Little appears to have changed in the Top 20? from:
Apart from State Street varying its holdings - appears some firm supporters backing RHC!
Shorters have contracted to 1.38% as of June 2024, from a Sept. 2023 high of 2.18% - not a lot of interest by shorters it appears?
So, the coming 2024-2025 FY:
1. can RHC improve margins & throughput? 2. will they hive off parts? 3. can technology streamline costs? 4. will O/Seas run a ruler over RHC? the attrition of Aussie companies
Last years majors appear to have solid expectations for RHC? the Div's certainly falling well short of CPI/inflation.
The Top 20 appear very stable OR am I overlooking something?
RHC Price at posting:
$47.46 Sentiment: Hold Disclosure: Held
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