Real Estate Reflections: Rising Rates Rule the Roost
Rising long-term bond yields continued to weigh on sentiment towards NZ listed property in September. The sector is well hedged in the short term,...
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Winton Land FY26 Result—Strong Finish Despite the Noise
Winton (WIN) reported a solid FY26 result, with NPAT up +120% to NZ$22.7m, driven by a strong pick-up in residential-lot sales in the second...
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Primer: Winton Land Ltd (WIN NZ) - Aug 2026
Key Person Risk Elevated: The recent resignation of founder, CEO, and Chair Chris Meehan introduces significant uncertainty regarding strategic...
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Peet (PPC AU): Skewed Risk/Reward as Ingenia Weighs Warburg’s Final Offer
Peet's scheme hinges on Ingenia's Board as Warburg's A$5.25 final offer looms (deadline 19 Oct). At A$1.63, 10–25% upside versus about 8% downside...
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Winton Land Founder Takes Leave—Down to NEUTRAL
We downgrade Winton (WIN) to NEUTRAL from OUTPERFORM. WIN's Founder, Chair, CEO, and largest shareholder Chris Meehan is taking leave effective...
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