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Harbour Navigator - 26 January 2017
Australasian Equities Monthly Commentary - February 2017
Fixed Interest Monthly Commentary - February 2017
Harbour On The Road - May 2016
On the road in China
nbr.co.nz - 17 February 2017
Shane Solly, a director at Harbour Asset Management, said having watched several growth cycles at Auckland Airport, they tend to be followed by some flattening off. "It is a tiger by the tail in terms of managing the growth," he said. "Management is doing a very good job managing that process. It is a near-term tactical issue while long term they are making the right decisions." In the first half, opex "was a bit higher than analysts had expected while passenger spend was a little bit lower."...
nzherald.co.nz - 17 February 2017
Harbour Asset Management analyst Oyvinn Rimer says problems in the daigou channel are one of a number of issues facing Bellamy's. "If you don't service that demand well, then they can turn on you quite quickly."...
nzherald.co.nz - 26 January 2017
Harbour Asset Managements analyst and director Oyvinn Rimer said Beingmate's difficulties were not unique to the company. "We have seen that other Chinese players are also facing some headwinds there as well," Rimer said. "It is an industry phenomenon but you can't pinpoint exactly what is driving it because it differs from company to company," Rimer said...