Power Points: Prices Yield to Rising Interest Rates—Dec 2021
Power PointsPrices Yield to Rising Interest Rates—Dec 2021 Downward pressure on electricity share prices likely to continue through to the end of...
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Electricity Sector: Is Electricity Offering Value Again?
Electricity SectorIs Electricity Offering Value Again? In our view, not yet. Whilst electricity share prices are generally down -10% to -15%...
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Contact Energy: Renewables Powering Strong Start to FY22
Contact EnergyRenewables Powering Strong Start to FY22 NEUTRAL Contact Energy (CEN) posted another strong operating performance for October 2021,...
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Power Points: Interest Rate Pressures Rising — November 2021
Power PointsInterest Rate Pressures Rising — November 2021 Rising interest rates continue to place downward pressure on electricity stocks with...
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Power Points: Water Dampens Thermal Generation — Oct 21
Power PointsWater Dampens Thermal Generation — Oct 21 September 2021 had little of the action of August, although that is not a bad thing, as the...
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