Diversified Financials Community
Our community narratives are driven by numbers and valuation.
Diversified Financials Investing Ideas
Advancing CDC Projects And Manawa-Contact Merger Will Strengthen Future Infrastructure
Infratil is leaning on fast-growing data centres, a possible power-company tie-up, and ongoing telecom upgrades to lift results across its portfolio. The story hinges on whether big customer deals and approvals land on time, while political and regulatory surprises could slow the momentum.Read more
AN
NZ$17.47
10.1% undervalued intrinsic discount
Fair Value
Revenue
1.89% p.a.
Profit Margin
13.92%
Future PE
44.82x
Price in 2029
NZ$21.7
Launch Of 'Dark' Will Drive Future Capital Markets Activity
Key Takeaways Successful integration and organic growth in Smartshares and Wealth Technologies signal potential for improved future revenue streams and net margins. NZX Dark's performance and strategic rollouts could boost trading revenues and enhance net margins, driving overall revenue growth.Read more
AN
NZ$1.66
8.4% undervalued intrinsic discount
Fair Value
Revenue
6.01% p.a.
Profit Margin
19.66%
Future PE
24.67x
Price in 2028
NZ$2.11
