Financial modelling of listed Australian infrastructure stocks

Built a detailed time-series financial model over a 5-year period, of 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.

Statistical analysis of infrastructure stocks’ out-performance for a quant fund

Studied the correlation between infrastructure stocks, specific accounting ratios, and stock out-performance. Our regression and correlation analysis helped the fund manager build screeners for future trading strategy

Strategy Research on Infrastructure for an asset management company

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.

Daily newsletters for infrastructure analysts and fund managers

Daily infrastructure newsletters highlighting key global developments likely to impact current and potential infrastructure projects. Company news, industry trends, regulatory change, investment activity, environmental violations and legal disputes are tracked and summarized on a daily basis.

Customer Newsletter for an infrastructure fund manager

A leading infrastructure fund manager wanted to showcase their knowledge via quality research. We created a monthly publication with analysis of infrastructure development across North America, Europe, & Asia-Pacific - covering energy & power, water & waste, transport, utilities, social infrastructure, and telecom.

Investment opportunities in the global aged care market

Assessed investment opportunities in the global aged care (senior housing) market. Our report included industry size and structure, projected trends, 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.

Market survey of funds focused on Asian Infrastructure

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.

Financial health of private hospitals in India

A VC wanted to evaluate the investment opportunity in the hospital sector in India and required research to determine the financial health of large private sector hospitals in India. The study involved analysis of the cost and revenue structures of Indian hospitals, and the returns provided by them.

Market Assessment of Nursing & Healthcare Staffing Business in USA and Australia

The study involved tracking the current and projected demand of the staffing business and price points, identifying the sources of demand, challenges, previous failures, government policies and staffing patterns. The study also included competitor profiles of the staffing players.

Market opportunity analysis of the whey industry in India

An analysis of the whey industry in India for a consulting firm, which included an evaluation of the market potential for demineralised and sweet whey powder. The study involved analyzing the industry structure, supply chain, government regulations and price trends. Based on in-depth interviews with industry experts, ValueNotes recommended potential partners and entry options.