BlueScope says it can win from COVID-related shifts in residential construction. GWA is bracing for housing weakness. It's a puzzle for investors to solve.
The start of the biggest week of the August reporting season gave equity investors a fascinating glimpse into the outlook for a very different asset class: property.
In a profit season year when chief executives are focusing more on selling the story of their company and less on COVID-19-hit numbers, BlueScope chief executive Mark Vassella argued that the steel maker is well placed to benefit from several post-COVID-19 trends.
Loading...
James Thomson is senior Chanticleer columnist based in Melbourne. He was the Companies editor and editor of BRW Magazine. Connect with James on Twitter. Email James at j.thomson@afr.com
