Infratil: Data Centre Growth Ramp
InfratilData Centre Growth Ramp NEUTRAL Infratil's (IFT) mini investor day reiterated recent themes; CDC Data Centres (CDC) is IFT's growth engine...
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Infratil: Raising for Growth
Infratil Raising for Growth NEUTRAL In a surprise move, Infratil (IFT) is raising ~NZ$300m of equity to primarily fund growth investments across...
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Infratil: Stretching Data Centre Growth — FY20 Result
Infratil Stretching Data Centre Growth — FY20 Result NEUTRAL Whilst Infratil's (IFT) FY20 result had two minor positive surprises, recent strong...
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Infratil: Trading Defensively, Mostly
Infratil Trading Defensively, Mostly OUTPERFORM Infratil's (IFT) COVID-19 trading update was largely as expected, highlighting the defensive...
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Conviction List: Add Infratil (IFT), SKYCITY (SKC), Spark (SPK), and Summerset (SUM)
Conviction List Add Infratil (IFT), SKYCITY (SKC), Spark (SPK), and Summerset (SUM) We double the size of our conviction list from four to eight...
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