In today’s briefing:
- Weak Steel Margins Undermine Fortescue’s Higher-Grade Iron Ore Push
- James Hardie Industries Plc – Stockland Firing On All Cylinders
Weak Steel Margins Undermine Fortescue’s Higher-Grade Iron Ore Push
- FMG’s FY25 earnings slumped, with net profit hitting a five-year low as weak Chinese demand and global oversupply pressured prices.
- Heavy reliance on iron ore and limited diversification keep Fortescue lagging peers Rio Tinto and BHP, amplifying downside risks ahead.
- Fragile share price recovery faces technical headwinds, while narrowing steel mill margins undermine near-term prospects for premium ore demand.
James Hardie Industries Plc – Stockland Firing On All Cylinders
- Stockland posted a strong FY25 result and guidance, highlighting growth potential in residential and commercial property, while addressing funding concerns.
- -Stockland posts FY25 and FY26 guidance beats -Master-planned communities growth a highlight in residential -Data centre partnerships to drive commercial -Analysts praise a reduced dividend payout
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