NZSE:ATM
NZSE:ATMFood

A Look at a2 Milk (NZSE:ATM) Valuation After China Regulatory Wins and Upbeat Earnings Outlook

a2 Milk (NZSE:ATM) has secured approvals from New Zealand and Chinese authorities for its plan to transition China label infant formula registrations to a2MC branding. The company expects to make the final regulatory submission next month, which will support future product launches. See our latest analysis for a2 Milk. Momentum has been building for a2 Milk, with the latest regulatory wins in China and upbeat earnings guidance helping to extend a rally that has seen a 73.34% year-to-date...
NZSE:RAK
NZSE:RAKElectronic

Rakon (NZSE:RAK) Swings to Net Profit in H1 2026, Reinforcing Bullish Turnaround Narratives

Rakon (NZSE:RAK) just posted its H1 2026 results, reporting revenue of 62.004 million NZD and basic EPS of 0.0196 NZD. Looking back, the company has seen revenue go from 41.657 million NZD in H1 2025 to 66.756 million NZD in H2 2024 before reaching the latest figure. EPS moved from -0.046 NZD up to 0.018276 NZD, then to the current 0.0196 NZD. With these numbers out, it is clear margin performance continues to shape investor discussions around the business. See our full analysis for...
NZSE:IKE
NZSE:IKEElectronic

ikeGPS (NZSE:IKE): Net Loss Rises to NZ$9.2m, Undermining Profit Turnaround Narratives

ikeGPS Group (NZSE:IKE) has just released its H1 2026 results, reporting revenue of $12.98 million and a basic EPS of -$0.064. Looking at the recent trend, the company has seen revenue move from $10.59 million in H2 2024 to $12.17 million in H1 2025, before reaching $12.98 million in the latest period. EPS remained negative over the same intervals. Overall, the numbers show that while top-line growth persists, earnings and margins continue to face headwinds. See our full analysis for ikeGPS...
NZSE:GTK
NZSE:GTKSoftware

Gentrack Group (NZSE:GTK): Evaluating Valuation After Strong 2025 Earnings and Strategic Platform Wins

Gentrack Group (NZSE:GTK) has just reported a strong set of full-year earnings, highlighting a jump in both revenue and net income for 2025. This was accompanied by positive updates on its international platform strategy. See our latest analysis for Gentrack Group. Following the earnings announcement and new client wins for its g2 platform, Gentrack Group’s share price has leapt 39% in the past week, reflecting renewed optimism after a period of tepid returns. Its one-year total shareholder...
NZSE:RYM
NZSE:RYMHealthcare

Ryman Healthcare (NZSE:RYM) Net Loss Deepens to $564M, Testing Turnaround Narratives

Ryman Healthcare (NZSE:RYM) has just reported H1 2026 financial results, posting total revenue of $806.7 million NZD and basic EPS of -0.64 NZD for the trailing twelve months. Historically, the company has seen revenue climb from $355.2 million NZD in H2 2024 to $394.0 million NZD by H2 2025. Basic EPS over recent halves ranged from -0.72 NZD to 0.14 NZD. Margins continue to face pressure as profitability remains elusive, making this an essential set of numbers for investors to digest. See...
NZSE:TWR
NZSE:TWRInsurance

Tower (NZSE:TWR) Profit Margin Rises to 13.6%, Challenging Bearish Profitability Narratives

Tower (NZSE:TWR) has just reported its FY 2025 first half results, booking $306.9 million in revenue and basic EPS of $0.15 NZD. The company has seen revenue rise over recent periods, moving from $234.3 million in the first half of FY 2023 to $278.5 million in FY 2024, before reaching this half's $306.9 million result. Margins have expanded as net profit climbed, keeping investors focused on the earnings trends heading into the rest of the year. See our full analysis for Tower. Let’s put the...
NZSE:SPG
NZSE:SPGREITs

Stride Property Group (NZSE:SPG) Margins Surge to 33.6%, Challenging Bearish Profitability Narratives

Stride Property Group (NZSE:SPG) has just reported H1 2026 results, with revenue coming in at NZ$136.2 million and basic EPS at NZ$0.081952 for the trailing twelve months. Historically, the company saw revenue rise from NZ$53.4 million in H2 2024 to NZ$76.1 million in H2 2025. EPS moved from -NZ$0.010129 to NZ$0.005711 over that span. Margins held steady, giving investors a clear snapshot into the REIT's operational results. See our full analysis for Stride Property Group. Now it’s time to...
NZSE:FPH
NZSE:FPHMedical Equipment

