Can the building materials sector continue to outperform

David Allingham

Can the building materials sector continue to outperform? Investors always underestimate the fixed cost leverage in these businesses when the cycle turns. The market is forecasting a recovery in volumes but pricing upside could see consensus numbers upgraded into FY15. FBU and CSR are the standouts.


David Allingham

David Allingham completed a Bachelor of Commerce Degree at the University Sydney in 2000. David joined Eley Griffiths Group as Dealer in October 2004. He has been fulfilling the role of Analyst/Portfolio Manager at Eley Griffiths Group since 2006.

Expertise

equities

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