Yes, IPD look to be a long term winner.
Elsewhere, the MIR portfolio is starting to look upbeat and attractive.
Recent developments in the last few weeks from some of the major holdings include:
* Mainfreight reporting that activity has started to improve following the post Covid downturn in freight rates.
* ARB returning to profit growth in 1Q24.
* Gentrack going from strength to strength with a positive outlook.
* Temple and Webster have started FY24 very well.
* REA have tailwinds with property listings starting to grow.
* CAR confirming their confidence in the FY24 outlook with growth levers all round.
* Fisher and Paykel posted a solid 1H24 result, back to double digit growth.
If overall market sentiment becomes positive, these are the holdings you want!
Ann: NTA & Top 20 Investments as at 30 November 2023, page-3
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Last
$3.18 |
Change
0.000(0.00%) |
Mkt cap ! $614.7M | |||
| Open | High | Low | Value | Volume |
| $3.17 | $3.20 | $3.17 | $70.90K | 22.25K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 4 | 12272 | $3.17 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.20 | 8504 | 3 |
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| Last trade - 15.57pm 21/06/2024 (20 minute delay) ? |
| MIR (ASX) Chart |