Infratil 1H26 Result—Reaching The Turn On Longroad
Infratil (IFT) delivered a solid 1H26 result, with Longroad the key positive.Longroad increased FY26 guidance by +9% at the midpoint, implying...
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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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Telecommunications Sector Roaming The Mobile Market
The NZ mobile market has had a good few years, with service revenue growing mid-single-digit led by ARPU growth towards the top end globally, but...
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Spark NZ Low Signal—Down To UNDERPERFORM
We downgrade Spark NZ (SPK) to UNDERPERFORM from NEUTRAL. SPK's incremental connection share is ~-3% points below its current share...
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Infratil Investor Day 2025—Reiterating Targets
Infratil (IFT) hosted a confident investor day with presentations from its three largest portfolio companies: CDC Data Centres, One NZ, and...
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