Auckland Property & NZX Stock Market Tips with MaximSherstobitov.NZ

Mainfreight shares hit a record $46.95 in early trading following a strong update and upbeat annual meeting. The shares rose 19% this month, valuing the business at $4.7 billion.

Jarden analysts said the result was "remarkable" and upgraded their forecast for net profit in the March 2021 year by 25%, due to increasing revenue in Australia and NZ.

Mainfreight reported growth in revenue of 5% and profit before tax growth of 18% for the first 4 months of this financial year which covered the lockdown.

The only downside to the update was the reduction in revenue growth in the Americas.

Pacific Edge rose a further 177%, extending an ongoing surge which has seen it gain more than 525% year to date.

Recently ANZ’s funds management arm bought $22 million of new shares in Pacific Edge, not long after the company was approved to provide services under the United States' national health insurance schemes.

The market is continuing to get its head around the market size in the US and what the potential income streams could be.

Marketing tech specialist Plexure announced it is looking at changing its primary listing to the ASX to have better access to capital. Shares rose 59%.

Communications and power infrastructure company ikeGPS said it will raise almost $20 million of new equity after winning one of the largest communications infrastructure companies in the United States as a customer.

It will also use the money for potential growth opportunities and take on new staff.

ikeGPS up 24%after its institutional placement closed oversubscribed.

Existing shareholders can subscribe for one share for every seven they own. New shares will be issued at a price of $0.68 a share, which represents a 11.7% discount to the last closing price of $0.77.

✅ Learn other tips at https://www.MaximSherstobitov.NZ/ 

🔔 Subscribe now so you do not miss the next video ➜ https://www.youtube.com/channel/UCHIw-Ej9kivd77bavBCnatQ?sub_confirmation=1

💬 Leave a review - I read every comment!

🏡 Facebook Page - https://www.facebook.com/MaximSherstobitovPage/

👉 Instagram - https://www.instagram.com/maxim.sherstobitov/ 

🎙 Subscribe to this Podcast  

👉 LinkedIn - https://www.linkedin.com/in/maximsherstobitov/

📥 Join my exclusive weekly newsletter http://eepurl.com/gcmTU9

IMPORTANT:

- The information does not constitute financial, accounting or legal advice and we cannot be held liable for any acts or omissions that arise from your use.

- Everything on this channel is for educational purposes only. It does not take into account your investment objectives, financial situation and personal needs.

- Past performance is not a guarantee of future returns. Before making any financial decisions, you should seek independent financial advice.

Martin Hawes, Authorised Financial Adviser and author, will share with us the 8 things we have learned about economies and stock markets that you should never forget.

👇 Click SHOW MORE to read the rest 👇

✅ Learn other tips at https://www.MaximSherstobitov.NZ/

🔔 Subscribe now so you do not miss the next video ➜ https://www.youtube.com/channel/UCHIw-Ej9kivd77bavBCnatQ?sub_confirmation=1

👍 Like the video, if you want to see more of this kind of content

💬 Comment below - I read every comment!

🏡 Facebook Page - https://www.facebook.com/MaximSherstobitovPage/

👉 Instagram - https://www.instagram.com/maxim.sherstobitov/

🎙 Subscribe to the Podcast https://anchor.fm/maximsherstobitov/

👉 LinkedIn - https://www.linkedin.com/in/maximsherstobitov/

📥 Join my exclusive weekly newsletter http://eepurl.com/gcmTU9

IMPORTANT:

- The information does not constitute financial, accounting or legal advice and we cannot be held liable for any acts or omissions that arise from your use.

- Everything on this channel is for educational purposes only. It does not take into account your investment objectives, financial situation and personal needs.

- Past performance is not a guarantee of future returns. Before making any financial decisions, you should seek independent financial advice.

Z Energy rose 7.66% because it increased the market share. The first quarter results for their 2021 financial year, although poor compared to last year, were above market expectations.

The report covered Z's performance between March 31 and June 30, encompassing most of the alert level 4 lockdown.

Total revenue was $594 million, down 53 per cent from last year's $1257m. This was primarily because lockdown reduced fuel sales by 39 per cent. 

As expected, jet fuel was hit the hardest: volumes were 53 per cent lower than last year. Volumes in the less-impacted diesel sector dropped by 19.5 per cent, and petrol volumes were down 40.8 per cent. Cost-saving procedures meant Z's statutory loss for the quarter was limited to $49m.

Pacific Edge gained 23.1% after ANZ New Zealand Investments bought $22 million of new shares at a 14% premium. The stock is up 475% year-to-date and may be next in line to join the index.

Cavalier Corp rose 28.57%. The wool and carpet company said stock levels had decreased "significantly" to about $35 million, on the back of "stronger than anticipated" trading through June, particularly in wool sales.

