Yes, IPD look to be a long term winner.
Elsewhere, the MIR portfolio is starting to look upbeat and attractive.
Recent developments in the last few weeks from some of the major holdings include:
* Mainfreight reporting that activity has started to improve following the post Covid downturn in freight rates.
* ARB returning to profit growth in 1Q24.
* Gentrack going from strength to strength with a positive outlook.
* Temple and Webster have started FY24 very well.
* REA have tailwinds with property listings starting to grow.
* CAR confirming their confidence in the FY24 outlook with growth levers all round.
* Fisher and Paykel posted a solid 1H24 result, back to double digit growth.
If overall market sentiment becomes positive, these are the holdings you want!
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Last
$3.34 |
Change
-0.060(1.76%) |
Mkt cap ! $648.8M |
Open | High | Low | Value | Volume |
$3.40 | $3.43 | $3.34 | $534.3K | 156.8K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 8000 | $3.34 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$3.39 | 96066 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 8000 | 3.340 |
2 | 20000 | 3.330 |
2 | 11793 | 3.280 |
4 | 12900 | 3.260 |
4 | 46500 | 3.200 |
Price($) | Vol. | No. |
---|---|---|
3.390 | 96066 | 2 |
3.420 | 3500 | 1 |
3.430 | 3431 | 1 |
3.440 | 6320 | 1 |
3.450 | 3750 | 1 |
Last trade - 15.59pm 03/09/2024 (20 minute delay) ? |
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