Is this a good one to short? buy?
Downsides
1: Australian car manufacturing in trouble.
2: Slow down in the overall economy.
Questions
How reliant is ARB on local manufacturing? Are most of the parts sourced from the same companies supporting the local car industry or are they independent of this?
Any idea what kind of customer / client profile ARB has?
Any idea what the growth profile is of the operations locally and overseas?