Well this is the XAO:
Then I've looked at PPT's Buys/Sells since Jan.1st 2025
Overall appears lack lustre!? A couple of GEMs, largely not!
Certainly little activity around the XAO dip!?
Of course, the activity is probably a small part of their total portfolio!? Looks like they dribble some losses out, only partial house-keeping it appears? maybe they'll find an opportunity to buy the dip?
Overall perhaps they've maintained equilibrium YTD? Still down on Jan.1st MC!?
So, has the market got it right?
1. Stocks - have they slightly under-performed?
2. Will PPT be challenged in delivering on their business plans:
- sell -off?
- extracting synergies?
Looks like PPT is somewhat over-done here?, if they deliver on their business plans!?
Most major holders appear to be sitting tight at the moment neither selling OR buying!
What might the close of the EOFY do to shake or stimulate the market sentiment from the current levels?
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