Insight Investment Research LLP

Insight Investment Research is a top ranked 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 infrastructure stocks (toll roads, airports, telecom towers) 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 five stocks across the Infrastructure sector across Europe, South America and Asia Pacific. We are expanding our integrated global coverage in a sector almost exclusively covered by regional analysts.

Why Insight?

Members research

Flagship reports
  • French Toll Roads - Limited reduction in toll revenues from discounts
    12 Feb 2019

    We believe the French toll road light vehicle discount scheme will reduce toll revenues by only c1% in 2019E, limited mainly by low eligibility and shorter average trip lengths and lower revenues per trip for commuters. We re-iterate our positive view on French toll roads with Buys on Atlantia (SANEF), Eiffage (APRR) and Vinci (ASF, Cofiroute).
  • 407-ETR tolling strategy to continue outperformance
    08 Feb 2019

    We see continued positive development of 407-ETR’s tolling strategywith greater segmentation by zones, time periods and direction, to more effectively price time savings. Given driver behaviour is similar to managed lane projects with inelasticity to tolls, we expect 407-ETR to partly close its pricing gap with ML peers.
  • Sydney Airport: Unique ongoing ability to distribute all Op. FCF
    24 Dec 2018

    We believe high operational and financial optimisation, allows SYD to continue distributing all Op FCF as dividends without raising leverage, unique in our global airport universe, ideally positioning it to benefit from continued high growth in high spending Asian traffic boosting retail revenues.
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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