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...
NZSE:RYM
NZSE:RYMHealthcare

A Look at Ryman Healthcare (NZSE:RYM) Valuation Following Better-Than-Expected FY26 Sales Volumes

Ryman Healthcare (NZSE:RYM) revealed that its current volumes are outpacing FY26 expectations, with second quarter sales for FY26 up 9% quarter on quarter. This operational momentum appears to be sparking renewed attention from the market. See our latest analysis for Ryman Healthcare. After a tough stretch for shareholders, Ryman Healthcare’s upbeat sales outlook and the recent bounce have started shifting sentiment. While the 90-day share price return stands at a strong 16.4%, the total...
NZSE:AIA
NZSE:AIAInfrastructure

The Bull Case For Auckland Airport (NZSE:AIA) Could Change Following Major NZ$100 Million Debt Refinancing

In early October 2025, Auckland Airport completed a NZ$100 million floating rate note issue with a three-year term and a margin of 65 basis points over the base rate, following an earlier NZ$200 million fixed rate bond issue managed by ANZ and Westpac for institutional investors. This financing not only refinances a maturing NZ$150 million floating rate note but also provides additional funding for the airport’s ongoing infrastructure investment programme, strengthening its financial...