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!
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Last
$3.39 |
Change
0.010(0.30%) |
Mkt cap ! $656.5M |
Open | High | Low | Value | Volume |
$3.39 | $3.41 | $3.32 | $270.3K | 79.78K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 3244 | $3.37 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$3.40 | 4903 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 3244 | 3.370 |
1 | 14500 | 3.360 |
1 | 2000 | 3.340 |
3 | 12591 | 3.320 |
1 | 12000 | 3.310 |
Price($) | Vol. | No. |
---|---|---|
3.400 | 4903 | 2 |
3.410 | 8000 | 1 |
3.430 | 874 | 1 |
3.440 | 6320 | 1 |
3.450 | 5500 | 1 |
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