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James Hardie Industries plc (JHX): A Bull Case Theory

We came across a bullish thesis on James Hardie Industries plc (JHX) on Directionally Correct Research’s Substack by Will Powers. In this article, we will summarize the bulls’ thesis on JHX. James Hardie Industries plc (JHX)'s share was trading at $25.76 as of 6th June. JHX’s trailing and forward P/E were 26.29 and 21.51 respectively according to Yahoo Finance.

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James Hardie’s proposed acquisition of AZEK is a...