DDR 0.98% $9.10 dicker data limited

Ann: AGM Market Update, page-5

  1. 3,603 Posts.
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    It was boring. Then you realise they've made 15%+ NPAT CAGR on a massive ROE seem boring, because they hit it so routinely. We just sit here, do nothing and profit.

    They have massive growth areas (Unified Comms/AV, Cloud, 5G/IoT, Cybersecurity, WFH) and the warehouse available to facilitate it. They're also winning the SMB/Commercial market with no signs of slowing.

    I might also add Vlad called DDFS an 'absolute success'. Good to hear, given their very high standards.
 
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