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Here are the key changes to know about in the New Zealand equity market; NZX50 edges higher into the Matariki holiday despite losses from Serko, NZX, Kathmandu and Ryman; But Fletcher, Freightways, Argosy and Precinct lead the gainers

Investing / news
Here are the key changes to know about in the New Zealand equity market; NZX50 edges higher into the Matariki holiday despite losses from Serko, NZX, Kathmandu and Ryman; But Fletcher, Freightways, Argosy and Precinct lead the gainers
NZX building ticker

Here are the key things you need to know about in the NZX markets over the past 24 hours. Changes are as at 3:00 pm and may change when the market closes at 4:45 pm.

WHAT THE NZX 50 INDEX IS DOING
The NZX50 finishes the final trading session before the Matariki public holiday on a positive note, rising +0.3% to cap off a solid week for local equities. The index is now +0.6% higher over the past five trading days and has gained +3.7% over the past month. While the market is effectively flat over the past six months, it remains comfortably ahead of where it was a year ago, up +7.3%. Trading was mixed beneath the surface, with 35 stocks advancing and 45 declining.

THE MAIN GAINERS
Leading the gainers was Fletcher Building (FBU, #13), which climbed +3% to extend its weekly gain to +4% and its monthly advance to +11%, while remaining -7% lower over six months but +17% higher year-on-year. Freightways (FRW, #17) added +2%, building on a +2% weekly gain and a +4% monthly rise, although the stock remains -2% lower over six months while sitting +23% above year-ago levels. Argosy Property (ARG, #32) gained +1%, despite remaining -2% over the past week, -1% over the month, -17% across six months and -8% over the past year. Precinct Properties (PCT, #20) also rose +1%, lifting its monthly gain to +4%, although it continues to trade -13% lower over six months and -14% below its level a year ago.

Fletcher Building

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THE MAIN DECLINERS
Declines outnumbered gains, with 45 companies ending the session in the red. Serko (SKO, #49) led the losses, falling -3% to leave the stock down -1% over the week, -4% over the month, -54% across six months and -52% over the past year. The NZX (NZX, #45) also dropped -3%, although it remains +4% higher over the week and +6% ahead over the past month, despite being -6% lower over six months and -2% down year-on-year. Kathmandu Brands (KMD, #50) declined -3%, extending its weekly fall to -3%, while sitting -96% lower over the past month and -98% lower over both six months and the past year following its recent share consolidation. Ryman Healthcare (RYM, #18) slipped -2%, leaving the stock down -4% over the month, -27% across six months and -8% over the past year.

Serko

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SMARTSHARES EFTs

  1-day 5-day 6-month YTD 1Y
NZ Top 50 ETF (FNZ) +0.5% +0.6% +3.9% -3.0% +2.5%
NZ Top 10 ETF (TNZ) +0.1% +0.7% +1.6% +2.1% +5.2%
S/P NZX50 ETF (NZG) 0.0% -0.2% -1.3% -0.6% +3.8%
NZ Dividend ETF (DIV) 0.0% -0.3% -2.7% -1.9% +7.2%

KEY ANNOUNCEMENTS
Heartland Group (HGH, #27) has advised that Toi Foundation has reopened its community consultation on the proposed sale of TSB Bank after identifying an error in the original consultation timeframe, ensuring the full 28-day consultation period is completed. As a result, Toi Foundation trustees are now expected to decide on the proposal in August, delaying Heartland's planned Special Shareholder Meeting, which will be rescheduled once trustee approval is received. Heartland said it still expects the proposed merger of Heartland Bank and TSB to be completed in December 2026, subject to shareholder approval and remaining regulatory approvals.

Fletcher Building (FBU, #13) has upgraded its FY26 EBIT guidance by around 6.4% to between $400 mln and $403 mln, including approximately $52 mln from surplus property sales, following stronger-than-expected trading across its core manufacturing and distribution businesses. The company said improved raw material procurement, manufacturing productivity and higher demand in its Iplex businesses supported earnings, while favourable weather also boosted infrastructure activity. However, Fletcher cautioned that uncertainty around construction costs is delaying or cancelling new commercial projects, which could weigh on performance in the first half of FY27 if the trend continues.

NZX50 Industrial Sector

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Source: NZX
Source: NZX
Source: NZX

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