Brickworks, Soul Patts: Interim update

An unprecedented construction boom and the success of TPG Telecom have helped lift the share prices of Soul Patts and Brickworks. What now?

Australia is in the middle of an unprecedented building boom. New dwelling construction is at 20-year highs and, with property prices rising and credit flowing, it shows no signs of slowing. Yet for the suppliers of building materials, this isn't the bounty it appears to be.

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