Insights

This in-depth analysis explores the financial dynamics of the UK power sector between 2018 and 2022, unveiling infraMetrics’ extensive analytical possibilities. The research meticulously compares the performance of renewable and conventional power sources across key metrics like revenue, profit margins, returns, and cost of capital, providing a comprehensive view of the industry landscape. Our research is supported by dynamic visualizations

The year ended much like 2022, inflation was still above most central banks’ targets, Interest rates were significantly higher than 18 months previously. However, the rate of increase in interest rates has slowed. With ongoing geopolitical turmoil, we view that interest rates are likely to stay elevated for some time. Given this scenario, we anticipate less extreme volatility from the

This month, instead of looking at a transaction changing hands through a willing buyer and seller, we are looking at a topic that could be a significant interest for investors in network utilities today: equity injection and, specifically, how the infraMetrics® platform can help you determine the IRR you should expect for such a transaction. Currently, we see that the

We have demonstrated over the last few newsletters how to employ infraMetrics® data to price up already completed deals. This month we’re looking to try something different: price up a possible transaction. This deal hasn’t happened, and we’re not sure if it will, but this is a demonstration of the value of the data available in the infraMetrics® platform. In

This is a grim headline, but with the economic shifts over the last two years, we might be seeing a more difficult market for infrastructure investment. From our perspective, we are observing some interesting shifts in the market. Firstly, despite the evidence that inflation may be cooling in major economies, there is evidence that interest rates might be higher for

In June, Arjun Infrastructure Partners acquired a 10% stake in Angel Trains from Public Sector Pension Investment Board (PSP Investments), a Canadian pension fund. Despite this transaction, PSP Investments will continue to hold the majority ownership of Angel Trains, retaining a 64.25% stake in the company. The financial details of the transaction have not been publicly disclosed. Established in 1994,