JMI Wealth Director Andrew Kelleher reviews the latest performance results from Steel & Tube, noting the challenges posed by the construction sector and the company's confidence in a tough operating environment. Additionally, he comments on the strong performance from Summerset, highlighting their success despite tough conditions in the retirement sector. Then, onto market figures.

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JMI Wealth Director Andrew Kelleher dives into SkyCity’s latest financial results, revealing a softer performance than hoped for and how the market has reacted. He then shifts focus to Auckland Airport, where the results largely met expectations, and explores the change in earnings compared to last year. Then, onto market figures.

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JMI Wealth Director Andrew Kelleher reviews the latest financial results from Fletcher Building, noting challenging times ahead for the company. In contrast, he also discusses the recent performance of Sky TV which has had a decent result despite the tough media environment. Then, onto market figures.

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JMI Wealth Director Andrew Kelleher reviews the latest Fonterra Global Dairy Trade Auction results. He then discusses the REINZ report for July, which uncovered a sharp increase in house sales and a slight dip in the House Price Index. Additionally, he addresses the impact of high energy prices on Winstone Pulp International, a timber and pulp producer. Then, onto market figures.

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JMI Wealth Director Andrew Kelleher discusses the BusinessNZ Performance of Services Index (PSI) survey, noting that while the numbers from July remain quite poor, there has been some improvement since June. He also highlights A2 Milk's achievement in gaining market share in the tough Chinese market. Then, onto market figures.

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JMI Wealth Director Andrew Kelleher highlights the increase in share price for the Briscoe Group after their record half-year sales despite a challenging retail market. He then addresses the manufacturing sector in China, noting a decrease in the Caixin PMI and a decline in demand. Additionally, he covers the US market's reaction to the Federal Reserve’s recent decision on interest rates. Then, onto market figures.

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JMI Wealth Director Andrew Kelleher reviews the Federal Reserve's decision regarding interest rates and explores its implications for current markets. He also covers the ANZ Business Outlook survey released yesterday, which provided a forward-looking forecast and a notable increase in business confidence for July. Then, onto market figures.

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JMI Wealth Director Andrew Kelleher discusses the upcoming economic announcements and central bank releases expected over the next few days which are anticipated to generate market volatility, especially in the U.S. markets. He also examines Air New Zealand’s recent decision to abandon its 2030 carbon emissions target, marking it as one of the first major airlines to do so. Then, onto market figures.

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JMI Wealth Director Andrew Kelleher discusses the employment indicators from Stats NZ, which revealed that the number of seasonally adjusted filled jobs fell in June 2024. Next, he covers Fletcher Building and the current mechanical issue affecting their coastal cement carrier, and the impact this has had on the company’s share price. Additionally, he addresses the lower-than-expected sales of New Zealand honey producer Comvita, attributed to weak trading conditions in China. Then, onto market figures.

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JMI Wealth Director Andrew Kelleher discusses Mainfreight and the market reaction following yesterday's trading update which revealed that despite a rise in revenue, profitability continues to face challenges. He then reviews the US markets, with notable drops in Google and other leading companies and talk around investor rotation in tech stocks with possible implications on the "Magnificent Seven". Then, onto market figures.

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