Weekly | Vivalda to stock James Hardie cladding panels at Scottish branch

ASX_Stars
07-22

As of the close on Friday, $S&P/ASX 200(XJO.AU)$ closed at 7,971.60 on Friday, up 0.15% in the past 5 days.

1. $JAMES HARDIE INDUSTRIES-CDI(JHX.AU)$ +9.59%

  • VIVALDA has announced that it is now stocking James Hardie cladding panels at its branch in Scotland, which is the main reason why stocks are rising.

  • William Barlow, branch manager at Vivalda Scotland, said, “Our large facility to the east of Glasgow allows us to hold substantial levels of stock, meaning that we’re able to supply Hardie Panel on a just-in-time basis, without the lag associated with some competitor products. Even better for contractors in Scotland, our on-site CNC-controlled beam saws allow us to provide Hardie Panel cut-to-size, with pre-drilled holes and fixings as required. This enables a far more efficient and defect-free installation on-site.”

2. $RELIANCE WORLDWIDE CORP LTD(RWC.AU)$ +7.73%

  • Reliance Worldwide Corporation Limited, together with its subsidiaries, engages in the design, manufacture, and supply of water flow, control, and monitoring products and solutions for plumbing and heating industries. It offers plumbing solutions comprising brass and plastic push-to-connect plumbing fittings, other fittings, pipes, valves, and integrated installation solutions; appliance installations solutions, such as fluid tech and appliance installation and repair services; and other products.

  • Reliance Worldwide Corporation Limited , might not be a large cap stock, but it saw a significant share price rise in the past couple of months on the ASX. Which is good news for shareholders

3. $IRESS LTD(IRE.AU)$ +7.65%

  • Artificial intelligence technology has been added to Xplan to help advisers track client information and generate meeting transcripts. 

  • Iress said the integration with AI-driven PlannerPal will create actionable summaries and written follow ups from meetings, which explains why Iress share price surge.

  • Iress’ managing director for UK wealth, Alex Hore, said: “The team at PlannerPal share our view that technology should help advice firms work smarter and more efficiently. We know advisers spend too much time on administration and low-value tasks, and AI technology can change this. 

4. $REECE LTD(REH.AU)$ +6.98%

  • The popular Reece Limited, which shares saw significant share price movement during recent months on the AU, rising to highs of AU$28.00 and falling to the lows of AU$24.00.

  • Reece appears to be overvalued by 34% at the moment, based on analysts‘ discounted cash flow valuation. The stock is currently priced at AU$26.32 on the market compared to our intrinsic value of A$19.59. This means that the buying opportunity has probably disappeared for now.

  • Another thing to keep in mind is that Reece’s share price is quite stable relative to the market, as indicated by its low beta. This means that if you believe the current share price should move towards its intrinsic value over time, a low beta could suggest it is not likely to reach that level anytime soon, and once it’s there, it may be hard to fall back down into an attractive buying range again.

5. $CREDIT CORP GROUP LTD(CCP.AU)$ +5.98%

  • Many institutional investors have a fair amount of stake in Credit Corp Group. This implies the analysts working for those institutions have looked at the stock and they like it, which may affect stock price.

  • Insider ownership is positive when it signals leadership are thinking like the true owners of the company. However, high insider ownership can also give immense power to a small group within the company. This can be negative in some circumstances.

    Our most recent data indicates that insiders own some shares in Credit Corp Group Limited. It has a market capitalization of just AU$1.1b, and insiders have AU$21m worth of shares, in their own names. This shows at least some alignment.

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.

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