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?

Members research

Flagship reports
  • Ferrovial: Contracting forecast to recover in 2017
    10 Feb 2017

    We believe concerns over near term Contracting earnings, which in any case we expect to recover in 2017, provide an ideal opportunity to gain undervalued exposure to ETR-407, which we consider the world’s best toll road and the ML.s.
  • OMA: High traffic and aero returns priced in relatively
    16 Jan 2017

    Initiating with Sell: We initiate on OMA with a Sell rating given our DCF-based TP of MX$105 indicates 21% upside potential, below the 25% upside we estimate for our global infrastructure sector. We believe continued strong traffic growth and over earning above regulatory returns in Aeronautical are priced in on a relative basis.
  • Global Infrastructure Sector review: Stock investment views
    10 Jan 2017

    We estimate a weighted average upside for our Global Infrastructure sector of 25% (Europe +29%, Latam -21%). OHL Mexico is our only Buy of four stocks in Latam. Stock selection remains key as our TPs indicate between 86% upside (OHL Mexico) and 64% downside (OHL). Our revised valuation matrix (Figure 1) and Stock Ranking System Summary (Figure 2) show more details.
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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