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2024-07-15 17:54:27 ET Summary Endesa is reducing its exposure to thermal generation sources as part of a pan-European trend by utilities. Declines in thermal production have impacted EBITDA, while margins have also been affected by ongoing declines in electricity prices. Larg...
2024-05-03 08:13:23 ET Summary Lower electricity prices will start having some impact on PPAs. Markets might be hoping for a slower expansion of renewable assets to focus on deleveraging. Significantly undervalued compared to peers despite hydro optionality in a lower electricity ...
2024-05-03 06:36:07 ET Summary EDP plans to add 4.5 GW of renewable capacity per year between FY23 and FY26, totaling 18 GW. EDP aims to finance part of the expansion plan through OCF and the sale of built assets. The company expects growth in operating results and profitabili...
2024-04-26 10:10:00 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 assets ...
2024-02-13 04:23:41 ET Summary Energias de Portugal is an undervalued company that is a good investment in a rising market. EDP has a technically appealing institutional shareholding, with BlackRock, Qatar, and China Three Gorges Corporation owning roughly 45% of the company. ...
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...
2024-01-18 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...
2023-05-28 05:26:33 ET Summary EDP has been benefiting mostly from a huge recovery in hydrology conditions YoY, which were a disaster last year with droughts. Otherwise, EDP continues to grow its capacity and electricity production in wind and solar. Networks continue to demon...
Two opposing forces appear to be dominating the market currently, with investors polarized between recession fears and bargain hunting following this year’s large equity selloff. Investors priced in most central bank tightening and seem more confident with the inflation outlook...
The major droughts in Iberia cause a short position on energy prices which have rocketed due to needing to meet PPAs. Networks show strength of regulated utilities businesses in the face of interest rates and inflation. Overall decent performance considering hydrology issues, but ...