RDEIF News and Press, Red Electrica Corporacion SA

2024-06-07 17:38:42 ET Summary A couple of years after the step down of baseline compensation for the transmission network, the distribution concession is now also seeing lower baseline comp. Transmission is growing because RAB gets indexed to inflation, but a lot of the growth wa...

2024-04-08 09:41:08 ET J.P.Morgan analysts published a list of European companies that would suffer due to higher financing costs. ... Read the full article on Seeking Alpha For further details see: European losers of higher financing costs - JPMorgan

2024-01-31 08:30:00 ET Summary The energy crisis is behind us, and the European Commission has taken action to prevent further disruption over the coming years. European utilities will continue to grow in terms of both cash flow generation and investment, but at a less hectic pace...

2024-01-20 10:25:00 ET Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. Infrastructure markets...

2024-01-18 08:20:00 ET Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. Infrastructure markets...

2024-01-16 17:19:02 ET Summary Redeia Corporación is a Spanish TSO undergoing major investment to strengthen infrastructure and expand internationally. Expansion is resulting in a business with higher capital intensity, increasing financing costs, and a higher fixed cost base...

2023-10-17 11:45:00 ET Summary European utilities are at the forefront of the green energy transition on the continent. Investment needs have significantly increased over the years and 2024 will see another 5% expansion in capex. Inflation and the higher cost of materials mean...

2023-05-09 19:32:00 ET Summary The Top 40 European utilities will invest a total of €128bn in 2023. According to the European integrated utilities' capital expenditure plans, 48% of their investments will be dedicated to renewables, representing about €46bn in total....

Red Eléctrica Corporación, S.A. (RDEIF) Q2 2022 Results Earnings Conference Call July 27, 2022 5:30 AM ET Company Participants Roberto García Merino - Chief Executive Officer Emilio Cerezo - Chief Financial Officer Conference Call Participants ...

Interesting long-term upside but we believe news is already priced in. Analysing and looking at its latest disinvestment and acquisition. We favour other European players with a more supportive dividend policy. We initiate coverage with a neutral rating. For further details ...