Forsyth Barr Technology Digest Edition 16—Muse-ing on Markets
The September 2026 quarter was mixed for NZX-listed technology. On balance, the NZX IT Index finished the quarter broadly flat. We remain...
90 Views
Serko (SKO) - Booking.com (BKNG) 2Q26 Key Takeouts
BKNG modestly beat across every metric, coming in above the top of guidance on room nights (+5% year-on-year versus +2–4% guided, and +3.7% VA...
115 Views
Serko 1Q27 B4B Revenue Climbs Despite Tiering
Serko’s (SKO) 1Q27 update should ease investor concerns over room-night growth and the risk that the Middle East conflict has materially disrupted...
112 Views
Serko 1H26 Preview—Genius At The Gate
Despite a softer US corporate travel backdrop, Europe remains SKO’s key geographic exposure, and we expect execution in B4B to overshadow macro...
180 Views
KTX Tactical DR Picks - August 8, 2025 (Eng.)
We recommend selling MSFT80, NONGFU80, and BKNG80 with returns of 4.6%, -0.3%, and -3.0%, respectively. At the same time, we recommend initiating...
85 Views