ELEZF News and Press, Endesa S.A. From 07/27/22

The following slide deck was published by Endesa, S.A. in conjunction with their 2022 Q2 earnings call. For further details see: Endesa, S.A. 2022 Q2 - Results - Earnings Call Presentation

While nuclear energy might be interesting right now, NLR, which holds stocks that have various degrees of exposure to the nuclear supply chain, is not a great way to bet. NLR is primarily a utilities bet, where companies will have some nuclear exposure, but it won't be active enough t...

Ariel Investments’ 13F portfolio value decreased from $11.86B to $11.27B this quarter. They increased Gentex, Resideo Technologies, and Boyd Gaming while reducing Progressive Corp and Berkshire Hathaway. The top three positions are Madison Square Garden Entertainment, Matte...

Endesa, S.A. (ELEZF) Q1 2022 Earnings Conference Call May 10, 2022 04:00 AM ET Company Participants Mar Martinez - IR José Bogas - CEO Luca Passa - CFO Conference Call Participants Alberto Gandolfi - Goldman Santa Harry Wyburd - Bank of America Manuel Palomo - Exane BNP Javier Suarez - M...

Ariel Investments’ 13F portfolio value increased from $10.94B to $11.86B this quarter. They increased Nielsen Holdings and Core Laboratories while reducing KKR and dropping Johnson & Johnson. The top three positions are Madison Square Garden Entertainment, Mattel, and F...

Endesa, S.A. (ELEZF) Q4 2021 Earnings Conference Call February 22, 2022 12:00 PM ET Company Participants Mar Martinez - Head, Investor Relations José Bogas - Chief Executive Officer Luca Passa - Chief Financial Officer Conference Call Participants Alberto Gandolfi - Goldman Sachs Harry W...

Ariel Investments’ 13F portfolio value increased from $10.64B to $10.94B this quarter. They increased Madison Square Garden Entertainment, Madison Square Garden Sports, and ADT Inc. while decreasing Meredith Corp, Vail Resorts, and Keysight Technologies. The top three posit...

DWX is an international dividend ETF. It is overweight in Europe, utilities and financials. Total return since inception is underwhelming relative to competitors. Why I prefer DNL. For further details see: DWX: Past Performance Is Concerning

Endesa is currently one of our holdings due to its great dividend yield and relatively low multiple thanks to nuclear exposures. We still believe that Endesa is being excessively punished for nuclear, as most of its facilities will be in operation for another 10 years, despite the 5x ...

Endesa, S.A. (ELEZF) Q2 2021 Results Conference Call July 27, 2021 04:00 AM ET Company Participants Mar Martinez - Head, Investor Relations José Bogas - Chief Executive Officer Luca Passa - Chief Financial Officer Conference Call Participants Harry Wyburd - Bank of America, Merrill Lynch...