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[@ForsythBarr](/creator/twitter/ForsythBarr)
"#FletcherBuilding - 1Q26 VolumesBouncing Along the Bottom. Whilst $FBU's 1Q26 update showed some stabilisation of volumes on prior quarters competitive pressures continue to impact margins. Volumes in more than half the business units are still down"  
[X Link](https://x.com/ForsythBarr/status/1977978976061583624) [@ForsythBarr](/creator/x/ForsythBarr) 2025-10-14T06:05Z XXX followers, XX engagements


"#SkyCity - Playing by the Book. At 0.5x book value $SKC is being priced as a perpetual value destroyer. We calculate that the discount to book implies a steady-state EBITDA margin of XX% and a return on invested capital (ROIC) of 7%. We think this is"  
[X Link](https://x.com/ForsythBarr/status/1980121881811263856) [@ForsythBarr](/creator/x/ForsythBarr) 2025-10-20T04:00Z XXX followers, XX engagements


"#AucklandAirport - FY25 PreviewRecord Altitude Cruising Ahead. We expect $AIA to report a record FY25 underlying NPAT of NZ$307m near the midpoint of managements NZ$290mNZ$320m guidance range. The regulatory uncertainty overhanging AIA has largely"  
[X Link](https://x.com/ForsythBarr/status/1956287318731436035) [@ForsythBarr](/creator/x/ForsythBarr) 2025-08-15T09:30Z XXX followers, XXX engagements


"#TourismHoldings - FY25The Road Trip to Recovery. $THL FY25 was a year to forgetthe second in a row. Three creates a trend yet we dont anticipate one being created here. THLs key challenge of late has been the economic cycle in particular its"  
[X Link](https://x.com/ForsythBarr/status/1960201845353144491) [@ForsythBarr](/creator/x/ForsythBarr) 2025-08-26T04:45Z XXX followers, XXX engagements


"#MeridianEnergy - Retail on a Roll1Q26 Op Stats. 1Q26 was a solid quarter for $MEL in line with expectations but made to look very strong relative to the very weak 1Q25. Retail was the stand-out segment as MEL continues to grow its customer base"  
[X Link](https://x.com/ForsythBarr/status/1978340224515133541) [@ForsythBarr](/creator/x/ForsythBarr) 2025-10-15T06:00Z XXX followers, XX engagements


"#MorningReport - Global markets were mixed as easing USChina trade signals lifted Wall Street while banking and credit concerns tempered sentiment. US shares rebounded from Thursdays sell-off while Europe and Asia lagged amid ongoing credit stress"  
[X Link](https://x.com/ForsythBarr/status/1980009280607605175) [@ForsythBarr](/creator/x/ForsythBarr) 2025-10-19T20:32Z XXX followers, XX engagements


"#QuantitativeScreening - NZ Market Multiples: XX Month Forward Snapshot. The XX month forward weighted PE for the New Zealand market is currently 26.8x +43% above the long run average. This document outlines the breakdown of the New Zealand market"  
[X Link](https://x.com/ForsythBarr/status/1980152155253191095) [@ForsythBarr](/creator/x/ForsythBarr) 2025-10-20T06:00Z XXX followers, XX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@ForsythBarr "#FletcherBuilding - 1Q26 VolumesBouncing Along the Bottom. Whilst $FBU's 1Q26 update showed some stabilisation of volumes on prior quarters competitive pressures continue to impact margins. Volumes in more than half the business units are still down"
X Link @ForsythBarr 2025-10-14T06:05Z XXX followers, XX engagements

"#SkyCity - Playing by the Book. At 0.5x book value $SKC is being priced as a perpetual value destroyer. We calculate that the discount to book implies a steady-state EBITDA margin of XX% and a return on invested capital (ROIC) of 7%. We think this is"
X Link @ForsythBarr 2025-10-20T04:00Z XXX followers, XX engagements

"#AucklandAirport - FY25 PreviewRecord Altitude Cruising Ahead. We expect $AIA to report a record FY25 underlying NPAT of NZ$307m near the midpoint of managements NZ$290mNZ$320m guidance range. The regulatory uncertainty overhanging AIA has largely"
X Link @ForsythBarr 2025-08-15T09:30Z XXX followers, XXX engagements

"#TourismHoldings - FY25The Road Trip to Recovery. $THL FY25 was a year to forgetthe second in a row. Three creates a trend yet we dont anticipate one being created here. THLs key challenge of late has been the economic cycle in particular its"
X Link @ForsythBarr 2025-08-26T04:45Z XXX followers, XXX engagements

"#MeridianEnergy - Retail on a Roll1Q26 Op Stats. 1Q26 was a solid quarter for $MEL in line with expectations but made to look very strong relative to the very weak 1Q25. Retail was the stand-out segment as MEL continues to grow its customer base"
X Link @ForsythBarr 2025-10-15T06:00Z XXX followers, XX engagements

"#MorningReport - Global markets were mixed as easing USChina trade signals lifted Wall Street while banking and credit concerns tempered sentiment. US shares rebounded from Thursdays sell-off while Europe and Asia lagged amid ongoing credit stress"
X Link @ForsythBarr 2025-10-19T20:32Z XXX followers, XX engagements

"#QuantitativeScreening - NZ Market Multiples: XX Month Forward Snapshot. The XX month forward weighted PE for the New Zealand market is currently 26.8x +43% above the long run average. This document outlines the breakdown of the New Zealand market"
X Link @ForsythBarr 2025-10-20T06:00Z XXX followers, XX engagements

creator/twitter::549691377/posts
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