Latest Geopolitical Risk News

Tourism Holdings Limited (THL) has received a revised acquisition proposal from a BGH-led consortium offering NZ$3.10 per share. Meanwhile, THL has downgraded its FY26 profit guidance and raised its net debt forecast amid ongoing global travel uncertainties.

8I Holdings Limited boosted its investment gains sixfold to S$1.28 million in FY2026, driven by U.S. tech equities, yet geopolitical turmoil and currency swings led to a reduced net loss of S$0.36 million.

Advanced Innergy Holdings saw an 84% plunge in half-year profit despite a record £116 million order backlog, driven by project timing and IPO-related costs. The company confirmed full-year guidance and is poised for growth with key acquisitions in aquaculture and subsea manufacturing.

Fonterra’s FY26 Q3 results show a $1.8 billion operating profit, up $103 million year-on-year, prompting an uplift and narrowing of earnings guidance. The co-op also announced a stable 2026/27 Farmgate Milk Price forecast amid rising milk collections and ongoing geopolitical risks.

Web Travel Group (ASX:WEB) reported a standout FY26, driven by its WebBeds B2B platform’s 20% TTV growth and 24% EBITDA increase, while redeeming $250 million convertible notes and releasing its inaugural climate-focused Sustainability Report.

KMD Brands delivered steady sales growth and margin improvement in Q3 FY26, driven by Kathmandu and Rip Curl, while launching a business review to explore options for accelerating shareholder value.

Millennium & Copthorne Hotels New Zealand (MCK) posted robust 2025 revenue gains driven by acquisitions and refurbishments, yet signals a cautious outlook for 2026 as geopolitical tensions and rising costs cloud the horizon.

Flight Centre Travel Group showcased robust growth and strategic innovation at its 2026 Investor Day, navigating geopolitical challenges with AI-driven efficiency and portfolio reshaping.

Fisher & Paykel Healthcare posted a 14% revenue increase to NZ$2.31 billion and a 24% rise in net profit to NZ$468.5 million for FY2026, driven by strong hospital product sales and ongoing innovation.

Infratil posted an 11% rise in operational EBITDAF to NZ$989 million in FY26, fuelled by a record 555MW CDC data centre contract and a 170% EBITDAF jump at Longroad Energy. The company refined its portfolio with over NZ$600 million in divestments and secured a BBB+ credit rating, underpinning a strong FY27 outlook.

Ionic Rare Earths (ASX: IXR) has secured binding agreements to supply critical rare earth oxides to US-based Advanced Magnet Lab, supporting domestic production of permanent magnets for defence applications under a US Defense Logistics Agency contract.

South Port New Zealand is navigating a significant leadership transition with CEO Nigel Gear stepping down after 8.5 years, replaced by port veteran Derek Nind, while Chair Philip Cory-Wright plans retirement. The company reports strong trading momentum, aiming for a record full year despite geopolitical uncertainties.