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: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: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:SPK
NZSE:SPKTelecom

Can Spark (NZSE:SPK) Refocusing on Core Assets Reshape Its Long-Term Growth Prospects?

At its 2025 Annual Meeting held earlier this month, Spark New Zealand announced a renewed focus on its core connectivity business and revealed the SPK-30 five-year strategy, following the divestment of non-core assets and a partnership for its data centers with Pacific Equity Partners. Despite recent declines in revenue and profit, Spark New Zealand maintained its dividend and is turning to partnerships and AI to drive future growth. We’ll explore how Spark's sale of non-core assets and...
NZSE:SPK
NZSE:SPKTelecom

Spark New Zealand (NZSE:SPK): Assessing Valuation After Strategic Transformation and Launch of SPK-30 Plan

Spark New Zealand (NZSE:SPK) is pivoting toward its roots and unveiling a new five-year plan called SPK-30 after selling off non-core businesses. The company is focusing on core connectivity, ongoing partnerships, and fresh investments in AI. See our latest analysis for Spark New Zealand. Despite Spark’s bold reset and introduction of its SPK-30 strategy, sentiment around the stock remains cautious, with a 1-year share price return of -22.37% and a 1-year total shareholder return at -14.52%...
NZSE:EBO
NZSE:EBOHealthcare

EBOS Group (NZSE:EBO): Assessing Valuation After Launching New Automated Kemps Creek Distribution Centre

EBOS Group (NZSE:EBO) just opened its new Symbion pharmacy wholesale distribution centre in Kemps Creek, Sydney. This marks a big step forward in the company's four-year, $360 million facility renewal program. This new centre focuses on automation, efficiency, and future growth potential. See our latest analysis for EBOS Group. After a tough year that saw EBOS Group log a one-year total shareholder return of -18.7% and a year-to-date share price decline of 24.2%, momentum has softened even as...