I'm as big a fan of ARB as any, and i'm a long-term holder, but their breakneck speed sales growth in the last 5 years (and even longer) needs to be viewed in the context provided by slides 12-14 of their market update: growth in 4WD/SUV new car sales in Australia has been running at an astonishing ~4 times the overall growth rate of the new car sales market, such that 4WD/SUV new car sales has gone from 34% to over 50% of total new car sales. I'm inclined to believe this trend won't continue (i.e. i don't think that, in 15 years, every single new car sold in Aus will be a 4WD/SUV) and, given ARB generates 2/3rds of its revenue in Australia, any slowdown (or reversal) in this trend will directly impact ARB.
I'm with MarsC on this - i certainly can't justify buying more ARB at these price levels given i strongly suspect their sales growth rate will imminently flatten once the Australian 4WD/SUV market matures (and, at 50% penetration rate, i'd say that maturation is rapidly approaching), but it's such a well-run and high quality company with a propensity to surprise to the upside that i can't justify selling, either.
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- Ann: Market update-ARB.AX
ARB
arb corporation limited.
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$35.10

Ann: Market update-ARB.AX, page-5
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Last
$35.10 |
Change
0.310(0.89%) |
Mkt cap ! $2.908B |
Open | High | Low | Value | Volume |
$34.79 | $35.14 | $34.75 | $724.0K | 20.73K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
3 | 22 | $35.09 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$35.11 | 45 | 5 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
8 | 131 | 35.030 |
3 | 13 | 35.020 |
8 | 98 | 35.010 |
8 | 1202 | 35.000 |
6 | 204 | 34.990 |
Price($) | Vol. | No. |
---|---|---|
35.050 | 88 | 5 |
35.060 | 195 | 7 |
35.070 | 67 | 3 |
35.080 | 146 | 3 |
35.090 | 190 | 4 |
Last trade - 11.11am 28/07/2025 (20 minute delay) ? |
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