Cannasouth went up 12.12% after announcing a new joint venture with Vera Cultivation, a Colorado-based, market-leading cannabis producer.

Vera will help Cannasouth design their cultivation facility, develop licensed operating systems and procedures, and provide support for implementation of growing facilities over the next 30 months.

✅ Learn other tips at https://www.MaximSherstobitov.NZ/

🔔 Subscribe now so you do not miss the next video ➜ https://www.youtube.com/channel/UCHIw...

👍 Leave a podcast review - I read every comment!

🏡 Facebook Page - https://www.facebook.com/MaximShersto...

👉 Instagram - https://www.instagram.com/maxim.shers...

🎙 Subscribe to this Podcast 

👉 LinkedIn - https://www.linkedin.com/in/maximsher...

📥 Join my exclusive weekly newsletter http://eepurl.com/gcmTU9

IMPORTANT:

- The information does not constitute financial, accounting or legal advice and we cannot be held liable for any acts or omissions that arise from your use.

- Everything on this channel is for educational purposes only. It does not take into account your investment objectives, financial situation and personal needs.

- Past performance is not a guarantee of future returns. Before making any financial decisions, you should seek independent financial advice.

You are dealing with change in human behaviour, disruption to supply chains, and new government support measures. There is nothing worse than being unsure about the future. The correct information will help you invest successfully and minimise risks.

That’s why some of us are digesting media like never before and absorbing the extensive research that experts are providing.

This webinar will tell you how Jarrod Kerr, Kiwibank’s economist is seeing the future.

Do you agree with his predictions?

👉🏻 Learn other tips on the website https://www.MaximSherstobitov.NZ/

🔔 Subscribe now, so you do not miss the next show.

📊 Join a FREE NZX Stock Market Investors Facebook community - https://www.facebook.com/groups/NZXStockMarketInvestors

👥 Join a FREE Auckland Property Owners | Landlords | Investors community on Facebook - https://www.facebook.com/groups/AKLPropertyInvestors/

📈 Join ASX Stock Market Investors Facebook Community - https://www.facebook.com/groups/ASXStockMarketInvestors

IMPORTANT:

- The information does not constitute financial, accounting, legal or other professional advice and the owner of this channel cannot be held liable for any acts or omissions that arise from your use.

- Everything you hear and see on this channel is of general nature. It does not take into account your investment objectives, financial situation and personal needs.

- Past performance is not a guarantee of future returns. Before making any financial decisions, you should seek independent financial advice.

Martin Hawes, AFA, will talk with Shamubeel Eaqub, economist and author, about where COVID will take you in the next year and what the implications for investment will be.

👉🏻 Learn other tips on the website https://www.MaximSherstobitov.NZ/

🔔 Subscribe now, so you do not miss the next show.

📊 Join a FREE NZX Stock Market Investors Facebook community - https://www.facebook.com/groups/NZXStockMarketInvestors

👥 Join a FREE Auckland Property Owners | Landlords | Investors community on Facebook - https://www.facebook.com/groups/AKLPropertyInvestors/

📈 Join ASX Stock Market Investors Facebook Community - https://www.facebook.com/groups/ASXStockMarketInvestors

IMPORTANT:

- The information does not constitute financial, accounting, legal or other professional advice and the owner of this channel cannot be held liable for any acts or omissions that arise from your use.

- Everything you hear and see on this channel is of general nature. It does not take into account your investment objectives, financial situation and personal needs.

- Past performance is not a guarantee of future returns. Before making any financial decisions, you should seek independent financial advice.

F&P Healthcare has always been an "expensive" share — as characterised by a high price:earnings ratio (P/E) that in recent years has been around the 40:1 mark.

Right now it's much higher: at the current share price of $35.70 and earnings per share (from the latest 2020 results) of $0.50, that means investors are paying a mammoth $71.40 for every $1 that F&P earns. 

There's a lot of good that F&P's management have done to create its growth momentum. But like everyone, the company is also susceptible to shocks (positive or negative) outside its control.

Fisher & Paykel has benefited from the sudden unexpected demand for its products caused by a global pandemic that most would not have predicted a year ago.

On the flip side, its investors may suffer in future should global economic growth resume and competition for funds pushes up interest rates (unlikely as that might seem right now).

PERFORMANCE

29 June 2020 - Fisher & Paykel Healthcare Corporation Limited announced its results for the full year ended 31 March 2020.

Operating revenue was $1.26 billion, up 18% over last year, or 14% in constant currency.

Overview of key results for the 2020 financial year:

- 37% growth in net profit after tax to a record $287.3 million.

- 18% growth in operating revenue to a record $1.26 billion, 14% growth in constant currency.

