Latest news with #NapierPortHoldings
Yahoo
2 days ago
- Business
- Yahoo
Investing in Napier Port Holdings (NZSE:NPH) a year ago would have delivered you a 37% gain
These days it's easy to simply buy an index fund, and your returns should (roughly) match the market. But you can significantly boost your returns by picking above-average stocks. For example, the Napier Port Holdings Limited (NZSE:NPH) share price is up 30% in the last 1 year, clearly besting the market return of around 2.2% (not including dividends). If it can keep that out-performance up over the long term, investors will do very well! Having said that, the longer term returns aren't so impressive, with stock gaining just 6.7% in three years. So let's investigate and see if the longer term performance of the company has been in line with the underlying business' progress. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. There is no denying that markets are sometimes efficient, but prices do not always reflect underlying business performance. One imperfect but simple way to consider how the market perception of a company has shifted is to compare the change in the earnings per share (EPS) with the share price movement. Napier Port Holdings was able to grow EPS by 25% in the last twelve months. This EPS growth is reasonably close to the 30% increase in the share price. This makes us think the market hasn't really changed its sentiment around the company, in the last year. We don't think its coincidental that the share price is growing at a similar rate to the earnings per share. You can see below how EPS has changed over time (discover the exact values by clicking on the image). We know that Napier Port Holdings has improved its bottom line lately, but is it going to grow revenue? This free report showing analyst revenue forecasts should help you figure out if the EPS growth can be sustained. What About Dividends? When looking at investment returns, it is important to consider the difference between total shareholder return (TSR) and share price return. The TSR incorporates the value of any spin-offs or discounted capital raisings, along with any dividends, based on the assumption that the dividends are reinvested. So for companies that pay a generous dividend, the TSR is often a lot higher than the share price return. As it happens, Napier Port Holdings' TSR for the last 1 year was 37%, which exceeds the share price return mentioned earlier. This is largely a result of its dividend payments! A Different Perspective It's nice to see that Napier Port Holdings shareholders have received a total shareholder return of 37% over the last year. Of course, that includes the dividend. That gain is better than the annual TSR over five years, which is 1.7%. Therefore it seems like sentiment around the company has been positive lately. In the best case scenario, this may hint at some real business momentum, implying that now could be a great time to delve deeper. I find it very interesting to look at share price over the long term as a proxy for business performance. But to truly gain insight, we need to consider other information, too. For example, we've discovered 1 warning sign for Napier Port Holdings that you should be aware of before investing here. Of course, you might find a fantastic investment by looking elsewhere. So take a peek at this free list of companies we expect will grow earnings. Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on New Zealander exchanges. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Errore nel recupero dei dati Effettua l'accesso per consultare il tuo portafoglio Errore nel recupero dei dati Errore nel recupero dei dati Errore nel recupero dei dati Errore nel recupero dei dati
Yahoo
23-05-2025
- Business
- Yahoo
Napier Port Holdings Ltd (NZSE:NPH) (Q2 2025) Earnings Call Highlights: Strong Revenue Growth ...
Release Date: May 20, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Napier Port Holdings Ltd (NZSE:NPH) reported a strong interim result with a 10.6% increase in total revenue to $78.1 million, driven by higher container volumes. Container volumes increased by 14,000 TEU to 112,000 TEU, supported by higher wood pulp, timber, and apple volumes. The company demonstrated strong operating leverage with a 21.1% increase in operating activities to $33.1 million. Napier Port Holdings Ltd (NZSE:NPH) has maintained cost discipline and operational flexibility, contributing to a 33.4% increase in underlying net profit to $14.8 million. The company declared a fully imputed interim dividend of $0.04 per share and a special dividend of $0.05 per share, reflecting its strong financial position. Bulk cargo volumes decreased by 9.2% or nearly 200,000 tons, primarily due to the absence of one-off wind-thrown logs and additional logs from the prior year. Cruise vessel visits and passenger numbers dropped, with 77 cruise vessels this year compared to 88 last year, due to weather-related cancellations and lower bookings. The global trade environment remains volatile, with potential softening in log exports expected in the near term. Total operating expenses increased by 4% to $44.9 million, driven by higher employee benefits and stevedoring costs. Total gross emissions increased by 8.2% due to higher diesel use, despite efforts to reduce emissions through efficiency measures. Q: Can you elaborate on the recent guidance upgrade and the factors contributing to the new range? A: Kristen Lee, CFO: Earnings guidance is more of an art than a science. At the half-year mark, we have better information, especially during the intensive export season. Positive signs, such as a strong apple harvest, support the revised guidance range. Todd Dawson, CEO, added that the growing season has been favorable, and cost management has been effective. Q: What is the outlook for cruise bookings in the coming years, particularly for FY27 and beyond? A: Todd Dawson, CEO: The cruise industry in New Zealand faces challenges, with lower bookings expected for the next couple of years due to strong market conditions in the Northern Hemisphere and regulatory challenges in New Zealand. We are working to improve perceptions and expect bookings to be subdued for a few years. Q: Regarding the log export outlook, are there any other rail initiatives for logs from outside the region? A: Todd Dawson, CEO: Currently, Enslaw One is the only major exporter using rail from outside the region. Road versus rail remains competitive for other exporters from the lower central North Island area. Q: Can you provide more details on the impact of the apple harvest on the full-year growth? A: Kristen Lee, CFO: The apple harvest has been better than last year, with a slight bring forward in timing. We expect overall positive growth compared to last year, but we are cautious about putting a specific number on it. Q: What is the impact of weather on cruise bookings, and how many additional bookings can be expected? A: Todd Dawson, CEO: Weather-related cancellations are common, with 2 to 5 expected annually. For the next season, most bookings are locked in, and we might see a few additional ones, but not significantly more. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
NZ Herald
21-05-2025
- Business
- NZ Herald
Napier Port on the up as NZ sharemarket rises
The New Zealand sharemarket was up today, with shares in Napier Port Holdings rising steadily after reports of a positive outlook for the business. The S&P/NZX 50 Index closed up 0.47% or 58.87 points, rising to 12,703.10, with 34,976,932 shares changing hands to the value of $109.5 million. The S&P/NZX
