New Zealand Consumer Durables Stock News

NZSE:MCY
NZSE:MCYElectric Utilities

Assessing Mercury NZ (NZSE:MCY) Valuation After Geothermal Expansion Progress And Strong Hydro Generation

Mercury NZ (NZSE:MCY) has drawn fresh attention after its latest quarterly update, where investors focused on commissioning progress at the Ngā Tamariki OEC5 geothermal expansion and strong hydro inflows supporting generation and storage. See our latest analysis for Mercury NZ. At a share price of NZ$6.35, Mercury NZ has had a softer start to the year, with a year to date share price return of 2.31% and a 1 year total shareholder return of 10.13%. This suggests that near term momentum has...
NZSE:RYM
NZSE:RYMHealthcare

How Softer Quarterly ORA Sales And Reaffirmed Guidance At Ryman (NZSE:RYM) Has Changed Its Investment Story

Ryman Healthcare Limited reported that sales of occupation right agreements for its retirement village units slipped to 375 in the third quarter ended 31 December 2025, compared with 394 a year earlier. Despite this softer quarterly performance, the company reaffirmed its full-year guidance of 1,300 to 1,400 occupation right agreement sales, signaling management confidence in demand even as it adjusts for resident relocations from recently closed care centres. We’ll now examine how Ryman’s...
NZSE:GNE
NZSE:GNEElectric Utilities

The Bull Case For Genesis Energy (NZSE:GNE) Could Change Following Upgraded FY26 Guidance And Renewables Progress

Genesis Energy recently reported a strong second quarter for FY26, with high hydro output, record-low thermal generation, and an upgraded Normalised EBITDAF guidance range of $490 million to $520 million, supported by progress across its wind, solar, and battery storage projects. This combination of improved margin quality and advancing renewables and storage developments highlights how Genesis Energy is reshaping its generation mix while executing its Gen35 strategy. Next, we’ll examine how...
NZSE:WIN
NZSE:WINReal Estate

Asian Penny Stocks With Market Caps Over US$300M To Consider

As Asian markets continue to navigate a landscape of geopolitical tensions and economic shifts, investors are increasingly seeking opportunities in smaller-cap equities. Penny stocks, often representing emerging or less-established companies, offer a unique chance for growth at accessible price points. Despite the term's vintage feel, these stocks can present significant value when backed by strong financials and clear growth potential.
NZSE:IFT
NZSE:IFTDiversified Financial

CDC Valuation Jump Might Change The Case For Investing In Infratil (NZSE:IFT)

In recent days, Infratil reported that the valuation of its CDC data center investment increased by A$349 million over the three months to 31 December 2025, coinciding with broader strength in New Zealand equities. This uplift highlights how Infratil’s focus on data infrastructure can materially influence the value of its portfolio alongside its renewables and essential services exposure. We’ll now examine how the higher CDC valuation shapes Infratil’s investment narrative, particularly...
NZSE:IFT
NZSE:IFTDiversified Financial

Assessing Infratil (NZSE:IFT) Valuation After CDC Uplift And Renewables And Digital Growth Momentum

Infratil (NZSE:IFT) is back in focus after reporting a AU$349 million uplift in the valuation of its CDC data center investment over the past 3 months, alongside supportive commentary around its renewables and digital infrastructure exposure. See our latest analysis for Infratil. At a share price of NZ$11.61, Infratil has a 7 day share price return of 4.78% but a 90 day share price return of a 6.30% decline. Its 5 year total shareholder return of 78.34% points to solid longer term momentum...
NZSE:FBU
NZSE:FBUBuilding

Is Fletcher Building’s Emerging Turnaround Narrative Altering The Investment Case For Fletcher Building (NZSE:FBU)?

Recent commentary has cast Fletcher Building as an underappreciated New Zealand construction and building products group, highlighting its diversified exposure to housing, infrastructure and broader construction cycles after a period of operational challenges. The emerging view that improved execution and a more supportive macro backdrop could mark a turning point is drawing attention to Fletcher Building’s potential as a sleeper play in its local markets. We’ll now examine how this emerging...