MTO 0.90% $1.69 motorcycle holdings limited

Ann: FY22 Interim Results Presentation, page-5

  1. 7,594 Posts.
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    The mines are pumping and I'm pretty sure many miners LOVE bikes whether they be dirtbikes or harleys.

    with the mines booming again, expect the demand for bikes to continue rising.

    especially considering people are still reluctant to travel overseas.

    Basically, there's still a lot of disposable income and it seems to be increasing. It's gotta be spent somewhere.

    COVID and floods are just temporary headwinds imo, you have to look at structural shifts in consumer demand and that looks strong IMO
 
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