Analyst Comment HOLD
Brookfield Infrastructure Partners(BIP.UN-T)
21/03/2024
Interest rates have hurt. Sell?
Hard assets like toll bridges, cell towers. Things that have long-term, stable cashflow streams. An industry that has a more leveraged balance sheet. Underperformed since rise in rates, as future cashflow is discounted at a higher rate, which decreases net present value and is reflected in the stock price. Hold. Solid. Attractive yield. Lower interest rates will be a tailwind.
Energy Infrastructure, Industrials & Utilities
Christine Poole
$40.500
Unknown