Data3 (DTL)

Prior close: $5.36

Upgrade cycle intact

Data#3 (DTL) is benefiting from the acceleration of all digital trends since the arrival of COVID-19. With 61% of DTL’s revenues coming from software services last financial year, and 26% from Infrastructure Solutions, DTL provides unusually direct exposure to the digitalisation theme.

The stock has sold off in recent weeks after a period of strong outperformance, and now appears to be a good time to revisit the DTL investment case.

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