Weekly | Did JHX's Strong 4Q25 Earnings Drive the 13% Surge?
As of the close on Friday, $S&P/ASX 200(XJO.AU)$ closed at 8,515.70 on Friday, up 0.96% in the past 5 days.
1. $JAMES HARDIE INDUSTRIES-CDI(JHX.AU)$ +13.04%
Strong Q1 Financial Performance: James Hardie reported robust 4Q25 results with higher sales and a solid profit margin, surpassing market expectations, and cost-control measures and market expansion helped maintain strong profitability, supporting the stock price surge.
Transformational AZEK Acquisition: JHX's upcoming acquisition of U.S. artificial decking maker AZEK company marks a strategic shift that will expand their product portfolio and market reach.
North American Demand: Increased demand for housing and remodeling products in North America boosted the company's growth.
Positive Analyst Upgrades: Analyst upgrades and institutional buying likely contributed to the stock's recent rally.
2. $WASHINGTON H. SOUL PATTINSON(SOL.AU)$ +8.53%
Soul Patts has revealed that it intends to formally merge with its longtime corporate collaborator, $BRICKWORKS LIMITED(BKW.AU)$ .The merger will unwind a 56-year mutual ownership that was designed to fend off hostile takeovers and promote long-term investment strategies. Soul Patts owns 43% of Brickworks, while the brickmaker has a 26% stake in Soul Patts.
3. $SGH Ltd(SGH.AU)$ +8.47%
SGH saw a decent share price growth of 17% over the last few months. The company is inching closer to its yearly highs following the recent share price climb. With many analysts covering the large-cap stock, any price-sensitive announcements have already been factored into the stock’s share price.
SGH's earnings over the next few years are expected to increase by 51%, indicating a highly optimistic future ahead. This should lead to more robust cash flows, feeding into a higher share value.
4.$MERIDIAN ENERGY LTD(MEZ.AU)$ +5.41%
MEZ has selected Kraken, a UK-based technology firm, as its core technology partner for its retail business, which serves 400,000 homes and businesses through the Meridian and Powershop brands. This partnership will support Meridian’s evolving retail strategy.
MEZ’s recent announcement about $Rio Tinto Ltd(RIO.AU)$ 's aluminum smelter ramping up production in New Zealand is a significant development. This deal is likely to be a key driver behind the recent rise in Meridian's stock price.
5. $Newmont Corp(NEM.AU)$ +4.90%
Gold prices hit record highs driven by expectations of Fed rate cuts and geopolitical tensions. Gold miners have outperformed due to rising gold prices and institutional buying. Newmont, as the world’s largest gold producer, benefits disproportionately
Newmont announced plans to sell 6 non-core assets, which could unlock further shareholder value.
Citigroup raised its price target for Newmont, citing strong gold price momentum and potential free cash flow growth.
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