Infratil 1H26 Preview—Signals In The Detail
Infratil (IFT) is set to report its 1H26 result on Thursday, 13 November. Following its comprehensive investor day in September and a flurry of...
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Infratil Dialing Up Growth—Up To OUTPERFORM
We upgrade Infratil (IFT) to OUTPERFORM from NEUTRAL, with an increased target price driven by a higher One NZ valuation (~+NZ$1 per share).
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Infratil - Contacting OpenAI
We expect this deal to contribute positively to parent-level free cashflow over the medium term (~+NZ$5m by FY30) as CEN's dividend grows.
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Infratil Plugging Into The AI Surge
Infratil (IFT) announced that CDC has secured what could be a significant partnership with neo-cloud provider Firmus Technologies and NVIDIA.
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Telco Sector: 2Q26 Telcowatch Mobile Market Share
Spark’s share fell ~-60bps over 2Q26 to 37.1%. Within this, Spark’s main brand fell ~-65bps over the quarter and its Skinny brand gained ~+5bps...
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