Electricity Sector: Calling RIO’s Bluff
Electricity Sector Calling RIO’s Bluff We are calling Rio Tinto’s (RIO) bluff that closure of its NZAS aluminium smelter at Tiwai Point near Bluff...
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Electricity Sector: Meridian the Shining Beacon — 1H20 Result Preview
Electricity Sector Meridian the Shining Beacon — 1H20 Result Preview The only electricity generator/retailer we expect will lift earnings in 1H20...
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Contact Energy: Heavy Rain Evaporates
Contact Energy Heavy Rain Evaporates Contact Energy’s (CEN) December 2019 operating performance showed little sign of benefitting from the strong...
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Power Points: Wholesale Price Collapse Temporary — January 2020
Power Points Wholesale Price Collapse Temporary — January 2020 The finish of 2019 saw a dramatic fall in wholesale electricity prices, and the...
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Equity Strategy: The Year Ahead; Five/Five for 2020
Equity Strategy The Year Ahead; Five/Five for 2020 A new year and a new decade follows the longest bull market in modern history, with the NZX50...
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