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: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...
NZSE:POT
NZSE:POTInfrastructure

Port of Tauranga (NZSE:POT): Assessing Valuation After Strong EPS Growth and Recent Insider Buying

Port of Tauranga (NZSE:POT) just posted an impressive jump in earnings per share over the last year, far outpacing its share price gains. In addition, insiders have been buyers lately, hinting at growing confidence from within. See our latest analysis for Port of Tauranga. Port of Tauranga's share price has rallied 23.8% year-to-date and posted a 12.5% jump over the past quarter. Its one-year total shareholder return stands even higher at 36.4%. This momentum reflects renewed optimism,...
NZSE:SPK
NZSE:SPKTelecom

A Look at Spark New Zealand’s (NZSE:SPK) Valuation Following Its New ASX Listing Announcement

Spark New Zealand (NZSE:SPK) has announced an application to list 48,750 new ordinary fully paid securities on the Australian Securities Exchange. This step broadens access for investors and signals a strategic push to enhance market presence. See our latest analysis for Spark New Zealand. Spark New Zealand’s decision to list new securities on the ASX arrives after a challenging stretch for shareholders, with a 1-year total return of -12.71% and a five-year total return of -24.15%. While the...
NZSE:SPK
NZSE:SPKTelecom

Did Upcoming Board and Auditor Votes at Spark New Zealand (NZSE:SPK) Just Shift Its Investment Narrative?

Spark New Zealand has announced details for its 2025 Annual Meeting, scheduled for November 7, 2025, at a new venue in Auckland, where shareholders will vote on key resolutions including director re-elections and auditor remuneration. This meeting brings the potential for shifts in leadership and governance that could influence the company's strategic direction and stakeholder confidence. Now, we’ll explore how the upcoming board and auditor decisions could shape Spark New Zealand's overall...
NZSE:KPG
NZSE:KPGRetail REITs

Kiwi Property Group (NZSE:KPG): Evaluating Valuation After Recent Share Gains and Development Progress

Kiwi Property Group (NZSE:KPG) has seen steady gains over the past month, with shares up more than 3%. Investors are watching to see if this momentum continues, especially after the stock’s strong year-to-date performance. See our latest analysis for Kiwi Property Group. Momentum appears to be building for Kiwi Property Group, with a solid year-to-date share price return of nearly 19% and a robust one-year total shareholder return topping 23%. Recent price strength suggests investors are...
NZSE:WHS
NZSE:WHSMultiline Retail

The Warehouse Group (NZSE:WHS): Deep Value and Turnaround Hopes Confront Slowing Revenue Growth

Warehouse Group (NZSE:WHS) is forecast to grow earnings by 36.23% per year, with the company expected to reach profitability within the next three years. While revenue is projected to rise at 2.2% per year, lagging behind the New Zealand market average of 4%, investors will be keeping an eye on improving profit expectations. This comes after a recent five-year stretch where losses increased by 34.3% annually and net profit margin showed no signs of improvement. These results set the stage for...