MARKETWEEK: Gold driven by new era geo-politics

  WARREN HEAD Equity investors will have spent the weekend partly pondering about the national sharemarket before motoring to the beach for a few hours in the heatwave before retreating from...

MARKETWEEK: 2026 may produce more of a canter

3.1.126   // Warren Head   // __ During a demanding 2025 when the mediocre pace of economic recovery blended with geopolitical supply chain disruption triggered by the restoration of American...

Best Wishes for a Prosperous 2026

Headliner Market Report 31.12.25 The NZ sharemarket closed off the 2025 year with a flat-line performance in abbreviated trading hours today. The NZX50 dwindled to a halt at 13,548.42, up 0.29...

MARKETWEEK: Share prices ride the year-end wave

28.12.25       WARREN HEAD //   2025 is all but wrapped up – mostly in newspaper spreads recounting the ten worst events of the year or publishing forbodings of how 2026 will...

NZ – India trade deal a Christmas cracker

22.12.25 Closing off a major push for increased trade throughout 2-025, New Zealand and India have concluded a Free Trade Agreement, after months of negotiation by Trade and Investment Minister Todd...

MARKETWEEK: Equity market cool on a hot GDP number

Colonial Motors shares accelerated this week. Picture - Ford Mustang 20.12.25 // WARREN HEAD // The much awaited national GDP data for the September quarter produced not just a recovery bounce but a...

MARKETWEEK:    Warm spirited AGMS for blue chip stocks

Friesian dairy cow    //        WARREN HEAD    //   Kiwi investors have not been in a hurry to increase their equity investment portfolios despite lower interest rates. Yet in 2026 they...

MARKETWEEK: Equity market firms on Black Friday

LAMBTON QUAY   29.11.25  // Warren Head    //   This week’s small reduction in the Official Cash Rate set by the Reserve Bank’s monetary policy committee will be the last the NZ economy...

MARKETWEEK: Revenue on the rise in report season

Sanford lands a super annual result   WARREN HEAD The Spring reporting season has been illuminating in the sense that revenue is on the rise and what makes the difference from there to the...

MARKETWEEK:   Slippery turf a factor this Spring

Riccarton's NZ Cup weather mirrored that at Melbourne Cup 2025 meeting (above) 16.11.25 //.     Warren Head    // The Spring of ’25 is showing flashes of utter volatility with calm interludes –...

The Latest

Peak throughput for Channel

16.1.26 Channel Infrastructure NZ’s fuel throughput for the December quarter was the highest since import terminal operations began in 2022 Approximately 50% of Channel’s contracted revenue is fixed/capacity-based fees, with the remainder calculated in relation to...

Broad growth for AFT Pharma

15.1.26 AFT Pharmaceutical are seeing broad-based growth across operations, and are putting additional projects in place to support our drive towards the FY 7 $300 million revenue target. “We also reiterate that we remain on track to deliver FY 26 operating earnings...

Update from Ryman Healthcare

Ryman Healthcare reports 375 sales of retirement living occupation right agreements (ORAs) for 3Q26, including 101 new sales and 274 resales. But sales were broadly flat on Q2 with a shift in mix across product types. “:As expected, new sales of independent living...

Improved momentum

  15.1.26 2 Cheap Cars Group (2CC) has delivered an improved trading performance through the latter part of the third quarter and into the early fourth quarter of FY26. This has been underpinned by better vehicle margins and robust finance and insurance (F&I)...

Headliner NZX Market Report 14.1.26

The NZ sharemarket responded positively to further economic news today.’ The list of gainers contained some solid advances, headed by heavyweights rushing upwards. Mainfreight out-manoeuvred the field with a 77c thrust to $69.57 but the $70 threshold remained elusive...

Employment confidence has small lift

Employment confidence rose by 3.9 points to 93.8 in the December quarter, according to the Westpac-McDermott Miller Employment Confidence Index “Jobs are still seen as hard to come by, but current readings are consistent with a peak in the unemployment rate,”...

Ongoing margin pressure, says Fletcher

13.1.26 Fletcher Building’s quarterly update of key product sales volumes for the second quarter of FY26 shows modest improvement compared with 1Q25. Andrew Reding, managing director and CEO notes “some encouraging signs emerging across the portfolio. “That said,...

Rakon gets attention from California

  WARREN HEAD A potential takeover offer being considered by a Californian family office for NZX listed electronics group Rakon Ltd is not yet a formal bid but it certainly lit up the high tech company’s share price today. Shares in Rakon soared 51.15 or 46c to...

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