Electricity Sector Smelter's Electric Shock Far From Fatal
Electricity Sector Smelter's Electric Shock Far From Fatal Rio Tinto's (RIO) shock announcement that it is closing NZAS in 13 months has resulted...
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Power Points: Regulation Matters — July 2020
Power Points Regulation Matters — July 2020 June 2020 was dominated by the Electricity Authority's (EA) transmission pricing methodology (TPM)...
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Power Points: COVID Eliminated from Electricity — June 2020
Power Points COVID Eliminated from Electricity — June 2020 Looking at the electricity statistics for May 2020 and it is almost impossible to tell...
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Power Points: Priced to OUTPERFORM — May 2020
Power Points Priced to OUTPERFORM — May 2020 We are upgrading Meridian Energy (MEL) and Mercury (MCY) to OUTPERFORM in a sector-wide call that we...
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Smartkarma Webinar | High-Conviction Ideas in Asian Infrastructure Stocks
In the next Smartkarma Webinar, we will be joined by Buyside Portfolio Manager Susanta Mazumdar who will discuss 5 key themes and 7 high-conviction...
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