Alpha Insights - James Hardie Q2 FY26 Update

I'm back!

So - quick walk-through. Below is still an automation-in-progress for Alpha Insights. It is now my biggest priority since polishing up the website. There are still a few things that I need to make a decision on, and also figure out the placement/delivery of these updates. I hope to get this completed within the month of October.

In my previous update, I mentioned the following updates to come:
1) Thematic/sector report for an area I think, will be key in the coming months.
2) The use of AI in research: The Do's and Don'ts

Thematic/sector report was suppose to be out by the end of this week. I will still try to deliver on that timeline, but the latest will be early next week. Chase has a major surgery tomorrow at St. Vincent's hospital for his left eye socket, and that takes priority over pretty much anything else.

Coming back to JHX.

Below is a summary of the update, and how our investment viewpoint may have changed. Contrary to the price reaction in JHX today (up ~10%), the analysis which incorporates the Q2 update suggests that the price reaction today could be misplaced.

I'll leave you all to read through the report in your own time. Bear in mind, that the current JHX report at https://www.alphainsights.com.au/research/jhx/ has not incorporated the Q2 update. It should be updated in the coming days (after figuring out some stuff relating to the automated updater).

Without further ado, below is a copy of the JHX Q2 update.

Kind regards

Ryan