The thing is, heavy truck vendors in Australia reported record sales from last calendar year. It's too early to know for sure, but if they report strong sales again this year that might be two data points showing the trend is reversing. Even if the trend reverses, it doesn't entirely invalidate the thesis for an aftermarket parts shop like SNL, because newer trucks are more complex, and with more parts to maintain and replace.
The thing is, heavy truck vendors in Australia reported record...
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