New Zealand Specialized REITs Stock News

Operating results put Vector in focus Vector (NZSE:VCT) is drawing investor attention after releasing unaudited operating results for the six months to 31 December 2025, highlighting small shifts across its electricity and gas distribution activities. See our latest analysis for Vector. At a share price of NZ$4.9, Vector’s recent 7 day and 30 day share price returns of 1.45% sit alongside a 1 year total shareholder return of 34.65%, suggesting that near term price momentum has cooled while...

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...

Recent flight cancellations, delays, and tight capacity during the busy travel season have pushed Air New Zealand (NZSE:AIR) back into focus for investors, particularly as these operational issues coincide with already cautious market sentiment. See our latest analysis for Air New Zealand. Those travel disruptions, Covid era credit headlines, and mixed signals around tourism recovery are playing out against a relatively soft share price backdrop, with a latest share price of NZ$0.58, a...

The a2 Milk Company has appointed Helena He as Chief Marketing Officer, drawing on her extensive experience in China’s infant milk formula and vitamins, minerals and supplements sectors, effective from 23 February 2026. Her leadership roles at Haleon, FrieslandCampina and Kimberly-Clark, especially in Shanghai and broader Asian markets, align closely with a2 Milk’s core growth regions and product focus. We’ll now examine how Helena He’s China-focused brand and category expertise could...

Port of Tauranga has re-lodged its fast-track application for the Stella Passage development in Te Awanui Tauranga Harbour, seeking approval to extend container and cargo berths, reclaim land, and carry out associated dredging within its existing footprint after legislative amendments corrected an earlier drafting error. The project’s designation as a priority under the Fast-track Approvals Act, alongside ongoing disagreement with iwi and hapū over cultural impact mitigation, underscores how...

Mercury NZ recently reported quarterly results highlighting very strong Waikato hydro inflows that lifted generation and supported high storage levels, alongside progress on commissioning the Ngā Tamariki OEC5 geothermal expansion. The Ngā Tamariki OEC5 project, expected to add 46 MW of net capacity and around 390 GWh of annual renewable baseload generation, underpins Mercury’s push into integrated energy and telco customer offerings. We’ll now examine how the Ngā Tamariki OEC5 geothermal...

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...

If we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? Businesses...

a2 Milk (NZSE:ATM) has drawn fresh attention after appointing Helena He as Chief Marketing Officer, a move focused on brand, product and execution in China and other key infant nutrition markets. See our latest analysis for a2 Milk. That appointment lands at a time when the shares have eased back, with a 7 day share price return of 8.83% and a 30 day share price return of 5.27%, even though the 1 year total shareholder return is 55% and the 3 year total shareholder return is 35.12%. Recent...

Vector Limited's ( NZSE:VCT ) price-to-earnings (or "P/E") ratio of 31x might make it look like a strong sell right now...

Key Insights Significantly high institutional ownership implies Fisher & Paykel Healthcare's stock price is sensitive...

Whilst it may not be a huge deal, we thought it was good to see that the Third Age Health Services Limited ( NZSE:TAH...

Key Insights The considerable ownership by individual investors in Spark New Zealand indicates that they collectively...

Investors may wish to note that the Chief Financial Officer of Napier Port Holdings Limited , Kristen Lie, recently...

When close to half the companies in New Zealand have price-to-earnings ratios (or "P/E's") below 18x, you may consider...

Air New Zealand was recently ranked second in the Asia Pacific region for on-time performance in Cirium’s 2025 review, reflecting operational changes such as airport-specific scheduling, enhanced frontline training, and new digital tools to cut delays. At the same time, safety accolades and cabin innovations like Skycouch and the upcoming Skynest are helping Air New Zealand differentiate its service offering while reinforcing its reputation for reliability. We’ll now examine how Air New...

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.

Key Insights Institutions' substantial holdings in Vista Group International implies that they have significant...

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...

Viewing insider transactions for EBOS Group Limited's ( NZSE:EBO ) over the last year, we see that insiders were net...

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...

Key Insights The projected fair value for Port of Tauranga is NZ$6.68 based on 2 Stage Free Cash Flow to Equity Current...

Key Insights The projected fair value for Meridian Energy is NZ$9.18 based on 2 Stage Free Cash Flow to Equity Meridian...

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...