Share Chat

Written by Jenny Ruth, Share Chat is a regular column investigating companies listed on the NZX and the broker sentiment surrounding them. Jenny has been a business journalist since 1984, starting her career at NBR, she worked on Australian Associated Press' finance desk and was NZ bureau chief for Bloomberg News. Jenny now spends her time freelancing for business and finance publications.

Daily ShareChat: Contact Energy
12 Mar 2010
Despite Contact Energy's first-half results being lower than expected, "we now feel the value proposition is too strong to ignore," says Macquarie Equities analyst Stephen Hudson

Daily ShareChat: Pumpkin Patch
11 Mar 2010
Children's clothing company Pumpkin Patch's first-half result was impressive, especially at the bottom line, says Florian Burch, an analyst at ASB Securities

Daily ShareChat: Nuplex Industries
10 Mar 2010
Resins company Nuplex's first-half earnings before interest, tax, depreciation and amortisation (EBITDA) of $68.8 million was ahead of his $64 million forecast, says Forsyth Barr analyst John Cairns

Daily ShareChat: Diligent Board Member Services
9 Mar 2010
Diligent Board Member Services, which produces technology for boards of directors, reported a fourth quarter result which showed an acceleration of the already strong sales growth the company registered in the first three quarters of 2009, says Roger P

Daily ShareChat: APN News & Media
8 Mar 2010
Cost-cutting by Australia-based APN News & Media should enhance its operating leverage as the advertising market recovers, says RBS Equities analyst Fraser McLeish

Daily ShareChat: Hellaby Holdings
5 Mar 2010
Investment company Hellaby Holdings' 7.6% decline in earnings before interest and tax (EBIT) to $6 million was well below his $9.1 million expectation, says John Cairns, an analyst at Forsyth Barr

Daily ShareChat: Ebos Group
4 Mar 2010
Medical supplies company Ebos' 37.6% rise to $11.7 million in first-half net profit was well ahead of his $9.6 million forecast, says Selwyn Blinkhorne, an analyst at Craigs Investment Partners

Daily ShareChat: New Zealand Oil & Gas
3 Mar 2010
New Zealand Oil & Gas's first-half result, a net loss of $6.5 million, was overwhelmed by its support for its "prodigal child," 29.5%-owned Pike River Coal's recapitalisation, says ASB Securities analyst David Boyce

Daily ShareChat: NZ Refining
2 Mar 2010
NZ Refinings's 81% fall to $23.6 million in annual net profit was not unexpected and follows the company's guidance that it would operate at a loss in the second half, says McDouall Stuart

Daily ShareChat: Fletcher Building
1 Mar 2010
Fletcher Building's better than expected earnings before interest and tax (EBIT) of $261 million reflected the benefits from Australian and the New Zealand government-funded insulation programs as well as cost savings, says First NZ Capital analyst Kar

Daily ShareChat: Opus International Consultants
26 Feb 2010
Opus International Consultants is well-placed to resume strong growth following the stemming of its British and Australian losses and a brighter outlook for infrastructure spending in its markets, says Selwyn Blinkhorne, an analyst at Craigs Investment

Daily ShareChat: ING Medical Properties Trust
25 Feb 2010
ING Medical Properties Trust's (IMP) first-half result was ahead of expectations and has led to him raising his full-year forecast 8% and his 2011 forecast by 3%, says Forsyth Barr analyst Jeremy Simpson

Daily ShareChat: Sky City Entertainment Group
24 Feb 2010
Sky City Entertainment Group reported a solid earnings uplift driven by growth in operating earnings at its Adelaide and Darwin casinos, both up 7%, and lower interest costs following last year's capital raising, says Marcus Curley, an analyst at Goldman

Daily ShareChat: Kathmandu
23 Feb 2010
Outdoor clothing and equipment retailer Kathmandu operates in a competitive market but has a strong position and a proven track record for selling good quality products at a reasonable price and is better positioned financially than most of its core compe

Daily ShareChat: Freightways
22 Feb 2010
Courier company Freightways first-half results show early signs of a turnaround in parts of the express package business while the information management operations proved resilient but the market was disappointed, says ASB Securities analyst Florian Burc

Daily ShareChat: Steel & Tube Holdings
19 Feb 2010
Steel & Tube Holdings' first-half earnings were worse than expected and a sustainable turning point is at least 12 months out, says First NZ Capital analyst Kar Yue Yeo

Daily ShareChat: AMP Office Trust
18 Feb 2010
AMP Office Trust's 25% rise in pre-tax earnings to $37.7 million was solid, reflecting strong net rental growth, lower interest costs and lower management fees due to lower portfolio asset values, says McDouall Stuart

Daily ShareChat: Harvey Norman
17 Feb 2010
Australia-based Harvey Norman, which has 33 New Zealand stores, produced "surprisingly strong" Australian sales growth of 6.8% in its second quarter, particularly since the previous December was boosted by the Australian government's stimulus handouts, sa

Daily ShareChat: Contact Energy
16 Feb 2010
Transmission constraints continue to make it difficult for Contact Energy to extract full value from its generation portfolio but its peaking power station and gas storage combination will give it the flexibility to increase earnings in all weather condit

Daily ShareChat: Sky City Entertainment Group
15 Feb 2010
Casino operator Sky City Entertainment Group is likely to report a 3.8% rise in revenue to $438.1 million, a 3.4% rise in earnings before interest, tax, depreciation and amortisation (EBITDA) and a 16% rise in reported net profit when it reports its first

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