Fisher & Paykel Healthcare (NZSE:FPH) Net Margin Doubles to 20.2%, Supports Profitability Narrative

Fisher & Paykel Healthcare (NZSE:FPH) just posted its H1 2026 results with revenue of NZ$1.1 billion and net income of NZ$213 million, as well as basic EPS of NZ$0.36. Over the last year, the company has seen total revenue rise from NZ$951.2 million in H1 2025 to the latest NZ$1.1 billion. Net income has climbed from NZ$153.2 million to NZ$213 million. Margins have notably expanded this period, signalling a clear improvement in profitability for investors to consider. See our full analysis...
NZSE:ATM
NZSE:ATMFood

Does China’s Regulatory Green Light Change the Bull Case for a2 Milk (NZSE:ATM)?

The a2 Milk Company recently received approvals from New Zealand’s Ministry for Primary Industries and China Customs to progress China label infant milk formula registrations toward a2MC branded products, marking a key regulatory milestone. This regulatory development streamlines a2 Milk's pathway for expanding its branded product offerings in China, while the company also provided guidance for low double-digit percentage growth in FY26. We’ll now explore how this regulatory milestone in...
NZSE:PCT
NZSE:PCTOffice REITs

Is Precinct Properties’ Consistent Dividend Policy a Sign of Steady Strategy or Missed Expansion? (NZSE:PCT)

On November 17, 2025, Precinct Properties NZ Ltd. and Precinct Properties Investments Ltd. announced expectations for combined total cash dividends of 6.75 cents per stapled security for the 2026 financial year, aligned with the prior year's payout and reflecting an FFO payout ratio of 90%-92%. The revised dividend policy, targeting a payout range of 80% to 95% of Funds From Operations, provides shareholders with greater clarity on future distributions. We'll explore how the introduction of...
NZSE:GTK
NZSE:GTKSoftware

Gentrack Group (NZSE:GTK) Is Up 37.3% After Posting Strong FY25 Results and Upbeat 2026 Guidance

Gentrack Group Limited recently released its full year results for the period ended September 30, 2025, reporting sales of NZ$230.19 million and net income of NZ$20.87 million, both up from the previous year. The company also shared an optimistic outlook, predicting revenue growth in 2026 will exceed that of 2025, highlighting increasing market demand for its solutions. To understand how this combination of earnings growth and forward-looking guidance shapes Gentrack Group's investment...
NZSE:GNE
NZSE:GNEElectric Utilities

Does Genesis Energy's Edgecumbe Solar Farm Investment Signal Renewed Momentum for Its Renewable Strategy (NZSE:GNE)?

Genesis Energy announced it has reached a Final Investment Decision for the construction of the 136 MWp Edgecumbe Solar Farm in the Bay of Plenty, with first generation targeted for the second half of FY27 and contracts secured with Horizon Networks and METLEN for delivery. This marks a significant step in advancing Genesis’s Gen35 renewable strategy and highlights the company’s flexibility in capital management, as the project will initially be funded on balance sheet with future capital...
NZSE:IFT
NZSE:IFTDiversified Financial

Profit Rebound and Dividend Increase Might Change the Case for Investing in Infratil (NZSE:IFT)

Earlier this month, Infratil reported its half-year earnings for the period ended September 30, 2025, highlighting revenue growth to NZ$1.99 billion, a return to net profit of NZ$605.7 million, and an increased interim dividend of NZ$0.08044 per share. This turnaround from a net loss a year earlier not only reflects improved business performance but also a boost to shareholder returns through a higher dividend payout. We'll now examine how this substantial return to profitability may shape...
NZSE:SCL
NZSE:SCLFood

Undervalued Small Caps With Insider Activity In Global Markets For November 2025

In November 2025, global markets have been grappling with concerns over high stock valuations and the profitability of artificial intelligence investments, leading to a downturn in major indices despite positive corporate earnings and economic data. As small-cap stocks in the S&P MidCap 400 and Russell 2000 indices also faced losses, investors are increasingly looking for opportunities where insider activity might signal potential value amidst broader market uncertainties. In such an...