Investments in infrastructure have witnessed significant growth and estimates for global infrastructure investments are averaging more than a trillion (in USD terms). Spending on infrastructure has also intensified given its key role in stimulating demand in post-recessive economies. From an investor’s perspective, the last decade resulted in the acceptance of infrastructure as an asset class in itself, thanks to its unique risk-return characteristics – especially its relative lack of correlation to economic events and visibility of inflation-adjusted cash flows. The demand for infrastructure investments far outstrips the supply and therefore the real challenge for infrastructure players, investors and other stakeholders is in finding the right opportunities, at the right time.
At ValueNotes, we believe in the multiplier effect of infrastructure on the larger economy and it is against this background that we research energy, utilities, transport, logistics telecommunications and social infrastructure (healthcare, aged care, correctional facilities, etc). Our vast experience and strong domain competence across all these sectors positions us well to offer infrastructure-related research services. Specific services include:
- Investment research support for fund managers / PE / VCs focused on both listed and un-listed infrastructure
- Writing investment notes on infrastructure related themes
- Monitoring transactions (investments, PE deals, M&A) in the infrastructure sector
- Financial modeling and maintenance, for scalable and actionable investment analysis
- Investment appraisals
- Investment due diligence
Surveyed the global fund market for product offerings and with Asian infrastructure mandates. Delivered a comprehensive list of such funds along with brief profiles which included information on domicile, asset allocation, promoters / fund management company, year of inception, historical yields, AUM / FUM.
Assessed investment opportunities in the global aged care market (senior housing market) after studying its size and, structure. Our report included the current and projected trends in structure, demand-supply gaps and investment yields in the premium senior housing market in the US, Australia / NZ, UK, Germany, Philippines, Thailand, Malaysia, Singapore, China, Hong Kong and India.
We produce monthly infrastructure newsletters which enable institutional infrastructure investors to take informed decisions. The newsletter monitors global trends and capital movements in core infrastructure areas of energy, utilities, logistics, telecom and water.
We produce daily infrastructure newsletters which highlight key infrastructure developments around the globe which are likely to affect current and potential infrastructure projects. Company-specific events, industry-level trends, regulatory activity, investment activity, environmental transgressions and legal disputes are all tracked and summarized on a daily basis.
Detailed the level of infrastructure development in energy, transportation, water and sanitation in targeted regions of Africa, US, Europe, UK and the Asia Pacific. Our research outlined the mode of infrastructure investments and highlighted the degree of private sector participation in funding core infrastructure projects.
Studied the correlation between infrastructure stocks and specific accounting ratios to see if there was a relationship between the two, which could predict stock put-performance. We used regression and correlation techniques for our analysis, which enabled more informed decision-making while investing in the listed infrastructure sector
Built a detailed time-series financial model over a 5-year period, of all listed infrastructure companies. The model captures key financial and statistical data for analyzing companies and is used to identify investment opportunities for a newly set up infrastructure fund.
Our research identified the key growth drivers and investment opportunities in the production and distribution aspects, of this niche’ sector. We mapped consumption patterns for identified food segments and benchmarked the extent of enabling infrastructure, in specific regions. We also identified potential local partners based on predetermined financial and operational criteria.
Identified potential partners based on very specific technical capabilities in avionics design and embedded systems and involved interviews with senior executives at potential partner companies to understand capabilities and willingness.
