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...
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Infratil: 1H23; Getting the Important Things Right
Infratil (IFT) reported an in-line 1H23 result with a few overs and unders - all the three key holdings; Vodafone NZ, Canberra Data Centres (CDC)...
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Infratil (IFT): 1H23 Result – Initial Impressions
Infratil (IFT) reported a 1H23 result in-line with our expectations - 1H23 net debt of ~NZ$1,012m was ~+NZ$100m ahead of our forecast, likely due...
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Infratil: FY22 Result — Ticking the Boxes
InfratilFY22 Result — Ticking the Boxes OUTPERFORM Infratil's (IFT) FY22 result delivered on our three key focus areas. (1) IFT cemented its...
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Infratil (IFT): FY22 Result – Initial Impressions
Infratil (IFT)FY22 Result – Initial Impressions Infratil (IFT) reported FY22 proportionate EBITDAF of NZ$514m, in-line with our estimate due to...
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