NTD
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1.02% 48.5¢ ntaw holdings limited

Ann: FY21 Investor Presentation, page-26

  1. zhanginu
    1,777 Posts.
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    25/10/21
    11:12
    Post #: 57042941
    Mining, construction and infrastructure activity = lots of tyre usage too. Benefits 4WDs too.

    Return of inbound tourism.

    Electric Vehicle = heavier and more wear on tyres.

    Therefore, NTD = EV play. Ready to trade on 100x P/E!
    NTD Price at posting: $1.14 Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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