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!
- Forums
- ASX - By Stock
- MIR
- Ann: NTA & Top 20 Investments as at 30 November 2023
Ann: NTA & Top 20 Investments as at 30 November 2023, page-3
-
- There are more pages in this discussion • 2 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add MIR (ASX) to my watchlist
|
|||||
Last
$3.45 |
Change
0.060(1.77%) |
Mkt cap ! $663.1M |
Open | High | Low | Value | Volume |
$3.41 | $3.45 | $3.41 | $205.5K | 59.96K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 7345 | $3.44 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$3.45 | 26753 | 3 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 7345 | 3.430 |
2 | 5557 | 3.420 |
1 | 184 | 3.410 |
2 | 6015 | 3.400 |
3 | 3549 | 3.390 |
Price($) | Vol. | No. |
---|---|---|
3.450 | 26753 | 3 |
3.490 | 857 | 1 |
3.500 | 15664 | 2 |
3.580 | 9000 | 1 |
3.600 | 19338 | 1 |
Last trade - 13.16pm 29/07/2024 (20 minute delay) ? |
Featured News
MIR (ASX) Chart |