New Zealand Metals and Mining Stock News

NZSE:MCY
NZSE:MCYElectric Utilities

Mercury NZ (NZSE:MCY) Stock Margin Gains Meet Capex And Hydrology Questions

Mercury NZ went into the result priced as a premium utility, trading on a P/E of 30.2x and slipping slightly over the past three months. The earnings story now in front of you is all about scale and margins. The stock closed at NZ$6.81 on the day of the release, while the company reported NZ$1,068m in earnings before interest, tax, depreciation, amortisation and fair value, and a 10% net profit margin over the past year. For a gentailer, that combination is the real headline and it is what...
NZSE:VCT
NZSE:VCTIntegrated Utilities

Vector (NZSE:VCT) Stock Margin Surge Meets Heavy Capital Demands

Vector stock went into today treading water, with the 30 day return slightly down and the 90 day performance also softer. The market now has to square that muted tone with a headline year in which net profit from continuing operations reached NZ$240.2m and the trailing P/E multiple sat at 20.5x. The real story is margin. Net profit margin on a trailing basis sat at 20.1% compared with 14% a year earlier, which is a sharp reset for a regulated utility and a key test of whether today’s reaction...
NZSE:MEL
NZSE:MELRenewable Energy

What Meridian Energy (NZSE:MEL)'s Generation Jump and Board Refresh Mean For Shareholders

Meridian Energy Limited recently reported that its total generation volumes for July 2026 were 1,371 GWh, compared with 1,157 GWh in July 2025, highlighting a solid uplift in operational output. Separately, the company has appointed experienced energy executive Fraser Whineray as a Non-Executive Director, adding deep sector and governance expertise to Meridian’s board ahead of his expected formal election at the upcoming Annual Shareholders’ Meeting. We will now examine how July’s higher...
NZSE:ATM
NZSE:ATMFood

a2 Milk (NZSE:ATM) Stock Richly Valued as Margins Keep Tightening

a2 Milk stock closed at NZ$8.54 after the market absorbed a set of earnings that looked solid on paper yet still demand a closer look. The immediate price action reflects a company that has already enjoyed a 24.7% gain over the past three months, so expectations were not low coming into this result. The headline this time is not revenue growth or special dividends. It is the squeeze on profitability. Trailing net margin sits at 10.1% compared with 11.3% a year earlier, while the P/E multiple...
NZSE:FRW
NZSE:FRWLogistics

Freightways (NZSE:FRW) Stock Richly Valued Despite 17% Profit Growth

Freightways Group shareholders watched the stock grind lower into this result, with the share price down about 4% over the past week and about 5% over the past month. That short term fatigue sits awkwardly against an earnings print that delivered around NZ$1.46b of revenue and net profit after tax growth of 17% for FY26. The real story now shifts beyond today’s move. Freightways is lifting its full year dividend to NZ$0.45 and running a P/E of 25.6x, which puts the long term risk reward...
NZSE:FRW
NZSE:FRWLogistics

Freightways Group (NZSE:FRW) Reports Full Year 2026 Growth, Is It Still Below Fair Value?

Freightways Group (NZSE:FRW) has attracted fresh attention after reporting full year 2026 results, with sales of NZ$1,463.65m and net income of NZ$93.73m compared with the prior year’s figures. See our latest analysis for Freightways Group. Despite reporting higher full year 2026 sales and net income, Freightways Group’s share price has eased, with a 7 day share price return of 3.94% and a 30 day share price return of 5.23% from the recent NZ$13.42 level. That sits against a 1 year total...
NZSE:MEL
NZSE:MELRenewable Energy

Meridian Energy (NZSE:MEL) Could Be 76% Below Fair Value Following July Generation Jump

Meridian Energy (NZSE:MEL) has drawn fresh attention after reporting July 2026 generation volumes of 1,371 GWh, compared with 1,157 GWh in July 2025, highlighting a recent shift in its monthly operating profile. See our latest analysis for Meridian Energy. At a recent share price of NZ$5.55, Meridian Energy’s short term share price performance has been mixed, with the stock down over the past quarter but supported by a 1 year total shareholder return of 4.10% and a 5 year total shareholder...
NZSE:CMO
NZSE:CMOSpecialty Retail

Colonial Motor (NZSE:CMO) Stock Looks Cheap, But Earnings Quality Remains Fragile

Colonial Motor stock closed at NZ$7.10 on Friday, slightly higher over the past week, as traders tried to make sense of an earnings story that looks very different depending on the time frame. The headline is simple. Trailing earnings have increased over the last year and the trailing P/E sits at 10.5x, well below the Oceanic specialty retail average. However, over a longer period, earnings have declined and net profit margins remain thin at 2.1%. Today’s price action suggests a cautious...
NZSE:CEN
NZSE:CENElectric Utilities

Contact Energy (NZSE:CEN) Posted Full Year Earnings, Is It Still Below Fair Value?

