Scrip Articles

Focus on Australia: A positive outlook, but productivity still the weak link

There was plenty on offer for Kiwi investors at the recent Queensland Retirement Summit, hosted by the Australian Shareholders’ Association with support from the NZ Shareholders’ Association. This included a presentation from Bendigo Bank Chief Economist, David Robertson, that provided a solid overview of the Australian economy, useful for any New Zealand investor. The key…
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Smartpay Holdings Limited – 2025 Annual Meeting Report

Annual Meeting Report, August 28th 2025 Click here for NZSA Assessment and Voting Intentions Metric 2020 2022 (restated) 2023 (restated) 2024 2025 Change Revenue $33.9m $48.1m $77.8m $96.5m $105.5m 9% Operating Expenses $26.3m $37.9m $59.4m $75.3m $88.9m 18% NPAT -$15.2m $2.1m $8.5m $8.4m -$.7m n/a EBITDA $7.6m $10.2m $18.4m $21.3m $16.6m -22% Capitalisation $190.3m $155m…
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Kingfish Limited – 2025 Annual Meeting Report

Annual Meeting Report, August 8th 2025 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 2025 Change Operating Revenue $5.5m $9.3m 9.0m $10.1m $10.4m 3% Change in Investments $150.5m -$20m -$23.7m $16.7m $37.8m 126% NPAT $142.7m -$17.3m -$19.5m $19.9m $40.8m 1.3 Mkt Capitalisation $627m $517m $432.6m $422.4m $456m 8% Mgmt Fee…
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Rakon Limited – 2025 Annual Meeting Report

Annual Meeting Report, August 28th 2025 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 2025 Change Revenue $130.8m $173.6m $180.7m $128.4m $104.4m -19% Gross Margin 47% 53% 49% 45% 43% -4% Gross Profit $61.5m $91.6m $89.2m $58.2m $45.4m -22% NPAT $9.6m $33.1m $23.2m $4.5m -$5.8m n/a EPS $0.042 $0.145 $0.101…
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Stride Property Group Limited – 2025 Annual Meeting Report

Annual Meeting Report, August 29th 2025 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 2025 Change Operating Revenue $66.4m $89.0m $94.6m $98.8m $97.7m -1% Management Fees $24.2m $24.3m $23.3m $19.8m $20.4m 3% Gross Profit $40.4m $45.6m $53.5m $50.8m $49.3m -3% NPAT $131.9m $112.3m -$116.7m -$56.1m $21.7m n/a EPS1 $0.279 $0.208…
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Goodman Property Trust Limited – 2025 Annual Meeting Report

Annual Meeting Report, August 28th 2025 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 2025 Change Property Revenue $182.0m $187.8m $213.8m $244.1m $278.0m 14% Fair Value Movement $560.0m $660.4m -$237.7m -$478.4m $11.1m n/a NPAT $631.7m $748.6m -$135.4m -$564.9m $109.6m n/a EPS $0.454 $0.536 -$0.096 -$0.403 $0.073 n/a PE Ratio 5…
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Infratil Limited – 2025 Annual Meeting Report

Annual Meeting Report, August 19th 2025 Click here for NZSA Assessment and Voting Intentions Metric 2021 ($m) 2022 ($m) 2023 ($m) 2024 ($m) 2025 ($m) Change Share Price $8.09 $7.70 $10.20 $10.64 $10.82 2% Revenue $1,242m $1,129m $1,845m $3,243m $3,852 19% NPAT (attributable) -$49.2m $1,169m $643.1 $854.0m -$286.3m n/a EPS -$0.068 $1.65 $0.89 $1.03 -$0.344…
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Trade Window Holdings Limited – 2025 Annual Meeting Report

Annual Meeting Report, August 22nd 2025 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 2025 Change Revenue $1.6m $3.9m $4.9m $6.2m $8.0m 30% EBIT -$6.9m -$11.2m -$14.1m -$9.1m -$3.4m n/a NPAT -$6.6m -$10.8m -$9.8m -$8.0m -$3.5m n/a EPS1 n/a -$0.125 -$0.087 -$0.063 -$0.027 n/a PE Ratio n/a n/a n/a n/a…
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Promisia Health Limited – 2025 Annual Meeting Report

Annual Meeting Report, August 26th 2025 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 2025 Change Operating Revenue $6.0m $19.9m $23.9m $29.9m $38.1m 29% Fair value movements $1.3m $0.00 $0.00 $3.6m n/a n/a NPAT $0.49m $1.9m $0.7m $1.6m $6.8m 318% Capitalisation $42.6m $42.6m $21.4m $21.5m $21.3m -1% EPS $0.00 $0.00…
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Fisher and Paykel Healthcare Limited – 2025 Annual Meeting Report

Annual Meeting Report, August 21st 2025 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 2025 Change Revenue $1,971m $1,682m $1,581m $1,743 $2,021 16% NPAT $524m $377m $250m $133m $377m 184% Gross Margin 63.19% 62.60% 59.35% 59.93% 62.88% 5% EPS $0.909 $0.653 $0.432 $0.227 $0.644 183% PE Ratio 33 31 57…
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