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Ann: Final Dividend Declaration and FY22 Unaudited Results, page-60

  1. dropandflop
    64 Posts.
    lightbulb Created with Sketch. 20
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    13/02/23
    18:38
    Post #: 66222206
    Lead times are indeed shortening ... but so is demand softening.

    Stock is starting to overflow in some areas and discounting beginning to reappear.

    I get the feeling a lot of enterprise (& consumer) demand was pulled forward over these last covid years and there is a time of normalisation that needs to happen.
    DDR Price at posting: $8.71 Sentiment: None Disclosure: Not Held
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    lightbulb Created with Sketch.  Great analysis
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