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
$37.11 |
Change
0.610(1.67%) |
Mkt cap ! $1.616B | |||
| Open | High | Low | Value | Volume |
| $36.45 | $37.43 | $36.00 | $1.362M | 36.99K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 54 | $37.10 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $37.14 | 43 | 5 |
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| Last trade - 13.11pm 16/06/2025 (20 minute delay) ? |
| SNL (ASX) Chart |