TWD 0.40% $2.47 tamawood limited

Ann: Half Year Accounts, page-14

  1. 7,247 Posts.
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    gave you both a upvote, and a great analysis.
    Thanks for bring this to my attention!!! A very nice piece of 'scuttlebutt'.

    However,
    To be fair, it appears the Dixon's home strategy is lower cost. That's their strategic model.
    2nd: its not just Dixon home, many people complaining now for other builders as well because of the problem with fix cost pricing.

    From my point:
    a) TWD has no debt
    b) Go through their last 10yr financials. See the profit and dividends.

    So this is a calculated small position punt for me.
 
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