Infratil Placement - Riding the AI Wave, but Deal Timing Seems Opportunistic
Infratil Ltd (IFT NZ) aims to raise around US$613m (NZ$1bn) via an institutional placement. In this note, we talk about the deal dynamics and run...
Infratil Placement - Acquisition of Familiar Asset at Higher Multiples, Stock Is Toppish
Infratil Ltd (IFT NZ) aims to raise around US$456m (NZ$750m) via an institutional placement. In this note, we talk about the placement and run the...
Napier Port IPO Trading Update - There Might Be Some Upside Left
Napier Port (NPH NZ) raised around US$160m in its IPO.In my previous insights I've covered the company background and compared it to its main...
Napier Port IPO - Valuations, Can't Say No at the Low-End
Napier Port (NPH NZ) (NPH) plans to raise up to US$160m in its New Zealand IPO. The company operates the fourth largest port in New Zealand. In my...
Napier Port Holdings IPO - Steady Operations with Growth Driven by Forestry Linked Products
Napier Port (NPH NZ) (NPH) plans to raise up to US$160m in its New Zealand IPO. The company operates the fourth largest port in New Zealand. NPH...
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