insightir.com Report : Visit Site


  • Server:Apache...

    The main IP address: 178.79.175.62,Your server United Kingdom,London ISP:Linode LLC  TLD:com CountryCode:GB

    The description :home why ? members research team and coverage legal contact us investment research llp investment research is a top ranked sell side boutique dedicated to global infrastructure equity research. we lev...

    This report updates in 17-Aug-2018

Created Date:2013-06-09
Changed Date:2015-05-05
Expires Date:2018-06-09

Technical data of the insightir.com


Geo IP provides you such as latitude, longitude and ISP (Internet Service Provider) etc. informations. Our GeoIP service found where is host insightir.com. Currently, hosted in United Kingdom and its service provider is Linode LLC .

Latitude: 51.508529663086
Longitude: -0.12574000656605
Country: United Kingdom (GB)
City: London
Region: England
ISP: Linode LLC

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Date:Fri, 17 Aug 2018 13:09:49 GMT
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DNS

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OWNER:LINODE-AP Linode, LLC, US
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mx:MX preference = 0, mail exchanger = InsightIR-com.mail.protection.outlook.com.

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home why ? members research team and coverage legal contact us investment research llp 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 s 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 ? members research flagship reports flughafen zurich: value accretive capacity growth to 2051e 25 jul 2018 we add ongoing terminal capacity expansion, allowing value accretive traffic growth to 2051e with returns in regulated business close to our coc but higher returns and fcf in non-regulated business. our tp increases to chf328. auckland airport initiation: back end loaded fcf reduces irr, syd preferred 26 jun 2018 we initiate on auckland international airport (aia) with a sell as our sotp-based tp of nz$8.0 indicates upside of 16%, below our global infrastructure sector average of 32%. in our view aia is a quality asset but we prefer sydney airport given its more attractive fcf profile, traffic mix development and long term retail growth. aena: adding value accretive capacity growth to 2050e 13 may 2018 we add ongoing terminal capacity expansion, allowing traffic growth to 2050e, that we expect to be highly value accretive due to strong fcf generation in commercial. we raise our tp to €238 and upgrade from a sell to buy. latest reports atlantia: morandi bridge collapse risks way over discounted 17 aug 2018 atlantia share price has fallen 23% since the morandi bridge collapsed and the government has said it will start the process to terminate aspi’s concession. we believe the risks are over discounted and it is highly unlikely the concession will be terminated. we raise atlantia from 6th to 1st of 25 on our stock ranking system. fraport: h1 2018 - reducing ebitda, eps & tp to €77 08 aug 2018 fraport has reported h1 2018 ebitda of €461m, +9.8% yoy or +1.5% lfl, -7% below . we reduce our ebitda and eps estimates. our tp falls to €77 mainly due to lower retail and international valuations, thus we remain sell. atlantia: h1 - raising ebitda & eps on abe, tp up to €38 05 aug 2018 h1 ebitda of €1,743m, +0.4% yoy (+3% lfl) was in line with . we raise our ebitda (organic flat), eps and dps due to consolidation of abertis from q4 ‘18e. our tp increases to €38 and we remain positive on the abe deal. adp: h1 2018: raising ebitda & eps, tp up to €238 31 jul 2018 adp has reported h1 ebitda of €815m, +34% (+4.5% ex tav, aig and h1 ’17 capital gain), -1.5% below . we raise our ebitda and eps estimates on higher traffic and higher contributions from international developments. ferrovial: reducing ebit & eps but tp resilient 27 jul 2018 ferrovial has reported h1 ebit before provisions of €203m, -5% below . we reduce our contracting and toll roads ebit and eps but we maintain our tp at €34. we expect contracting ebit to recover 8% yoy in h2 ’18e. oma: h1 - reducing cost forecasts, tp up to mx$126 19 jul 2018 h1 ebitda (ex-maintenance provision) was mx$2,151m, +28% yoy, 2.1% above . we raise our ebitda and eps estimates mainly on higher traffic and efficiency. we raise our tp +2% to mx$126 but we maintain our relative sell. asur: new investment plan slightly accretive vs. forecasts 12 jul 2018 on 27 june the mexican department of communications & transportation approved asur’s mdp for 2019-23, which is slightly value accretive versus our investment and tariff forecasts, thus our tp increases to mx$332. eiffage: aprr entry via eiffage at discount to atlas arteria 11 jul 2018 eiffage is increasingly our preferred exposure to high quality french toll road, aprr. atlas arteria’s market cap has recently outperformed eiffage’s, with aprr discounted entry via eiffage vs. atlas arteria close to recent highs. ferrovial: earnings recovery not dependent on contracting 25 jun 2018 ferrovial’s share price has started trading differently since its fy ’17 results, quickly recovering from ongoing negative news in contracting. we see reduced probability of contracting disappointing relative to lowered forecasts with 75% of growth in our proportional ebit in 2018-27e from infrastructure assets. getlink: cmd highlights strong pricing potential, esp. cars 20 jun 2018 we attended getlink’s cmd on 19 june. our key takeaway was potential for continued robust price increases, especially for cars. we remain confidently above guidance for ebitda in 2022e. our higher capex is offset by higher traffic. bcia: loss of airport fee mostly offset by strong retail 19 jun 2018 the ministry of finance has said it will abolish funding for bcia from the civil aviation development fund. while not a surprise, it is earlier than we had assumed, thus our tp falls to hk$18.2. we expect higher retail revenues from new duty free contracts in 2018e to mostly offset lower aeronautical revenues in 2019e. getlink: raising traffic on ytd growth & express delivery 13 jun 2018 given solid ytd traffic, reasonable uk economics and expected high continued growth in express freight linked to e-commerce, highlighted by the recent e&y studies of trade in the tunnel, we raise slightly our shuttle traffic forecasts. why ? we understand our clients needs, produce research product to achieve them, do what we say we will do, have fun and play to win. why ? » our approach a niche non traditional sector requires a specialist solution. we concentrate on thoughtful, thorough, ful analysis not maintenance research and challenge market views. our approach » legal website terms of use legal » investment research llp is authorised and regulated by the financial conduct authority (fca) in the united kingdom (602092). it is a registered company in england & wales no. oc385138. it is a registered investment advisor licensed by the securities and exchange commission (sec) in the united states (168324). © investment research 2018 ") × members only email address or password incorrect sign in forgotten your password? email address not known. email password we have sent an email with your password. × logged out login again to access reports.

URL analysis for insightir.com


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Whois Information


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Domain Name: INSIGHTIR.COM
Registrar URL: http://www.godaddy.com
Registrant Name: robert crimes
Registrant Organization:
Name Server: NS1.BDM.MICROSOFTONLINE.COM
Name Server: NS2.BDM.MICROSOFTONLINE.COM
DNSSEC: unsigned

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  REGISTRAR GODADDY.COM, LLC

  REFERRER http://www.godaddy.com

SERVERS

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  ARGS domain =insightir.com

  PORT 43

  SERVER whois.godaddy.com

  ARGS insightir.com

  PORT 43

  TYPE domain

DOMAIN

  NAME insightir.com

NSERVER

  NS1.BDM.MICROSOFTONLINE.COM 207.46.15.59

  NS2.BDM.MICROSOFTONLINE.COM 157.56.81.41

STATUS
clientDeleteProhibited https://icann.org/epp#clientDeleteProhibited
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clientTransferProhibited https://icann.org/epp#clientTransferProhibited
clientUpdateProhibited https://icann.org/epp#clientUpdateProhibited

  CHANGED 2015-05-05

  CREATED 2013-06-09

  EXPIRES 2018-06-09

OWNER

ADMIN

TECH

  REGISTERED yes

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