Serko Genius Delivers In 1H26, More In The Wallet
Serko (SKO) reported a stronger-than-expected 1H26 result, underpinned by robust growth in Booking.com for Business (B4B), a better-than-expected...
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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...
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Forsyth Barr Technology Digest Edition 14—The Pace of Change Accelerates
The pace of change across the tech sector is accelerating. The global tech selloff reflects growing investor concern over the durability of...
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Tech Sector: The Software Endgame Who Owns The Workflow
The aggressive global sell-off across listed tech reflects a rapid change in how the market is thinking about AI risk for software companies, as...
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Forsyth Barr Technology Digest Edition 10—Volatility Reigns
New Zealand's listed technology sector has experienced significant volatility in early 2025, with notable fluctuations in the S&P NZ IT Index...
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