The infrastructure sector in Europe could see an increase in orders due to the political will to revive economies and inflation.

In this sector, the Spanish company Abertis appears interesting with an attractive valuation at 15x profits, a dividend of 5.7%, a solid balance sheet and high net margins (> 15%). But it’s mostly the business model, linked to concessions (mainly on highways) that is most interesting due to the recurrence of revenues that provide the company with good visibility on cash flow and earnings. At the current price of EUR 13.67, the share has an upside of more than 15%.

This is not a recommendation but just our opinion. Please consult with your financial advisor before investing!

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