NZSE:ATM
NZSE:ATMFood

A Look At A2 Milk’s (NZSE:ATM) Valuation As Its China Reset And Margin Plans Take Shape

a2 Milk’s China reset comes into focus a2 Milk (NZSE:ATM) has drawn investor attention after recent commentary on its refreshed China approach, centered on rebuilding margins, tighter cost control, and supply chain tweaks across its infant nutrition and A2 protein milk ranges. See our latest analysis for a2 Milk. The refreshed China focus comes after a2 Milk’s 90 day share price return of 5.96%, while the 1 year total shareholder return of 75.44% contrasts with a softer year to date share...
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...
NZSE:RYM
NZSE:RYMHealthcare

Should Ryman’s $1b Recap and Australian Funding Shift Require Action From Ryman Healthcare (NZSE:RYM) Investors?

Ryman Healthcare has recently completed a financial overhaul under new CEO Naomi James, including a very large capital raising of about $1.00 billion and a reset of its capital structure, while Australian aged-care reforms have improved funding arrangements for operators. A key shift is that Australian rules now allow providers like Ryman to retain a portion of new refundable accommodation deposits, creating a structurally more supportive revenue model for its care operations. We’ll now...
NZSE:PCT
NZSE:PCTOffice REITs

Asian Undervalued Small Caps With Insider Action Featuring 3 Top Picks

As global markets react to interest rate adjustments and economic indicators, small-cap stocks in Asia present intriguing opportunities amidst broader market dynamics. With the Federal Reserve's recent rate cuts potentially influencing investor sentiment, particularly towards small caps like those in the Russell 2000 Index, investors may find value in exploring Asian stocks that exhibit strong fundamentals and insider activity as potential indicators of growth.
NZSE:MEL
NZSE:MELRenewable Energy

How Meridian’s Incentive-Focused Buyback and Board Change Could Reshape Governance for (NZSE:MEL) Investors

Meridian Energy Limited recently announced a new share repurchase program of up to 500,000 shares to be held in treasury for its FY26 long-term incentive scheme, alongside news that independent director Michelle Henderson will resign in January 2026 following her appointment as General Manager of New Zealand Aluminium Smelters. This combination of capital management via a targeted buyback and a board change linked to a key industrial customer relationship could influence how investors assess...
NZSE:FBU
NZSE:FBUBuilding

Fletcher Building (NZSE:FBU): Valuation Check After Major Balance Sheet Restructuring and Liquidity Boost

Fletcher Building (NZSE:FBU) just took a big step in its clean up job on the balance sheet by exiting its US private placement debt, adding fresh bank lines, and extending key covenants to keep liquidity comfortable. See our latest analysis for Fletcher Building. Those balance sheet moves seem to be resonating with investors, with a roughly 20 percent 3 month share price return and a 1 year total shareholder return near 28 percent, which suggests momentum is rebuilding after a tough few...
NZSE:HLG
NZSE:HLGSpecialty Retail

Top Asian Dividend Stocks For December 2025

As global markets closely watch the Federal Reserve's upcoming meeting with hopes of an interest rate cut, Asian economies are navigating a complex landscape marked by mixed manufacturing and services activity. In this environment, dividend stocks in Asia can offer investors a potential source of steady income, especially when inflationary pressures and economic uncertainties persist.