James Hardie Industries PLC Stock Forum

The setup for Australian stocks, commodities, and China-facing stocks listed in the US could not look more bullish. And it seems we’re witnessing the birth of a brand-new bull market.
What are we seeing? Iron ore prices rose 10% on Monday, seeing the price of the key iron ore ingredient break out of its downtrend to US$112. Australia’s share market $S&P/ASX 200 (.XJO.AU)$ hit a record all-time high on Monday after rising for three consecutive weeks. China's mar...

Why Australia isn’t building enough homes. 🏡
40-45% of costs of the total cost to build is the cost of materials.
35-40% of the total cost is labour.
There are many taxes and charg $S&P/ASX 200 (.XJO.AU)$ es, insurance, and overheads.
The builder would like to make a profit margin of around 15-20% and right now can’t so doesn’t build the house. $James Hardie Industries PLC (JHX.AU)$

• Top gainers: $James Hardie Industries PLC (JHX.AU)$, $GPT Group (GPT.AU)$, $Woodside Energy (WDS.US)$
• Top losers: $Paladin Energy Ltd (PDN.AU)$, $Contact Energy Ltd (CEN.AU)$, $Mercury NZ Ltd (MCY.AU)$
Market Performance
The Australian $S&P/ASX 200 (.XJO.AU)$ index concluded the trading day with a robust ascent of 1.4%, reaching 7838.8 and marking its most substantial single-day surge in nearly six we...

Company Overview
$James Hardie Industries PLC (JHX.AU)$ is a global leader in the manufacturing of high-performance fiber cement and fiber gypsum building materials, holding a dominant position particularly in the North American market. Since its establishment in 1888, the company has focused on providing durable and design-flexible building solutions, widely used in residential exteriors, fencing, and other structures, cont...

According to Corelogic, property listings in Melbourne have surged 34.8% over the past 4 weeks compared to the same period last year….
I’ll be amazed if this doesn’t translate to weaker prices. $James Hardie Industries PLC (JHX.AU)$ $S&P/ASX 200 (.XJO.AU)$

It seems the US, UK, Canada and Australia all have a HousingCrisis simultaneously.
What if workers demand even more pay to live, undermining the #inflation fight even further.
Then it becomes a chicken 🐔 and egg 🥚 game.
We are doomed!
$James Hardie Industries PLC (JHX.AU)$ $S&P/ASX 200 (.XJO.AU)$

James Hardie $James Hardie Industries PLC (JHX.AU)$ is a great business but it is also a cyclical. The cycle may be turning. It may be nothing! 🤔

James Hardie ( $James Hardie Industries PLC (JHX.AU)$ ) shares fell 14% after warning demand for housing building materials is likely to drop. In Australia JHX is expecting volumes to fall 5%….JHX trades on a big PE multiple of 24 times so I don’t think there is any need to rush in and buy this dip.

$James Hardie Industries PLC (JHX.AU)$ added 4602, sold some 4798.. imagine if I hit it with size.. back underwater now