From the 'lively' site this morning:Supply Network (ASX: SNL)
Vishal Teckchandani: Last one - Supply Network, which provides aftermarket parts for commercial vehicles. Buy, hold, or sell?
Marcus Burns (BUY): It's the market leader in aftermarket truck and bus parts in Australia and New Zealand. One of the best organic growth stories in the country - revenue has grown at 14-15% CAGR over the past decade with no acquisitions. ROE is high at 35%, and the balance sheet is strong. A well-run company with a bright future.
Vishal Teckchandani: David, your take?
David Allingham (HOLD): I'd say hold. It's an excellent business, but valuation is something to watch. Market share gains are steady, and they still have room to grow, but a lot of that is already priced in.
Ann: Appendix 4D and Half Year Report 31 December 2024, page-9
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Last
$37.79 |
Change
-0.700(1.82%) |
Mkt cap ! $1.642B | |||
| Open | High | Low | Value | Volume |
| $37.42 | $38.20 | $35.50 | $5.267M | 140.7K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 244 | $37.50 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $37.95 | 585 | 2 |
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| Last trade - 16.10pm 28/07/2025 (20 minute delay) ? |
| SNL (ASX) Chart |