Pre-built analysis reports to identify patterns, spot risks, and surface opportunities across New Zealand's listed companies
The five most essential reports — if you're new, begin with these
A data-driven ranking of all NZX companies by their Governance Risk Score (v2.0)
A key starting point for understanding governance quality across the NZX. See where any company ranks and what drives the score.
Companies with multiple governance indicators below common thresholds. Flags include: low board independence (<50%), no female directors, failed resolutions, directors with 12+ year tenure (NZX independence threshold), and low GRS scores (<50).
Companies with multiple governance indicators below common thresholds. Designed to surface risk before it becomes a portfolio problem.
Performance rankings of substantial shareholders - who made the most (and lost the most) trading NZX stocks
NZ's biggest investors ranked by P&L. See who's winning, what they hold, and where institutional capital is moving.
Board skills assessment across NZX companies — 12 categories aligned with IoD NZ, ASX CGC, AICD frameworks. Gap analysis and coverage insights.
Assess any board in seconds. See what skills are present, what gaps exist, and how the board compares to sector peers.
Frequently accessed insights and analysis reports
Which months do substantial shareholders typically buy and sell NZX stocks? Historical trading patterns revealed
Directors whose remuneration increased while company returns were negative
Directors whose remuneration remained modest during periods of strong company performance
Directors with honors (Sir, Dame) and high-profile leaders serving on NZX boards
Directors serving on 4+ NZX boards (potential time commitment concerns)
Highest earning NZX non-executive directors ranked by total board fees (excludes CEO/executive compensation)
Interactive financial breakdowns showing revenue flows, operating costs, and profit margins
Click a category to filter, or scroll down to browse all sections
Track substantial holder activity — track who is buying, selling, and winning across NZX stocks
Which sectors deliver the best returns for substantial shareholders? Win rates and P&L by industry
Optimal holding periods and win rates - when do substantial shareholders lock in profits?
Which months do substantial shareholders typically buy and sell NZX stocks? Historical trading patterns revealed
Detect notable patterns when multiple institutional investors enter the same stock within the same timeframe
Interactive network showing which institutional investors co-invest in the same stocks
Alpha vs Beta analysis - which whales generate excess returns independent of market movements?
Identify governance risk before it shows up in the share price
Track FMA, Commerce Commission, and NZX enforcement actions against listed companies. Includes prohibited directors from Companies Office.
Track court cases involving NZX-listed companies and their directors from High Court, Court of Appeal, and Supreme Court. Includes case type, outcome, damages, and party roles.
Analyse NZX director company histories and failure rates. Track associations with companies that entered liquidation, receivership, or were struck off the register.
Parliamentary interests, gifts, and political donations involving NZX-listed companies and directors. 32 companies with MP connections, 7 NZX-linked political donors.
NZ government contract data from GETS — top suppliers, spending by agency, NZX-linked suppliers, Kanoa regional development funding, and potential conflicts of interest.
Cross-reference councillor and MP interest declarations against government procurement contracts, political donations, and NZX directorships. Surfaces potential conflicts for public accountability.
Track NZX-listed company engagement with NZ Parliament select committees. Reports, submissions, and parliamentary oversight of listed companies.
Director age, tenure, and diversity analysis across the NZX market. Track gender representation, independence ratios, tenure distributions, and generational trends.
Track directors stepping into their first board chair role on the NZX. Monitor new chairs, their backgrounds, and how first-time chairs compare to experienced chairs.
Ranking of NZX executives (CEOs and CFOs) by stock performance during their tenure
Executive pay efficiency rankings - return per million, excess return per million, and value created ratio
Rolling NZX regulatory deadline tracker — annual reports, half-year reports, preliminary announcements, and AGM deadlines for all listed companies
Identify board skills gaps, diversity shortfalls, independence risks, and the ideal next director profile for any NZX company
NLP analysis of Chair/CEO AGM speeches — sentiment, conviction, transparency, and forward-looking language scored and ranked
Compare AGM speech sentiment against actual stock returns and financial results. Identifies over-optimistic and under-selling leaders.
Track trending buzzwords across NZX corporate communications — when did companies start talking about AI, ESG, climate, diversity, and more?
Does "going woke" affect NZX stock performance? Data-driven analysis correlating ESG, diversity, Te Ao Māori and sustainability language adoption with stock returns — sub-category breakdowns and size-adjusted results.
Track upcoming NZX annual general meetings with proxy advisory recommendations and pre-vote intelligence
Cross-company references in NZX announcements — which companies mention each other, sector interconnections, and relationship mapping from 62,000+ documents
Data-driven disclosure quality scoring for all NZX companies. 5 dimensions grounded in OECD, CFA, S&P, and NIRI frameworks: timeliness, completeness, readability, frequency, governance transparency. Per-issuer trajectories track improvement over time.
Identifies NZX companies potentially vulnerable to activist campaigns based on governance risk, capital allocation, and financial weakness signals.
How NZ fund managers actually vote on NZX company resolutions. Compare voting patterns across Harbour, Devon, Mint, Fisher, and NZ Super Fund.
