New Zealand Software Stock News

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...
NZSE:FBU
NZSE:FBUBuilding

Is Fletcher Building’s Emerging Turnaround Narrative Altering The Investment Case For Fletcher Building (NZSE:FBU)?

Recent commentary has cast Fletcher Building as an underappreciated New Zealand construction and building products group, highlighting its diversified exposure to housing, infrastructure and broader construction cycles after a period of operational challenges. The emerging view that improved execution and a more supportive macro backdrop could mark a turning point is drawing attention to Fletcher Building’s potential as a sleeper play in its local markets. We’ll now examine how this emerging...
NZSE:MEL
NZSE:MELRenewable Energy

How Meridian’s Incentive-Focused Buyback and Board Change Could Reshape Governance for (NZSE:MEL) Investors

Meridian Energy Limited recently announced a new share repurchase program of up to 500,000 shares to be held in treasury for its FY26 long-term incentive scheme, alongside news that independent director Michelle Henderson will resign in January 2026 following her appointment as General Manager of New Zealand Aluminium Smelters. This combination of capital management via a targeted buyback and a board change linked to a key industrial customer relationship could influence how investors assess...