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Global Weekly Picks
Paysauce has got the 'Sauce' in 2025
Paysauce is finally hitting its stride - now being profitable and showing 32% revenue growth YoY (2023-24) along with the other following Q3 highlights reported January 14th 2025: ARR of $9.1m (Up 11% YoY) Recurring revenue of $2.3m for the quarter (Up 14% YoY) Processing fee revenue of $1.7m for the quarter (Up 19% YoY) Customers at end of the quarter: 8,127 (Up 11% YoY) One can only conclude that the continued growth will continue through 2025 and beyond as interest rates reduce further and the economy restabilises affecting growth within the overall SME market across NZ and other key asia-pac markets. Debt is still low and barely reportable through mainstream channels.Read more
Expansion or Overextension? The Risks Behind AFT’s Global Push.
AFT Pharmaceuticals is a New Zealand-based pharmaceutical business with global ambitions. The company has publicly set a goal of achieving NZ$300 million in revenue by the end of 2027—a target repeated in its 2025 annual report, market release, shareholder letter, and chairman’s address.Read more
Ageing Populations And New Distribution Centers Will Support Long Term Healthcare And Animal Care Demand
Catalysts About EBOS Group EBOS Group is a diversified healthcare and animal care distributor and brand owner operating across Australia, New Zealand and Southeast Asia. What are the underlying business or industry changes driving this perspective?Read more
Asia-Pacific Demand And Infrastructure Investments Will Unlock Future Potential
Key Takeaways Agricultural export growth and strategic location are boosting resilience, stable revenue, and throughput, positioning the port for sustained earnings uplift amid shifting global trade patterns. Infrastructure upgrades and digital transformation are enhancing operational efficiency and margins while supporting long-term expansion and profitability.Read more
Renewed Distribution And Digital Adoption Will Improve Healthcare Supply Chains
Key Takeaways Logistics upgrades and automation will reduce costs and improve margins, with benefits accelerating as capital spending returns to normal. Demographic shifts and specialty pharma expansion are driving long-term, diversified revenue growth and enhancing operational resilience.Read more
FRW: Profitability Improvement Forecast Will Fail To Justify Current Valuation
Key Takeaways Sustained e-commerce growth, strategic market gains, and sector consolidation are driving revenue expansion and strengthening Freightways' competitive position. Investments in automation, technology, and diversification into higher-value logistics are improving margins and reducing business cyclicality.Read more
SCL: Future Performance Will Reflect Stable Metrics And Index Inclusion
Key Takeaways Expanding premium apple focus and growing protein and logistics segments strengthen revenue growth, margin expansion, and earnings resilience. Enhanced sustainability and traceability initiatives improve access to premium markets and mitigate regulatory risks.Read more
Analysts Raise Argosy Property Price Target as Valuation Metrics See Modest Upward Revisions
Key Takeaways Portfolio focus on sustainable, green-certified industrial assets is driving stronger rental growth, higher valuations, and long-term revenue stability versus non-green assets. Capital recycling and operational efficiencies are enhancing portfolio quality, operating margins, and supporting sustainable long-term earnings growth.Read more
Blue Endeavour Project Will Expand Aquaculture Production
Key Takeaways Blue Endeavour's government-backed expansion and strategic market development, especially in China, are poised to drive significant future growth and revenue increases. Investments in sustainability and brand partnerships aim to enhance operational efficiency, reduce costs, and boost demand, positively impacting margins and earnings.Read more
