NZSE:IFT
NZSE:IFTDiversified Financial

CDC Valuation Jump Might Change The Case For Investing In Infratil (NZSE:IFT)

In recent days, Infratil reported that the valuation of its CDC data center investment increased by A$349 million over the three months to 31 December 2025, coinciding with broader strength in New Zealand equities. This uplift highlights how Infratil’s focus on data infrastructure can materially influence the value of its portfolio alongside its renewables and essential services exposure. We’ll now examine how the higher CDC valuation shapes Infratil’s investment narrative, particularly...
NZSE:IFT
NZSE:IFTDiversified Financial

Assessing Infratil (NZSE:IFT) Valuation After CDC Uplift And Renewables And Digital Growth Momentum

Infratil (NZSE:IFT) is back in focus after reporting a AU$349 million uplift in the valuation of its CDC data center investment over the past 3 months, alongside supportive commentary around its renewables and digital infrastructure exposure. See our latest analysis for Infratil. At a share price of NZ$11.61, Infratil has a 7 day share price return of 4.78% but a 90 day share price return of a 6.30% decline. Its 5 year total shareholder return of 78.34% points to solid longer term momentum...
NZSE:FBU
NZSE:FBUBuilding

Is Fletcher Building’s Emerging Turnaround Narrative Altering The Investment Case For Fletcher Building (NZSE:FBU)?

Recent commentary has cast Fletcher Building as an underappreciated New Zealand construction and building products group, highlighting its diversified exposure to housing, infrastructure and broader construction cycles after a period of operational challenges. The emerging view that improved execution and a more supportive macro backdrop could mark a turning point is drawing attention to Fletcher Building’s potential as a sleeper play in its local markets. We’ll now examine how this emerging...
NZSE:PCT
NZSE:PCTOffice REITs

Asian Undervalued Small Caps With Insider Action Featuring 3 Top Picks

As global markets react to interest rate adjustments and economic indicators, small-cap stocks in Asia present intriguing opportunities amidst broader market dynamics. With the Federal Reserve's recent rate cuts potentially influencing investor sentiment, particularly towards small caps like those in the Russell 2000 Index, investors may find value in exploring Asian stocks that exhibit strong fundamentals and insider activity as potential indicators of growth.
NZSE:MEL
NZSE:MELRenewable Energy

How Meridian’s Incentive-Focused Buyback and Board Change Could Reshape Governance for (NZSE:MEL) Investors

Meridian Energy Limited recently announced a new share repurchase program of up to 500,000 shares to be held in treasury for its FY26 long-term incentive scheme, alongside news that independent director Michelle Henderson will resign in January 2026 following her appointment as General Manager of New Zealand Aluminium Smelters. This combination of capital management via a targeted buyback and a board change linked to a key industrial customer relationship could influence how investors assess...
NZSE:FBU
NZSE:FBUBuilding

Fletcher Building (NZSE:FBU): Valuation Check After Major Balance Sheet Restructuring and Liquidity Boost

Fletcher Building (NZSE:FBU) just took a big step in its clean up job on the balance sheet by exiting its US private placement debt, adding fresh bank lines, and extending key covenants to keep liquidity comfortable. See our latest analysis for Fletcher Building. Those balance sheet moves seem to be resonating with investors, with a roughly 20 percent 3 month share price return and a 1 year total shareholder return near 28 percent, which suggests momentum is rebuilding after a tough few...