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.
From the 'lively' site this morning:Supply Network (ASX: SNL)...
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Last
$36.50 |
Change
-1.130(3.00%) |
Mkt cap ! $1.586B | |||
| Open | High | Low | Value | Volume |
| $37.64 | $37.84 | $36.29 | $2.484M | 67.47K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 214 | $36.25 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $36.56 | 214 | 1 |
View Market Depth
| Last trade - 16.10pm 13/06/2025 (20 minute delay) ? |
| SNL (ASX) Chart |