NZX audit market concentration, auditor tenure, fee trends, non-audit service ratios, and director-auditor independence cross-references for governance transparency.
8 risk categories scanned across 64K+ announcements — track how risk disclosure evolves per company
Understand who is running NZ companies — skills, tenure, networks, and career paths
Network connections between directors who serve on State-Owned Enterprise boards
Network connections between directors who serve on public entity and government boards
Network connections between directors with Iwi governance experience
Network connections between directors who serve on NGO and non-profit boards
Which NZX companies consistently pay above or below market rates for director fees over time?
Track which directors show up to board meetings - perfect and poor attendance records
Board composition archetypes across NZX companies — Modern Governance, Old Guard, Committee-Driven, Fresh Board, Credential-Heavy, Traditional. Skills, qualifications, and committee patterns.
Director network connections — most connected directors, serial board members, board-to-board links, director bond pairs serving together on multiple boards.
Most frequent previous employers among NZX board directors
Educational institutions feeding directors to NZX boards
Which universities produce the best-performing directors? Compare alpha, board fees, and tenure by alma mater
Qualification distribution, university pipeline, sector heatmaps, and pay correlation for NZX directors
Directors with experience across multiple industry sectors
Visualize common career pathways to NZX board positions with interactive Sankey diagrams
Track the evolution of male vs female directorships on NZX boards year by year
Institute of Directors designated directors on NZX boards. Track CFInstD, CMInstD, and MInstD certifications.
Data-driven comparison of IoD-designated vs non-designated directors: pay, tenure, shareholder support, and stock performance.
Track where the money goes — company performance, director pay, and executive compensation
AI-scored sentiment analysis of NZ financial news articles mentioning NZX-listed companies. Tracks Interest.co.nz, NZ Herald, RNZ, NBR, and Stuff.
Analyst coverage, consensus ratings, and price targets across the NZX market. Track which brokers cover each company, recent rating changes, and analyst accuracy rankings.
Unified analyst consensus estimates for NZX-listed companies. Combines Yahoo Finance consensus, company guidance, broker ratings, and earnings surprise predictions.
RBNZ OCR decisions, GDP, CPI, unemployment, and NZD exchange rates — linked to NZX sector impact. Track how macro events affect your portfolio.
Model the long-term impact of dividend reinvestment plans (DRPs) for NZX stocks. Compare reinvested vs cash returns with historical dividend data.
NZX shareholder concentration analysis: top-20 block holders, HHI concentration index, nominee vs institutional vs individual ownership, and year-over-year ownership changes across 100+ companies.
Track institutional capital flows across the NZX market. Substantial holder position changes, fund manager activity heatmaps, company-level institutional ownership trends with sparklines, and top movers by position change.
Track 5%+ ownership changes across NZX-listed companies. Increases, decreases, initial disclosures, and ceased holdings from classified SPH notices — most active holders, most targeted companies, sector breakdown.
Which fund managers hold multiple companies in the same NZX sector? Identify common institutional owners across sector peers for IR roadshow targeting and understanding institutional capital allocation.
NZX takeover and merger activity — active deals, deal type breakdown, annual deal flow, most targeted companies, largest deals by value, highest premiums, sector analysis.
4-signal thesis invalidation engine — checks whether bullish or bearish investment theses are breaking down using consensus divergence, fair value gaps, management credibility, and insider activity alignment.
Detect material changes across NZX companies — revenue shifts, earnings surprises, board changes, dividend adjustments, and other significant events within configurable time windows.
How does your CEO compare? Director fees and executive pay across NZX sectors with percentiles and company comparisons
Interactive scatter plot comparing CEO total compensation against ROE, revenue growth, and margins for NZX companies
AI-powered sentiment analysis of NZX announcements — buried risks, hedging language, and market impact signals
AI-extracted themes from NZX earnings announcements — trending topics, management tone, and forward-looking statements by sector and quarter
Track how NZX management messaging evolves year-over-year — tone shifts, guidance changes, topic churn, and AGM speech intelligence combined
NZX share placements, rights issues, buybacks, entitlement offers, and capital returns — $B in structured data across 131 issuers
AI-scored strength vs desperation signals on NZX capital raises — timing, discount, rationale, frequency, and underwriting analysis
S&P, Moody's, Fitch, and AM Best credit ratings for NZX-listed companies — rating distribution, recent actions, agency breakdown
Track upcoming ex-dividend dates, payment dates, and DPS across all NZX-listed companies — plus the highest trailing dividend yields
Browse investor presentations, results briefings, and earnings commentary from 83 NZX companies — AI-analysed for tone, topics, and key quotes
Predicted HY/FY reporting dates for all NZX companies based on historical reporting patterns — plan ahead for earnings season
RBNZ OCR decisions, GDP releases, CPI data, and employment reports — with actual vs prior values and market impact indicators
Early warning system scanning NZX companies for unusual insider trading clusters, governance deterioration, dividend cut risks, board exodus, technical breakdowns, first-time risk language, active takeovers, AGM revolts, sentiment-market disagreements, and buried risks — 16 anomaly types across 7 categories
Financial health analysis for NZX companies using Beneish M-score (earnings manipulation), Piotroski F-score (financial strength), Altman Z-score (bankruptcy risk), interest coverage, and current ratio
Scan 64,000+ NZX announcements for risk-related language: going concern, covenant breach, impairment, litigation, restructuring. Track frequency by company, sector, and year.
