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Mejores acciones de calidad del sector Infrastructure Operations

De las 60 acciones listadas aquí, solo una alcanza la nota de calidad máxima. La valoración mediana del grupo se sitúa en 16,2 veces su flujo de caja libre. Entre las que tienen la nota máxima, la más barata es BF Utilities (BFUTILITIE.NS), a 4,0 veces su flujo de caja libre.

Las acciones del sector Infrastructure Operations mejor puntuadas por nuestro análisis fundamental, ordenadas de mayor a menor calidad, con su valoración (P/FCF). Haz clic en una acción para su análisis completo.

#AcciónNota de calidadP/FCF
1BF Utilities Limited (BFUTILITIE.NS)10/104.0x
2Smart Parking Limited (SPZ.AX)9/1022.8x
3Don Muang Tollway Public Company Limited (DMT.BK)9/108.1x
4PT Jasa Marga (Persero) Tbk (JSMR.JK)8/10n.d.
5Société Marseillaise du Tunnel Prado Carénage (ALTPC.PA)8/106.3x
6Heilongjiang Transport Development Co., Ltd. (601188.SS)8/1020.3x
7Nippon Densetsu Kogyo Co., Ltd. (1950.T)8/1055.4x
8RoadMainT Co.,Ltd. (603860.SS)7/1023.7x
9Anhui Expressway Company Limited (0995.HK)7/1016.5x
10Jiangsu Expressway Company Limited (0177.HK)7/10n.d.
11Ventia Services Group Limited (VNT.AX)6/1019.4x
12PT Dana Brata Luhur Tbk (TEBE.JK)6/1012.2x
13Jenkongklai Public Company Limited (JPARK.BK)6/10n.d.
14Highway Infrastructure Limited (HILINFRA.NS)6/10n.d.
15Deo Ca Traffic Infrastructure Investment Joint Stock Company (HHV.VN)6/102.6x
16GELEX Infrastructure Joint Stock Company (GEL.VN)6/10n.d.
17Edil San Felice S.p.A. (ESF.MI)6/10n.d.
18BCPL Railway Infrastructure Limited (BCPL.NS)6/10n.d.
19Jilin Expressway Co., Ltd. (601518.SS)6/106.6x
20Jiangsu Expressway Company Limited (600377.SS)6/10n.d.
21Hubei Chutian Smart Communication Co.,Ltd. (600035.SS)6/10n.d.
22Fujian Expressway Development Co.,Ltd (600033.SS)6/104.8x
23Anhui Expressway Company Limited (600012.SS)6/1019.6x
24Chengdu Expressway Co., Ltd. (1785.HK)6/10n.d.
25Qilu Expressway Company Limited (1576.HK)6/10n.d.
26Yuexiu Transport Infrastructure Limited (1052.HK)6/101.5x
27Shenzhen Investment Holdings Bay Area Development Company Limited (0737.HK)6/109.1x
28China Merchants Expressway Network & Technology Holdings Co.,Ltd. (001965.SZ)6/1013.5x
29Dongguan Development (Holdings) Co., Ltd. (000828.SZ)6/1011.1x
30Cat Lai Port Joint Stock Company (CLL.VN)5/9n.d.
31Chuong Duong Corp. (CDC.VN)5/9n.d.
32Transurban Group (TCL.AX)5/1070.2x
33Atlantaa Limited (ATLANTAA.NS)5/10n.d.
34Ocean Line Port Development Limited (8502.HK)5/107.8x
35Sichuan Expressway Group Company Limited (601107.SS)5/1022.5x
36Jiangxi Ganyue Expressway CO.,LTD. (600269.SS)5/106.9x
37PARK24 Co., Ltd. (4666.T)5/1019.0x
38Watts International Maritime Company Limited (2258.HK)5/10n.d.
39Guangdong Provincial Expressway Development Co., Ltd. (200429.SZ)5/1014.9x
40Shoucheng Holdings Limited (0697.HK)5/1016.9x
41Xinjiang Communications Construction Group Co., Ltd. (002941.SZ)5/10n.d.
42Shanghai Re·fine Environment Sci-tech Ltd. (001396.SZ)5/102389.1x
43Shanxi Hi-speed Group Co., Ltd. (000755.SZ)5/106.0x
44Reway Group S.p.A. (RWY.MI)4/1013573.2x
45Markolines Pavement Technologies Limited (MARKOLINES.NS)4/10422.4x
46IRB Infrastructure Developers Limited (IRB.NS)4/1015.6x
47PT Citra Marga Nusaphala Persada Tbk (CMNP.JK)4/10n.d.
48Bharat Road Network Limited (BRNL.NS)4/10n.d.
49Mobile Infrastructure Corp (BEEP)4/10n.d.
50AVADA Group Limited (AVD.AX)4/102.5x
51Atlas Arteria Limited (ALX.AX)4/1073.5x
52Shenzhen Expressway Corporation Limited (600548.SS)4/1016.2x
53Shandong Hi-speed Company Limited (600350.SS)4/1026.8x
54Chongqing road & bridge co.,ltd (600106.SS)4/10103.7x
55Henan Zhongyuan Expressway Company Limited (600020.SS)4/1019.3x
56Huayu Expressway Group Limited (1823.HK)4/10n.d.
57China Resources and Transportation Group Limited (0269.HK)4/100.8x
58Shenzhen International Holdings Limited (0152.HK)4/10n.d.
59Sichuan Expressway Group Company Limited (0107.HK)4/1015.8x
60Shandong Sunway Chemical Group Co., Ltd. (002469.SZ)4/1065.6x

Nuestra nota de calidad juzga la solidez del negocio con 10 criterios financieros objetivos (rentabilidad, crecimiento del flujo de caja libre, recompras, deuda, rendimiento del capital). El P/FCF (precio respecto al flujo de caja libre) indica si la acción está cara o barata. Método completo: nuestra metodología.

Para situar estos múltiplos frente a las medias del sector, los datos sectoriales públicos de referencia son los de Aswath Damodaran (NYU Stern).

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