New Zealand Logistics Stock News

NZSE:SUM
NZSE:SUMHealthcare

Should Strong 2025 Retirement Village Sales Uplift Require Action From Summerset Group Holdings (NZSE:SUM) Investors?

Summerset Group Holdings reported that for the fourth quarter and full year to 31 December 2025, total unit sales rose to 448 in the quarter and 1,560 for the year, with both new sales and resales increasing compared with the prior year. This uplift in both new sales and resales highlights solid demand for Summerset’s retirement living offering and points to effective execution of its sales strategy across the portfolio. We’ll now examine how this strong uplift in full-year retirement...
NZSE:PCT
NZSE:PCTOffice REITs

Auckland Mixed-Use Pipeline Expansion Might Change The Case For Investing In Precinct Properties (NZSE:PCT)

Precinct Properties has progressed its Auckland development pipeline, launching the NZ$160 million Mt Eden DOVA residential project and resubmitting its fast-track application for the NZ$1 billion Downtown twin-tower mixed-use redevelopment after addressing a hotel-related omission in the original paperwork. Together, these moves highlight Precinct’s commitment to large-scale, mixed-use urban projects that blend residential, office, retail, and public spaces in key city-centre...
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...