronts and valuation remains attractive at this EPS ebb,\" the analysts say in a note. Investors will now be focused on the impact of rates and housing policy, they say. Macquarie reiterates an outperform rating and A$41.70 target. \"An evolving AZEK integration story, a bottoming of markets and valuation are in support of our thesis,\" say the analysts. They also reckon recent governance changes might be positive. <a href=\"https://laohu8.com/S/JHX\">James Hardie</a> last traded at A$29.75. (rhiannon.hoyle@wsj.com; @RhiannonHoyle) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 26, 2025 17:17 ET (22:17 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>James Hardie Bull Reckons Tide May Have Turned on Multiple Fronts -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJames Hardie Bull Reckons Tide May Have Turned on Multiple Fronts -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-11-27 06:17</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     2217 GMT - For building materials supplier <a href=\"https://laohu8.com/S/JHIUF\">James Hardie</a> tough market conditions are stabilizing and inventory concerns are fading, <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a> analysts say. \"We are hopeful that the tide has turned on a few fronts and valuation remains attractive at this EPS ebb,\" the analysts say in a note. Investors will now be focused on the impact of rates and housing policy, they say. Macquarie reiterates an outperform rating and A$41.70 target. \"An evolving AZEK integration story, a bottoming of markets and valuation are in support of our thesis,\" say the analysts. They also reckon recent governance changes might be positive. <a href=\"https://laohu8.com/S/JHX\">James Hardie</a> last traded at A$29.75. (rhiannon.hoyle@wsj.com; @RhiannonHoyle) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 26, 2025 17:17 ET (22:17 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7044","symbol_name":"建筑材料","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2586229396","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2586229396","pubTimestamp":1764195420,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"2217 GMT - For building materials supplier James Hardie tough market conditions are stabilizing and inventory concerns are fading, Macquarie analysts say. \"We are hopeful that the tide has turned on a few fronts and valuation remains attractive at this EPS ebb,\" the analysts say in a note. Investors will now be focused on the impact of rates and housing policy, they say. Macquarie reiterates an outperform rating and A$41.70 target. \"An evolving AZEK integration story, a bottoming of markets and valuation are in support of our thesis,\" say the analysts. They also reckon recent governance changes might be positive. James Hardie last traded at A$29.75. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7044":"建筑材料","JHX":"詹姆斯哈迪","JHX.AU":"JAMES HARDIE INDUSTRIES-CDI","BK4011":"建筑材料"},"translate_title":"詹姆斯·哈迪·多头认为潮流可能在多个方面发生了转变——市场谈话","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"JHX":0.9,"JHX.AU":0.9},"content_text":"2217 GMT - For building materials supplier James Hardie tough market conditions are stabilizing and inventory concerns are fading, Macquarie analysts say. \"We are hopeful that the tide has turned on a few fronts and valuation remains attractive at this EPS ebb,\" the analysts say in a note. Investors will now be focused on the impact of rates and housing policy, they say. Macquarie reiterates an outperform rating and A$41.70 target. \"An evolving AZEK integration story, a bottoming of markets and valuation are in support of our thesis,\" say the analysts. They also reckon recent governance changes might be positive. James Hardie last traded at A$29.75. (rhiannon.hoyle@wsj.com; @RhiannonHoyle) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  November 26, 2025 17:17 ET (22:17 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.11","shortVersion":"4.35.11","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2586229396","isCrawlerRequest":true}