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 twenty 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?

Members research

Flagship reports
  • Global Infrastructure Sector Yearbook: Maintaining sector Overweight, stock selection key
    05 Jan 2018

    We estimate a weighted average upside for our Global Infrastructure sector of 21% (Europe +23%, Latam -9%). In Latam OHL Mexico and PINFRA are our only Buys of six stocks. Stock selection remains key as our TPs indicate between 83% upside (Ferrovial) and 42% downside (CCR). Our revised valuation matrix (figure 16) and Stock Ranking System Summary (figure 17) show more details.
  • BCIA: Retail revenues doubling, mitigated Daxing impact
    21 Dec 2017

    We initiate on BCIA with a Buy given our DDM-based TP is HK$22.2, 88% upside potential. It is our preferred global airport. We estimate the benefit from new duty free contracts outweighs a mitigated traffic loss to Beijing’s new Daxing Airport. We see free optionality on capturing high traffic growth after construction of new capacity.
  • PINFRA: Quality mix of mature assets and new investment
    16 Dec 2017

    Initiating with Buy: We initiate coverage of PINFRA with a Buy given our SOTP-based TP is MX$272 (37% upside potential). We believe PINFRA has an attractive mix of cash generative mature assets with still high forecast traffic and investment in new projects, with long duration, high IRR guarantees and dividend growth.
Latest reports

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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