EVENTS:   The Roaring 2020s or a Rerun of the 1970s? - Edward Yardeni/Yardeni Research - 24 Mar 26   Best Equity Short Ideas Conference Call 13 - Thomas Chanos/Badger Consultants & Dr. Aaron Fletcher/Bios Research & Jonathan Telgener/Channel Dynamics & Ed Steele/Iron Blue Financials & John Zolidis/Quo Vadis Capital & Mark Hiley/The Analyst - 26 Mar 26     ROADSHOWS: Chinese Equity Ideas & Channel Checks Across 50 sub-sectors - Don Ma /Horizon Insights   •   London   23 - 27 Mar 26       Long Short European Equity Research - Harry Grist /The Analyst   •   New York   26 Mar 26       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   27 - 27 Mar 26      
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Vopak (VPK NA) Netherlands

Energy

Insight Investment Research

VPK fails to measure up against the rest of Robert Crimes’ highly undervalued global infrastructure sector coverage (where the average upside is 75%) - he points to VPK's low visibility and volatility of end markets, high capex and reduced ROCE due to increasingly strict regulations, limited EBITDA growth and low attributable capacity additions. Insight are the only Infrastructure team to cover VPK and their analysis focuses more on LT FCF, DCF and IRR-Ke spread than near term earnings.

Edition: 116

- 06 August, 2021