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 rising demand for CDC’s data centres and a possible Manawa–Contact tie-up to lift growth and improve how much it keeps from each dollar of sales. The catch is that politics, regulators, and shifting customer needs could delay projects and blunt the upside.Read more
AN
NZ$17.21
10.4% undervalued intrinsic discount
Fair Value
Revenue
2.75% p.a.
Profit Margin
7.58%
Future PE
79.23x
Price in 2029
NZ$21.41
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
19.3% undervalued intrinsic discount
Fair Value
Revenue
6.01% p.a.
Profit Margin
19.66%
Future PE
24.67x
Price in 2028
NZ$2.11
