Weekly Reports | Aug 07 2026Strong results from Vista Group, an improving outlook for Charter Hall Social Infrastructure REIT, plus can Amcor's FY26 result deliver on cost and synergy improvements? Annual recurring revenue lifted 17% y/y, with SaaS revenue up 38% and recurring revenue up 14%. Management upgraded 2026 revenue guidance to NZ$179m-NZ$184m from NZ$176m-NZ$182m, signifying annual growth of 9%-12%. Vista has a cloud backlog of around 1,000 sites and management reconfirmed the FY26 target for 1,300 operational excellence sites. UBS also lent support to the Amcor narrative this week, noting the stock is trading at a near-cyclical low PER.