ESOCF News and Press, Enel Societa Per Azioni From 09/12/22

Summary Recent NREL report indicates massive capacity for ocean power. Challenges for the small wave/tidal companies due to lack of funds. Ocean Power Technologies (OPTT) becomes a consulting company. Carnegie Clean Energy (CWGYF) stops scale up of production and focuses on bu...

Summary Hydrology conditions are bad as you might have guessed with all the news of droughts. Wind and solar capacity grows, as does activity and selling price, so it fires well on all cylinders. The networks business shows growth on tariff reviews in Brazil, demonstrating lev...

Arrival is a speculative EV play. Its business model is quite different from other EV start-ups. The current market environment is not the best for start-up companies in the EV sector, a better entry point may appear in the future. Arrival Group ( ARVL ) is a hig...

SCHY is an international, ex-U.S. dividend ETF. The heaviest country is the U.K. with over 20% of asset value. About 45% of the fund is in 3 sectors: consumer staples, communication and financials. The fund is 15 months old, but the underlying index beats popular competitors i...

There is a balancing effect between government intervention to lower energy price bills (and consequently reduce Alerion's margin) and support the CAPEX investment with new renewable power generation. Alerion delivered a strong set of numbers in H1 2022. Given the stock price appr...

Enel SpA (ENLAY) Q2 2022 Earnings Conference Call July 28, 2022 12:00 PM ET Company Participants Monica Girardi - Head of Group Investor Relations Francesco Starace - Chief Executive Officer and General Manager Alberto de Paoli - Chief Financial Officer Con...

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

EWI gives exposure to the Italian economy, which means some solid exposures in financials and utilities. The bigger issues are in consumer discretionary where exposures to cars could be an issue in a recession. The yield is alright though, but we do worry more about some of the un...

Renewable energy sources, primarily wind and solar power, are set to account for the majority of growth within the power sector over the coming years. We expect the rapid adoption of short-duration battery energy storage systems to create investment opportunities across the renewables...

Italian extra tax on profits will only weight €100m. Enel accounts supported by installed renewables capacity. Net debt in line with our estimates, we confirm our buy rating. For further details see: Enel: Our Long Term View Is Confirmed