- 25% growth in Hospital operating revenue, 21% growth in constant currency.

- 23% constant currency revenue growth for new applications consumables; i.e. products used in non-invasive ventilation, Optiflow nasal high flow therapy, and surgical applications, accounting for 64% of Hospital consumables revenue.

- 9% growth in Homecare operating revenue, 4% growth in constant currency.

- 4% growth in constant currency revenue in OSA masks.

- Investment in R&D was 9% of revenue, or $118.5 million.

- 15% increase in final dividend to 15.5 cps (2019: 13.5 cps).

Excluding the impact from tax changes, being the R&D tax credit and building tax depreciation, net profit after tax grew 23% in constant currency.

The increase in revenue was largely driven by growth in the use of the company's OptiflowTM nasal high flow therapy, demand for products to treat COVID-19 patients, and strong hospital hardware sales throughout the course of the year.

"The 2020 financial year was already on track to deliver strong growth before the coronavirus impacted sales," said Managing Director and CEO Lewis Gradon.

"Beginning in January, the demand for our respiratory humidifiers accelerated in a way that has been unprecedented."

👉🏻 Learn other tips on the website https://www.MaximSherstobitov.NZ/

🔔 Subscribe now, so you do not miss the next show.

📊 Join a FREE NZX Stock Market Investors Facebook community - https://www.facebook.com/groups/NZXStockMarketInvestors

👥 Join a FREE Auckland Property Owners | Landlords | Investors community on Facebook - https://www.facebook.com/groups/AKLPropertyInvestors/

📈 Join ASX Stock Market Investors Facebook Community - https://www.facebook.com/groups/ASXStockMarketInvestors

IMPORTANT:

- The information does not constitute financial, accounting, legal or other professional advice and the owner of this channel cannot be held liable for any acts or omissions that arise from your use.

- Everything you hear and see on this channel is of general nature. It does not take into account your investment objectives, financial situation and personal needs.

- Past performance is not a guarantee of future returns. Before making any financial decisions, you should seek independent financial advice.

As New Zealand emerges from lockdown, you may be left wondering what this crisis means for your financial situation.  Whether you are a property owner or an NZX stock market investor, it’s helpful to understand how COVID-19 will impact your future.

This webinar is presented by Quinovic Property Management and Shamubeel Eaqub who is a renowned New Zealand economist. 

You will gain valuable insights on the post-pandemic market and learn about the proactive steps you can take to better protect your circumstances in these rapidly changing times.

With over a decade of experience, Shamubeel Eaqub is known for making economics easy. This discussion is bound to offer helpful advice and some key considerations for new or experienced investors.

Shamubeel has worked in various banks and consultancies in New Zealand and Australia. He currently balances a portfolio of activities: consulting through Sense Partners, a boutique economic consultancy; various governance and advisory roles for private firms and charities; and regular media contributor. 

He holds a BCOM(Hons) in Economics from Lincoln University and is also a Chartered Financial Analyst. He has authored several books – the most recent are Generation Rent and Growing Apart. Shamubeel lives in Auckland with wife, Selena, and sons Haydn and Hugo.

👉🏻 Learn other tips at https://www.MaximSherstobitov.NZ/

✅ Subscribe to this podcast

🔔 Subscribe to the YouTube show, so you do not miss the next video ➜ https://www.youtube.com/channel/UCHIw-Ej9kivd77bavBCnatQ?sub_confirmation=1

🏡 Join Auckland Property Owners Facebook Community - https://www.facebook.com/groups/AKLPropertyInvestors

📊 Join NZX Stock Market Investors Facebook Community https://www.facebook.com/groups/NZXStockMarketInvestors 

📈 Join ASX Stock Market Investors Facebook Community - https://www.facebook.com/groups/ASXStockMarketInvestors  

IMPORTANT:

- The information does not constitute financial, accounting, legal or other professional advice and the owner of this channel cannot be held liable for any acts or omissions that arise from your use.

- Everything you hear and see on this channel is of general nature. It does not take into account your investment objectives, financial situation and personal needs.

- Past performance is not a guarantee of future returns. Before making any financial decisions, you should seek independent financial advice.

It looks like market activity is heading back to some sort of normality too with agent appraisals, new listings and bank ordered valuations in June comparing favourably to previous years.

In fact, new for sale listings for the last three weeks are tracking right in line with the average over the last 5 years.

Such normality during a time that’s anything but normal is actually comfortably reassuring. We’re not seeing a flood of properties coming to market stressed, yet vendors aren’t afraid to list their property for fear of uncertainty.

The market has certainly not gone through unscathed though as the Real Estate Institute’s data for May has shown.

