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Tuesday, 20 Nov 2018
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BUY HOLD SELL - BLD

Building products company with exposure to infrastructure boom

Why look at Boral? It has taken a big hit of late, along with others in the building and construction space – CSR, JHX, LLC. But there is a long-term theme which should provide some support and render the current weakness as a long-term buying opportunity.  

With Melbourne and Sydney undergoing an infrastructure boom and the US badly in need of the same, Boral is well placed to benefit.

Spending on big-ticket public infrastructure – roads, railways, runways, tunnels, dams, ports, and electricity generation and distribution facilities – has exploded.

In Melbourne’s south-east, where this analyst hails from, the Monash freeway has just been

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