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
$3.39 |
Change
-0.050(1.45%) |
Mkt cap ! $655.3M |
Open | High | Low | Value | Volume |
$3.44 | $3.44 | $3.38 | $324.9K | 94.92K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 4965 | $3.39 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$3.42 | 9738 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 4965 | 3.390 |
1 | 75000 | 3.360 |
1 | 6000 | 3.350 |
3 | 116059 | 3.330 |
12 | 134198 | 3.310 |
Price($) | Vol. | No. |
---|---|---|
3.420 | 9738 | 1 |
3.440 | 7157 | 1 |
3.450 | 6760 | 2 |
3.490 | 857 | 1 |
3.500 | 15664 | 2 |
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