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.

Equity Bottom-Up

<ul><li>Infratil (IFT) announced CDC Data Centres (CDC) has signed another 100MW of contracts.</li><li>We increase our target price to NZ$13.25 due to peer re-rating and marginal near-term earnings upgrades in CDC.</li><li>For CDC to deliver its ~+70% year-on-year increase in EBITDA in FY27, it needs the majority of its FY27 contracts to start generating revenue early in the year.</li></ul>

Infratil (IFT) announced CDC Data Centres (CDC) has signed another 100MW of contracts.We increase our target price to NZ$13.25 due to peer re-rating and marginal near-term earnings upgrades in CDC.For CDC to deliver its ~+70% year-on-year increase in EBITDA in FY27, it needs the majority of its FY27 contracts to start generating revenue early in the year.

Australia

NEXTDC Ltd. develops data centers. The Company develops and operates carrier and systems integrator neutral data centers in Australia. NEXTDC's customers will also be able to use the data centers as connectivity and content hubs.

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Nextdc Ltd (NXT AU)

Infratil CDC Racks Up The Contracts

For CDC to deliver its ~+70% year-on-year increase in EBITDA in FY27, it needs the majority of its FY27 contracts to start generating revenue early...

Forsyth Barr

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