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2 ASX 200 stocks that Morgans just upgraded

1 min read Rewritten in plain language

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  • New analysis from the team at Morgans has included upgrades for two ASX 200 shares.
  • The ASX 200 company held its combined James Hardie and AZEK Investor Day in New York on 15 September 2026.
  • We cut FY27/28F Lotteries revenue by 2-3% and Lotteries EBITDA by 3-4%, with EPS down 6%/4%.

3 sentences from our version of the report, chosen to cover it. Nothing here is written; every line is in the article below. How

Both James Hardie Industries PLC and Lottery Corporation Ltd received a new accumulate rating from the broker. James Hardie Industries shares have risen by over 21% year-to-date.

Headline check

All three things this headline claims are in the report.

Figures, names and quoted words in the headline, looked for in the report itself — not in the summary above. How this is checked

New analysis from the team at Morgans has included upgrades for two ASX 200 shares.

James Hardie Industries shares have risen by over 21% year-to-date, while Lottery Corporation has fallen almost 7%.

However both have upside moving forward according to the team at Morgans.

James Hardie is the world's leading producer and marketer of fibre cement building products and a supplier of fibre gypsum and cement-bonded boards.

The ASX 200 company held its combined James Hardie and AZEK Investor Day in New York on 15 September 2026.

The day centred on the "built to outperform, resilient by design" tagline, as management guided to 4% to 7% organic sales growth above market, while stressing that this growth did not need a US housing recovery.

Morgans said growth will come from the AZEK combination, synergies ahead of plan, and a leaner, lower-capex portfolio after the Europe sale.

We cut FY27/28F Lotteries revenue by 2-3% and Lotteries EBITDA by 3-4%, with EPS down 6%/4%.

The broker has upgraded its target price to $5.40.

Shortened to 1 minute of reading, this version reads 6.4 on the Niral Score.

You are reading our version, not theirs. This is The Motley Fool Australia's report shortened to its most important sentences, in plainer words, with verdicts and loaded words taken out. Plain description stays, and so do adjectives that carry a fact, such as "former" or "federal". The reporting, the facts and the quotations are theirs — quotations are never edited — and the indicators beside it measure this version. Hover or tap Adjectives to see every one left in the text.

How this outlet filed it, and how we rewrote it

No other newsroom we read has filed on this event, so there is nothing to compare it with yet.

Outlet Niral ScoreAdjectivesSourcingSentimentHappiness
The Motley Fool Australiaas they published this story 11.6 11 37 0.1 55.3
Mundane Readneutralized from The Motley Fool Australia 9.6 9 37 0.1 55.3

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