Recap

Recap

By SharesiesBusinessInvesting
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Recap episodes

  • Casual Friday: What happened with the OCR? Green Cross Health delivers ‘positive’ performance; EROAD makes a net loss.

    EROAD (ERD) sees a net loss in the six months to September, but a new acquisition promises new opportunities.  Green Cross Health (GXH), the healthcare provider, delivers a ‘positive’ first half performance for its financial year, reflecting increased activity across all of its divisions. This week the Reserve Bank increased the OCR and to unpack that decision we replay part of this week’s Lunch Money discussion with Kiwibank economist Mary Jo Vergara. The full episode in which she discusses how the New Zealand economy fared in 2021 is well worth your time.

    www.sharesies.com 

    For more share market news, subscribe to Lunch Money, Sharesies’ bite-sized email update: https://www.sharesies.nz/lunch-money

    Lunch Money: TradeWindow's direct-listing on the NZX with COO Andrew Balgarnie

    If you'd like to get in touch, for any reason at all, email [email protected] or record a voice message: https://anchor.fm/sharesies2/message.

    Investing involves risk. You aren’t guaranteed to make money, and you might lose the money you start with. We don’t provide personalised advice or recommendations. Any information we provide is general only and current at the time. For specific advice, speak to a licensed financial advice provider

    16 min
  • Fisher & Paykel Healthcare beats forecasts; Westpac NZ board “falls short”; The supply chain hits Gap right in the sales.

    The medical equipment producer Fish & Paykel Healthcare (FPH) avoided expected drops in revenue and profit in their half year results. An independent reports outlines the “material shortcomings” of Westpac NZ’s (WBC) governance. Gap (GPS) is down $300 million in sales due to the ongoing supply chain disruptions.

    www.sharesies.com 

    For more share market news, subscribe to Lunch Money, Sharesies’ bite-sized email update: https://www.sharesies.nz/lunch-money

    Lunch Money: TradeWindow's direct-listing on the NZX with COO Andrew Balgarnie

    If you'd like to get in touch, for any reason at all, email [email protected] or record a voice message: https://anchor.fm/sharesies2/message.

    Investing involves risk. You aren’t guaranteed to make money, and you might lose the money you start with. We don’t provide personalised advice or recommendations. Any information we provide is general only and current at the time. For specific advice, speak to a licensed financial advice provider

    11 min
  • Serko announces a capital raise; Tesla’s $1.06 billion investment; CVS, Walgreens and Walmart linked to opioid crisis.

    The latest Serko (SKO) results see a profit loss, but only due to planned spending. A federal jury finds CVS Health (CVS), Walgreens (WBA) and Walmart (WMT) had a role to play in America’s opioid crisis. Tesla (TSLA) primed to make a $1.06 billion dollar investment in it’s latest gigafactory.

    www.sharesies.com 

    For more share market news, subscribe to Lunch Money, Sharesies’ bite-sized email update: https://www.sharesies.nz/lunch-money

    Lunch Money: TradeWindow's direct-listing on the NZX with COO Andrew Balgarnie

    If you'd like to get in touch, for any reason at all, email [email protected] or record a voice message: https://anchor.fm/sharesies2/message.

    Investing involves risk. You aren’t guaranteed to make money, and you might lose the money you start with. We don’t provide personalised advice or recommendations. Any information we provide is general only and current at the time. For specific advice, speak to a licensed financial advice provider

    11 min
  • Zoom unmutes expectations with its Q3 results; Arvida profits increase despite pandemic woes; TradeWindow lists on the NZX.

    TradeWindow (TWL) sees its market capitalisation more than double a day after direct listing on the NZX. Arvida Group (ARV) profits push upwards, but the company warns of future possible  inflation and labour costs. Zoom (ZM) results push past expected margins and report slowing growth.

    www.sharesies.com 

    For more share market news, subscribe to Lunch Money, Sharesies’ bite-sized email update: https://www.sharesies.nz/lunch-money

    Lunch Money: TradeWindow's direct-listing on the NZX with COO Andrew Balgarnie

    If you'd like to get in touch, for any reason at all, email [email protected] or record a voice message: https://anchor.fm/sharesies2/message.

    Investing involves risk. You aren’t guaranteed to make money, and you might lose the money you start with. We don’t provide personalised advice or recommendations. Any information we provide is general only and current at the time. For specific advice, speak to a licensed financial advice provider

    12 min
  • Ford and Rivian cancel their EV plans; Refining NZ confirms Marsden Point will be import only; Kiwi Property Group increases its half year profit.

    Kiwi Property Group (KPG) releases its interim half year results showing a net profit increase of 164 percent. The board of Refining NZ (NZR) confirms Marsden Point will be decommissioned next year and be moved to an import only model. Ford (F) and Rivian (RIVN) decide to drop plans to partner on a new EV.

    www.sharesies.com 

    For more share market news, subscribe to Lunch Money, Sharesies’ bite-sized email update: https://www.sharesies.nz/lunch-money

    If you'd like to get in touch, for any reason at all, email [email protected] or record a voice message: https://anchor.fm/sharesies2/message.

