HVN 2.30% $4.45 harvey norman holdings limited

Tanking Time! A Retailer That Commits Investors To A Dairy Farm Is...?, page-57

  1. 111 Posts.
    lightbulb Created with Sketch. 2
    lol good call forgot about NCK.
    And great insights thank you.
    I understand that value of leases may come under some scrutiny but given all stores should be outperforming that should not be a long term issue.
    Commercial property values are unrealised, so I could be wrong, but should not have an impact, as no-one seemed to care when they were revalued up?
    Could be some good upside here as all retailers seem to be jumping around 10% on results.
 
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