reports
Infratil Limited: 3 directors
Three Directors at Infratil Limited bought 111,750 shares at between 10.283NZD and 10.410NZD. The significance rating of the trade was 81/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors ove...
With a more favourable environment, INFRATIL improves to Slightly Posi...
INFRATIL (NZ), a company active in the Renewable Energy Equipment industry, is favoured by a more supportive environment. The independent financial analyst theScreener has confirmed the fundamental rating of the title, which shows 3 out of 4 stars, as well as its unchanged, moderately risky market behaviour. The title leverages a more favourable environment and raises its general evaluation to Slightly Positive. As of the analysis date February 18, 2022, the closing price was NZD 7.93 and its po...
- Adrian Atkins
Morningstar | Ceased Coverage on Infratil
We have ceased coverage on Infratil. We periodically adjust coverage as necessary based on stock outlook, client demand, and investor interest. Infratil is overvalued following a strong share price rally during the past two years, and we think further strong gains are unlikely. The outlook for its portfolio is mixed. Trustpower and Wellington Airport are mature, moaty businesses which should generate moderate earnings growth over time from reinvesting in their assets. Canberra Data Centres is g...
- Adrian Atkins
Morningstar | Ceased Coverage on Infratil
We have ceased coverage on Infratil. We periodically adjust coverage as necessary based on stock outlook, client demand, and investor interest. Infratil is overvalued following a strong share price rally during the past two years, and we think further strong gains are unlikely. The outlook for its portfolio is mixed. Trustpower and Wellington Airport are mature, moaty businesses which should generate moderate earnings growth over time from reinvesting in their assets. Canberra Data Centres is g...
- Adrian Atkins
Morningstar | Ceased Coverage on Infratil. See Updated Analyst Note fr...
We have ceased coverage on Infratil. We periodically adjust coverage as necessary based on stock outlook, client demand, and investor interest. Infratil is overvalued following a strong share price rally during the past two years, and we think further strong gains are unlikely. The outlook for its portfolio is mixed. Trustpower and Wellington Airport are mature, moaty businesses which should generate moderate earnings growth over time from reinvesting in their assets. Canberra Data Centres is g...
- Adrian Atkins
Morningstar | Ceased Coverage on Infratil. See Updated Analyst Note fr...
We have ceased coverage on Infratil. We periodically adjust coverage as necessary based on stock outlook, client demand, and investor interest. Infratil is overvalued following a strong share price rally during the past two years, and we think further strong gains are unlikely. The outlook for its portfolio is mixed. Trustpower and Wellington Airport are mature, moaty businesses which should generate moderate earnings growth over time from reinvesting in their assets. Canberra Data Centres is g...
- Adrian Atkins
Ceased Coverage on Infratil
We have ceased coverage on Infratil. We periodically adjust coverage as necessary based on stock outlook, client demand, and investor interest. Infratil is overvalued following a strong share price rally during the past two years, and we think further strong gains are unlikely. The outlook for its portfolio is mixed. Trustpower and Wellington Airport are mature, moaty businesses which should generate moderate earnings growth over time from reinvesting in their assets. Canberra Data Centres is g...
- Adrian Atkins
Ceased Coverage on Infratil
We have ceased coverage on Infratil. We periodically adjust coverage as necessary based on stock outlook, client demand, and investor interest. Infratil is overvalued following a strong share price rally during the past two years, and we think further strong gains are unlikely. The outlook for its portfolio is mixed. Trustpower and Wellington Airport are mature, moaty businesses which should generate moderate earnings growth over time from reinvesting in their assets. Canberra Data Centres is g...
- Adrian Atkins
Morningstar | Infratil Sells Student Accommodation; No Change to FVE
Narrow-moat-rated Infratil has conditionally agreed to sell its 50% stake in the Australian National University student accommodation concession to AMP Capital. The transaction is expected to complete April 2019 and the firm will receive cash proceeds of AUD 162 million. We adjust our forecasts for the sale and maintain our NZD 3.10 per share fair value estimate. At current prices, the stock is overvalued. As a reminder, we intend to cease coverage of Infratil in May 2019. Management flagged th...
- Adrian Atkins
Morningstar | Infratil Sells Student Accommodation; No Change to FVE
Narrow-moat-rated Infratil has conditionally agreed to sell its 50% stake in the Australian National University student accommodation concession to AMP Capital. The transaction is expected to complete April 2019 and the firm will receive cash proceeds of AUD 162 million. We adjust our forecasts for the sale and maintain our NZD 3.10 per share fair value estimate. At current prices, the stock is overvalued. As a reminder, we intend to cease coverage of Infratil in May 2019. Management flagged th...
