of everything I own, NTD is the cheapest
it is also a distributor, but in an industry where the tailwinds are not nearly as strong as tech. Until 2020, there was a squeeze on margins. The trough of the cycle is when NTD management bought a very large competitor at NTA. Since then, they've been flying. And still 5m in synergies to realise (Easy ones, like consolidating distribution centres)
id much rather that at 5-6 times forward earnings, versus something at 30 times. Even though DDR has a very nice tailwind from the ever expanding tech device world.
A 20% FCF yield is very hard to pass up
Add to My Watchlist
What is My Watchlist?
 (20min delay)
|
|||||
|
Last
$7.85 |
Change
-0.060(0.76%) |
Mkt cap ! $1.418B | |||
| Open | High | Low | Value | Volume |
| $7.94 | $8.03 | $7.83 | $3.702M | 467.8K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 40 | $7.83 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $7.90 | 1210 | 1 |
View Market Depth
| Last trade - 16.10pm 19/06/2025 (20 minute delay) ? |
| DDR (ASX) Chart |