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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Yes, IPD look to be a long term winner.Elsewhere, the MIR...
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Last
$3.21 |
Change
-0.020(0.62%) |
Mkt cap ! $620.5M |
Open | High | Low | Value | Volume |
$3.21 | $3.23 | $3.20 | $115.4K | 35.96K |
Buyers (Bids)
No. | Vol. | Price($) |
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3 | 13105 | $3.20 |
Sellers (Offers)
Price($) | Vol. | No. |
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$3.23 | 7310 | 2 |
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No. | Vol. | Price($) |
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3 | 13105 | 3.200 |
1 | 10000 | 3.190 |
3 | 9825 | 3.180 |
3 | 9496 | 3.170 |
2 | 13669 | 3.160 |
Price($) | Vol. | No. |
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3.230 | 7310 | 2 |
3.240 | 8000 | 1 |
3.250 | 2860 | 1 |
3.280 | 2650 | 1 |
3.300 | 2065 | 1 |
Last trade - 15.57pm 24/05/2024 (20 minute delay) ? |
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Last
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Change
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Open | High | Low | Volume | ||
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Last updated 15.00pm 24/05/2024 ? |
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