    Investing involves risk. You aren’t guaranteed to make money, and you might lose the money you start with. We don’t provide personalised advice or recommendations. Any information we provide is general only and current at the time. For specific advice, speak to a licensed financial advice provider

    12 min
  • Casual Friday: My Food Bag to deliver its first dividend; Alibaba’s results miss the mark; CVS to shut 900 stores.

    My Food Bag (MFB) delivers its first half year results with record earnings. E-commerce giant Alibaba’s (BABA) latest results miss expectations as the company faces slowing Chinese economic growth, a changing regulatory environment, and increased competition. US pharmacy chain CVS (CVS) plans to close 900 stores over three years.

    www.sharesies.com 

    For more share market news, subscribe to Lunch Money, Sharesies’ bite-sized email update: https://www.sharesies.nz/lunch-money

    If you'd like to get in touch, for any reason at all, email [email protected] or record a voice message: https://anchor.fm/sharesies2/message.

    Investing involves risk. You aren’t guaranteed to make money, and you might lose the money you start with. We don’t provide personalised advice or recommendations. Any information we provide is general only and current at the time. For specific advice, speak to a licensed financial advice provider

    19 min
  • Nvidia’s ‘outstanding’ quarter; Sanford’s pandemic-impacted profits; AFT Pharmaceuticals eyes up the US.

    Sanford’s (SAN) latest results are impacted for the second year in a row due to the pandemic disrupting the foodservice industry. AFT Pharmaceuticals (AFT) triples net profit in its half year financial results, with its eyes set on the US. Nvidia (NVDA) reports record revenue in what its CEO describes as an ‘outstanding’ quarter.

    www.sharesies.com 

    For more share market news, subscribe to Lunch Money, Sharesies’ bite-sized email update: https://www.sharesies.nz/lunch-money

    If you'd like to get in touch, for any reason at all, email [email protected] or record a voice message: https://anchor.fm/sharesies2/message.

    Investing involves risk. You aren’t guaranteed to make money, and you might lose the money you start with. We don’t provide personalised advice or recommendations. Any information we provide is general only and current at the time. For specific advice, speak to a licensed financial advice provider

    13 min
  • Plexure’s growth strategy “no longer relevant”; Commonwealth Bank profit up 20 percent; regulators take a closer look at Nvidia/Arm takeover.

    An internal operations review finds Plexure’s (PX1) strategy to grow the company failed.  Commonwealth Bank (CBA) releases its trading update for Q1 of the 2022 financial year. More scrutiny around Nvidia’s (NVDA)  proposed takeover of Arm by UK regulators.

    www.sharesies.com 

    For more share market news, subscribe to Lunch Money, Sharesies’ bite-sized email update: https://www.sharesies.nz/lunch-money

    If you'd like to get in touch, for any reason at all, email [email protected] or record a voice message: https://anchor.fm/sharesies2/message.

    Investing involves risk. You aren’t guaranteed to make money, and you might lose the money you start with. We don’t provide personalised advice or recommendations. Any information we provide is general only and current at the time. For specific advice, speak to a licensed financial advice provider

    12 min
  • Oatly Milk's challenging quarter; Napier Port results make a splash; Hollywood avoids a strike.

    Napier Port (NPH) reveals its full year results sporting an increase in profit and staff bonuses. Swedish alt-milk producer Oatly Milk (OTLY) reports disruptions in supply and quality will impact its revenue. Hollywood producers such as Amazon, Netflix and Sony are no doubt relieved after a major crew union agrees to accept updated contracts, avoiding a strike.

    www.sharesies.com 

    For more share market news, subscribe to Lunch Money, Sharesies’ bite-sized email update: https://www.sharesies.nz/lunch-money

    If you'd like to get in touch, for any reason at all, email [email protected] or record a voice message: https://anchor.fm/sharesies2/message.

    Investing involves risk. You aren’t guaranteed to make money, and you might lose the money you start with. We don’t provide personalised advice or recommendations. Any information we provide is general only and current at the time. For specific advice, speak to a licensed financial advice provider

    12 min
  • Johnson & Johnson to split into two; Warby Parker grows revenues; Good Spirits Hospitality to acquire Nourish Group.

    Healthcare giant Johnson & Johnson (JNJ) announces it will split into two separate companies. Warby Parker (WRBY) reports revenue growth in its first lot of financials as a publicly-listed company. Good Spirits Hospitality (GSH) agrees to acquire Nourish Group—the owner of popular hospitality venues including Soul Bar & Bistro and Jervois Steak House.

    www.sharesies.com 

    For more share market news, subscribe to Lunch Money, Sharesies’ bite-sized email update: https://www.sharesies.nz/lunch-money

    If you'd like to get in touch, for any reason at all, email [email protected] or record a voice message: https://anchor.fm/sharesies2/message.

    Investing involves risk. You aren’t guaranteed to make money, and you might lose the money you start with. We don’t provide personalised advice or recommendations. Any information we provide is general only and current at the time. For specific advice, speak to a licensed financial advice provider

    11 min

About Recap

From the publisher's feed

Rethink financial news. Monday through Friday, we recap the events shaping the share markets across New Zealand, Australia, and the US. De-jargoned and delivered in 10(ish) minutes.