Power Points: Sector Powers Down — April 2020
Power Points Sector Powers Down — April 2020 The Electricity Sector has seen the sharpest and largest fall in electricity demand in history,...
324 Views
Equity Strategy: The Dividend Hit Has Only Just Started
Equity Strategy The Dividend Hit Has Only Just Started The politics of dividend distribution will heavily influence how corporates navigate...
464 Views
Electricity Sector: COVID-19's Modest Electric Shock
Electricity Sector COVID-19's Modest Electric Shock The Electricity Sector is resilient and we expect it to weather the COVID-19 storm well....
536 Views
Equity Strategy: COVID-19 Winners, Losers, and Big Losers
Equity Strategy COVID-19 Winners, Losers, and Big Losers The impact of COVID-19 will be far reaching and very significant across our companies...
570 Views
Electricity Sector: Still Calling the Smelter's Bluff
Electricity Sector Still Calling the Smelter's Bluff The fall in electricity share prices in the past two weeks presents a buying opportunity for...
691 Views