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!
Yes, IPD look to be a long term winner.Elsewhere, the MIR...
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Last
$3.40 |
Change
0.020(0.59%) |
Mkt cap ! $660.4M | |||
| Open | High | Low | Value | Volume |
| $3.36 | $3.40 | $3.35 | $1.069M | 317.9K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 2976 | $3.36 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.40 | 17120 | 4 |
View Market Depth
| Last trade - 16.10pm 08/11/2024 (20 minute delay) ? |
| MIR (ASX) Chart |