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: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...