Whilst the dividend may impact short term share price enthusiasm (which I don't paticularly care about), the major unknown for me is the permanence of demand. They've stated demand increased substantially post lockdown, but why? And for how long?
I really can't figure it out. And competitors/companies in adjacent markets haven't shed much light on the issue.
On the one hand, you have a shift away from public transport to cars/roads. On the other, there's been massive stimulus, with much of that one-off (e.g. super withdrawals).
If there's one thing I've learnt from COVID-19, it's that second/third order effects are really hard (if not impossible) to forecast.
Ann: FY20 Investor Presentation, page-11
-
- There are more pages in this discussion • 10 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add NTD (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
42.5¢ |
Change
-0.005(1.16%) |
Mkt cap ! $57.00M | |||
| Open | High | Low | Value | Volume |
| 43.0¢ | 43.0¢ | 41.0¢ | $7.687K | 18.36K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 764 | 41.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 43.0¢ | 36792 | 2 |
View Market Depth
| Last trade - 16.10pm 17/07/2024 (20 minute delay) ? |
| NTD (ASX) Chart |