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7 March 2023 -
Delegat Group | Starbucks | Kiwi Property Group
6 March 2023 -
Thoughts for the week ahead | Channel Infrastructure | Hospitality is hot again
3 March 2023 -
Pushpay Pushes Back | Activision clears EU regulators
2 March 2023 -
Scales Upgraded to high-risk BUY | Markets remain flat
1 March 2023 -
Next DC | Sticky Eurozone Inflation
28 February 2023 -
Lynas Rare Earths | Markets weigh sticky inflation data
Retain BUY on Lynas Rare Earths | Retain BUY on Genesis Energy | WBD reports a narrowing streaming loss | Downer plunges.
27 February 2023 -
Thoughts for the Week ahead | Channel Infrastructure | Pushpay
CHI upgraded to BUY | Pushpay encounters some friction | Are 6% rates a possibility? | Thoughts from Buffett’s latest letter
24 February 2023 -
Tourism Holdings Bounces Back | Auckland International Airport
We downgrade AIA to a Sell, due to its heightened valuation. But due to being an important infrastructure asset, we see attractive buying at around the low $7.00 area.
