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Spark New Zealand

5G And AI Efficiencies Will Drive Stronger Margins And Long Term Earnings Potential

Catalysts About Spark New Zealand Spark New Zealand is a leading telecommunications and digital services provider focused on mobile, broadband and business connectivity across New Zealand. What are the underlying business or industry changes driving this perspective?Read more

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AnalystHighTarget

NZ$3.6

36.9% undervalued

AnalystHighTarget's Fair Value

Revenue

1.8% p.a.

Profit Margin

10.26%

Future PE

23.14x

Price in 2028

NZ$4.48

Spark New Zealand

5G Leadership And Cost Efficiencies Will Drive Long Term Earnings Resilience

Catalysts About Spark New Zealand Spark New Zealand provides nationwide mobile, broadband and business connectivity services, alongside selected cloud and IT solutions. What are the underlying business or industry changes driving this perspective?Read more

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AnalystConsensusTarget

NZ$2.88

21.0% undervalued

AnalystConsensusTarget's Fair Value

Revenue

0.24% p.a.

Profit Margin

0.081%

Future PE

24.65x

Price in 2028

NZ$0.04

New Zealand Urban Growth And Fiber Expansion Will Boost Demand

Key Takeaways Scalable fiber network and new product offerings position Chorus for revenue and margin growth as digital infrastructure demand surges. Regulatory environment is easing, supporting earnings stability and enhancing investor confidence.Read more

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AnalystConsensusTarget

NZ$9.09

3.8% overvalued

AnalystConsensusTarget's Fair Value

Revenue

3.32% p.a.

Profit Margin

10.26%

Future PE

51.41x

Price in 2028

NZ$11.1

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Trending Discussion

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How likely is RKLT to rise 25% by the launch?

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ST

Interesting analysis, but the price trajectory assumed for the baseline metals is problematic. These assumptions form the foundation for the entire case, and when compared against historical pricing, don’t appear to be grounded in any reasonable precedent. Even accounting for past commodity super-cycles, inflationary periods, or supply constraints, the forecasted pricing for gold, silver, zinc, and lead are well outside what history would suggest is plausible over comparable timeframes. That creates a fragile premise as the conclusions are driven by aggressive inputs rather than underlying market behavior that is realistic. The analysis would be materially stronger if the price assumptions were anchored to historical ranges and prior cycle peaks, with explicit rationale where the model intentionally departs from those patterns. As it stands, the trajectory feels more aspirational than analytical.

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JA

Very nice analysis. Thank you for this piece of work.

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