Conviction List: Add Infratil (IFT), SKYCITY (SKC), Spark (SPK), and Summerset (SUM)
Conviction List Add Infratil (IFT), SKYCITY (SKC), Spark (SPK), and Summerset (SUM) We double the size of our conviction list from four to eight...
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SKYCITY: Recalibrating For Shutdown
SKYCITY Recalibrating For Shutdown OUTPERFORM Staying the course is not easy in the unprecedented situation we are in — nonetheless, we continue to...
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Equity Strategy: COVID-19 Winners, Losers, and Big Losers
Equity Strategy COVID-19 Winners, Losers, and Big Losers The impact of COVID-19 will be far reaching and very significant across our companies...
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SKYCITY: Assessing Closure Risk
SKYCITY Assessing Closure Risk OUTPERFORM SKYCITY's (SKC) market capitalisation has fallen by ~NZ$1.2bn since the COVID-19 outbreak took hold in...
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Tourism Outlook: Being Brave While Industry Battens Down the Hatches
Tourism Outlook Being Brave While Industry Battens Down the Hatches Inbound tourism growth through 2020 will be materially impacted by the...
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