SHM 2.70% 72.0¢ shriro holdings limited

What would help is if the company communicated how much...

  1. 2,990 Posts.
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    What would help is if the company communicated how much revenues, ebitda, pbt they derive from the different products so we can get a sense of which businesses did very well last year.

    The Geographic breakdown is okay, but the market for ovens/cooktops/rangehood etc is very diff to calculators and watches which is again diff to the market for heaters, fans purifiers and then we have the licensed BBQs

    In Australia, apartment building has dropped off significantly given no overseas demand (and I suspect NZ is the same), so the ovens etc sales are probably impacted, but perhaps small consumer items & electricals (fans, heaters) has gone up. I suspect part of the weakness is that the market fears part of their business is impacted and they have not provided guidance (adn I can't determine how big a slice of their profits are from the impacted products).
 
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