NZSE:SUM
NZSE:SUMHealthcare

The Bull Case For Summerset Group Holdings (NZSE:SUM) Could Change Following Record Quarterly Sales Growth—Learn Why

Summerset Group Holdings Limited reported its third quarter and year-to-date sales results for the period ending 30 September 2025, recording 244 new sales and 176 resales for the quarter, up from 129 new sales and 160 resales during the same quarter last year. This substantial increase in both new sales and resales highlights ongoing strong demand and operational strength in Summerset's retirement living offerings. We’ll explore how Summerset’s robust quarterly new sales growth shapes its...
NZSE:ERD
NZSE:ERDElectronic

EROAD (NZSE:ERD) Is Down 31.9% After Major North America Exit and Asset Impairment Pivot

Earlier today, EROAD announced a significant downgrade of its FY 2026 revenue guidance, the recognition of up to NZ$150 million in impairments on its North American intangible assets, and a renewed focus on its Australia and New Zealand operations, following the loss of a key North American customer. This pivot comes as governments in the region move to expand road user charges to cover electric vehicles, creating new opportunities within EROAD's core markets. We'll now examine how EROAD's...
NZSE:PCT
NZSE:PCTOffice REITs

Precinct Properties (NZSE:PCT) Is Down 5.3% After $310m Equity Raise for Auckland Student Housing Ambitions – Has The Bull Case Changed?

Precinct Properties announced a fully underwritten equity raise of NZ$310 million to fund a 638-bed student accommodation project in central Auckland and partially repay bank debt. This move reflects Precinct’s increased focus on residential development and planned growth through capital partnerships alongside its existing NZ$3.7 billion project pipeline. We’ll explore how the large-scale capital raise to support new Auckland student accommodation shapes the broader investment story for...
NZSE:ERD
NZSE:ERDElectronic

Assessing EROAD (NZSE:ERD) Valuation Following New Zealand’s Road User Charge Expansion for EVs

New Zealand's decision to expand road user charges to include light electric vehicles is set to shake up the transport sector. EROAD (NZSE:ERD), with its existing electronic charging systems, is well positioned to benefit from the change. See our latest analysis for EROAD. Investors have taken notice of EROAD’s new growth prospects, with the share price posting an eye-catching 118.9% return over the last three months and a 170.1% year-to-date gain. The one-year total shareholder return of...
NZSE:FCG
NZSE:FCGFood

Does Fonterra's Slight Earnings Dip Reveal Shifting Market Dynamics for NZSE:FCG?

Fonterra Co-operative Group Limited recently announced its earnings results for the full year ended July 31, 2025, reporting net income of NZ$1.08 billion, down from NZ$1.13 billion a year earlier. This modest decrease in annual earnings highlights the sensitivity of Fonterra's profitability to shifts in operating conditions and market demand. We’ll consider what Fonterra’s slight year-over-year dip in net income could mean for its long-term investment narrative. Trump's oil boom is here -...
NZSE:AIR
NZSE:AIRAirlines

Should Air New Zealand's Lowered Earnings Outlook amid Rising Costs Prompt Action from NZSE:AIR Investors?

Air New Zealand recently announced that it expects earnings before taxation in the first half of the 2026 financial year to be similar to or less than the $34 million reported in the second half of 2025, as elevated sector levies and subdued domestic demand weigh on near-term financial performance. This update also comes as monthly passenger numbers saw only slight growth year-on-year, with ongoing cost pressures and muted demand signaling a challenging operating environment for the...