Substantial shareholder Mawer has also been selling down this half after taking a position in Gentrack. This is discussed in an earlier thread headed HS v GTK. I can't see why both companies will not continue to enjoy rapid growth at high rates of return.
When I include TNE and some smaller stakes in a few start-ups, I am now very heavily weighted toward tech stocks. One reason I favour tech is that it is not dependent on China. What I also like most about HNS, GTK and TNE is that they all enjoy "sticky" customers and serious pricing power in markets that provide plenty of headroom for future growth. I think all offer excellent value over the long term, though I wouldn't say any were cheap. Cheers.
Ann: Chairman's Address to Shareholders, page-34
Add HSN (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$5.81 |
Change
-0.020(0.34%) |
Mkt cap ! $881.1M | |||
| Open | High | Low | Value | Volume |
| $5.84 | $5.84 | $5.75 | $874.4K | 150.7K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 1165 | $5.77 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $5.81 | 730 | 1 |
View Market Depth
| Last trade - 16.10pm 29/11/2024 (20 minute delay) ? |
| HSN (ASX) Chart |
