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...
272 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...
444 Views
Real Estate Reflections - Road to Recovery
August was another strong month for listed property vehicles (LPV) as the RBNZ cut the official cash rate mid-month. Over the last two months the...
292 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...
140 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...
227 Views