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
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
Industry Update - Energy (Power)
SPPs’ share prices may experience selling pressure in the short term due to three cases concerning electricity tariffs and Ft rates during the...
156 Views
Industry Update - Energy (Power) - JUNE 17, 2024
Headwinds from inflated share prices; cheap valuation, limited downside. Negative surrounding factors pressured the share prices of the power...
56 Views
Energy (Power) - MAY 30, 2024
The share prices of the power sector may face pressure from the extended high-interest rate cycle, posing downside risk to expected project returns.
313 Views