I thought the numbers looked OK as a snapshot. The macro situation was already known. I still think I would wait until there is some change to impact housing construction like APRA reducing the banks loan serviceability rate, or negative gearing changes failing to get legislated assuming Labor gets in.
I'd like to see breakdown in the Building Products revenues for Gyprock, and other major products. Obviously the insulation and plaster are two of the later materials to go into a new building. Changes in the other products sales might give a bit of an idea of where the sales are headed.
Ann: CSR Limited Results presentation - Full year ended Mar 2019, page-5
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