Infrastructure Sector

[winston]

<China: Research Report>UBS: Mainland May Infrastructure FAI Growth Shows Strong Recovery; Most Preferred China Rail Cons

UBS stated in its report that according to National Bureau of Statistics (NBS), May railway transport FAI growth accelerated to 33% YoY from 7% YoY in April.

Overall infrastructure FAI growth accelerated to 22% YoY in May (vs. 18% YoY in April).

The broker believed strong FAI numbers in 2Q should translate to strong revenue recognition by Chinese construction companies during the same time period.

2Q16 new contract numbers may also surprise on the upside. It also anticipated breakthroughs at some key overseas projects to be potential catalysts.

UBS' most preferred is CHINA RAIL CONS (01186.HK), benefiting from significant railway investment and rising subway investment in China, as well as fast expansion into the overseas market.

It saw the recent share price pull-back as an additionally attractive buying opportunity. UBS rated CHINA RAIL CONS at Buy with target of $14.

Source: AAStocks Financial News

[winston]

How to Profit as D.C.'s Pork-Barrel Politics (and Spending) Go Global

By PETER KRAUTH

Big Spending Spree, Bigger Profits

Back on March 8, I said to make a play on the iShares Global Infrastructure ETF (Nasdaq: IGF).

Since then IGF is up by 6.6%, almost double what the three big indexes have returned, and I think it's headed much higher for all the reasons I outlined above.

In fact, look at how well it's performed against the broader market since the start of the year.

While the S&P is barely treading water, the iShares Global Infrastructure ETF is actually up by 10% since the start of 2016.

Remember – this buildout will be worldwide, and this fund gives you unbeatable geographical diversification, with IGF invested at 35% in the United States, 9.5% Australia, 9% Spain, 7.4% Canada, 7% Italy, 6.5% UK, 6% France, 4.5% China, and 3.4% Japan, with the balance sprinkled across a few more emerging and developed countries.

And with an election fast approaching, this is probably the one sector that's best placed to profit from the coming tsunami of pork-barrel politics.

Except now you know exactly how to position yourself to benefit.

Source: Money Morning

http://moneymorning.com/2016/06/17/how- ... go-global/

[winston]

These Plays Have Seen a 1,365% Increase in Investment

by Rachel Gearhart

Every four years, the American Society of Civil Engineers grades America’s infrastructure. In 2013, America’s grade was a D+.

The estimated cost to improve our roads, bridges and sewer systems? $3.6 trillion.

But with $19.5 trillion in national debt and more than $3 trillion in city and state debt, it’s clear that the government won’t be fixing the problem. Which is giving rise to a new breed of business...

Public-private partnerships.

As you can see in this week’s chart, the amount of money invested in PPP projects has increased 1,365% over the last 25 years. And the number of PPP projects has increased 705%.

Because these partnerships are so mutually beneficial, PPPs could ultimately be the answer to America’s $3.6 trillion infrastructure problem. One way for you to invest is through municipal bonds called Private Activity Bonds.

So far, they’ve been used to finance more than $10 billion worth of roads, tunnels and bridges.

Another play that our Energy and Infrastructure Strategist David Fessler has covered is The VanEck Vectors High Income Infrastructure MLP (NYSE: YMLI). According to Dave, it has a complete focus on U.S. infrastructure. It also pays a sizable dividend yield of 7.32%.

Source: Investment U

http://www.investmentu.com/article/deta ... -hydPB96M8

[winston]

6 Major Infrastructure Stocks for a Trump or Clinton Win

By Jon C. Ogg

Source: 247 Wall Street

http://247wallst.com/infrastructure/201 ... Newsletter

[winston]

Our Blueprint for Profiting on Trump’s Infrastructure Boom

I like Caterpillar Inc. (NYSE:CAT), Deere & Co. (NYSE:DE), Emerson Electric Co. (NYSE:EMR), Cummins Inc. (NYSE:CMI), and Nucor Corp. (NYSE:NUE) all for their dividend yields and because they are proven winners.

The problem with them is they’ve all been bid up through the roof and are way too lofty for my liking right this second.

Source: WS Insights

http://wallstreetinsightsandindictments ... up-market/

[winston]

After the Election, 7 Major Infrastructure Winners for 2017 and Beyond

By Jon C. Ogg

Source: 247 Wall St

http://247wallst.com/infrastructure/201 ... nd-beyond/

[winston]

Use Pullbacks as Entry Opportunities in These Stocks

By David Goodboy

Risks To Consider: Some analysts believe that infrastructure growth companies shares have become overpriced. In fact, Bank of America just downgraded building material stocks, resulting in a sharp sell-off in stock prices across the board.

Source: Street Authority

http://dailytradealert.com/2016/11/25/u ... se-stocks/

[winston]

China: Infrastructure Plays

Companies in construction and environmental protection, for instance, could benefit from rising orders from public-private partnership projects in 2017, including Shenzhen-listed Beijing Origin Water Technology, a water treatment solution provider, and Focused Photonics, a manufacturer of analytical instrument for environmental monitoring.

UBS’ Lu Wenjie believes Hong Kong-listed China Resources Cement, Beijing Urban Construction, and China Railway Construction could be the types of stock to benefit from a likely infrastructure-led cyclical recovery in 2017.

“As real estate activity cools further in 2017, the government is likely to boost infrastructure investment to counter headwinds to growth,” he said.

Source: SCMP

[winston]

The Truth About Trump's Infrastructure Plan

by David Fessler

Trump and his team have listed the top 50 infrastructure projects they want tackled. Here's his "Priority List: Emergency & National Security Projects."

https://www.documentcloud.org/documents ... duced.html

Source: The Oxford Club

[winston]

3 Infrastructure Stocks That Will Finally Realize Their Trump Potential

Donald Trump has promised spending that should help infrastructure stocks

By Charles Sizemore

Source: Investor Place

http://investorplace.com/2017/04/infras ... /view-all/