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Stock Analyst Notes (Building Materials )
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Date Analyst Note Full Analyst Report
07-31-15 Weak Economic Growth Hurts Indocement’s 2Q Sales; Second-half Rebound Likely to Be Short-lived Indocement Tunggal Prakarsa Tbk
07-29-15 Amid Improving Operations in 2Q, Heidelberg Acquires Italcementi for Big Premium; Lowering FVE HeidelbergCement AG
07-29-15 Lafarge and Holcim See Rocky Markets for Last Quarter Reporting Separately; Maintaining FVE LafargeHolcim Ltd
07-28-15 Masco Benefits from Improved Macro Spending Trends, Cabinets Segment Turnaround Masco Corp
07-27-15 USG Experiencing Growing Business Momentum USG Corp
07-22-15 Boral Trading Update Slightly Above Our Expectations; but Shares Remain Overvalued Boral Ltd
07-22-15 CEMEX’s Strong Performance Continues in Second Quarter; Maintaining $12 Fair Value Estimate Cemex SAB de CV
07-22-15 Owens Corning Strongly Delivers in Second Quarter, but Sustainability of Improvement Is Questionable Owens-Corning Inc
07-21-15 Approaching Peak Housing Starts; Brickworks Shares Remain Overvalued Brickworks Ltd
07-08-15 Collapse of Chinese Commodity Stocks Echoes Our Long-Held Bearish Stance on Their Valuation Anhui Conch Cement Co Ltd
07-08-15 Collapse of Chinese Commodity Stocks Echoes Our Long-Held Bearish Stance on Their Valuation Anhui Conch Cement Co Ltd
07-08-15 Collapse of Chinese Commodity Stocks Echoes Our Long-Held Bearish Stance on Their Valuation China National Building Material Co Ltd
07-07-15 Our Confidence in DuluxGroup's Narrow Moat Is Reaffirmed DuluxGroup Ltd
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