NZSE:GMT
NZSE:GMTIndustrial REITs

The Bull Case For Goodman Property Trust (NZSE:GMT) Could Change Following Strong H1 Earnings and Guidance Reaffirmation

Goodman Property Trust has reported its half-year earnings for the period ended September 30, 2025, with sales increasing to NZ$144.5 million and net income rising to NZ$61.8 million compared to the previous year. The trust highlighted strong growth in earnings per unit and maintained its full-year cash earnings guidance, emphasizing resilience despite economic challenges. We’ll explore how Goodman’s reaffirmation of cash earnings guidance may influence the company’s investment narrative...
NZSE:MFT
NZSE:MFTLogistics

Does Mainfreight's (NZSE:MFT) Margin Pressure Hint at a Shift in Its Growth Strategy?

Mainfreight Limited recently released its half-year results, reporting sales of NZ$2.61 billion and net income of NZ$93.38 million, down from the prior year, along with an interim dividend of 85 cents per share approved by the board. The results highlight that while Mainfreight achieved increased revenue, profitability was pressured, indicating the company faced higher costs or margin challenges during the period. We’ll look at how Mainfreight’s earnings growth challenge may shape its...
NZSE:AIR
NZSE:AIRAirlines

Did New Queenstown-Brisbane Route and Loyalty Revamp Just Shift Air New Zealand's (NZSE:AIR) Investment Narrative?

Air New Zealand recently announced the launch of a new seasonal non-stop route between Queenstown and Brisbane, set to begin in June 2026 and operate three times a week using Airbus A320neo aircraft. This expansion, combined with a significant revamp of the airline's loyalty program, introducing the exclusive Koru Black tier, highlights a focus on enhancing customer experience and international connectivity. We'll examine how the Queenstown-Brisbane route launch and loyalty program upgrade...
NZSE:ATM
NZSE:ATMFood

How Exclusive Cross-Border eCommerce Expansion Has Changed the Investment Story at a2 Milk (NZSE:ATM)

The a2 Milk Company recently announced the expansion of its long-term cooperation with China State Farm Agribusiness Holding Shanghai Co. Ltd. to include exclusive distribution of its English label infant milk formula products via cross-border eCommerce in China, starting initially with a2 Genesis™ from early 2026. This agreement leverages a trusted Chinese state-owned enterprise as a distribution partner, strengthening a2 Milk’s access and control in the world’s largest infant formula...
NZSE:IFT
NZSE:IFTDiversified Financial

Infratil (NZSE:IFT): Assessing Valuation After Earnings Rebound and Dividend Increase

Infratil (NZSE:IFT) just posted its half-year earnings, showing a big turnaround with higher revenue and a shift from last year’s loss to solid net income. The company also announced an increased dividend for shareholders. See our latest analysis for Infratil. After a challenging period, Infratil’s latest results have caught investor attention. The stock recently slipped with a 7-day share price return of -8.8% and a 1-year total shareholder return of -5.4%. Looking further back, its...
NZSE:GTK
NZSE:GTKSoftware

High Growth Tech Stocks to Watch in November 2025

As global markets navigate a challenging landscape marked by a tech sell-off and heightened scrutiny on AI spending, the Nasdaq Composite has led major indices lower, reflecting broader concerns about elevated valuations. With U.S. consumer sentiment nearing record lows and manufacturing activity contracting for the eighth month in a row, investors are increasingly focused on identifying high-growth opportunities that can withstand economic pressures and capitalize on technological advancements.
NZSE:MFT
NZSE:MFTLogistics

Mainfreight (NZSE:MFT): Valuation in Focus Following Earnings Dip and Higher Dividend Announcement

Mainfreight (NZSE:MFT) has just posted its half-year earnings, revealing higher sales but a drop in net income compared to last year. The company also approved an interim dividend at 85 cents per share, which highlights its ongoing focus on rewarding investors. See our latest analysis for Mainfreight. Mainfreight’s announcement of a higher interim dividend and solid sales growth appears to have given the market a jolt, with a one-day share price return of 6.8% and a 7-day return of 6.5%...
NZSE:IFT
NZSE:IFTDiversified Financial

Is Infratil's Return to Profitability Reshaping the Investment Outlook for NZSE:IFT?

Infratil Limited recently announced its earnings for the half year ended September 30, 2025, reporting sales of NZ$1,446.1 million and revenue of NZ$1.99 billion, up from the prior year, as well as net income of NZ$605.7 million compared to a net loss a year earlier. This turnaround from a net loss to a substantial net profit, alongside higher earnings per share, highlights a marked improvement in the company’s financial performance over the period. We'll consider how Infratil's shift to...