KFL - June 2024 Quarterly Newsletter
MKTUPDTE
Thu, Jul 18 2024 08:30 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 2024
-Portfolio holdings as at 30 June 2024
Announcement PDF
Markets News
Economy
Banks carry almost $1b of unseen flooding risk: research
The fresh academic research came as the reporting season opened.
Primary Sector
All-nighter delivers Fonterra near-$4b Lactalis deal
Co-op’s shareholders in for $2 per share windfall, if approved.
Retail
The other buyers’ market: Retail discounting eats margins
Forsyth Barr’s Koraua says rate of margin decline has been surprising.
