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Kingfish Portfolio Gains Led by Mercury and Infratil in April

7:24am on Wednesday 13th of May, 2026 AEST Investment Management
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Kingfish Portfolio Gains Led by Mercury and Infratil in April

7:24am on Wednesday 13th of May, 2026 AEST
Key Points
  • Portfolio gross return of +0.4% outperforms NZX 50 benchmark
  • Mercury upgrades earnings guidance on strong renewable generation
  • a2 Milk suffers 25% share price drop due to China stock-outs
  • Summerset posts record sales quarter despite market concerns
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