DDR 0.41% $9.81 dicker data limited

Ann: Q1 FY24 Market Update, page-83

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    Market update this morning from an analyst.

    ASX Enablers
    Bad news Aussie investors, as far as Enablers go, “We believe the Australian market offers very limited depth” says Morgan Stanley. In fact, they refer clients to a separate report on global AI Enablers (perhaps the topic for another day!).As for our “limited depth”, the ASX stocks most highly rated as Enablers by Morgan Stanley include: Data#3 (ASX: DTL), Dicker Data (ASX: DDR), Macquarie Technology Group (ASX: MAQ), and Nextdc (ASX: NXT).

    Interesting to note how few are seen within our market but certainly good to see DDR nominated amongst them. I am sure all DDR holders knew this anyway but maybe not how limited the Aussie market was.
 
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