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2023-04-20 09:08:06 ET Summary I've covered a fair number of REITs, Financials and Utilities to this day, because I believe these are the best-positioned sectors to outperform. Today, I describe in detail how I evaluate whether a stock will do well during an economic slowdown or n...
Summary Supportive developments from affiliates. Asset rotations reduced EM exposure (and earnings volatility), and Enagas increased its equity stake in TAP. The dividend payment was once again confirmed, and so was our valuation. Here at the Lab, in 2022, we have intens...
Enagás, S.A. (ENGGF) Q4 2022 Results Conference Call February 21, 2023 03:00 AM ET Company Participants Felisa Villan - IR Arturo Gonzalo - Chief Executive Officer Luis Romero - Chief Financial Officer Conference Call Participants Javier Suarez - Medio...
Summary Looking at the numbers, Snam is a safer company compared to Enagas (based on credit metrics and Regulatory Asset Based evolution). Snam offers the best opportunity to capture EU hydrogen growth. However, Enagas has a compelling valuation with a 10% dividend yield (the Italia...
Summary The third quarter was dominated by central banks’ efforts to fight inflation through tightening monetary policy; as the Fed and other central banks continued to raise rates, bond yields rose across the globe. The U.S. Inflation Reduction Act was announced in August ...
Enagás, S.A. (ENGGF) Q3 2022 Earnings Conference Call October 25, 2022 3:00 AM ET Company Participants Arturo Gonzalo - CEO Luis Romero - CFO Conference Call Participants Javier Suarez - Mediobanca Manuel Palomo - BNP Paribas Ignacio Domenech...
The following slide deck was published by Enagás, S.A. in conjunction with their 2022 Q3 earnings call. For further details see: Enagás, S.A. 2022 Q3 - Results - Earnings Call Presentation
Summary The Nord Stream 1 collapse might be Enagas' key catalyst. 6 regasification plants should support Enagas in the short/medium term, whereas TAP & Algeria gas diversification are set for the medium/long investment horizon. Strong dividend yield as a margin of safety. ...
In the current energy crisis, we reaffirm our positive view about Enagás. New CAPEX requirements to consider. REPowerEU act and a new interconnection with Italy coupled with Enagás regasification plants make the company a solid buy. Last week, Enagás ( E...
Guidance confirmed thanks to asset rotation. Investee companies' results are partially offsetting 2021-2026 regulatory framework remuneration. Five pillars: storage, interconnections, biomethane, renewable hydrogen and alliances with neighbouring countries. Enagás will play a...