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    Andrew Scott

    Research Analyst at Morgan Stanley

    No verifiable information is available confirming the existence of Andrew Scott as an analyst at Morgan Stanley, including specific details on companies covered, track record, or professional credentials. Despite extensive searches for his LinkedIn profile and industry recognition, there are no publicly available records or performance data linking an Andrew Scott to an analyst or senior research role at Morgan Stanley. As a result, details regarding his exact job title, client coverage, career timeline, and credentials cannot be substantiated at this time.

    Andrew Scott's questions to James Hardie Industries (JHX) leadership

    Andrew Scott's questions to James Hardie Industries (JHX) leadership • Q4 2025

    Question

    Andrew Scott of Morgan Stanley questioned the modest 1% Average Sales Price (ASP) increase in North America, asking about the realization of the price increase and if better pricing is needed to hit full-year growth targets.

    Answer

    CEO Aaron Erter explained that the company is realizing its price increase as anticipated, but the reported 1% ASP figure was negatively impacted by product mix. Specifically, the significant decline in the multifamily segment created a headwind of nearly 1.5 percentage points. He affirmed the company's commitment to achieving positive ASP moving forward.

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    Andrew Scott's questions to James Hardie Industries (JHX) leadership • Q3 2025

    Question

    Andrew Scott of Morgan Stanley questioned the balance between investing for market share growth and maintaining near-term margins, referencing the 'pedal and clutch' metaphor. He also asked for clarity on the company's approach to its share buyback program.

    Answer

    CEO Aaron Erter explained that the Hardie Operating System (HOS) provides efficiency savings that allow the company to fund long-term growth initiatives without sacrificing margins. CFO Rachel Wilson reiterated that share repurchases are a key capital allocation priority but declined to comment on specific timing, noting the current $300 million authorization runs through October 2025.

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    Andrew Scott's questions to James Hardie Industries (JHX) leadership • Q1 2025

    Question

    Andrew Scott from Morgan Stanley asked if the lower Q2 North American margin guidance was solely due to volume deleverage and inquired about the margin impact on the APAC segment from exiting the Philippines market.

    Answer

    CFO Rachel Wilson confirmed the lower Q2 margin guidance is primarily driven by lower volumes, but also noted that raw material headwinds are expected to be 'particularly hard' in the quarter. CEO Aaron Erter stated that exiting the Philippines will increase the Asia Pacific segment's margin over the long term, as the decision was made to focus resources on markets where the company has a 'right to win'.

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    Andrew Scott's questions to SurgePays (SURG) leadership

    Andrew Scott's questions to SurgePays (SURG) leadership • Q3 2024

    Question

    Inquired about future guidance and key metrics investors should monitor to track the company's progress toward minimizing operational losses, and encouraged the release of such metrics.

    Answer

    The company is shifting its messaging to focus on four key segments (subsidized wireless, prepaid wireless, prepaid top-ups, and POS SaaS) to make the business model more understandable for investors. They will provide consistent updates on subscriber counts and recurring revenue from stores. The executive expressed that the business plan now aligns with the business summary for the first time, and the team is energized for growth despite the Q3 financials.

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    Andrew Scott's questions to Coda Octopus Group (CODA) leadership

    Andrew Scott's questions to Coda Octopus Group (CODA) leadership • Q3 2024

    Question

    Asked for a macro perspective on whether the company is seeing greater overall market adoption and penetration for its products, despite the slowdown in North America.

    Answer

    The company is seeing strong adoption, particularly in the rental market for the cable laying application, where its patented technology is becoming the standard in Europe. The broader acceptance of the Echoscope for real-time monitoring and obstacle avoidance continues to grow, and the company believes it has no competition in these markets. The DAVD system also has several opportunities being worked on.

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