Not too long ago when NZ house prices were soaring this was a much watched data point
Not so much any more though
- net immigration +4640 for Sept
- short term visitors +2.1% y/y
Posting ICYC (in case you care)
Not so much any more though
Posting ICYC (in case you care)
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OCSL nears earnings with a 10.8% monthly gain, but trades just below its $12.77 target. Peers show mixed results.
MU jumps 90% on AI demand, trades at 5.5x forward earnings. OPRA up 31%, trades at 15x earnings. Both offer value.
ENR's 16.3% rally faces flat revenue forecasts. Peers surge, but ENR's valuation at $19.60 vs $21 target hints caution.
Medicare costs rise unpredictably, unlike Social Security. Plan for higher premiums & deductibles.
Cerebras eyes $26.6B valuation in IPO, pricing shares $115-$125 amid AI chip boom.
NSSC revenue in line, but EPS misses. Adjusted EBITDA beats, margins mixed. Stock up 6%.
CVX up 25% YTD on Mideast conflict & Iraq oil fields. Huge reserves found, but long-term impact uncertain.
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