In today’s briefing:
- Infratil’s Growing (Undervalued) Digital Exposure
Infratil’s Growing (Undervalued) Digital Exposure
- Exciting growth opportunities abound for New-Zealand based infrastructure play Infratil.
- Management has consistently generated value for shareholders over time.
- -Infratil’s FY25 earnings beat management’s guidance -Exposure to high-growth digital infrastructure -CDC Data Centres appears undervalued -Renewables exposure weighted heavily to solar and battery projects
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