🔴 Infratil is trading 4.8% down today on renewed AI infrastructure valuation and financing concerns

Infratil is trading at NZD 12.26, down 4.81%, amid renewed concern about AI infrastructure valuations and financing risk.

• Its exposure is indirect, through its near-50% ownership of CDC Data Centres, which represents about 40% of its portfolio; semiconductor markets also weakened broadly.
• No October 19 company announcement explaining the move was identified.
• The latest reported close in the supplied series was NZD 12.88 on October 16.