- Adrian Atkins
Infratil Sells Student Accommodation; No Change to FVE
Narrow-moat-rated Infratil has conditionally agreed to sell its 50% stake in the Australian National University student accommodation concession to AMP Capital. The transaction is expected to complete April 2019 and the firm will receive cash proceeds of AUD 162 million. We adjust our forecasts for the sale and maintain our NZD 3.10 per share fair value estimate. At current prices, the stock is overvalued. As a reminder, we intend to cease coverage of Infratil in May 2019. Management flagged the...
- Adrian Atkins
Infratil Sells Student Accommodation; No Change to FVE
Narrow-moat-rated Infratil has conditionally agreed to sell its 50% stake in the Australian National University student accommodation concession to AMP Capital. The transaction is expected to complete April 2019 and the firm will receive cash proceeds of AUD 162 million. We adjust our forecasts for the sale and maintain our NZD 3.10 per share fair value estimate. At current prices, the stock is overvalued. As a reminder, we intend to cease coverage of Infratil in May 2019. Management flagged the...
- Adrian Atkins
Morningstar | Ceasing Coverage on Infratil
We intend to cease coverage on Infratil in May 2019. We periodically adjust our coverage as necessary based on stock outlook, client demand, and investor interest. Infratil, an externally managed investment company, has a narrow economic moat because it owns stakes in competitively-advantaged businesses, including Trustpower, Wellington Airport, and Canberra Data Centres. But it is now overvalued following a strong share price rally during the past two years, and we think further strong share p...
- Adrian Atkins
Morningstar | Ceasing Coverage on Infratil
We intend to cease coverage on Infratil in May 2019. We periodically adjust our coverage as necessary based on stock outlook, client demand, and investor interest. Infratil, an externally managed investment company, has a narrow economic moat because it owns stakes in competitively-advantaged businesses, including Trustpower, Wellington Airport, and Canberra Data Centres. But it is now overvalued following a strong share price rally during the past two years, and we think further strong share p...
- Adrian Atkins
Morningstar | Ceasing Coverage on Infratil. See Updated Analyst Note f...
We intend to cease coverage on Infratil in May 2019. We periodically adjust our coverage as necessary based on stock outlook, client demand, and investor interest. Infratil, an externally managed investment company, has a narrow economic moat because it owns stakes in competitively-advantaged businesses, including Trustpower, Wellington Airport, and Canberra Data Centres. But it is now overvalued following a strong share price rally during the past two years, and we think further strong share p...
- Adrian Atkins
Morningstar | Ceasing Coverage on Infratil. See Updated Analyst Note f...
We intend to cease coverage on Infratil in May 2019. We periodically adjust our coverage as necessary based on stock outlook, client demand, and investor interest. Infratil, an externally managed investment company, has a narrow economic moat because it owns stakes in competitively-advantaged businesses, including Trustpower, Wellington Airport, and Canberra Data Centres. But it is now overvalued following a strong share price rally during the past two years, and we think further strong share p...
- Adrian Atkins
Ceasing Coverage on Infratil
We intend to cease coverage on Infratil in May 2019. We periodically adjust our coverage as necessary based on stock outlook, client demand, and investor interest. Infratil, an externally managed investment company, has a narrow economic moat because it owns stakes in competitively-advantaged businesses, including Trustpower, Wellington Airport, and Canberra Data Centres. But it is now overvalued following a strong share price rally during the past two years, and we think further strong share pr...
- Adrian Atkins
Ceasing Coverage on Infratil
We intend to cease coverage on Infratil in May 2019. We periodically adjust our coverage as necessary based on stock outlook, client demand, and investor interest. Infratil, an externally managed investment company, has a narrow economic moat because it owns stakes in competitively-advantaged businesses, including Trustpower, Wellington Airport, and Canberra Data Centres. But it is now overvalued following a strong share price rally during the past two years, and we think further strong share pr...
- Adrian Atkins
Morningstar | Infratil Upgrades Guidance at 1H Result; No Change to FV...
Narrow-moat Infratil's first-half fiscal 2019 EBITDA increased 19% to NZD 339 million, mainly on one-off gains and revaluations. Underlying performance appears solid, with some well-performing assets offsetting weakness elsewhere. Three of the smaller businesses are likely to be sold in 2019, narrowing the focus more in line with Infratil's core themes of renewable energy, data centres and retirement living. Fiscal 2019 guidance was upgraded again, this time to NZD 580 to 620 million. We upgrade...
- Adrian Atkins
Morningstar | Infratil Upgrades Guidance at 1H Result; No Change to FV...
Narrow-moat Infratil's first-half fiscal 2019 EBITDA increased 19% to NZD 339 million, mainly on one-off gains and revaluations. Underlying performance appears solid, with some well-performing assets offsetting weakness elsewhere. Three of the smaller businesses are likely to be sold in 2019, narrowing the focus more in line with Infratil's core themes of renewable energy, data centres and retirement living. Fiscal 2019 guidance was upgraded again, this time to NZD 580 to 620 million. We upgrade...
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