Contact Energy (NZSE:CEN) is back in focus after full year results to June 30, 2026 reported NZ$3,242 million in sales, NZ$420 million in net income and a higher interim dividend. See our latest analysis for Contact Energy. The latest earnings release, higher interim dividend and the data centre exploration with CDC Data Centres have kept Contact Energy in focus. The share price is at NZ$9.16, with short term momentum softer after a 90 day share price return that declined 6.63%. The 1 year...
NZSE:VHP
NZSE:VHPHealth Care REITs

Vital Healthcare Property Trust (NZSE:VHP) Stock Faces FFO Shock Despite AFFO Support

Vital Healthcare Property Trust slipped about 3% over the past week into these results and trades around NZ$1.84, only slightly below one recent fair value estimate. That muted move sits awkwardly beside a headline year shaped by internalization of management and adjusted funds from operations that support a distribution of A$0.0975 per unit. The real story today is the internalization. It removes external fees, tightens alignment with unitholders and feeds directly into management expense...
NZSE:WIN
NZSE:WINReal Estate

Discover Winton Land And 2 Other Promising Asian Penny Stocks

As Asian markets continue to navigate a landscape marked by geopolitical developments and evolving economic indicators, investors are increasingly looking beyond traditional blue-chip stocks for opportunities. Penny stocks, often representing smaller or newer companies, offer a unique investment avenue that remains relevant despite the term's dated connotations. In this article, we explore three penny stocks in Asia that combine strong financial health with growth potential, providing...
NZSE:PGW
NZSE:PGWFood

PGG Wrightson (NZSE:PGW) Stock Rebounds As Thin Margins Keep Pressure On

The market has been warming back up to PGG Wrightson, with the stock up about 6% over the past month, yet today’s full year numbers tell a more finely balanced story. Revenue of roughly NZ$1.1b and net profit after tax of NZ$15.6m put hard figures around a thin 1.4% net margin. That is an improvement on last year but still leaves little cushion. For a rural services stock that carries weak interest cover and an uneven dividend history, the headline this season is simple: earnings quality is...
NZSE:MCK
NZSE:MCKHospitality

Millennium & Copthorne Hotels New Zealand (NZSE:MCK) Stock Faces Sharp Valuation Disconnect

Millennium & Copthorne Hotels New Zealand stock has quietly climbed about 4.5% over the past week, yet today’s half year scorecard puts a very different issue in front of you. The headline is not the income statement. It is the valuation strain. The company trades on a P/E of 20.5x while the share price of NZ$3.25 sits far above a discounted cash flow estimate of NZ$0.22. That gap is where the real debate now sits, even as trailing 12 month earnings growth of 18.8% and a 12.8% net margin try...
NZSE:CDI
NZSE:CDIReal Estate

CDL Investments New Zealand (NZSE:CDI) Stock Faces Lingering Margin Compression

CDL Investments New Zealand closed at NZ$0.65 on Monday, with the stock roughly flat over the past week and slightly weaker over the past month. On the surface that looks like a quiet reaction to fresh numbers. The headline story is less calm. Profitability continues to feel the squeeze, with trailing net profit margin at 29.5% compared with 35.1% a year earlier, and earnings declining at an annualised rate of 26.8% over five years. For a property developer where margins and land cycle timing...
NZSE:CEN
NZSE:CENElectric Utilities

Contact Energy (NZSE:CEN) Stock Trails A Profit Surge And Renewable Lift

Contact Energy entered today with a stock that had drifted lower over the past three months and closed at NZ$8.97. The share price feels cautious. The earnings story does not. Earnings before interest, tax, depreciation, amortisation and fair value adjustments jumped to NZ$1.011b, while underlying profit reached NZ$423m. The core question for investors is whether this surge in profitability matches the muted price action or if the market is still anchored to old worries about debt and...
NZSE:POT
NZSE:POTInfrastructure

Dividend Growth Stocks For Reliable Income When Oil Market Stress Rises

Oil markets are under pressure as the U.S. Strategic Petroleum Reserve sits below 300 million barrels and a historic supply disruption unsettles global trade routes. That kind of strain can ripple through inflation expectations, interest rates, and dividend plans. This article looks at three dividend growth stocks from our screener that are exposed to these headlines and explains why they may matter for investors who care about reliable and growing income streams. The stocks covered below are...
NZSE:ATM
NZSE:ATMFood

Does New A1 Protein‑Free Formula Data Change The Bull Case For a2 Milk (NZSE:ATM)?

The a2 Milk Company recently presented new clinical and preclinical data at NUTRITION 2026 showing its A1 protein‑free infant formula supported normal growth and met U.S. FDA safety criteria through 16 weeks of age. Exploratory findings indicating greater gains in infant length and weight, plus signs of improved protein utilization and gut health, underscore how a2 Milk is using science to differentiate its formula offerings. We’ll now examine how evidence that A1 protein‑free formula...
NZSE:KPG
NZSE:KPGRetail REITs

New Zealand Real Estate Stocks Riding The Golden Visa Property Boom

New Zealand’s surge in golden visa interest has turned property into a global safe harbour story, with wealthy Californians and other foreign investors hunting for a foothold in places like Queenstown. That wave of capital could reshape everything from development pipelines to rent rolls. This article explains how that theme relates to New Zealand real estate stocks and outlines 3 companies directly exposed to this trend. The 3 stocks covered below are a useful starting sample of how New...