Financial News, Analysis and Data, FNArena

FNArena

Financial News, Analysis and Data

Online financial media company focused on Australian equities, with a global perspective

Equity Bottom-Up

<ul><li>Fresh insight into CDC&rsquo;s accelerating growth, renewable-energy opportunities and the portfolio&rsquo;s evolving strategic direction are expected at Infratil&rsquo;s investor day.</li><li> Infratil&rsquo;s strategy in focus at this Wednesday&rsquo;s investor day Citi anticipates a positive share price catalyst from the event CDC remains the growth engine, with Longroad&rsquo;s contribution rising FY27 to see more asset recycling and accelerated investment across the portfolio</li></ul>

Fresh insight into CDC&rsquo;s accelerating growth, renewable-energy opportunities and the portfolio&rsquo;s evolving strategic direction are expected at Infratil&rsquo;s investor day. Infratil&rsquo;s strategy in focus at this Wednesday&rsquo;s investor day Citi anticipates a positive share price catalyst from the event CDC remains the growth engine, with Longroad&rsquo;s contribution rising FY27 to see more asset recycling and accelerated investment across the portfolio

Infratil's Investor Day, The Next Catalyst?

Singapore Market Roundup, Singapore Market Roundup

Singapore Market Roundup

Thematic (Sector/Industry)

<ul><li>Citi downgrades OCBC to 'neutral' despite positive 2QFY2026 outlook.</li><li>Broker's Digest: Aztech, Raffles, YZJ, HPH, iFAST, SGX, Singtel.</li><li>DBS maintains Singtel's target price at $5.46 amid Optus stake sale discussions.</li></ul>

Citi downgrades OCBC to 'neutral' despite positive 2QFY2026 outlook.Broker's Digest: Aztech, Raffles, YZJ, HPH, iFAST, SGX, Singtel.DBS maintains Singtel's target price at $5.46 amid Optus stake sale discussions.

Singapore Market Roundup (31-Jul-2026): Citi downgrades OCBC to 'neutral' despite positive

New Zealand Professional Investment Services Firm, Forsyth Barr

Forsyth Barr

New Zealand Professional Investment Services Firm

We are proud to be a New Zealand owned firm, with 21 offices throughout the country and over 300 employees. We assist personal, institutional and corporate clients providing a full range of investment services.

Forsyth Barr is a foundation New Zealand Exchange firm (NZX) and accredited market participant. We have been confirmed by the Financial Markets Authority as a Qualifying Financial Entity (QFE).

Research is the cornerstone of our advice. We have one of New Zealand's leading teams of analysts. Our global affiliations ensure comprehensive research coverage of all major investment markets.

<ul><li>The RBNZ has done its best to make sure none of us approach 2023 with any illusions of good times ahead</li><li>Mortgage rates have hit a 10 year high, inflation is expected to remain stubbornly elevated, and the icing on RBNZ's economic cake is its forecast of four quarters of declining GDP</li><li>When choosing our five stocks to watch we have leaned on companies with the majority of their exposure overseas (Infratil [IFT], Vulcan Steel [VSL], KMD Brands [KMD]) or with attractive valuations (Oceania Healthcare [OCA], SkyCity [SKC]) where we think that the bad news is firmly in the price</li></ul>

The RBNZ has done its best to make sure none of us approach 2023 with any illusions of good times aheadMortgage rates have hit a 10 year high, inflation is expected to remain stubbornly elevated, and the icing on RBNZ's economic cake is its forecast of four quarters of declining GDPWhen choosing our five stocks to watch we have leaned on companies with the majority of their exposure overseas (Infratil [IFT], Vulcan Steel [VSL], KMD Brands [KMD]) or with attractive valuations (Oceania Healthcare [OCA], SkyCity [SKC]) where we think that the bad news is firmly in the price

Equity Strategy - The Year Ahead: Five Themes and Five Stocks

<ul><li>Infratil outlined ambitious plans at its recent investor day.</li><li>A subsequent data centre contract win and AUKUS anticipation raised market expectations further.</li><li> -Infratil&rsquo;s share price supported by mid-September investor day and data centre contract -Growth prioritised via digital infrastructure and renewables -Management's ambition is to lift market cap to $20bn from the current $10.51bn -Potential for AUKUS-related OpenAI contract</li></ul>

Infratil outlined ambitious plans at its recent investor day.A subsequent data centre contract win and AUKUS anticipation raised market expectations further. -Infratil&rsquo;s share price supported by mid-September investor day and data centre contract -Growth prioritised via digital infrastructure and renewables -Management's ambition is to lift market cap to $20bn from the current $10.51bn -Potential for AUKUS-related OpenAI contract

Infratil's Digital & Decarbonisation Drive

<ul><li>Exciting growth opportunities abound for New-Zealand based infrastructure play Infratil.</li><li>Management has consistently generated value for shareholders over time.</li><li> -Infratil&rsquo;s FY25 earnings beat management&rsquo;s guidance -Exposure to high-growth digital infrastructure -CDC Data Centres appears undervalued -Renewables exposure weighted heavily to solar and battery projects</li></ul>

Exciting growth opportunities abound for New-Zealand based infrastructure play Infratil.Management has consistently generated value for shareholders over time. -Infratil&rsquo;s FY25 earnings beat management&rsquo;s guidance -Exposure to high-growth digital infrastructure -CDC Data Centres appears undervalued -Renewables exposure weighted heavily to solar and battery projects

Infratil's Growing (Undervalued) Digital Exposure

New Zealand

Infratil Limited is an infrastructure investment company. The Company invests in airports, energy such as renewable and waste-energy, and public transportation.

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Infratil (IFT AU)

Infratil's Investor Day, The Next Catalyst?

Fresh insight into CDC’s accelerating growth, renewable-energy opportunities and the portfolio’s evolving strategic direction are expected at...

FNArena

Singapore Market Roundup (31-Jul-2026): Citi downgrades OCBC to 'neutral' despite positive

Citi downgrades OCBC to 'neutral' despite a positive 2QFY2026 outlook. DBS keeps Singtel's target price at $5.46 amid Optus stake sale talks.

Singapore Market Roundup

Equity Strategy - The Year Ahead: Five Themes and Five Stocks

When choosing our five stocks to watch we have leaned on companies with the majority of their exposure overseas (Infratil [IFT], Vulcan...

Forsyth Barr

Infratil's Digital & Decarbonisation Drive

Infratil outlined ambitious plans at its recent investor day. A subsequent data centre contract win and AUKUS anticipation raised market...

FNArena

Infratil's Growing (Undervalued) Digital Exposure

Exciting growth opportunities abound for New-Zealand based infrastructure play Infratil. Management has consistently generated value for...

FNArena

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