DDR 0.49% $10.11 dicker data limited

Ann: Final Dividend Declaration and FY22 Unaudited Results, page-43

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    Something you have to be careful of:
    • Lower margin business.
    • Growth assumptions (careful not just extrapolating Covid period).
    • Rates still increasing (who knows the top?)
    - Affects their interest payments.
    - Affects customer's business's.
    - Affects relative returns. (Yield looked great out of this when interest rates hit rock bottom, different story going forward).

 
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