Scrip Magazine Issue: August 2024

Stride Property Group Limited – 2026 Annual Meeting Report

Annual Meeting Report, July 8th 2026 Click here for NZSA Assessment and Voting Intentions Metric 2022 2023 2024 2025 2026 Change Operating Revenue $89.0m $94.6m $98.8m $97.7m $88.5m -9% Management Fees $24.3m $23.3m $19.8m $20.4m $22.9m 12% Gross Profit $46.5m $53.5m $50.8m $49.3m $41.7m -15% NPAT $112.3m -$116.7m -$52.0m $21.7m $31.3m 44% EPS1 $0.208 -$0.215…
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Serko Limited – 2026 Annual Meeting Report

Annual Meeting Report, June 30th 2026 Click here for NZSA Assessment and Voting Intentions Metric 2022 2023 2024 2025 2026 Change Revenue $18.9m $48.0m $71.2m $90.5m $120.9m 34% NPAT -$36.0m -$30.5m -$15.7m -$20.8m -$17.7m n/a EPS -$0.30 -$0.25 -$0.13 -$0.17 -$0.14 n/a PE Ratio n/a n/a n/a n/a n/a Capitalisation $438m $270m $377m $392m $181m…
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Investore Property Limited – 2026 Annual Meeting Report

Annual Meeting Report, June 26th 2026 Click here for NZSA Assessment and Voting Intentions Metric 2022 2023 2024 2025 2026 Change Rental Income $67.9m $71.0m $72.8m $76.1m $81.0m 6% Change in Valuation $91.5m -$185.3m -$98.8m $13.4m $2.2m n/a NPAT $118.2m -$150.2m -$67.1m $38.4m $31.7m -17% EPS $0.321 -$0.408 -$0.18 $0.102 $0.084 -17% PE Ratio 5…
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Argosy Property Limited – 2026 Annual Meeting Report

Annual Meeting Report, June 23rd 2026 Click here for NZSA Assessment and Voting Intentions Metric 2022 2023 2024 2025 2026 Change Operating Revenue $131.6m $144.5m $153.2m $155.7m $159.8m 3% Revaluation Gains $163.6m -$146.5m -$112.7m $72.7m $58.5m -20% NPAT $236.1m -$80.8m -$55.3m $125.9m $127.7m 1% EPS1 $0.279 -$0.095 -$0.065 $0.149 $0.146 n/c PE Ratio 4 n/a…
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Kiwi Property Group Limited – 2026 Annual Meeting Report

Annual Meeting Report, June 23rd 2026 Click here for NZSA Assessment and Voting Intentions Metric 2022 (re-stated) 2023 2024 2025 2026 Change Operating Revenue $255.9m $259.1m $244.7m $263.7m $271.4m 3% EBITDA $154.7m $173.6m $156.3m $173.1m $180.2m 4% Fair value gain/loss $128m -$353m -$77.8m -$11.6m -$37.8m n/a NPAT $224m -$228m -$2.1m $57.0m $50.4m -11% EPS $0.143…
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Millennium & Copthorne Hotels New Zealand Limited – 2026 Annual Meeting Report

Annual Meeting Report, May 26th 2026 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 2025 Change Revenue $164.8m $144.2m $145.7m $176.2m $186.7m 6% Hotel Revenue $55.2m $65.2m $101.1m $109.5m $130.9m 20% NPAT1 $40.0m $21.7m $21.6m $8.8m $24.8m 182% EPS1 $0.253 $0.137 $0.136 $0.017 $0.128 632% PE Ratio 9 16 14…
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Aofrio Limited – 2026 Annual Meeting Report

Annual Meeting Report, May 27th 2026 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 2025 Change Revenue $64.2m $74.3m $66.5m $79.7m $83.2m 4% NPAT $5.4m $3.3m -$3.5m -$1.9m -$2.1m n/a GP Margin 28% 28% 30% 29% 32% 9% Inventory T/O 11.56 7.97 5.24 6.19 6.71 8% EPS1 $0.013 $0.008 -$0.008…
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Ventia Limited – 2026 Annual Meeting Report

Annual Meeting Report, May 21st 2026 Click here for NZSA Assessment and Voting Intentions Metric 2021 AUD 2022 AUD 2023 AUD 2024 AUD 2025 AUD Change Revenue $4,557m $5,168m $5,376m $6,106m $6,166m 1% EBITDA $312m $414m $465.2m $499.3m $557m 12% NPAT -$5m $191.2m $189.8m $220.2m $272.2m 24% EPS1 $0.023 $0.22 $0.22 $0.26 $0.33 28% PE…
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CDL Investments Limited – 2026 Annual Meeting Report

Annual Meeting Report, May 26th 2026 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 2025 Change Revenue $91.9m $67.1m $28.1m $46.0m $38.1m -22% Cost of Sales $44.9m $20.5m $10.9m 19.2m $17.2m -11% Gross Profit $43.4m $43.3m $19.9m $29.8m $20.9m -30% NPAT $31.3m $31.1m $13.5m $15.4m $11.1m -28% Gross Profit Margin…
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T&G Global Limited – 2026 Annual Meeting Report

Annual Meeting Report, May 20th 2026 Click here for NZSA Assessment and Voting Intentions Metric 2022 2023 2024 2025 2026 Change Revenue $1,376m $1,317m $1,348m $1,374m $1,577m 15% NPAT1 $8.8m -$0.9m -$46.6m -$9.9m $10.2m n/a EPS1 $0.072 -$0.045 -$0.417 -$0.131 $0.08 n/a PE Ratio 39 n/a n/a n/a 20 Capitalisation $348m $252m $227m $202m $304m…
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