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Government Infrastructure Spending And AI Will Shape Future Markets

Key Takeaways Rising infrastructure and climate-related investments are driving strong revenue visibility, higher-margin contracts, and record order backlogs. Shifting to consulting and digital solutions is structurally improving margins, operational efficiency, and long-term earnings growth.
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US$133.18
FV
0.5% undervalued intrinsic discount
5.37%
Revenue growth p.a.
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12 days ago author updated this narrative