Insight Investment Research LLP

Insight is the first sell side boutique dedicated to Global Infrastructure equity research. We leverage extensive equity research experience, industry knowledge and strong corporate relationships to produce differentiated independent research and provide new insights on stocks and the industry to global institutional investors.

We provide clients with timely, concise and in depth reports based on detailed company and industry models. Coverage includes nineteen stocks across the Infrastructure sector in Europe and South America. We are expanding our integrated global coverage in a sector almost exclusively covered by regional analysts.

Why Insight?

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Flagship reports
  • Mexican airports: Already discounting ongoing regulatory over earning
    09 Sep 2017

    There is very limited public disclosure on Mexican airport regulation, so we have developed an illustrative regulatory framework. We expect continued regulatory over earning above estimated allowed regulatory returns, mainly due to high traffic growth but we believe this is priced in and we continue to rate all three Mexican airports Sell.
  • ENAV: Undervalued defensive FCF and dividend stream
    07 Sep 2017

    Initiating with Buy: We initiate on ENAV with a Buy rating given our DDM-based TP of €5.3, indicates 43% upside potential. We believe ENAV offers highly defensive FCF and attractive dividends based on favourable regulation.
  • Eiffage: FCF and dividends still undervalued
    19 Jul 2017

    We believe the market still undervalues APRR’s strong and growing FCF from solid EBITDA growth and refinancing, which combined with ongoing recovery in Contracting profits, should lead to continued EPS and dividend growth at Eiffage.
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Why Insight? 

We understand our clients needs, produce research product to achieve them, do what we say we will do, have fun and play to win. 

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Our approach

A niche non traditional sector requires a specialist solution. We concentrate on thoughtful, thorough, insightful analysis not maintenance research and challenge market views. 

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