KFL - June 2023 Quarterly Newsletter

MKTUPDTE
Tue, Jul 25 2023 09:49 am

Kingfish has provided a copy of its June Quarterly Newsletter which has also been mailed to shareholders.

Newsletter includes:
- Commentary on the quarter
- Performance as at 30 June 2023
- Portfolio holdings as at 30 June 2023


Announcement PDF


Markets News

NZX up late as Infratil rallies on datacentre deal
Markets Market Close

NZX up late as Infratil rallies on datacentre deal

The S&P/NZX 50 Index closed up 0.61% or 81.70 points to 13,389.10.

Markets

Jarden says Eroad shareprice has raced ahead of fundamentals

Jarden estimated Eroad’s rerating has added $235 million to its market value.

Jarden says Eroad shareprice has raced ahead of fundamentals
Primary Sector

John Nichol appointed chair of PGG Wrightson

Agria has shed some light on why it voted the way it did.

John Nichol appointed chair of PGG Wrightson