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Showing 25-48 of 53 published briefings.

Henderson Far East Income (HFL)FY23Released 1 December 2023

FY23 swung to NZ$56.2m loss as capital column booked NZ$89.5m portfolio...

Revenue return held at NZ$33.2m and still covered cash flow, but mark-to-market losses on the Asia Pacific portfolio stripped 16.9% from equity.

Published 21 April 2026

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Kingfish (KFL)HY24Released 20 November 2023

Loss narrowed 70% to $14.7m but NAV still slipped 2.2%

A smaller mark-to-market drag drove the headline improvement, yet equity continued to erode and the interim dividend was trimmed 7.7%.

Published 22 April 2026

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Marlin Global (MLN)FY23Released 22 August 2023

Marlin Global swings to $23.6m NPAT as portfolio marks reverse FY22 losses

A second-half recovery flipped the full-year result, but the extraction leaves cash flow, balance sheet and dividend disclosure unverifiable.

Published 22 April 2026

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Barramundi (BRM)FY23Released 22 August 2023

BRM swings to $38.3m NPAT as portfolio returns flip from -$32.6m to +$43.6m

A full mark-to-market reversal drives the headline swing, but balance-sheet disclosure gaps and absent cash-flow detail leave the result difficult...

Published 22 April 2026

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Australian Foundation Investment Company (AFI)FY23Released 26 July 2023

AFI FY23: headline NPAT down 14% but underlying earnings up 8.6% ex BHP special

Portfolio income and operating cash both grew once the prior-year BHP merger dividend is stripped out, while the statutory comparison masks that...

Published 22 April 2026

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Kingfish (KFL)FY23Released 22 May 2023

KFL portfolio loss widened to NZ$19.5m but H2 reversed most of the H1 drawdown

A second-half recovery cut the interim NZ$48.4m loss by more than half, yet NAV still fell 8.7% and the final dividend was trimmed.

Published 22 April 2026

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Henderson Far East Income (HFL)HY23Released 4 May 2023

HFL swung to a NZ$18.1m loss as portfolio returns reversed and income fell 71%

An investment trust result where capital-account losses dominate, dividend income is well below the FY22 run-rate, and leverage has roughly doubled.

Published 21 April 2026

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Marlin Global (MLN)HY23Released 17 February 2023

Portfolio revaluation flips MLN to a NZ$11.6m HY23 loss

Reported revenue swung to negative NZ$9.4m as portfolio marks turned against the fund, yet operating cash inflows and dividend income held up.

Published 22 April 2026

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Barramundi (BRM)HY23Released 17 February 2023

Barramundi investment income down 12%, NPAT down 18% as tax drag doubles

Operating cash flow swings $29.7m positive, but the equity base shrank $47.8m and the interim dividend was cut 19%.

Published 22 April 2026

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Australian Foundation Investment Company (AFI)HY23Released 23 January 2023

AFI income up 12.6% while portfolio equity drops 7.8% from FY22

Dividend income and operating cash grew double digits, but the investment portfolio's mark-to-market erosion reshaped the balance sheet.

Published 22 April 2026

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Templeton Emerging Markets Investment Trust Plc (TEM)HY23Released 9 December 2022

Income up 72% but net assets fell 21% on capital losses

Stronger portfolio dividend receipts and a swing to net cash sit alongside a NZD 223.1m capital-return loss that drove equity sharply lower.

Published 22 April 2026

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Kingfish (KFL)HY23Released 17 November 2022

KFL swings to $48.4m loss as NAV drops 25% and dividend falls 22%

Mark-to-market portfolio reversal drove the headline, but underlying dividend income and operating cash flow both improved.

Published 22 April 2026

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Henderson Far East Income (HFL)FY22Released 7 November 2022

HFL swings to £11.5m PBT as income jumps 23% but H2 capital losses gut NPAT

Revenue return and cash are materially stronger, yet HY22 NPAT of £29.7m collapsing to £8.0m full-year reveals a heavily loss-making second half...

Published 21 April 2026

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Marlin Global (MLN)FY22Released 22 August 2022

Portfolio revaluation swung MLN to a NZ$60.4m loss and a 27.1% equity drawdown

A listed investment vehicle's FY22 result reflects market-driven revaluation rather than operating deterioration, but the NAV base that funds...

Published 22 April 2026

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Barramundi (BRM)FY22Released 22 August 2022

BRM swings to a $34.6m FY22 loss as portfolio marks reverse a $52.3m FY21 gain

A second-half collapse drove the full-year loss while dividend income stayed modest and the final distribution was cut 19.5%.

Published 22 April 2026

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Australian Foundation Investment Company (AFI)FY22Released 25 July 2022

AFI FY22: NPAT up 53.4% on dividend recovery as portfolio equity fell $568.5m

A full-year income rebound sits against a 9.3% decline in total assets, underlining that reported profit and portfolio value moved in opposite...

Published 22 April 2026

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Templeton Emerging Markets Investment Trust Plc (TEM)FY22Released 15 June 2022

PBT swung NZ$483.7m into loss as portfolio revalued sharply lower

Dividend income held close to prior-year levels, but a NZ$442.4m NPAT loss and a halved final dividend signal a portfolio-driven, not operating,...

Published 22 April 2026

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Kingfish (KFL)FY22Released 23 May 2022

KFL swings to a $17.3m loss as H2 portfolio reversal wipes out FY21 gains

A negative full-year investment return masks a 44% rise in underlying dividend income, while NAV per the balance sheet fell 8.3% and the final...

Published 22 April 2026

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Marlin Global (MLN)HY22Released 28 February 2022

Marlin HY22 profit down 86% as investment income collapses 81%

Interim dividend lifted 12.7% to 2.49cps despite NPAT of NZ$3.6m covering only 76% of the implied payout, pushing the ratio above 130%.

Published 22 April 2026

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Barramundi (BRM)HY22Released 28 February 2022

Barramundi HY22: portfolio returns halve as NPAT drops 52.7%

A listed investment vehicle where a NZ$23.8m operating cash outflow and a lifted 1.68c dividend sit alongside a 33.4% equity uplift.

Published 22 April 2026

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Australian Foundation Investment Company (AFI)HY22Released 24 January 2022

AFI investment income rebounds 68%, lifting PBT 71.6% as payout cover is...

Dividends and distributions recovered sharply from the COVID-era trough, but the 10c interim is unchanged and leverage edged up from a deep net...

Published 22 April 2026

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Templeton Emerging Markets Investment Trust Plc (TEM)HY22Released 25 November 2021

TEMIT HY22 swings to NZ$191.9m loss as portfolio revaluation reverses

Dividend income held up with a 6.3% decline, but a NZ$708m PBT swing and a collapse in cash reserves reframe the read.

Published 22 April 2026

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Kingfish (KFL)HY22Released 22 November 2021

Kingfish HY22: NPAT down 34.5% as investment returns normalise from a +388%...

Earnings halved off an exceptional HY21 base while equity grew 40.7%, leaving ROE compressed to 11.2% despite a higher dividend.

Published 22 April 2026

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Henderson Far East Income (HFL)HY22Released 1 November 2021

Revenue tripled to NZ$40.3m but NPAT still slipped 4.5% on a tripled tax rate

A big swing in portfolio returns lifted income and PBT, but the effective tax rate jumping from 3.5% to 10.5% stopped the bottom line from following.

Published 21 April 2026

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