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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Genesis Energy: Downgrade to NEUTRAL as Interest Rates Bite
Genesis EnergyDowngrade to NEUTRAL as Interest Rates Bite NEUTRAL We are downgrading Genesis Energy (GNE) to NEUTRAL from OUTPERFORM as we see...
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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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Genesis Energy: Steady Start to FY22 — 1Q22 Operating Stats
Genesis EnergySteady Start to FY22 — 1Q22 Operating Stats OUTPERFORM Genesis Energy (GNE) has had a steady start to FY22 with the retail...
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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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