BAP 0.63% $4.74 bapcor limited

Hi Stoner I would like to understand your logic that BAP is...

  1. 56 Posts.
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    Hi Stoner I would like to understand your logic that BAP is cheap. Whilst the SP is well below its highs, it has not grown profit in the last few years, its debt has increased, it has leadership and cultural issues, the rate of historical volume growth has wained and it is losing market share, it is under margin pressure, its in an industry threatened longer term by electrification, and it is questionable whether it will meet its better than before project targets. What have I missed?
    Last edited by twoapples: 23/01/24
 
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