I would not call the growth 'hyper growth'. it is a steady 20-30% growth but with a massive runway. The runway ahead of wisetech is the best part. Like you mentioned, some of the products are just so young. For example: customs. Customs can become as big as freight forwarding. Similarly, landslide logistics is not even completely ready yet. Then there is e-commerce.
Logistics guys don't accept change (IT systems) that quick so it is unfair to compare WiseTech with top7. During a downturn is when most logistics firms transform their IT systems. WiseTech is a beauty and we should sip a beer and watch it grow.
thoughts, page-3
Add WTC (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$135.26 |
Change
0.180(0.13%) |
Mkt cap ! $45.16B | |||
| Open | High | Low | Value | Volume |
| $135.70 | $135.79 | $133.83 | $19.11M | 141.6K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 6 | 51 | $135.23 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $135.26 | 45 | 4 |
View Market Depth
| Last trade - 13.30pm 03/10/2024 (20 minute delay) ? |
| WTC (ASX) Chart |