Group 1: James Hardie Industries - James Hardie Industries is a building solutions company and the world's largest producer of fibre cement and gypsum products, operating across North America, Europe, Australia, and New Zealand with over 5,200 employees [1] - The share price of James Hardie Industries (ASX:JHX) has decreased by approximately 41.8% since the beginning of 2025 [1] - Currently, James Hardie Industries plc shares have a price-sales ratio of 2.77x, which is lower than its 5-year average of 4.14x, indicating that the shares are trading below historical averages despite revenue growth over the last three years [7] Group 2: CSL Limited - CSL is a global biotechnology company focused on creating and delivering life-saving medicines, with a mission to protect public health and improve the quality of life for individuals with life-threatening conditions [3] - The company operates through three main divisions: CSL Behring, which manufactures blood plasma products; CSL Seqirus, which develops flu-related products; and CSL Vifor, specializing in iron deficiency and nephrology [4] - CSL has established a strong reputation among Australian investors for reliability and consistent dividend payouts, making it a favored choice for those seeking exposure to the growing healthcare sector [5] - CSL is currently paying a trailing dividend yield of around 1.95%, which is higher than its 5-year average of 1.50%, indicating stability and the ability to provide income [8]
I’m keeping an eye on JHX shares in 2025