Sales volumes in May remained well below previous years, but that’s not surprising given we were at alert level two or three for the entire month, with physical distancing practices still in place throughout.

When adjusting volumes for non-agent sales as well, we’re reporting a drop of almost 44% nationwide compared to last year, with both Wellington and Christchurch experiencing slightly better bounce-backs compared to the other main centres.

With the drop in sales volumes we need to be cautious of greater volatility in value measures, including house price indices, however for the main centres we can get a reasonable read of where things are at.

And there is now no doubt property values have been impacted by COVID-19. According to the REINZ house price index, nationwide values dropped by -0.5% in May and are -1.6% down over the last three months.

That three month measure is a decent barometer of market performance for those areas with a large enough sample of sales in May – typically the main centres – comparing the relative prices paid in May to back in February, before any uncertainty really hit the market.

The audio version of the webinar is presented by Head of Research, Nick Goodall from CoreLogic NZ.

👉🏻 Learn other tips on the website https://www.MaximSherstobitov.NZ/

🔔 Subscribe now, so you do not miss the next show.

📊 Join a FREE NZX Stock Market Investors Facebook community - https://www.facebook.com/groups/NZXStockMarketInvestors 

👥 Join a FREE Auckland Property Owners | Landlords | Investors community on Facebook - https://www.facebook.com/groups/AKLPropertyInvestors/

📈 Join ASX Stock Market Investors Facebook Community - https://www.facebook.com/groups/ASXStockMarketInvestors  

IMPORTANT:

- The information does not constitute financial, accounting, legal or other professional advice and the owner of this channel cannot be held liable for any acts or omissions that arise from your use.

- Everything you hear and see on this channel is of general nature. It does not take into account your investment objectives, financial situation and personal needs.

- Past performance is not a guarantee of future returns. Before making any financial decisions, you should seek independent financial advice.

You will learn how to set aside money while you are busy with life and have that money work for you. This strategy applies no matter your age or how small your salary. 

In this video you will discover tips on asset allocation, investing direct or funds, active or passive and our sell criteria etc

The audio version of the webinar is presented by Martin Hawes who is a registered financial adviser. If you have more questions, please contact https://martinhawes.com/

👉🏻 Learn other tips at https://www.MaximSherstobitov.NZ/

✅ Subscribe to this podcast

🔔 Subscribe to the YouTube show, so you do not miss the next video ➜ https://www.youtube.com/channel/UCHIw-Ej9kivd77bavBCnatQ?sub_confirmation=1

🏡 Join Auckland Property Owners Facebook Community - https://www.facebook.com/groups/AKLPropertyInvestors

📊 Join NZX Stock Market Investors Facebook Community https://www.facebook.com/groups/NZXStockMarketInvestors 

📈 Join ASX Stock Market Investors Facebook Community - https://www.facebook.com/groups/ASXStockMarketInvestors  

IMPORTANT:

- The information does not constitute financial, accounting, legal or other professional advice and the owner of this channel cannot be held liable for any acts or omissions that arise from your use.

- Everything you hear and see on this channel is of general nature. It does not take into account your investment objectives, financial situation and personal needs.

- Past performance is not a guarantee of future returns. Before making any financial decisions, you should seek independent financial advice.

These emerging trends offer you signals of what people will value and their priorities in a post-COVID19 world. Are you prepared for these new behaviours? How can you take advantage?

Coronavirus has had far-reaching effects on more than just our health and workplace. How we interact, work, shop, learn and holiday has changed, and it is expected some of these changes will remain after a vaccine for the virus has been developed.

This episode is presented by Martin Hawes who is a registered financial adviser. If you have more questions, please contact https://martinhawes.com/ 

👉🏻 Learn other tips here https://www.MaximSherstobitov.NZ/

🔔 Subscribe now to the YouTube channel, so you do not miss the next video ➜  https://www.youtube.com/channel/UCHIw-Ej9kivd77bavBCnatQ?sub_confirmation=1

✅ Subscribe to this podcast

📊 Join NZX Stock Market Investors Facebook community - https://www.facebook.com/groups/NZXStockMarketInvestors 

👥 Join Auckland Property Owners | Landlords | Investors community on Facebook - https://www.facebook.com/groups/AKLPropertyInvestors/

📈 Join ASX Stock Market Investors Facebook Community - https://www.facebook.com/groups/ASXStockMarketInvestors  

IMPORTANT:

- The information does not constitute financial, accounting, legal or other professional advice and the owner of this channel cannot be held liable for any acts or omissions that arise from your use.

- Everything you hear and see on this channel is of general nature. It does not take into account your investment objectives, financial situation and personal needs.

- Past performance is not a guarantee of future returns. Before making any financial decisions, you should seek independent financial advice.