New Zealand Professional Investment Services Firm, Forsyth Barr

Forsyth Barr

New Zealand Professional Investment Services Firm

We are proud to be a New Zealand owned firm, with 21 offices throughout the country and over 300 employees. We assist personal, institutional and corporate clients providing a full range of investment services.

Forsyth Barr is a foundation New Zealand Exchange firm (NZX) and accredited market participant. We have been confirmed by the Financial Markets Authority as a Qualifying Financial Entity (QFE).

Research is the cornerstone of our advice. We have one of New Zealand's leading teams of analysts. Our global affiliations ensure comprehensive research coverage of all major investment markets.

Equity Bottom-Up

<ul><li>The September 2026 quarter was mixed for NZX-listed technology.</li><li>On balance, the NZX IT Index finished the quarter broadly flat.</li><li>We remain constructive on NZ large cap tech, with VGL, SKO, and GTK all OUTPERFORM.</li></ul>

The September 2026 quarter was mixed for NZX-listed technology.On balance, the NZX IT Index finished the quarter broadly flat.We remain constructive on NZ large cap tech, with VGL, SKO, and GTK all OUTPERFORM.

Forsyth Barr Technology Digest Edition 16—Muse-ing on Markets

<ul><li>Serko (SKO) provided us with an early look at Serko.ai, its new multi-agent AI travel assistant that allows users to plan, book, and manage travel via a natural-language interface.</li><li>We exited the demonstration with increased confidence in both the product's delivery timeline and the quality of its user experience.</li><li>SKO plans to initially target low-complexity US small-to-medium-sized businesses (annual travel spend of c.US$100k-US$10m).</li></ul>

Serko (SKO) provided us with an early look at Serko.ai, its new multi-agent AI travel assistant that allows users to plan, book, and manage travel via a natural-language interface.We exited the demonstration with increased confidence in both the product's delivery timeline and the quality of its user experience.SKO plans to initially target low-complexity US small-to-medium-sized businesses (annual travel spend of c.US$100k-US$10m).

New Zealand

Serko Ltd operates as an online corporate travel booking and expense management company.

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Serko Ltd (SKO AU)

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...

Forsyth Barr

Serko Serko.ai Nears Take-Off

Serko (SKO) provided us with an early look at Serko.ai, its new multi-agent AI travel assistant that allows users to plan, book, and manage travel...

Forsyth Barr

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