Notes from the Silk Road: Setting Out Our Small-Mid Cap Lemonade Stand
Our Independent Lemonade stand approachIn 1973, Bob Jamison introduced his business simulation game in which choices are made by a player regarding...
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Report from Mobile World Congress: The Transition to 5G Comes into Focus.
New Street Research attended this year's Mobile World Congress in Barcelona recently. While the move to 5G will bring huge increases in localized...
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Spark NZ Mobile Matters Most
If SPK delivers in line with FY30 expectations, we believe investors can expect a ~+9% annual post-tax total return (~6% yield plus ~+3% growth...
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Spark NZ FY25 ResultâRebased Down to NEUTRAL
Spark NZ (SPK) reported a slightly weakerâthanâexpected FY25 result, in line with guidance and without any meaningful shenanigans from âother gainsâ.
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Spark NZ The First Spark
Spark NZ (SPK) has announced the sale of a ~75% stake in its data centre assets (DC Co). SPK will receive ~NZ$850m in gross cash proceeds from...
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