Global Power Synergy - 4Q23 Earnings in Line; 2024E Earnings to Remain Strong
Our valuation metrics suggest that the current valuation is attractive, while the 2024-26E EPS growth prospects are stable
232 Views
Industry Update: Energy (Power) - September 25, 2024
The Energy Regulatory Commission (ERC) has announced the purchase of 2,180 MW under the RE2 program for the first lot, which includes up to 600 MW...
157 Views
Special Report: The Bigger the Fed Rate Cut, the Better for Cyclicals - SEPTEMBER 24, 2024
We expect that the Bank of America (BofA) Global Fund Manager Survey results for October will shift positively toward equities compared to the...
220 Views
Economic Update: Central Banks: Fed, BoE, BoJ and ECB - SEPTEMBER 24, 2024
The Fed’s first interest rate cut, a significant reduction of 50 bps, coincided with the ECB lowering rates and the BoE holding rates steady as...
204 Views
Energy (Power) - Positive Seasonality to Drive 3Q24E Core Earnings
We expect the power sector to become attractive again as the interest rate uptrend nears its end (as firms use debt leverage to drive growth and...
132 Views