Investore - A Bit of DIY
We have adjusted our forecasts for both this transaction and the lower forward interest rate track. We now forecast IPL to deliver c.+2% per year...
256 Views
Investore - 1H24 Result—Getting Ahead of the Curve
The key surprise in the result was a reduction in dividends, with FY24 guidance reduced -9% to 7.2cps and FY25 implied distributions of at least...
441 Views
Real Estate Reflections - When Doves Fly
The NZ listed property market had a strong month in July, on the back of a more dovish stance from the RBNZ. This comes after a torrid first six...
139 Views
Real Estate Reflections -Another Tough Month
The listed property sector continues to struggle. Sticky inflation is pushing out expectations for interest rate relief and the softer economic...
226 Views
Real Estate Reflections - Looking for a Silver Lining
The listed property vehicle (LPV) sector has had a difficult first five months of the year, materially underperforming the broader market.
296 Views