John Laing (JLG), listed in February 2015, has a diversified portfolio of investments, by sector and geography, and with an even split of operational projects and assets under construction. We believe that JLG is well placed to capitalise on the future demand for infrastructure and renewable investment and we forecast a total return (NAV and DPS growth) of c 17% (2015-20). This growth should lead to a reduction in JLG’s valuation discount.
Sign up to access
Get access to our full offering from over 30 providers
Get access to our full offering from over 30 providers
Track record of growth
- Published:
31 Aug 2016 -
Author:
Graeme Moyse -
Pages:
16
John Laing (JLG), listed in February 2015, has a diversified portfolio of investments, by sector and geography, and with an even split of operational projects and assets under construction. We believe that JLG is well placed to capitalise on the future demand for infrastructure and renewable investment and we forecast a total return (NAV and DPS growth) of c 17% (2015-20). This growth should lead to a reduction in JLG’s valuation discount.