Google Trends for NZX filings. Search any keyword and see how often it appears across 64,000+ company announcements by year, sector, and company. Pre-built themes for AI, climate, supply chain, inflation.
Interactive DCF and Dividend Discount Model valuations for 100+ NZX companies. Pre-populated with real financials, adjustable assumptions, 5-year projections, sensitivity analysis. DDM for banks and financials
NZX dividend rankings by safety score, yield, and consecutive payment years — find the safest and highest-yielding NZ dividend stocks with Dividend Aristocrat tracking
Compare dividend metrics side-by-side for 2-5 NZX companies. DSS score, trailing yield, payout ratio, cover, cut probability, imputation credits, growth streaks — best value highlighted per metric
Calculate after-tax dividend yields with NZ imputation credits across all tax brackets — compare companies on true after-tax returns, not just headline yield
Capital IQ-style interactive income statements, balance sheets, and cash flow statements for all NZX companies — multi-year comparison with YoY analysis and CSV export
Real-time NZX event feed: insider trades, capital raises, dividends, earnings, AGM results, board changes, technical signals, credit ratings, and auditor changes — 10 signal types in one chronological timeline
Strongest operating cash flow generators by latest financial year
Compare average director fees paid to male vs female directors year by year
Highest earning NZX CEOs and CFOs ranked by total executive compensation across their career. Includes executives with total career earnings of $100k or more.
Highest earning directors in each financial year with company breakdown
Analysis of director remuneration trends, average fees, and market benchmarks
Highest earning NZX directors in financial year 2026 with company breakdown
Highest earning NZX directors in financial year 2025 with company breakdown
Highest earning NZX directors in financial year 2024 with company breakdown
Highest earning NZX directors in financial year 2023 with company breakdown
Highest earning NZX directors in financial year 2022 with company breakdown
Highest earning NZX directors in financial year 2021 with company breakdown
Highest earning NZX directors in financial year 2020 with company breakdown
Highest earning NZX directors in financial year 2019 with company breakdown
Highest earning NZX directors in financial year 2018 with company breakdown
Tobias Carlisle's EV/EBIT metric applied to the NZX. Sortable table of all non-financial NZX stocks ranked by what an acquirer would pay, with quality value and value trap detection.
Measure what companies report on emissions, diversity, safety, and climate disclosure
Companies with comprehensive ESG reporting - emissions, diversity, safety, and framework adoption
Companies with net zero carbon targets - who has committed and by when
Lowest emissions intensity and largest year-over-year improvements
Companies leading in board gender and ethnic diversity
Companies with strongest health & safety records - LTIFR and incident rates
Companies reporting under TCFD framework and NZ Climate Standards
Framework adoption rates, standards trends, and coverage analysis across NZX-listed companies (NZX Code Rec 4.2)
How NZX-listed companies invest in communities — donations, sponsorships, foundations, and community programs across 54 companies and 260+ recipients
Compare climate disclosures side by side — Scope 1/2/3 emissions, sector benchmarks, YoY trends, TCFD/GRI compliance, and ESG radar charts across NZX-listed companies
Cross-reference KiwiSaver fund marketing claims against actual NZX portfolio holdings. Which funds claiming to be "ethical" hold fossil fuel, gambling, or weapons companies?
Tracks NZX issuer readiness for XRB NZ Climate Standards (NZ CS 1-4) using existing ESG disclosure data.
Know which firms audit, advise, and serve NZX companies — and when they switch
Big Four vs mid-tier audit firms - market share analysis
Companies that switched auditors or solicitors (potential red flag)
Law firms serving NZX-listed companies
Registry providers managing shareholder records
Analyse NZX REIT portfolios — cap rates, WALE, occupancy, tenant exposure, and valuations
Track C-suite leadership — CEO tenure, executive turnover, and management team structures
Current and historical CEO tenure across NZX companies. Identifies longest-serving CEOs, recent appointments, and average tenure by sector.
Tracks CEO and CFO changes by year. Identifies companies with frequent leadership turnover and years with unusually high executive departures.
Distribution of C-suite roles across NZX companies. Shows which roles are most common, sector patterns, and how management team structures have evolved.
How many C-suite and senior executives each NZX company reports. Compares management team sizes across sectors and identifies lean vs large leadership structures.
Tracks executives who have moved between NZX companies. Shows common career progressions from CFO to CEO, cross-company moves, and sector migration patterns.
Track CEO, CFO and C-suite appointments and departures across NZX companies. Turnover hotspots, internal promotions, tenure distribution by sector.
