Stock Analysis

Brambles operates the CHEP pallet and container pooling business, supplying reusable pallets, crates and containers to customers inSupplychains. Its largest markets include the United States and Europe.

James Hardie is a manufacturer of exterior home and outdoor living products, including fibre cement siding and trim. It combined with AZEK, a maker of decking, railing and accessories, which is reflected in its results from 1 July 2025.

SGH is a diversified Australian company whose operating businesses include Boral, WesTrac and Industrial Services, along with other investments. Boral supplies construction materials, and WesTrac sells and services Caterpillar equipment.

Transurban owns and operates toll road networks in Melbourne, Sydney, Brisbane and North America. ItsAssetsinclude the West Gate Tunnel in Melbourne, which opened on 14 December 2025, and it sold its remaining 50% interest in the A25 concession in Canada on 15 June 2026.

BHP is one of the world’s largest diversified miners, with operations in iron ore, copper, steelmaking coal and potash. Its mainAssetsinclude Western Australia Iron Ore (WAIO), the Escondida copper mine in Chile, Copper South Australia and the Jansen potash project in Canada.

Fortescue is an iron ore producer operating in the Pilbara region of Western Australia, and it also has interests in green energy and copper exploration, including the Iron Bridge magnetite project. It describes a program called the Green Grid toSupplyrenewable energy to its operations.

Aristocrat is a gaming content and technology company. It operates Aristocrat Gaming, which sells and leases gaming machines and content; Product Madness, a social casino business; and Aristocrat Interactive, which covers iLottery, content and other digital activities.