ADH 1.42% $2.15 adairs limited

Ann: ADH Trading Update and FY20 Group Sales Guidance, page-21

  1. 4,567 Posts.
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    TPW has a bigger range than mocka and mocka ive never heard of . TPW has good brand awareness which is key, such as kogan.
    sum of parts valuation, is not relevant as ADH is a whole co, and has retail operations which are riskier and werent doing well pre covid 19.
    just watching this one, had a good run on coat tail of TPW and KGN
    Have to be cautious as all the sales growth is due to stimulus.
    Last edited by Nige456: 23/06/20
 
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