20 Reasons to Buy Macquarie Infrastructure

  • It is the largest REIT company in Korea. Originally owned by the Macquarie Group (Australia), it has now lost management rights and is operated only in Korea. The National Pension Service owns 5%. This means that it is an institution where the future of the people depends, and it is a place where investment is made carefully.

  • Investment assets are quite stable and there are many good things.
    Incheon International Airport Expressway, Umyeonsan Tunnel,
    Yongin-Seoul Expressway, Seoul-Chuncheon Expressway, Incheon Bridge,
    Expressway, Busan Port New Port Phase 2-3, Dongbuk Line Urban Railway,
    There are many roads that are thick and have heavy traffic.
  • Ocean Energy, Seorabeol City Gas). Pretty
  • Bosan Port New Port 2nd hinterland road, Incheon-Gimpo
  • Baekyang Tunnel, Cheonan-Nonsan Expressway, Sujeongsan Tunnel, Machangdaegyo Bridge,


  • The dividend (distribution) is huge. If you buy a building, the monthly rent is 4% of the building price, which is average, but this one comes out over 6%. Dividends are paid semi-annually, and dividends of more than 3% can be received and eaten semi-annually. It pays a higher dividend than any other REITs in Korea. Dividends have been steadily rising. Board of directors personnel specifications and experience are considerable (Kim Hwa-jin - Professor of Northwestern Law School, Harvard Law School, Seoul National University Law School, Nam Tae-yeon - Dongguk University Accounting Master, Washington University Accounting Master (tax major), Moon Jae-do - Seoul National University Department of Economics, Master of Policy, KAIST Master of Business Administration ) It is a company that pays attention to esg management. I came up with a few strategies, but some are already running. (List of commitments = Measure GHG emissions for each fund’s investment companies. Develop measures to reduce GHG emissions. Develop business plans that contribute to a zero-emissions (ZERO) economy by 2040 or earlier. In the case of new investments, we aim to complete climate change related commitments within 24 months of acquisition. (We report annually on our progress in this regard.) Due to the nature of Korea's geography, real estate has no choice but to grow. There are many people who live in a narrow land, and the rate of road use is gradually increasing. It seems that the company is much better than the growth rate. In my personal opinion, it can be said that it is the most stable stock among the Korean KOSPI... is a defensive player Companies are dying one by one because of interest rates that have soared, but this one has suffered less damage than Samsung Electronics. It's a good thing to buy at a cheaper timing. The debt ratio is only 18.6%. The lower the debt ratio, the better financial soundness is evaluated, which is lower than that of Korea's representative stock 'Samsung Electronics'. Of course, it is unreasonable to evaluate this alone, but it is a fact that it is safer. The chart is a long-term uptrend chart. The fluctuation range is not large, but it is steady and gradually rises. This is a good chart for the early long term.

  • There are ports they are holding, and sales are growing every year. With an average annual return of 11%, the KOSPI shows a fairly decent return. The traffic volume of these roads is 270 million per year. It is a growing trend. It does not continue to carry only this infrastructure (there are roads where the contract expires), but continues to purchase new roads. The credit rating is AA0 as of 2023, and it can be seen as the highest. The company's operating profit is steadily increasing. Investment asset management is very active. This is disclosed at each general meeting of shareholders.

  • The urban railway (Dongbuk Line) is currently under development, and it is expected to make profits where it can handle the huge floating population of 213,000 people on average per day.

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