KFL - December 2022 Quarterly Newsletter
MKTUPDTE
Wed, Jan 25 2023 09:35 am
Kingfish has provided a copy of its December Quarterly Newsletter which has also been mailed to shareholders.
Newsletter includes:
- Commentary on the quarter
- Performance as at 31 December 2022
- Portfolio holdings as at 31 December 2022
Announcement PDF
Markets News
Primary Sector
Global dairy prices drop again as supply outpaces demand
It is the biggest fall this calendar year.
Markets
Forsyth Barr highlights 'hidden gem' at Ebos
Both businesses were part of its A$1.16b LifeHealthcare acquisition.
Retail
Retailers say unseasonable weather compounded woes
The Warehouse Group and KMD Brands have both downgraded guidance in recent weeks.
